Getting Started

Welcome to FinancialForce Professional Services Automation (PSA). FinancialForce PSA is an on-demand solution that allows you to manage people, projects, customers and transactions. In PSA you can create projects based on opportunities and accounts and attach products to a project and then make assignments to those projects and track time logged against the assignments.

When you log in to Salesforce as a regular Salesforce user or Partner Portal user FinancialForce PSA tabs are displayed. The behavior of these tabs can be configured by your system administrator. FinancialForce PSA operates in the same way as Salesforce with the exception of the Staffer, Resource Planner and Project Planner.

After logging in to PSA through the Timecard Only or Expense Only interface, pages created and modified by your company are displayed in addition to the regular PSA Timecard and Expense pages.

Your administrator can customize many different areas to secure your data using a combination of FinancialForce PSA Permission Controls and Salesforce user controls. See "Setting up the Application".

Supported Browsers

FinancialForce applications support the same browsers as those supported by Salesforce, such as Firefox, Chrome and Microsoft Internet Explorer.

Notes

If you use Microsoft Internet Explorer you must use version 7 or later. See "Supported Browsers" in the Salesforce Help for additional information relevant to FinancialForce users.

Project Task Gantt and the Time Entry page accessed from the Log a Timecard with Task Time sidebar link or button supports Microsoft Internet Explorer 9 or later. If you have an earlier version of Microsoft Internet Explorer, install the latest version or use a different browser.

Make sure that pop-ups are enabled in your browser settings.

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