Courses
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Making the Move from Profiles to Permission Sets
In this recorded webinar, we will go over the Salesforce Permission Sets and Groups functionality, Best Practices for securing your org, and how you can utilize Fonteva Permissions Sets and the Fonteva Check Security Wizard.
Free
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Tips and Tricks: Fonteva Finance
Join Fíonta’s finance data expert Katie Jones for an engaging overview of the Finance App, a discussion of the Fonteva Business Group record including key settings and related objects, and a detailed review of the Fonteva Item record.
Free
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Maintaining Healthy Systems in the Age of Upgrades
There are 3 Salesforce Releases each year, 2 Fonteva Releases each year, Every 2 weeks Fonteva releases a patch and above all there are on-going changes implemented in the org. This session covers the strategies to keep your Salesforce org healthy.
Free
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Fonteva Payments
Take a closer look at the recently released Fonteva Payments to see how our new integrated payments platform can add value to your organization's payment processing operations.
Free
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Global Annual Review Process
Join us for a PNC presentation on the Annual Review Process. This session reviews the purpose, process, and timelines of APR along with a quick demonstration in Lattice.
Free
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How To Write A Solution Doc
Join us for a Brown Bag session about solution document writing. Dan will cover an overview of solution documents along with reviewing a typical sprint timeline.
Free