Setting up Accounts and Opportunities

PSA extends the native Salesforce Account and Opportunity objects. You can:

Additionally, PSA automatically associates opportunities with the RPGClosed Abbreviation of region, practice, group. hierarchy, and distinguishes revenue sources between products and services.

Creating an account in the context of PSA is the same as creating an account in Salesforce. Once you have created the account, users can create and view certain PSA data related to the account on the related lists.

When you create an opportunity, you can add 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