Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Kantata SX Professional Services Cloud
The best Salesforce-native PSA for multi-entity enterprises
- Industries
- High TechProfessional Services
- Business Need
- Enterprise Resource PlanningProject ManagementTime & Expense
- Requires
- Platform Cloud
- Compatible With
- Sales CloudRevenue Cloud CPQTableau
Kantata SX (formerly Kimble PSA) brings comprehensive resource management & project management capabilities to the Salesforce platform, giving you a unified solution that makes service delivery more predictable and more profitable.
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 CloudRevenue Cloud CPQTableau
- Salesforce Editions
- EnterpriseUnlimitedForce.com
App Details
- Version
- KimbleOne/Selenium 1.34.6 1.34.7
- Listed On
- 09/07/2011
- Latest Release
- 08/19/2022
- Supported FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No 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.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- Native AppNo LimitsLightning ReadyMultiple CurrenciesManaged Package
- 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: 496Custom Tabs: 91Custom Apps: 20
- Lightning Components
- Global: 63App Builder: 10Community Builder: 4
- Languages
- EnglishFrenchGermanPortugueseSpanish
Security
Additional Details
Kantata SX is the Salesforce native PSA, built for the needs of mature multi-entity enterprises juggling advanced financials, global operations, and the toughest compliance standards. It delivers category-leading capabilities, with exceptional ease of use, across resource management, project management, revenue forecasting and recognition, margin control, billing, and more. Financial Control at Scale Handles sophisticated billing workflows and complex revenue recognition across entities, giving finance leaders the visibility and control required to protect margin and ensure accuracy • Advanced, multi-entity billing • Revenue recognition aligned to global standards • Real-time margin and performance insight Built for Global Complexity Enterprise-ready by design, with matrixed permissions, multi-entity structures, and global regulatory compliance built into the core architecture. • Granular role-based access • Cross-entity visibility • Compliance without compromise Forecast with Precision Advanced trend analysis and real-time operational data power unparalleled forecasting accuracy — so you can anticipate risk, model scenarios, and act early. • Forward-looking revenue visibility
Need help?
Kantata
Irvine (US), London (UK), Boston (US), SLC (US)
Kantata SX provides full support through a web-based incident management solution.