Impact of Installing PSA in a Salesforce Org

Transcription

1 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. 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. 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 s 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.

2 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. To these objects, PS Enterprise adds some Apex Triggers, Custom Buttons, s, 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, s 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.

3 List of PSA Sales Cloud Components as of Version 1.79 Name 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 Budgets Account Related List Related list may be manually added to Budget Headers Account Related List Related list may be manually added to Milestones Account Related List Related list may be manually added to Projects Account Related List Related list may be manually added to Rate Cards Account Related List Related list may be manually added to Vendor Invoices Account Related List Related list may be manually added to CheckForMultipleSalesforc eusersonresource Apex Trigger Validation trigger HandleResourceDelete Apex Trigger Referential integrity trigger

4 TrackResourceChanges Apex Trigger Referential integrity and validation trigger handleresourcetrigger Apex Trigger Referential integrity and validation trigger Calculate_Utilization Button or Link Calculates "Utilization Detail" records for the Resource on an immediate or scheduled basis. Generate_Schedule_Report Button or Link Resource_Planner Button or Link Open Resource Planner on this Resource Resource_Planner_Detail Button or Link Open Resource Planner on this Resource Resource_Planner_Group Button or Link Open Resource Planner on this Resource Resource_Planner_Practice Button or Link Open Resource Planner on this Resource Action: Calculate Utilization Action: Update Current Time Period Forces utilization calculation Forces update to Resource's Current Time Period Billable Hours (External) Resource "Actuals" Billable Hours (Internal) Resource "Actuals" Billed Resource "Actuals" Billings Resource "Actuals" Bookings Resource "Actuals" Credited Hours Resource "Actuals" Current Time Period Time Period Basis for Reporting Current Time Period End Date Time Period Basis for Reporting

5 Default Cost Rate Default Cost Rate is Daily Rate Exclude From Missing Timecards Exclude From Time Calculations Exclude from Resource Planner Excluded Hours Expense Budget Expense Costs External Costs External Resource Group Historical Utilization Historical Utilization Billable Hours Historical Utilization Calendar Hours Internal Budget Internal Costs Invoiced Is Resource Is Resource Active Last Date Margin

6 Non-Billable Hours (External) Non-Billable Hours (Internal) Other Costs Pass-Through Billings Practice Pre-Billed Region Resource Role Revenue Salesforce User Scheduled Utilization Scheduled Utilization Billable Hours Scheduled Utilization Calendar Hours Start Date Total Costs Total Time Period Hours Utilization Utilization Utilization Target Utilization: Last Calculation Date Utilization: Elapsed Hours

7 Utilization: Over Full Time Period Work Calendar Assignments Related List Related list may be manually added to Backlog Calculations Related List Related list may be manually added to Backlog Details Related List Related list may be manually added to Billing Events Related List Related list may be manually added to Est Vs Actuals (Project Manager) Related List Related list may be manually added to Est Vs Actuals (Resource) Related List Related list may be manually added to Expenses Related List Related list may be manually added to Expense Reports Related List Related list may be manually added to Groups Owned Related List Related list may be manually added to Missing Timecards Related List Related list may be manually added to

8 Permission Controls Related List Related list may be manually added to Practices Owned Related List Related list may be manually added to Projects Managed Related List Related list may be manually added to Project Task Assignment Related List Related list may be manually added to Regions Owned Related List Related list may be manually added to Resource Actuals Related List Related list may be manually added to Resource Changes Related List Related list may be manually added to Resource Requests Related List Related list may be manually added to Resource Requests (Staffer Resource) Skill and Certification Ratings Related List Related list may be manually added to Related List Related list may be manually added to Timecard Splits Related List Related list may be manually added to

9 Timecards Related List Related list may be manually added to Transaction Log Related List Related list may be manually added to Transaction Deltas Related List Related list may be manually added to Utilization Calculations Related List Related list may be manually added to Utilization Details Related List Related list may be manually added to 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 Is Change Request Opportunity Allows an Opportunity to be flagged as a Change Request Is Services Opportunity Opportunity Flags an Opportunity as containing one or more Services Product Lines IsOpportunityServic es Opportunity Opportunity Opportunity Supports an Opportunity hierarchy Practice Opportunity Pre-Billed Amount Opportunity Pre-Billed Amount Opportunity Primary Project Opportunity Main project that was spun off the Opportunity

10 Region Opportunity Services Attached % From Products Services Attached From Products Opportunity Measure of Services attachment to product deals Opportunity Measure of Services attachment to product deals Budgets Opportunity Related List Related list may be manually added to Child Opportunities Opportunity Related List Related list may be manually added to Projects Opportunity Related List Related list may be manually added to Resource Requests Opportunity Related List Related list may be manually added to Added To Project Opportunity Product Flag to prevent double inclusion of Opp Product in a Project IsServicesProductLine Opportunity Product Allows PSA to pick out the Services Products from all the others IsServicesProduct Product Allows PSA to pick out the Services Products from all the others