GENERAL

If purchased, the Premier Success Plan will be provided to Customer's Users and is available on weekdays, excluding holidays, during business hours, and on weekends for Business Critical and Business Standstill issues. Users can submit cases over the Web via the FinancialForce Community or by telephone.

Upon case submission, Named Support Contacts will be asked to provide their company name, contact information, steps to replicate the issues, and authorization for support to access Customer’s salesforce environment to provide support. Each case will be assigned a unique case number. A FinancialForce Support Representative will use commercially reasonable efforts to call or email the User within 1 hour for a Business Standstill case, within 2 hours for a Business Critical case, and within 6 hours for all other cases and will use commercially reasonable efforts to promptly resolve each case. Actual resolution time will depend on the nature of the case and the resolution. A resolution may consist of a fix, workaround or other solution in FinancialForce’s reasonable determination.

NAMED SUPPORT CONTACTS

“Named Support Contacts” are Users Customer identifies as primary liaisons between Customer and FinancialForce for technical support. Customer can have an unlimited amount of Named Support Contacts. Customers’ Named Support Contacts shall be responsible for:

  1. overseeing Customer’s support case activity
  2. developing and deploying troubleshooting processes within Customer’s organization
  3. resolving password reset, username and lockout issues for Customer
  4. ensuring that Customer’s application users are properly trained and use the app in accordance with FinancialForce Documentation
  5. providing technical staff to assist with non application issues such as network issues
  6. granting FinancialForce access to the Customer’s salesforce environment via Subscriber Support org access when required

Customer shall ensure that Named Support Contacts:

  1. have completed, at a minimum, the basic Services administration course currently titled “Administration Essentials,” which is included at no additional charge as part of online training
  2. have completed any supplemental training appropriate for the Named Support Contact’s specific role or Customer’s usage of the Services
  3. are knowledgeable about the applicable Services in order to help resolve, and to assist FinancialForce in analyzing and resolving, technical issues
  4. have a basic understanding of any problem that is the subject of a case, and the ability to reproduce the problem in order to assist FinancialForce in diagnosing and triaging it

TELEPHONE SUPPORT HOURS

Named Support Contacts can submit cases via telephone on weekdays, excluding holidays, during FinancialForce's Support hours, and also on weekends for Business Standstill and Business Critical issues. Named Support Contacts can also submit cases through the FinancialForce Community twenty four hours a day seven days a week. Cases will be logged by a Support Representative for later response by the appropriate Support team.

A FinancialForce Support Representative will use commercially reasonable efforts to call or e-mail the User within 1 hour for a Business Standstill case, within 2 hours for a Business Critical case, and within 6 hours for all other cases and will use commercially reasonable efforts to promptly resolve each case. Actual resolution time will depend on the nature of the case and the resolution. A resolution may consist of a fix, workaround or other solution in FinancialForce’s reasonable determination.

Main phone numbers as follows:

Region Support hours Telephone Numbers
US 6:00am-6:00pm PST +1 877 828 9161 (Toll Free)
UK & Rest of World 7:00am-5:30pm GMT +44 (0)808 238 9790
(UK Freephone)
+44 (0)1423 532830
(International)
Australia 9:00am-6:00pm AEST 1800 092 411

Telephone support is available in English only.
Holiday schedule

 

LOGGING A CASE

Named Support Contacts may log a case as follows:

  1. We recommend that Named Support Contacts log cases via the FinancialForce Community. Named Support Contacts can access the FinancialForce Community by clicking the appropriate link under the FinancialForce Resources section of the Salesforce sidebar or via FinancialForce Central (once you click the link you will be signed into the Community with your Salesforce login credentials), or by accessing the Community at https://erp.force.com/community.
  2. By telephone call to Customer support as described above.

Note: For assistance with User password resets, Users should use the “Forgot your password?” link on the login page or contact a Named Support Contact or Customer system administrator. For assistance with Salesforce usernames and lockouts, Users should contact a Named Support Contact or Customer system administrator. For security reasons, FinancialForce does not provide contact information for Named Support Contacts or Customer system administrators.

REPRODUCING ERRORS

FinancialForce must be able to reproduce errors in order to resolve them. Customer agrees to cooperate and work closely with FinancialForce to reproduce errors, including conducting diagnostic or troubleshooting activities as reasonably requested and appropriate. Also, subject to Customer's approval on a case-by-case basis, Users may be asked to provide remote access to their FinancialForce application and/or desktop system for troubleshooting purposes.

Reproducible errors that cannot promptly be resolved will be escalated to higher support tiers for further investigation and analysis.

SEVERITY LEVELS

Issues will be categorized and handled according to an assigned severity level. The case severity level is selected by the Named Support Contacts at time of case submission, and will be updated by FinancialForce as follows:

Level Severity criteria
Level 1: Business Standstill Production and/or mission critical services are down and there is no immediate workaround.

  • All or a majority of your mission critical environment is unavailable or not functioning
  • Your business operations are completely disrupted
  • Majority / All Critical users affected

For Business Standstill you are required to have dedicated resources available during your contracted hours of operation

Level 2: Business Critical Production and/or mission critical services are critically impacted and there is no workaround available

  • Critical business operations seriously affected
  • You must have a direct financial impact
  • If not in production, important areas of the environment are affected such that it would critically impact a go-live date of less than 1 week away
  • Large amount of users are affect or critical group of users are affected that would enable the business to run normally

For Business Critical you are required to have dedicated resources available during your contracted hours of operation

Level 3: Major Problem Major operations or functionality is seriously impaired and a workaround has been provided if necessary

  • Standard business operations can continue in a restricted manner, however long term functionality cannot be sustained
  • No immediate direct financial impact
  • A temporary workaround may have been provided
Level 4: Problem Where a problem, error or defect is non-­critical to the business.

  • No direct financial impact
  • Small number of users /systems affected
Level 5: Question Where a question is raised to assist with the continued running of the applications.

SUPPORT RESPONSIBILITIES

The target initial response time is within 1 hour for a Business Standstill case, within 2 hours for a Business Critical case, and within 6 hours for all other cases. Actual resolution time will depend on the nature of the case and the resolution. A resolution may consist of a fix, workaround or other solution in FinancialForce’s reasonable determination.

FinancialForce.com will then use commercially reasonable efforts to respond to each case within the applicable response time described in the table below, depending on the severity level set on the case.

Level Severity criteria
Level 1: Business Standstill Initiate an investigation of any Business Standstill problem encountered by the Customer within 1 hour of the first response by the FinancialForce Support Desk. FinancialForce will assign personnel to the problem who will work all reasonable business hours until the problem is resolved. The solution will be provided in a Major Release, Service Pack, Special Release, or as a workaround.
Level 2: Business Critical Initiate an investigation of any Business Critical encountered by the Customer within 2 hours of notification being received. The resolution will normally be included in the next Major Release or Service Pack.
Level 3: Major Problem Initiate an investigation of any Major Problem encountered by the Customer within 6 hours of notification being received. The resolution will normally be included in the next Major Release or Service Pack, subject to the priority of all existing support cases as well as the number of reported cases from different customers.
Level 4: Problem Initiate an investigation of any Problem encountered by the Customer within 6 hours of notification being received and shall plan to include a resolution into a future Major Release subject to the relevance of the issue.

SUPPORTED VERSIONS

FinancialForce support plans include support for only the current (most recent) and immediately preceding Major Release of a FinancialForce application.

For example, if the current Major Release is V 14.x, we support V 14.x and V 13.x. If you are running an older version than this, we strongly urge you to upgrade to a supported release. If you are unable to upgrade, you may contact us about purchasing consulting services from our professional services team under a statement of work.

CASE ESCALATIONS

Please communicate with your case analyst if you wish to escalate your case to management. If you need additional escalation support, please reach out to your Customer Success Manager.

CUSTOMER SUCCESS MANAGER

The Premier Success Plan includes a designated Customer Success Manager.

The role of the Customer Success Manager is to help the Customer with FinancialForce product adoption, including sharing FinancialForce best practice advice, guidance on helping the Customer achieve their desired ROI, and helping to escalate technical issues as necessary.

The Customer is responsible for its evaluation and for any implementation of the Customer Success Manager’s recommendations.

TECHNICAL CUSTOMER SUCCESS MANAGER

The Premier Success Plan includes four 1-hour sessions with a Technical Customer Success Manager during each annual subscription term. If these sessions are not utilized within an annual subscription term, they will not roll over into the next subscription term, but four new sessions will be rewarded at the start of the next subscription term.

The role of the Technical Customer Success Manager is to help the Customer with FinancialForce product adoption and best practice, including sharing FinancialForce technical guidance on approaches to be reviewed and implemented by the Customer.

The Customer is responsible for its evaluation and for any implementation of the Technical Customer Success Manager’s recommendations.

COMMUNITY LIVE

For our annual customer event, 1 complimentary pass comes with the Premier Success Plan. The pass must be used within your annual subscription term. If it is not used, it will not roll over into the next subscription term, but a new pass will be awarded at the start of the next subscription term.

TRAINING CREDITS

The Premier Success Plan includes one complimentary pass to a FinancialForce-led fundamentals training course per annual subscription term. If the pass is not used during a subscription term, it will not roll over into the next subscription term, but a new pass will be awarded at the start of the next subscription term.

ADD-ONS

As a Customer on our Premier Support Plan you are eligible to purchase additional support-related services ( “Add-on”). As an Add-on you can purchase access to a Technical Account Manager who works with only a total of 8 customers, or for the white glove service, with only a total of 4 customers. Your Account Executive or Customer Success Manager can review Add-on options with you.

DEVELOPER SUPPORT

The Premier Success Plan includes support for developers using the FinancialForce API, which support is limited to the ability to report suspected FinancialForce bugs on the FinancialForce API. FinancialForce Support will use commercially reasonable efforts to provide Customer with a target date for bug resolution.

EXCLUDED ITEMS

The Premier Success Plan does not include any of the following:

  • Assistance with Salesforce issues and errors with Salesforce Platform
  • Assistance in developing User-specific customizations;
  • Assistance with non-FinancialForce products, services or technologies, including implementation, administration or use of third-party enabling technologies such as databases, computer networks or communications systems;
  • Assistance with installation or configuration of hardware, including computers, hard drives, networks or printers.
  • Troubleshooting issues with your in‐house developed apps
  • Troubleshooting issues with integrations you’ve built for the FinancialForce apps
  • Assistance with any code that is developed outside of or in addition to the core FinancialForce applications, for example, custom code developed by Customer or FinancialForce’s consulting team under a statement of work.
  • Training on the product, setup and configuration questions, or business process questions, these types of requests should be directed to our professional services team under a statement of work

Separate consultancy advice can be arranged for topics such as:

  • Instruction in report writer techniques
  • Instruction in the use of the product
  • Salesforce Administration
  • System configuration and setup
  • Design, writing and debugging of interfaces
  • Design, writing and debugging of custom pages and objects
  • Support for custom code outside of the core FinancialForce applications
  • Data corrections in the event of data issues in your FinancialForce system

CHANGES TO PREMIER SUCCESS PLAN

FinancialForce may change its Premier Success Plan from time to time in its sole discretion.