The Salesforce playbook for finance and accounting teams.
Finance teams own the systems that determine whether the business has accurate, timely, auditable financial data. We help finance leaders unify CRM, ERP, billing, and reporting into one operating model, with the controls and audit trails finance and audit committees require.
- 12 chapters
- 5 day-to-day workflows
- 4 products in depth
- 7,283 words
What's inside.
Written by our Salesforce consultants for finance and accounting teams. Read it start to finish or go straight to the chapter you need.
Salesforce for finance and accounting teams: where it pays off
6 patterns that work for finance and accounting teams, and the platforms we connect.
The problems Salesforce has to solve
The 6 problems a design has to solve, and 4 methods we use on them.
A week in Salesforce: the workflows that matter
5 day-to-day workflows to test any design or demo against.
The Salesforce products, in depth
Salesforce Revenue Cloud / CPQ, MuleSoft, Salesforce Sales Cloud, Tableau: capabilities, when each fits, and buyer questions.
How to roll it out
4 first decisions, plus step-by-step rollout plans for the main products.
The systems to connect
18 systems finance and accounting teams most often connect to Salesforce.
Compliance and governance
6 obligations to design for from the start.
What to measure
11 measures, with a baseline worksheet.
Mistakes to avoid
The errors we are most often called in to fix, and what to do instead.
Questions teams ask
5 questions finance and accounting teams ask before and after go-live.
Results from our projects
6 results from Abstrakt Solutions projects.
Next steps
Free assessments and how to reach a consultant.
Two of the workflows inside.
What finance and accounting teams actually do in Salesforce when it is set up well. The playbook covers 5, plus rollout plans, metrics and mistakes to avoid.
Get the full playbook →- Discount and deal-desk approvalsWhen a rep builds a quote in Revenue Cloud that exceeds a discount threshold or includes non-standard terms, Advanced Approvals routes it to the deal desk and, if needed, the controller. Approvers see margin impact on the quote itself. Every decision is time-stamped, which gives finance a clear record of who authorized each exception.
- Booked order handoffOnce a contract is signed, an order is activated in Salesforce and an integration, often built on MuleSoft, sends the customer, products, amounts, and dates to the ERP. Finance reviews a daily exception report of orders that failed validation, so missing tax codes or mismatched billing accounts get fixed before invoicing.
Who wrote it.
Abstrakt Solutions is a Salesforce Select partner based in St. Louis, with 108 Salesforce certifications and a 4.95 out of 5 rating from 92 reviews on Salesforce AgentExchange (formerly AppExchange).
