AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

FinancialForce Risk Tracker - Spot threats, take action

Assess the impact of COVID-19 across all areas of your business

Overview

FinancialForce Risk Tracker delivers powerful risk analysis and threat tracking signals dynamically aggregated from all areas of your business. Get the data you need to spot risks, preempt business disruption, and support customers.

1 of 8

See How FinancialForce Risk Tracker - Spot threats, take action Works

  • PREDICTIVE INSIGHTS Assess the impact of COVID-19 across all areas of your business - pipeline, cash flow, customer churn. THREAT TRACKING SIGNALS Dynamically aggregates unstructured comments across your business to create risk levels.

  • BETTER, FASTER DECISIONS Executive Summary Dashboard delivers timely, meaningful risk analysis in an easy to read format. RISK ANALYSIS FOR ALL Finance, services, sales, and success teams all benefit from risk analysis specific to their roles.

  • NATIVE TO THE PLATFORM Manage Risk Tracker in conjunction with your Salesforce or FinancialForce Einstein analytics solutions. EASY TO CONFIGURE Incorporate risk levels and predictive signals most important and unique to your business.

COVID-19: MAKE BETTER, FASTER DECISIONS Get the insights you need to spot business risks, predict disruption, and deliver meaningful support to your customers. Whether it's cash flow, pipeline, project status, customer health, FinancialForce Risk Tracker helps you assess the impact of COVID-19 on your business with powerful risk analysis and threat tracking signals dynamically aggregated from all areas of your business. BROAD BUSINESS VISIBILITY You and your systems might be blind to the unstructured comments entered around customer opportunities, contacts, projects, and accounts. FinancialForce Risk Tracker, powered by Einstein, aggregates this data into powerful dashboards to help you quickly spot business risks and take appropriate action. HOW IT WORKS Opportunities, Accounts or Contacts can be tagged with risk levels using Chatter posts (requiring no changes to existing or additional infrastructure). The app aggregates the results to provide Business Executives with a view of the risks associated with an Account. The app includes an option to include FinancialForce PSA Projects in the results if the FinancialForce PSA App is being used.

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package

More from

  • Certinia Subscription & Usage Billing
    No Ratings
    Streamline billing for multiple revenue streams, including subscription contracts, usage-based services, professional services, and inventoried items to ensure accurate invoices and minimize revenue leakage.
    Finance

  • Certinia Services Analytics
    A powerful analytics and business intelligence solution, built native to Salesforce, that turns valuable data into meaningful, actionable insights. Keep operations running lean, consistent, and predictive—all centered around your customer needs.
    Analytics

  • Certinia Customer Success Agent
    No Ratings
    Tired of wasting time on day-to-day operational tasks? Certinia’s Customer Success AI agent automates routine CSM activities like summarizing account data and updating playbooks so your team can focus on high-value work that builds stronger relationships.
    Customer ServiceCollaboration

  • Certinia Procurement
    Manage and analyze the procurement of goods and services across your organization. Enforce spend policies, source and manage suppliers, and easily identify new ways to save time and money.
    Enterprise Resource Planning

  • Certinia Staffing Agent
    No Ratings
    Instantly staff your projects and adapt to daily resourcing challenges. The Certinia Staffing Agent uses an intelligent staffing engine to quickly reallocate resources and prevent project delays, freeing up your team to focus on what matters most.
    ProductivityAnalytics

  • Certinia Order & Inventory Management
    Certinia Order & Inventory Management helps you see, simplify, and optimize the entire order to fulfillment process—for goods & services. Meet and exceed customer expectations with visibility into the entire fulfillment process from quote to shipment.
    Quotes & Orders

  • Certinia Financial Management Analytics & Reporting
    No Ratings
    Lead the charge on bringing more revenue to your business with unparalleled business insights generated by analytics and reporting in Certinia. Make data-driven decisions that can expand your business footprint and elevate operational efficiencies.
    Analytics

  • Certinia Services Estimator
    No Ratings
    Services Estimator works with our industry-leading PSA solution to create accurate estimates that are both competitive and profitable—helping you win more business, start projects faster, and run a connected services operation.
    Quotes & OrdersProject Management

  • Certinia Revenue Management
    Automate your entire revenue recognition process and generate revenue schedules to achieve a comprehensive view of revenue performance. Stay compliant with automated recognition rules and minimize risk with a single revenue recognition solution.
    Accounting

  • Certinia Billing & Receivables
    Manage the entire order to cash process with Certinia Account Receivables & Collections. Simplify invoicing, billing, and collections, and automate the AR process to accelerate cash flow. Ensure timely payments and build customer trust with secure payment
    Accounting