Setting up Services Estimator

Before you can use Services Estimator, you must:

Assign Services Estimator licenses to your users.
Install Foundations Spring 2023 or later.
Install PSA Spring 2023 or later and assign PSA licenses to your users.
Assign the relevant permissions to your users.
Add the Estimates related list to the Opportunities record page layout.
Set up an approval process.
Set configuration options.
[Optional] Set up Output Builder to generate documents for estimates.
[Optional] Customize Services Estimator Lightning components. For more information, see Services Estimator Lightning Components.
[Optional] Enable the Estimate Path to use estimate stages.

For information about setting up the Services Estimator – Salesforce CPQ Connector, see Setting up the Services Estimator – Salesforce CPQ Connector

Supported Environment

Note:

From the Spring 2025 release, Services Estimator will require PSA and Foundations to be one version behind the latest seasonal release, rather than two. This means the Spring 2025 release will depend on the Winter 2025 version of PSA and Foundations being installed. Ensure you update PSA and Foundations to the Winter 2025 version ahead of the Spring 2025 release of Services Estimator to ensure compatibility.

Fields Required Certinia Products for Certinia Help
Certinia Product	Version
Foundations	Spring 2024
PSA	Spring 2024

Data Model

For information about the relationship between objects in Services Estimator, see Permission Sets and Other Technical Documentation.

Permissions

You can assign the following permission set groups to users for access to Services Estimator:

Permission Set Group Name	Description
Certinia - Services Estimator – Salesforce CPQ Connector - Estimator	Includes the SCPQ - Sync Estimates and Quotes permission set.
Certinia - Services Estimator - Estimate Approver	Includes the Services Estimator - Approve Estimates permission set.
Certinia - Services Estimator - Estimator	Includes the following Services Estimator permission sets: Add Tasks from Template, Create Estimates, Create Projects from Estimates, Edit Estimates, Edit Price and Cost, and Submit Estimates.

For more information about the permissions included in these permission set groups, see Permission Sets and Other Technical Documentation.

Salesforce Object Permissions Required for Permission Checks

Users assigned the permission sets listed in the table above will need Read access to Salesforce standard objects. For each permission set, the table below lists any fields that require field-level security access, and any additional access or permissions required.

Permission Set Name	Salesforce Object Permissions Required	Fields Requiring Read FLS Access	Notes
SCPQ - Sync Estimates and Quotes	Opportunity	None
Services Estimator - Approve Estimates	Opportunity	None
Services Estimator - Create Estimate	Opportunity	Account Name Group Practice Region	Set up a permission control with the Resource Request Entry permission selected.
Services Estimator - Create Projects from Estimates	None	None
Services Estimator - Edit Estimates	Opportunity	None
Services Estimator - Edit Price and Cost	Opportunity	None
Services Estimator - Submit Estimate	Opportunity	None

For more information about permission set groups, see PSA Functional Permissions Overview.

Configuring the Opportunity Record Page

To create and view estimates from the Opportunity record page, add the Estimates related list to the page layout. For more information, search for "Related Lists" in the Salesforce Help.

To create projects from the Opportunity record page, complete the following actions:


	Action	Further Information
1	In Lightning App Builder, next to the Related tab, create a custom tab named Actions on the Opportunity record page.	Creating a Project from an Estimate Services Estimator Lightning Components
2	Add the Accordion component to the new Actions tab with a custom name of Services Estimator.
3	Add the Services Estimator Actions: Opportunities component to the new Services Estimator accordion.

Permissions

Setting up Services Estimator to Generate Documents

Output Builder can be used to generate documents detailing an estimate's information. You must enable the Output Builder feature in Feature Console, which configures Output Builder by:

Creating a permission set enabling users to create output templates for use with Output Builder.
Creating an output template and related output template body records for estimates.
Adding the Generate Estimate button to the Estimate page layout.

For more information about enabling this feature, see Enabling and Disabling Features.

Note:

Output Builder must be installed in your org. To install it, contact your Certinia Customer Support representative.

For more information about generating a document using Output Builder, see Generating a Document from an Estimate.

Setting up an Approval Process

To set up a basic approval process on the Estimate object:

From Setup, click Create | Workflow & Approvals | Approval Processes.
From the Manage Approval Processes For picklist, select Estimate.
Click Create New Approval Process | Use Jump Start Wizard
Enter a name for the approval process. For example, "Approve Estimates".
Ensure the Add the Submit for Approval button and Approval History related list to all Estimate page layouts checkbox is selected.
[Optional] Specify an entry criteria.
Specify an approver.
Click Save, then OK.
Click View Approval Process Detail Page.
In the Initial Submission Actions section, click Add New | Field Update.
In the Name field, enter "Set Submitted Status".
From the Field to Update picklist, select Approval Status.
In the Specify New Field Value section, from the A specific value picklist, select Submitted.
Click Save.
Repeat steps 10-14 in the Final Approval Actions, Final Rejection Actions, and Recall Actions sections, using the following options from the A specific value picklist:
- Final Approval Actions: select Approved.
- Final Rejection Actions: select Rejected.
- Recall Actions: select Draft.
On the approval process, click Activate.