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Setting up Accounts and Opportunities
FinancialForce PSA extends the native Salesforce Account and Opportunity objects.
- You can create billing event batches, budgets, projects, rate cards and change requests from an account.
- You can create projects, resources requests and budgets from an opportunity.
- PSA automatically associates opportunities with the RPG hierarchy, and distinguishes revenue sources between products and services.
- You can add custom fields to calculate the value of services on an opportunity.
- You can use an attach rate that represents the ratio between the revenue from products to revenue from services for that product.
Creating an account in the context of FinancialForce PSA is the same as creating an account in Salesforce. Once you have created the account, users can create and view certain FinancialForce PSA data related to the account on the related lists.
When you create an opportunity, you can add FinancialForce 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