Licensable Features

Salesforce

A PSA license allows you to create projects from accounts or opportunities. You can also create projects that are not attached to an account or an opportunity.

Note:

You must have a full Salesforce license to create a project from opportunity or access a project from an opportunity. All PSA licenses that use a Salesforce platform license have no access to the Salesforce Opportunity and Case objects.

If you wish to use other functions from the Salesforce service then you must check whether any agreement you have with Salesforce.com allows such access for the PSA users, or whether you need to purchase such access directly from Salesforce.com. If you are in any doubt, please seek clarification from your Certinia representative.

PSA Users

PSA is a licensed managed package. If you are an administrator, you must assign licenses to all users.

Integration Rules

The number of integration rules you can define is governed by your agreement with Certinia. To determine the number of permitted rules, please refer to your sales documentation. If you are in any doubt, please seek clarification from your Certinia representative.