Multi-tenancy
Multiple Companies in a Single Salesforce Org
With Finblick’s multi-tenancy, you can operate any number of companies (tenants) within a single Salesforce instance. This allows you to manage complex corporate structures centrally while maintaining strict data separation, security, and flexibility.
Any Number of Tenants in One Salesforce Org
Finblick enables multiple legally independent companies to run in parallel within one Salesforce org. Each tenant represents a separate company, making this ideal for groups, holdings, and shared-service organizations.
Tenant-Specific Configuration
Each tenant has its own fully independent configuration, including:
- Company information
- Document templates (e.g. invoices, quotes)
- Dedicated numbering sequences
- Individual account determination rules
- Separate bank and payment integrations
This ensures that every company operates according to its own requirements.
Clear Data Separation per Tenant
All tenant-specific records are clearly assigned to a single company and logically separated, including:
- Customers and vendors
- Quotes and orders
- Invoices and credit notes
This guarantees data integrity, security, and reliable reporting.
Flexible Access & Permission Management
Finblick allows you to precisely control user access per tenant:
- Users can be restricted to a single tenant
- or granted access to multiple tenants at the same time
This supports both decentralized teams and centralized finance or shared-service departments.
Tenant-Specific & Cross-Tenant Reporting
All reports and analytics can be created flexibly:
- Tenant-specific (e.g. revenue or open items per company)
- or cross-tenant for consolidated overviews
This gives you full transparency at both company and group level.