PSA – Accounting Connector Admin Page

Professional Services CloudERP Cloud

The PSA – Accounting Connector Admin tab enables you to configure custom settings, schedule background executions of PSA – Accounting Connector flows and manage field mappings for each flow.

Note:
  • This page is only available in Lightning Experience.
  • You must be assigned the PSA – Accounting - Administration permission set to access the page and perform the actions.

On this page, you can:

  • Automatically populate the value of the Company field on billing events, expense reports, and miscellaneous adjustments.
  • Enable email and Salesforce notifications for background processes.
  • Configure the settings for each flow.
  • Schedule the background executions of each flow. For more information, see Managing Scheduled Jobs.
  • Define the field-level mappings for each flow. For more information, see Viewing Mappings.

To define the settings:

  1. Open the PSA – Accounting Connector Admin tab.
  2. In the PSA – Accounting Connector Settings section, configure the relevant fields. For more information about the custom setting fields, see PSA – Accounting Connector Administration Fields.
  3. Click Save.

PSA – Accounting Scheduling Actions

This component contains the PSA – Accounting Connector Scheduled Jobs section. You can add the component to any Lightning app page.

PSA – Accounting Mapping Actions

This component contains the PSA – Accounting Connector Mappings section. You can add the component to any Lightning app page.