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Impact of Installing PSA

in a Salesforce Org

The purpose of this document is to inform decision-makers early in the implementation of FinancialForce PSA (“PSA”) of the impact of installing PSA on Sales Cloud objects such as Account, Opportunity, Opportunity Product, and Contact. This document is not intended to replace or supersede any of the documentation provided by Salesforce.com (“SFDC”) on this or any other topic. It is provided purely for convenience, and the authoritative source for all information on this or any other SFDC topic remains “Help” documentation provided with the product.

Executive Summary

A PSA installation is comprised of the installation of two managed packages: “Appirio Core” and “PS Enterprise”. The Appirio Core managed package provides infrastructure services to the PS Enterprise managed package.

The PS Enterprise managed package installs nearly 3000 components that are dedicated to PSA. In addition, a number of components, including fields, are added to Account, Opportunity, Opportunity Product, and Contact. These

additions have no effect on normal operations within the Sales Cloud, including forecasting, reporting, and dashboards, unless and until other administrative changes are made to deliberately expose existing CRM users to PSA components.

PSA Installation and Content

Process

 The PSA product consists of two managed packages: PS Enterprise and Appirio Core.

 FinancialForce installs both of these packages into Salesforce organizations on behalf of its clients. A special team called “Onboarding” has responsibility for completing this procedure.

 The Onboarding team is based in the United Kingdom, and will normally complete this procedure in the early hours of the morning US time.

 A FinancialForce representative will arrange Onboarding for clients once the recipient organization is ready.

 Once a request is made, Onboarding usually takes place within a working day or two

Content: Appirio Core

 The Appirio Core managed package contains approximately 130 components, including nine custom objects, a number of fields, and Apex classes and triggers. These provide services to PSA and PSA users to support configuration options, plus a custom-object-based implementation of multi-currency. (The currency

implementation is provided “as is” as a non-strategic alternative to Salesforce native currency management.)

 This package has no impact whatsoever on the Sales Cloud. (No Sales Cloud components are affected.)

 The only way in which an existing Sales Cloud user might become aware of the installation of Appirio Core is that they may notice that they have access to additional Tabs and Objects within the organization if Appirio Core is installed with access for all profiles.

 Usually this does not cause any trouble; however, if desired, Appirio Core can be installed using more restrictive access to non-System-Administrator profiles, with the caveat that any profiles that require PSA access must have “View All” RCED rights to the Configuration Group, Configuration Option, and Configuration Value objects.

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Impact of Installing PSA

in a Salesforce Org, continued

Singular Focus

Content: PS Enterprise

 PS Enterprise comprises just under 3000 components spread across approximately 60 custom objects and five Sales Cloud standard objects.

 The Sales Cloud objects affected are: a. Account

b. Opportunity

c. Opportunity Product d. Product

e. Contact

 To these objects, PS Enterprise adds some Apex Triggers, Custom Buttons, Custom Fields, and, potentially, Related Lists (in other words, child relationships to new objects).

 The triggers have no effect on existing Sales-related functionality, but are intended purely to maintain integrity of PSA-related information.

 The Custom Buttons, Custom Fields and Related Lists are invisible to Sales Cloud users unless and until they are added to page layouts. Neither the package installation nor your FinancialForce implementation consultant will add these components to your Sales Cloud page layouts without explicit authorization from Salesforce

Administration.

 In addition, unless you have a PSA site license, no user will be able to access any of these components unless and until they have been allocated an active PSA license.

 Even when fully licensed and visible, none of the installed components has any effect on any existing Sales Cloud functionality, including forecasts, reporting and dashboards.

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List of PSA Sales Cloud Components as of

Version 1.79

Name Parent

Object Type Note

Billing Account Button or Link No longer used

Create_Change_Request Account Button or Link Creates an Opportunity against the Account to manage the work of closing a Change Request deal

Billing Event Batches Account Related List Related list may be manually added to one or more page layouts after

installation.

Budgets Account Related List Related list may be manually added to one or more page layouts after

installation.

Budget Headers Account Related List Related list may be manually added to one or more page layouts after

installation.

Milestones Account Related List Related list may be manually added to one or more page layouts after

installation.

Projects Account Related List Related list may be manually added to one or more page layouts after

installation.

Rate Cards Account Related List Related list may be manually added to one or more page layouts after

installation.

Vendor Invoices Account Related List Related list may be manually added to one or more page layouts after

installation. CheckForMultipleSalesforc

eUsersOnResource Contact Apex Trigger Validation trigger

(4)

Name Parent

Object Type Note

TrackResourceChanges Contact Apex Trigger Referential integrity and validation trigger

handleResourceTrigger Contact Apex Trigger Referential integrity and validation trigger

Calculate_Utilization Contact Button or Link Calculates "Utilization Detail" records for the Resource on an immediate or scheduled basis.

Generate_Schedule_Report Contact Button or Link

Resource_Planner Contact Button or Link Open Resource Planner on this Resource

Resource_Planner_Detail Contact Button or Link Open Resource Planner on this Resource

Resource_Planner_Group Contact Button or Link Open Resource Planner on this Resource

Resource_Planner_Practice Contact Button or Link Open Resource Planner on this Resource

Action: Calculate Utilization

Contact Custom Field Forces utilization calculation

Action: Update Current

Time Period Contact Custom Field Forces update to Resource's Current Time Period Billable Hours (External) Contact Custom Field Resource "Actuals"

Billable Hours (Internal) Contact Custom Field Resource "Actuals" Billed Contact Custom Field Resource "Actuals" Billings Contact Custom Field Resource "Actuals" Bookings Contact Custom Field Resource "Actuals" Credited Hours Contact Custom Field Resource "Actuals"

Current Time Period Contact Custom Field Time Period Basis for Reporting Current Time Period End

(5)

Name Parent

Object Type Note

Default Cost Rate Contact Custom Field Default Cost Rate is Daily

Rate Contact Custom Field

Exclude From Missing

Timecards Contact Custom Field

Exclude From Time

Calculations Contact Custom Field

Exclude from Resource Planner

Contact Custom Field

Excluded Hours Contact Custom Field

Expense Budget Contact Custom Field

Expense Costs Contact Custom Field

External Costs Contact Custom Field

External Resource Contact Custom Field

Group Contact Custom Field

Historical Utilization Contact Custom Field Historical Utilization

Billable Hours Contact Custom Field

Historical Utilization

Calendar Hours Contact Custom Field

Internal Budget Contact Custom Field

Internal Costs Contact Custom Field

Invoiced Contact Custom Field

Is Resource Contact Custom Field

Is Resource Active Contact Custom Field

Last Date Contact Custom Field

(6)

Name Parent

Object Type Note

Non-Billable Hours

(External) Contact Custom Field

Non-Billable Hours

(Internal) Contact Custom Field

Other Costs Contact Custom Field

Pass-Through Billings Contact Custom Field

Practice Contact Custom Field

Pre-Billed Contact Custom Field

Region Contact Custom Field

Resource Role Contact Custom Field

Revenue Contact Custom Field

Salesforce User Contact Custom Field Scheduled Utilization Contact Custom Field Scheduled Utilization

Billable Hours Contact Custom Field

Scheduled Utilization Calendar Hours

Contact Custom Field

Start Date Contact Custom Field

Total Costs Contact Custom Field

Total Time Period Hours Contact Custom Field

Utilization Contact Custom Field

Utilization Contact Custom Field

Utilization Target Contact Custom Field Utilization: Last Calculation

Date Contact Custom Field

(7)

Name Parent

Object Type Note

Utilization: Over Full Time

Period Contact Custom Field

Work Calendar Contact Custom Field

Assignments Contact Related List Related list may be manually added to one or more page layouts after

installation.

Backlog Calculations Contact Related List Related list may be manually added to one or more page layouts after

installation.

Backlog Details Contact Related List Related list may be manually added to one or more page layouts after

installation.

Billing Events Contact Related List Related list may be manually added to one or more page layouts after

installation. Est Vs Actuals (Project

Manager)

Contact Related List Related list may be manually added to one or more page layouts after

installation.

Est Vs Actuals (Resource) Contact Related List Related list may be manually added to one or more page layouts after

installation.

Expenses Contact Related List Related list may be manually added to one or more page layouts after

installation.

Expense Reports Contact Related List Related list may be manually added to one or more page layouts after

installation.

Groups Owned Contact Related List Related list may be manually added to one or more page layouts after

installation.

Missing Timecards Contact Related List Related list may be manually added to one or more page layouts after

(8)

Name Parent

Object Type Note

Permission Controls Contact Related List Related list may be manually added to one or more page layouts after

installation.

Practices Owned Contact Related List Related list may be manually added to one or more page layouts after

installation.

Projects Managed Contact Related List Related list may be manually added to one or more page layouts after

installation.

Project Task Assignment Contact Related List Related list may be manually added to one or more page layouts after

installation.

Regions Owned Contact Related List Related list may be manually added to one or more page layouts after

installation.

Resource Actuals Contact Related List Related list may be manually added to one or more page layouts after

installation.

Resource Changes Contact Related List Related list may be manually added to one or more page layouts after

installation.

Resource Requests Contact Related List Related list may be manually added to one or more page layouts after

installation. Resource Requests (Staffer

Resource)

Contact Related List Related list may be manually added to one or more page layouts after

installation. Skill and Certification

Ratings Contact Related List Related list may be manually added to one or more page layouts after installation.

Timecard Splits Contact Related List Related list may be manually added to one or more page layouts after

(9)

Name Parent

Object Type Note

Timecards Contact Related List Related list may be manually added to one or more page layouts after

installation.

Transaction Log Contact Related List Related list may be manually added to one or more page layouts after

installation.

Transaction Deltas Contact Related List Related list may be manually added to one or more page layouts after

installation.

Utilization Calculations Contact Related List Related list may be manually added to one or more page layouts after

installation.

Utilization Details Contact Related List Related list may be manually added to one or more page layouts after

installation.

Create_Change_Request Opportunity Button or Link Similar to same button on Account. Create_Project Opportunity Button or Link Creates a Project with a budget that

links back to current Opportunity.

Group Opportunity Custom Field

Is Change Request Opportunity Custom Field Allows an Opportunity to be flagged as a Change Request

Is Services Opportunity Opportunity Custom Field Flags an Opportunity as containing one or more Services Product Lines IsParentOpportunityServic

es Opportunity Custom Field

Parent Opportunity Opportunity Custom Field Supports an Opportunity hierarchy

Practice Opportunity Custom Field

Pre-Billed Amount Opportunity Custom Field Pre-Billed Amount Opportunity Custom Field

Primary Project Opportunity Custom Field Main project that was spun off the Opportunity

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Name Parent

Object Type Note

Region Opportunity Custom Field

Services Attached % From

Products Opportunity Custom Field Measure of Services attachment to product deals Services Attached From

Products Opportunity Custom Field Measure of Services attachment to product deals Budgets Opportunity Related List Related list may be manually added to

one or more page layouts after installation.

Child Opportunities Opportunity Related List Related list may be manually added to one or more page layouts after

installation.

Projects Opportunity Related List Related list may be manually added to one or more page layouts after

installation.

Resource Requests Opportunity Related List Related list may be manually added to one or more page layouts after

installation. Added To Project Opportunity

Product Custom Field Flag to prevent double inclusion of Opp Product in a Project IsServicesProductLine Opportunity

Product Custom Field Allows PSA to pick out the Services Products from all the others IsServicesProduct Product Custom Field Allows PSA to pick out the Services

References

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