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You are in the process of setting up your organization's Resources and learn that Resources in France will be working a 35-hour work week.
What will you need to do to set them up with the proper work calendar?
PSA allows for the creation of multiple work calendars to accommodate different regional working hours. The best approach to handle the 35-hour work week for French Resources is:
Create a separate Work Calendar specifically for France with a 35-hour work week.
Define the correct daily working hours (e.g., 7 hours per day for a standard 5-day workweek).
Include French holidays in the work calendar to ensure scheduling accuracy.
Assign the work calendar to all French resources so that utilization calculations and resource assignments reflect the correct working hours.
Option A (PSA only allows one work calendar) is incorrect because PSA supports multiple work calendars.
Option B (using a 40-hour calendar and adjusting utilization calculations manually) is incorrect because it leads to inconsistent resource utilization and planning errors.
Thus, the correct answer is C.
PSA Sys Admin Essentials Student Guide Fall 20
When a timecard is submitted into an Approval process, you would like to capture the Submitted Date in a field to use for reporting purposes. You've already created the new Submitted Date field on the Timecard object.
What is the easiest approach to use in setting up this configuration within an Approval process?
Why Use an Approval Process Field Update?
Approval Processes allow Field Updates when records move between stages.
The best practice is to update the Submitted Date as soon as the Timecard is submitted.
How to Configure This in Salesforce?
Step 1: Navigate to Setup > Approval Processes.
Step 2: Locate and edit the active Approval Process for Timecards.
Step 3: Under 'Initial Submission Actions', click 'Add New Field Update'.
Step 4: Select the Submitted Date field and set it to TODAY().
Step 5: Save and test by submitting a timecard.
Why Not Other Options?
Option B (Workflow Rule): Salesforce recommends Approval Processes over Workflows for approval-related field updates.
Option C (FinancialForce Flow): No need to modify PSA Flow when Approval Processes natively support field updates.
FF-PSA v15 Customer Overview.pdf, Page 40.
How would you determine what version of PSA your organization is on?
Where to Find the PSA Version
Step 1: Navigate to Setup in Salesforce.
Step 2: Search for Installed Packages.
Step 3: Look for 'PSA Core' in the list of installed packages.
Step 4: Check the version number displayed next to 'PSA Core'.
Why Not PS Enterprise or FinancialForce Central?
'PS Enterprise' includes additional components but does not display the main PSA version.
'FinancialForce Central' is unrelated to PSA versioning.
PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 137.
What tools can you use to customize your workspaces?
To customize your workspaces in Certinia PSA, you can use the following tools:
Navigation Configuration Builder:
Allows you to configure the workspace navigation and define available links.
Customizes the layout and sections of workspaces.
Lightning App Builder:
Enables customization of Lightning pages, including adding/removing components.
Used to adjust the UI and layout of the workspace.
PSA Administration Tool:
Allows administrators to configure PSA-specific settings.
Used for advanced PSA configurations and settings.
These tools help tailor workspaces to fit business needs by adding relevant data, reports, and quick access links.
PSA Sys Admin Essentials Student Guide
To update Resource Roles in PSA, you will need to update the picklists of which two of the following objects? (Choose two.)
To update Resource Roles in PSA, you need to modify the picklists of two objects:
Contact Object -- This contains the primary Resource Role field, which determines a resource's default role.
Assignment Object -- This ensures that resource role updates apply to assignments where resources are staffed.
Option B (Work Calendars) is incorrect because Work Calendars define availability, not Resource Roles.
Thus, the correct answers are A and C.
PSA Sys Admin Essentials Student Guide Fall 20
