Setting up Accounts and Opportunities
PSA extends the native Salesforce Account and Opportunity objects. You can:
- Create a billing event batch
, budget
, project
, rate card
and change requests from an account.
- Create a project, resource request
and budget from an opportunity.
- Add custom fields to calculate the value of services on an opportunity.
- Use an attach rate that represents the ratio between the revenue from products to revenue from services for that product.
Additionally, PSA automatically associates opportunities with the RPG hierarchy, and distinguishes revenue sources between products and services.
Creating an account in the context of PSA is the same as creating an account in Salesforce. Once you have created the account, users can create and view certain PSA data related to the account on the related lists.
When you create an opportunity, you can add PSA data related to the account for PSA customers.
Optional Related Lists on the Account and Opportunity Tabs
- Account: Billing Event Batches, Budgets, Projects, Rate Cards
- Opportunity: Projects, Resource Requests, Budgets