Supported Environment

The following FinancialForce products are required to create PSA Analytics apps.

Required FinancialForce Products for PSA Analytics

FinancialForce Product

Version

Note
FinancialForce Foundations (2022.301.7) Summer 2022 Required to create the PSA Core Analytics app.
  • PSA Core (2022.300)
  • PSA Enterprise (2022.300.6)
 Summer 2022  
[Optional] Services CPQ (2022.301) Spring 2022 Required to add Services CPQ fields to the Project Reporting dataset, and create the PSA Services CPQ Estimator and PSA Services CPQ Estimate Manager dashboards.
Required Business Analytics Apps

App

Version

Note
PSA Advanced Analytics Summer 2022 You must create a PSA Core Analytics app to create the datasets used by the PSA Advanced Analytics app.

PSA Analytics is supported on Salesforce Analytics native application for Android and iOS, mobile and tablet devices. However, mobile experience can differ from standard experience due to optimizations made to support mobile devices.