This Certinia Training takes a practical approach to learning the platform and its business processes. You will work through key concepts, configurations, and workflows to understand how Certinia is applied in day-to-day operations. The training is suitable for professionals who want to develop practical Certinia skills without requiring prior Certinia experience.
Prerequisites
- Basic knowledge of the Salesforce Platform.
- Familiarity with Salesforce navigation and personalization.
- Basic understanding of Salesforce list views, reports, and dashboards.
- No prior Certinia experience is required.
What Will You Learn in This Training?
- Understand Certinia PSA fundamentals.
- Configure key PSA settings.
- Manage resources, skills, and certifications.
- Create and manage projects.
- Plan projects using Project Planner and Work Planner.
- Manage resource requests and assignments.
- Manage timecards and expenses.
- Understand billing events and rate cards.
- Work with project financials and forecasting.
- Understand revenue management.
- Create and use PSA reports and dashboards.
