FinancialForceX
Virtual Summit
on the Road

With the success of FinancialForceX Virtual Summit, we are taking the event on the road! Expect more in-depth training and updates from FinancialForce.

FinancialForce Fundamentals Day | Tuesday, October 13

Get a sneak peek into the Fall Release of our ERP and PSA solutions. Additionally, we will do a deep dive into FinancialForce apps complementary to your solution, demonstrating how you can achieve even greater benefit to your organization.

High-level Agenda*

*Subject to change. All times PT.

TIME SESSION
7:30am
8:30am
PSA Fall Release
8:45am
9:30am
ERP Fall Release
9:45am
10:15am
Revenue Management
10:30am
11:30am
ERP and PSA Community

REGISTER FOR FREE

FinancialForce Professional Services Cloud Day | Tuesday, October 27

Gain unprecedented visibility into your business across sales, services, and finance with the #1 professional services automation (PSA) software from FinancialForce. Join us to learn more about the exciting capabilities coming in FinancialForce PSA in the Fall Release, from in-context time entry to services forecasting, all based on Salesforce Lightning! Hands-on sessions will provide a deeper dive into key areas driving services value.

High-level Agenda*

*Subject to change. All times PT.

TIME SESSION
7:30am
8:30am
Deep dive into Fall Release and Roadmap
8:45am
9:30am
Detailed how-to session
9:45am
10:15am
Detailed how-to session
10:30am
12:00pm
Hands-on lab - PSA Analytics

REGISTER FOR FREE

FinancialForce ERP Cloud Day | Wednesday, October 28

Come and learn more about the only modern ERP solution built on the #1 business cloud platform from Salesforce. Join us to hear more about the Fall Release of FinancialForce ERP, where we will cover topics such as agile billing, revenue schedules, the new Revenue Management Workspace, procurement analytics, and much more! In addition, we will have two detailed how-to sessions to further extend your knowledge in areas that can benefit your organization.

High-level Agenda*

*Subject to change. All times PT.

TIME SESSION
7:30am
8:30am
Deep dive into Fall Release and Roadmap
8:45am
9:30am
Detailed how-to session
9:45am
10:15am
Detailed how-to session
10:30am
12:00pm
Hands-on lab - ERP Analytics

REGISTER FOR FREE

FinancialForce Foundations Day | Thursday, October 29

Join us to hear how FinancialForce maximizes the power of the Salesforce platform through modern user experiences, improved productivity, and faster onboarding. Learn about the latest advances in our Fall Release including how we leverage Salesforce Lightning Experience (LEX) to deliver customizable workspaces with embedded analytics, In-App Prompts, Action Containers, User Engagement configuration tools, and advanced messaging capabilities. Plus, we will cover how we simplify management with Push Updates, Feature Console, and our new permissions model. In addition, we will have two detailed “how-to” sessions to further extend your knowledge in areas that can help drive usage and user adoption.

High-level Agenda*

*Subject to change. All times PT.

TIME SESSION
7:30am
8:30am
Deep dive on LEX functionality, best practices, and how to improve user productivity.
8:30am
9:30am
Detailed how-to session
9:30am
10:30am
Detailed how-to session
10:30am
11:00am
Hands-on labs
11:00am
11:30am
Hands-on labs

REGISTER FOR FREE

Hands-on Labs

Our hands-on labs demonstrate the value of FinancialForce solutions in real-world environments. You’ll gain special access to our latest technologies and explore a wide range of topics. Hands-on Labs will be offered on most days.

Virtual User Group Roundtables

Virtual User Group Roundtables are geared to administrators of FinancialForce products who would like to learn more about best practices, customer use cases, and product features. These will be hosted on a regular cadence throughout the fall.

REGISTER FOR FREE

Frequently Asked Questions

Who should attend each day?

Fundamentals Day will provide an overview of the Fall Release and introductory sessions into FinancialForce apps complementary to your existing solution. Please refer to the session descriptions for further information on specific roles that should attend.

Will there be a webinar on the Fall Release?

The Fall Release webinar will now be part of the Fundamentals Day. Please make sure to register for the Fundamentals Day to receive the login details.

When will we know what the sessions are?

Sessions for each day will be released at a later date. Please look out for an email with instructions on how to add the sessions to your calendar.

Will there be paid tickets for the online event?

FinancialForce is committed to the education and success of our customers and community, so we’re pleased to offer all FinancialForceX Summit on the Road sessions and virtual event activities for free.

How do I sign up for FinancialForceX Virtual Summit on the Road?

Please select what days you want to attend and proceed to register for each day.
FinancialForce Fundamentals Day
FinancialForce Professional Services Cloud Day
FinancialForce ERP Cloud Day
FinancialForce Foundations Day

Why is there a limit on how many people can register for hands-on labs?

We are aiming to provide an instruction-led, step-by-step walkthrough of our solutions. Therefore, we want to make sure the instructors can give time and attention to everyone in attendance. Depending on demand, we will look into offering more sessions at a later date.

Who do I contact for more information?

Please contact us at globalevents@financialforce.com.