Getting Started

Welcome to FinancialForce Professional Services Automation (PSA). 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 PSA tabs are displayed. The behavior of these tabs can be configured by your system administrator. PSA operates in the same way as Salesforce with the exception of the 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 PSA Permission Controls and Salesforce user controls. See Setting up the Application.