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Certinia, formerly FinancialForce, offers cloud PSA & ERP software built on the Salesforce platform. Streamline, simplify, and automate operations—all in one place.
- Why Certinia
Certinia ERP Cloud, PS Cloud, and Customer Success Cloud are...
- Products & Solutions
Certinia ERP, PSA, and Customer Success Solutions. Time is...
- Customers
We have built an incredible Certinia instance! Historically,...
- Partners
Extend Certinia functionality on the Salesforce platform to...
- About
About - Certinia | Cloud PSA & ERP Software Built on...
- Support
Certinia Accelerate is a comprehensive set of product and...
- Contact Us
Contact Us - Certinia | Cloud PSA & ERP Software Built on...
- Get Pricing
Get Pricing - Certinia | Cloud PSA & ERP Software Built on...
- Professional Services Cloud
Professional Services Cloud - Certinia | Cloud PSA & ERP...
- Leadership
Leadership - Certinia | Cloud PSA & ERP Software Built on...
- Why Certinia
Certinia PSA is a cloud-based platform that integrates with Salesforce CRM and Platform to provide a comprehensive services management solution. It offers features such as resource management, scalability, billing, automation, forecasting, analytics, and customer communities.
The PSA Administration tab, which you open from the App Launcher, enables you to run and schedule PSA actions, such as batch jobs, and configure PSA. This page contains the following sections under the PSA Administration Actions component:
The lenses, dashboards, and datasets held in PS Cloud Analytics enable you to view, analyze, and perform actions on your PSA data. Depending on your business requirements, you can choose to create a PSA Core Analytics app, or a PSA Core Analytics app and a PSA Advanced Analytics app.
See what happens when you can manage your services, projects, financials, and customers all in one powerful app. A quick 2-minute demo on Certinia PS Cloud.
The PSA Project Manager Work Planner component enables you to view assignments and resource requests, grouped by project or by resource, and view resource detail, so that you can plan project work quickly and easily.
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What is certinia PS cloud?
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Why should you use certinia?
Keep projects on time and profitable, customers happy, and reports up to date with the professional services cloud solution on the Salesforce platform.