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Professional Services Automation 2009

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Industries
Professional Services
Business Need
Project Management

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MVP
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Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
3.33
Lifetime average
Showing 3 of 3 Reviews
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Pete Keane

Good App by itself. Great app integrated with SalesReach Telecom from the AppExchange

Good functional app. Integrated with SalesReach Telecom from the Appexchange it provides a complete CRM / PSA that is perfect for MSP's, VARs, etc. The five star is for how it works integrated with SalesReach Telecom.

Rino Bertolotto

How many tabs it needs?

I'm trying to install Professional Services Automation on a Professional edition of SF, but it says we can't install it because we've have already 10 personalized tabs. But in specifications I don't read it need tabs!

Timothy Lucas
Double Star Ranger
08/07/2013

That is an issue with your organization limits, not this application. You can download it into a free developer edition and copy the objects into your organization.

chris ontact
10/14/2010

Same problem on a professional edition ...

Nick Smyrnos

Same as previously available App?

We've been using the Professional Services Automation custom app since July 2007. Is this the same application or an update?

henrique silva
02/11/2016

How do I install the Portuguese language?

Timothy Lucas
Double Star Ranger
07/20/2015

Yes, you can do that. I would recommend using this app as it is not managed and you can change the objects/fields https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016as2EAA

Mike Lippman
07/20/2015

Does this app allow capturing expenses on Resources that are not employees?

Timothy Lucas
Double Star Ranger
08/07/2013

Unfortunately, the appexchange team moved it to a managed package. Try the other PSA app.

Pat Buchanan
08/07/2013

Is there a way to make this unmanged or do you just use the older one if you want to customize the app?

Sam Miller
01/12/2012

Nick, it is basically the exact same application. The appexchange team needed to make some modifications to the packaging.