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.
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.
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
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
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
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
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
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
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
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