Certinia (FinancialForce) PSA on Salesforce

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About Course

Certinia Professional Services Cloud on Salesforce: projects, resource requests, timecards, billing and services analytics.

Who this training is for

  • Services operations teams
  • Salesforce consultants

Syllabus

  1. Module 1: PSA overview — Data model on Salesforce
  2. Module 2: Projects — Templates, milestones
  3. Module 3: Resourcing — Requests, assignments
  4. Module 4: Time & expense — Timecards, approvals
  5. Module 5: Billing & forecasting — Billing events, revenue

🏢 Training your team?

This course is available as live online batches, onsite workshops at your office, or self-paced access for your employees with progress reports for HR. The syllabus can be tailored to your systems and projects.

🎁 Book a free demo for your team Corporate plans

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What Will You Learn?

  • Configure projects and milestones
  • Manage resource requests and assignments
  • Process timecards and expenses
  • Run billing and revenue forecasting

Course Content

Module 1: PSA overview
Data model on Salesforce

Module 2: Projects
Templates, milestones

Module 3: Resourcing
Requests, assignments

Module 4: Time & expense
Timecards, approvals

Module 5: Billing & forecasting
Billing events, revenue

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