The PSA application is a managed package. This means that you can customize some items, but not others.
Certinia also provides unmanaged packages that contain configurable components for Workflows, Approvals and reporting.
Your Certinia consultant will explain these in detail, and help your organization devise a strategy for customizing PSA.
Workflows and Approvals
Your Certinia consultant will work with you to create Salesforce Workflows and Approvals that best fit your needs. These might include:
- Timecard approval
- Expense approval
- Notifications for Operations users when a resource request
A means of asking for resources for a project or an opportunity. is created - Missing timecard email notification
Data Migration/Integration Considerations
Migration of current professional services data to your new PSA application (migration), and the method of movement of PSA data to your financial system of record (integration), are both critical steps in initial roll-out and ongoing operations.
Your Certinia consultant will work with your organization to clearly identify these migration and integration points, develop the solutions, and verify all is working properly and is maintainable prior to going live.