Entering Data

You enter data in FinancialForce PSA in the same way as Salesforce pages. You can enter data in any of the major tabs, or import your data.

Required fields are marked in red on editable pages. All other fields are optional and you can leave them blank.

Warning

After you enter and edit data, click Save to ensure you don't lose your changes.

Note

If your administrator has enabled inline editing, you can edit fields directly on a detail page.

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