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FinancialForce Professional Services Automation (PSA) for Salesforce

Contact us for pricing FinancialForce Professional Services Automation (PSA) represents a signficant TCO reduction when compared to traditional solutions-- contact for full pricing information



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Latest Release



Project Management
PSA Solution Built 100% Native on Salesforce

Manage your professional services team, customers, projects & financials all in one integrated app. Get visibility into sales pipeline & resource demand before it’s needed. Manage projects to grow revenue, improve margins & deliver on customer promises.

  • Click the opp, create the project - with all relevant information included. You’ll kick off the project smart, fast, and with a seamless transition from sales.
  • Get total project visibility -- see what is happening with your entire service practice, including project status, resource demand, customer interactions, risks and more.
  • Improve sales collaboration, project management, resource management, billing and revenue management and services profitability.
A WINDOW TO CONNECT YOUR PEOPLE AND PROJECTS##Schedule the right people onto the right projects at the right time and always know who is working where and when. Edit schedules with a click and know when you need to initiate recruitment.####FULL VIEW OF PROJECT FINANCIAL HEALTH##Access a comprehensive financial view related to all your projects at any time and make swift adjustments as they’re needed. Get anytime access to project-related financial data - revenue, bookings, backlog, billing, budgets and rate realization.####STREAMLINE THE COMPLETE SERVICES LIFECYCLE INCLUDING REVENUE RECOGNITION##Automate and streamline processes across every aspect of your services business from sales, through delivery, billing and revenue recognition.####SOCIAL PROJECT MANAGEMENT##Our Chatter integration helps teams really be teams. Sales and project team members can share, update, schedule, broadcast, motivate, document, note anything and everything related to a project.####CRM + PSA + HCM = GREATER MARGINS##Introducing Peoplecasting™: Combine the power of CRM, PSA & HCM to meet your resourcing needs. Support just-in-time hiring and apply predictive analytics to identify your best consultants.


  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Enterprise, Unlimited, Developer, and Performance EditionsEnterprise & Up
  • Built 100% on the Lightning Platform, providing reliability and performanceNative App
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits
  • Provider has pledged 1% of their product, profit, equity, or time to support the communityPledge 1%

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 38
  • Custom Applications: 5
  • Custom Tabs: 35

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System Requirements
No additional system requirements


Additional Information

Package Name
PS Enterprise
Appirio PS Enterprise 1.0 / 1.0
First Release
Latest Release
San Francisco, CA, United States

FinancialForce is the leading cloud ERP for the new services economy. The #1 ERP native to the Salesforce platform, FinancialForce unifies data across the enterprise in real-time, enabling companies to rapidly evolve their business models with customers at the center. Founded in 2009 and headquartered in San Francisco, FinancialForce is backed by Salesforce Ventures, Technology Crossover Ventures, Advent International, and UNIT4.