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Which of the following is NOT true regarding version upgrades?
How FinancialForce Handles PSA Upgrades
Some enhancements and fixes are enabled automatically ( True).
Any features that might impact data are disabled by default ( True).
Not all features are enabled by default ( False).
Why Not All Features Are Enabled?
New features are controlled via Feature Console, allowing admins to enable them after testing.
Certain features require manual activation due to potential impact on existing workflows.
How to Check and Enable New Features?
Step 1: Navigate to App Launcher > Feature Console.
Step 2: Locate new features marked as 'Available'.
Step 3: Read documentation and test before enabling in production.
PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 137.
Your company is rolling out Skills and Certifications to encourage employees to track their skills and also decide which skills they would like to acquire. After rolling this feature out, end-users have noted they can't add their assignments to build their "Experience". What could be causing this problem?
To allow end-users to add their assignments to build their 'Experience', the following configuration setting must be enabled:
Navigate to Configuration Options.
Locate the setting 'enable-skills-experience'.
Ensure that the 'Enable Experience' checkbox is selected.
Save and apply changes.
Option B (Skills Management custom setting) is incorrect because experience tracking is not controlled at the custom settings level.
Option C (Enable Experience on PSA Contact record) is incorrect because this setting does not exist on the contact record.
Thus, the correct answer is A.
PSA Sys Admin Essentials Student Guide Fall 20
What tool can be used to "schedule backlog calculation" and "schedule utilization calculation" in PSA?
Understanding Backlog and Utilization Calculation in PSA:
Backlog Calculation: Tracks the remaining work (revenue) on projects. It includes scheduled and unscheduled backlog.
Utilization Calculation: Measures how effectively billable resources are utilized, distinguishing between historical and scheduled utilization.
Options Analysis:
Option A: 'Feature Console' Incorrect. The Feature Console is used to enable/disable PSA features, not schedule backlog/utilization calculations.
Option B: 'PSA Administration' Correct! PSA Administration is used to schedule backlog and utilization calculations.
Option C: 'PSA Admin App' Incorrect. The PSA Admin App provides access to administrative tools but is not used for scheduling calculations.
Steps to Schedule Backlog and Utilization Calculation:
Navigate to PSA Administration Tab.
Locate Schedule Backlog Calculation and Schedule Utilization Calculation.
Configure the scheduling parameters (e.g., frequency, time period).
Save and monitor scheduled jobs in Apex Jobs in Salesforce.
PSA Sys Admin Essentials Student Guide.
As a system administrator, what are the recommended steps you should take to keep informed about new PSA features, components and tools?
Recommended PSA Admin Best Practices
FinancialForce PSA Community: Provides product updates, discussions, and Q&A.
Trailhead Modules: Helps admins stay certified and learn new skills.
Release Previews & Webinars: Covers upcoming changes, best practices, and new tools.
PSA Documentation: Includes release notes, feature console changes, and support guides.
Why Not Other Options?
Option A (SF User Group Instead of Trailhead): Trailhead is directly tied to PSA product updates, while SF User Groups focus more on general Salesforce topics.
Option C (FinancialForceX Summit Events): While valuable, they are not the primary source for ongoing PSA updates.
PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 134-137.
Where would you go to delete App Logs in bulk?
Understanding App Logs in PSA:
App Logs capture errors related to actuals, billings, timecard rollups, and other processes.
Excessive logs can cause system performance issues and should be cleaned up regularly.
Options Analysis:
Option A: 'PSA Administration' Correct! App Log Cleanup Job in PSA Administration allows bulk deletion of old logs.
Option B: 'System Administrator Workspace' Not specific to PSA logs.
Option C: 'Backlog Details' Irrelevant; backlog pertains to revenue forecasting.
Steps to Delete App Logs in Bulk:
Navigate to PSA Administration.
Find App Log Cleanup Job.
Run the cleanup job to remove outdated logs.
Alternatively, use Dataloader.io for bulk deletion.
PSA Sys Admin Essentials Student Guide.
Everything you need to know about FinancialForce Project Actuals.
