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DAY ONE for Professional Services
One operating view from Prospect to Payment
- Industries
- Healthcare & Life SciencesHigh TechProfessional Services
- Business Need
- ProductivityAnalyticsFinance
- Requires
- Platform Cloud
- Compatible With
- Sales CloudService CloudExperience Cloud
DAY ONE is the professional services operations platform on Salesforce — one view from Prospect to Payment. Scoping, delivery, time, costs, WIP, and invoicing in a single governed spine, on the same customer record.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudExperience Cloud
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
App Details
- Version
- DAYONE Core/0.3.0 0.3.0
- Listed On
- 02/05/2025
- Latest Release
- 02/05/2025
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceMultiple CurrenciesSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 38Custom Tabs: 38Custom Apps: 3
- Lightning Components
- Global: 5App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
One Professional Services Operating View From Prospect to Payment Services firms lose margin and cash to disconnected tools. Scoping in spreadsheets. Time in one app. Invoicing in another. WIP is a guess. Month-end is an investigation. DAY ONE consolidates the entire operating chain into one governed spine on Salesforce — one source of truth, one customer record. What DAY ONE Does - Scoping & Quoting — governed templates, rate cards, margin checks, approval workflows - Delivery & Time — engagement plans, milestones, time capture, change control - Resourcing — capacity planning, utilisation tracking, demand visibility - Invoicing & WIP — billing rules, invoice traceability back to source, WIP governance, GL mapping - AI & Analytics — operating dashboards, early warnings, AI drafting with auditable source links Why DAY ONE - Every invoice line traces to time, costs, approvals, and contract rules - Governed workflows with real process gates - AI grounded in structured data - Security built in, not upsold Works with your existing Salesforce org. Also available as a bundled edition. Stop stitching the truth together.
Need help?
DAY ONE Software
Brisbane, Australia
Contact us for any enquiries or support related to our end to end professional services platform.