FinancialForce PSA for Administrators and Developers Training

• How to describe the structure of PSA and all its major functions?
• How to create and maintain PSA skills, resources, and certifications?
• How to manage missing timecards, backlog, and utilization reports?
• How to maintain RPGs, work calendars, time periods, & holidays?
• How to maintain workflows, notifications, & approval processes?
• How to understand the limitations & challenges of developing for PSA?
• How to adjust PSA configuration groups, options, & values?
• How to manage PSA custom settings?
• How to understand PSA data architecture?
• How to understand PSA metadata?

• 32 Hrs. Instructor-led Online Training
• Recorded Videos After Training
• Digital Learning Material
• Course Completion Certificate
• Lifetime e-Learning Access
• 24x7 After Training Support

• Salesforce Developers
• Salesforce Architects
• SF & PSA Administrators

• The aspirants of FinancialForce PSA for Administrators and Developers Training should have attended FF PSA Administrator Training and have a proper understanding of development concepts on the force.com platform. These professionals must be familiar with Project Management processes and certified at the Salesforce Platform Developer 1 level or higher.

• Multisoft Systems will provide you with a training completion certificate after completing this FinancialForce PSA for Administrators and Developers Training.

Module 1: Introduction

• PSA Structure and its major functions
• PSA Objects and their associated function
• Review of PSA Development Best Practices
• Don’t try to change what PSA does
• Don’t try to automate something that PSA already does

Module 2: Functional Overview

• Operational End-to-End
• Project Creation
• Project Setup
• Assignments
• Resource Forecasting
• Milestone Management
• Billing Events & Invoicing
• KPIs and Reporting
• Utilization
• Backlog
• Reports

Module 3: Maintaining PSA (PS Enterprise) Licenses

• Activating PSA licenses
• Deactivating PSA Licenses
• Managing additional licensed features
• Managing site licenses

Module 4: Changing PSA Configuration Groups, Options, and Values

• Managing configuration groups, options, and values
• Managing PSA custom settings

Module 5: Maintain RPGs, Time Periods, Work Calendars, and Holiday

• Creating and managing RPG hierarchy
• Maintaining & updating holiday schedules
• Maintaining & updating time periods

Module 6: Managing PSA Resources

• Resource field descriptions
• Permission controls
• Managing Resource Roles
• Adding new PSA Resources
• Deactivating PSA Resources
• Maintaining Skills and Certifications

Module 7: Global Project Setup and Maintenance

• Creating Global Projects
• Managing Global Project attributes

Module 8: Managing Missing Timecards, Backlog, and Utilization

• Calculate, Schedule, & generate Missing Timecard records
• Generate Backlog records
• Refine the utilization processing strategy

Module 9: Maintain Workflows, Email Notifications, Approval Processes, and Actuals

• Configuring and managing workflows and approval processes
• Managing automated and manual actuals processing
• PSA Actuals
• Other Scheduled Jobs
• Configuring Person Data: Users, Contacts / Resources,
• Permission Controls, Profiles, Permission Sets, Roles,
• Queues, Groups, and Sharing

Module 10: Extending PSA

• Best Practices for writing
• Apex Unit Tests
• Validation Rules
• Workflows
• Salesforce Flows
• Introduction to FinancialForce ClickLink
• Introduction to Declarative Lookup Rollup Summaries (DLRS)
• Understanding controls on
• Timecards and Expenses
• Billing Events
• Deployment
• Data
• Metadata

Module 11: Troubleshooting

• Technical Limits
• SOQL query limits
• Object limits and the expense object
• Security Issues
• Email related
• Features using Future Calls
• Assignment Rollups
• Milestone Rollups
• Estimates vs Actuals
• Salesforce Limits & Business Data
• Billing event Generation and Enterprise Billing
• Diagnostic aids
• Apex Jobs
• Debug logging