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Instructor-Led Training Parameters
Course Highlights
- Instructor-led Online Training
- Project Based Learning
- Certified & Experienced Trainers
- Course Completion Certificate
- Customized Learning Schedule
- Doubt-Clearing Sessions
Certinia PSA Training Course Overview
Certinia PSA Training by SRJ Root provides practical knowledge of managing professional services operations on the Salesforce platform. Participants learn project setup, resource management, staffing, utilization, time and expense tracking, project financials, billing, forecasting, and reporting through practical service-delivery scenarios.
Certinia Professional Services Automation (PSA) Training by SRJ Root is designed to provide professionals with a structured understanding of managing services projects, resources, delivery activities, and financial performance using Certinia PSA.
The training covers the professional services lifecycle from project creation and resource assignment to time and expense capture, project financial management, billing preparation, forecasting, and performance analysis. Participants learn how project managers and resource managers can coordinate staffing requirements, monitor utilization, track delivery progress, and maintain visibility into project economics.
Through instructor-led sessions and practical business scenarios, learners gain exposure to Certinia PSA configuration, operational workflows, Salesforce-based data concepts, dashboards, reporting, and end-to-end professional services processes.
Instructor-led Training Live Online Classes
Suitable batches for you
| Oct, 2026 | Weekdays | Mon-Fri | Enquire Now |
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| Nov, 2026 | Weekdays | Mon-Fri | Enquire Now |
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Certinia PSA Training Course curriculum
Curriculum Designed by Experts
Certinia PSA Training by SRJ Root provides practical knowledge of managing professional services operations on the Salesforce platform. Participants learn project setup, resource management, staffing, utilization, time and expense tracking, project financials, billing, forecasting, and reporting through practical service-delivery scenarios.
Certinia Professional Services Automation (PSA) Training by SRJ Root is designed to provide professionals with a structured understanding of managing services projects, resources, delivery activities, and financial performance using Certinia PSA.
The training covers the professional services lifecycle from project creation and resource assignment to time and expense capture, project financial management, billing preparation, forecasting, and performance analysis. Participants learn how project managers and resource managers can coordinate staffing requirements, monitor utilization, track delivery progress, and maintain visibility into project economics.
Through instructor-led sessions and practical business scenarios, learners gain exposure to Certinia PSA configuration, operational workflows, Salesforce-based data concepts, dashboards, reporting, and end-to-end professional services processes.
- Understand Certinia PSA architecture and core capabilities.
- Understand the professional services lifecycle.
- Create and manage services projects.
- Work with project templates, milestones, tasks, and teams.
- Understand resource-management and capacity concepts.
- Manage staffing requirements and resource assignments.
- Monitor resource utilization.
- Understand timecard and approval processes.
- Manage project-related expense processes.
- Understand project financials, costs, rates, and margins.
- Understand billing and billing-event concepts.
- Work with services forecasting and planning.
- Analyze projects, resources, and financial performance using reports and dashboards.
- Apply Certinia PSA concepts to end-to-end professional services scenarios.
Course Prerequisite
There are no strict prerequisites for enrolling in Certinia PSA Training. However, participants can benefit from:
- Basic understanding of professional services operations
- Familiarity with project management concepts
- Basic knowledge of resource and staffing processes
- Understanding of time and expense management is beneficial
- Basic knowledge of project billing and financial concepts can be helpful
- Familiarity with Salesforce is advantageous
- General understanding of CRM and cloud applications is beneficial
- Prior experience with Certinia PSA is not mandatory.
Course Target Audience
- Certinia PSA Consultants
- Salesforce Consultants
- PSA Administrators
- Project Managers
- Program Managers
- Resource Managers
- Professional Services Managers
- Delivery Managers
- Services Operations Professionals
- Finance and Billing Professionals
- Business Analysts
- Salesforce Administrators
- Implementation Consultants
- PMO Professionals
- Professionals involved in professional services transformation
Course Content
- Professional Services Automation fundamentals
- Introduction to Certinia PSA
- Certinia PSA on Salesforce
- Professional services lifecycle
- Core PSA capabilities
- Key business objects
- User roles and responsibilities
- PSA business-process overview
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- PSA application navigation
- Salesforce and PSA relationship
- PSA workspace concepts
- Accounts and contacts
- Opportunities and services engagements
- Projects and assignments
- Resources and skills
- Regions, practices, and groups
- PSA data relationships
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- Project creation
- Project templates
- Project information and status
- Project start and end dates
- Project milestones
- Project tasks
- Project hierarchy concepts
- Project teams
- Project lifecycle management
- Project cloning and reusable structures
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- Resource-management fundamentals
- Creating and managing resources
- Resource attributes
- Skills and competencies
- Resource availability
- Resource schedules
- Resource pools
- Capacity considerations
- Resource demand
- Resource search concepts
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- Staffing requirements
- Resource requests
- Matching resources to requirements
- Assignment creation
- Assignment schedules
- Allocation concepts
- Staffing conflicts
- Resource availability analysis
- Assignment management
- Staffing workflow scenarios
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- Utilization concepts
- Billable and non-billable utilization
- Resource capacity
- Utilization targets
- Scheduled utilization
- Actual utilization
- Utilization calculations
- Resource-performance monitoring
- Utilization analysis
- Improving resource allocation
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- Time-entry processes
- Timecards
- Project and assignment time entry
- Billable and non-billable time
- Timecard submission
- Approval workflows
- Timecard status
- Corrections and adjustments
- Time compliance
- Timecard reporting
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- Expense-management concepts
- Expense entry
- Project-related expenses
- Billable and non-billable expenses
- Expense categories
- Expense submission
- Approval processes
- Expense status monitoring
- Reimbursement concepts
- Expense reporting
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- Project financial concepts
- Bill rates and cost rates
- Revenue considerations
- Project costs
- Project margins
- Milestone-based billing concepts
- Time and materials billing
- Billing events
- Billing preparation
- Financial status monitoring
- Project profitability analysis
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- Services forecasting fundamentals
- Resource-demand forecasting
- Capacity forecasting
- Revenue forecasting
- Project forecast concepts
- Pipeline considerations
- Scheduled versus actual performance
- Forecast adjustments
- Delivery planning
- Forecast analysis
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- PSA reporting concepts
- Project reports
- Resource reports
- Utilization reports
- Time and expense reports
- Financial reports
- Services KPIs
- Dashboard concepts
- Delivery-performance monitoring
- Project profitability visibility
- Management reporting
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- PSA administration concepts
- Permission and access considerations
- Configuration fundamentals
- Approval-process concepts
- Business-process controls
- Project setup scenario
- Resource-request and staffing scenario
- Time and expense processing
- Utilization monitoring
- Billing scenario
- Forecasting scenario
- End-to-end professional services lifecycle
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Learning Resources
Explore Course Resources
Strengthen your learning with useful resources designed to help you prepare, practice, and evaluate your understanding.
Certinia PSA Training (MCQ) Assessment
This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some SRJ Root Assessment Features :
- User-friendly interface for easy navigation
- Secure login and authentication measures to protect data
- Automated scoring and grading to save time
- Time limits and countdown timers to manage duration.
Certinia PSA Corporate Training
Employee training and development programs are essential to the success of businesses worldwide. With our best-in-class corporate trainings you can enhance employee productivity and increase efficiency of your organization. Created by global subject matter experts, we offer highest quality content that are tailored to match your company’s learning goals and budget.
500+
Global Clients
Global Clients
Customized Training
Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements
Expert
Mentors
Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements
360º Learning Solution
Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements
Learning Assessment
Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements
Professional Growth
Why Certinia PSA Training for Your Professional Growth
Strengthen your professional capabilities with practical learning, industry-relevant knowledge, and skills applicable to real-world business and technology environments.
Industry-Relevant Skills
Gain knowledge aligned with current industry practices, technologies, processes, and professional requirements.
Practical Learning
Understand concepts through practical scenarios, instructor-led discussions, exercises, and use cases.
Enhanced Professional Capability
Strengthen your ability to work confidently with relevant tools, workflows, platforms, and business processes.
Broader Career Opportunities
Add valuable capabilities to your profile and explore opportunities across relevant roles, projects, and industries.
Adapt to Changing Technologies
Stay familiar with evolving technologies, methodologies, and practices shaping modern enterprise environments.
Professional Recognition
Demonstrate your training achievement with a course completion certificate from SRJ Roots.
Certification Training Achievements: Recognizing Professional Expertise
SRJ Roots is the “one-top learning platform” for everyone. Get trained with certified industry experts and receive a globally-recognized training certificate. Some SRJ Root Training Certificate Features :
- Globally recognized certificate
- Course ID & Course Name
- Certificate with Date of Issuance
- Name and Digital Signature of the Awardee
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Training Features That Matter
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Instructor-Led Learning
Structured sessions guided by experienced trainers.
Expert-led live online sessions
May vary by provider and batch
Practical Learning
Hands-on exposure that supports concept understanding.
Practical scenarios, exercises, and use cases
Practical coverage may differ
Flexible Learning Options
Learning formats designed around different schedules.
Weekday, weekend, and learning options
Options depend on provider availability
Learner Support
Assistance throughout the training journey.
Dedicated training coordination and support
Support structure can vary
Learning Resources
Resources that support revision and continued learning.
Digital learning material and course resources
Resource access may be limited or different
Training Certificate
Recognition after successful course completion.
Globally recognized training certificate
Certificate format varies by provider
Choose Training That Goes Beyond Theory
SRJ Roots combines guided learning, practical exposure, flexible delivery, learner support, and structured resources to create a more complete training experience.
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19+ Years Experienced
Our Certinia PSA Training Corporate & Certification Program trainers bring 13+ years of proven industry expertise, delivering practical insights aligned with real project environments.
Trained 3950+ Professionals
Our expert trainers have successfully trained 3350+ professionals through structured, real-time training programs designed for industry readiness and career growth.
Certified Experts & Real-Time Project Learning
Build strong practical skills through live project-based training sessions led by certified industry experts with real-world experience.
Hands-on Learning Approach
Gain practical exposure through real-time scenarios, industry case studies, and hands-on assignments that simulate actual project challenges.
Certification Training Guidance
Receive expert support to prepare effectively, practice strategically, and confidently achieve globally recognized certification success.
Customized Training Delivery
Flexible training approach tailored to individual learning goals, skill levels, and evolving industry requirements for maximum effectiveness.
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