Certinia Training

SKU: 3933
12 Lesson
|
24 Hours
Certinia Training helps you learn how Certinia supports professional services, project management, resource management, and financial operations on Salesforce. The course covers core Certinia functionality, business processes, and practical workflows so you can understand how the platform is used to manage professional services operations.

Overview

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.

Key Features

Course Curriculum

1. Introduction to Certinia Professional Services Cloud
2. PSA workflow and core concepts
3. Salesforce and PSA navigation
4. PSA applications, tabs, and records
5. Users, profiles, and permissions
6. PSA security and permission controls
1. PSA configuration and system settings
2. Organizations, regions, practices, and groups
3. Time periods
4. Work calendars and holidays
5. Currencies
6. Resources and resource setup
7. Permission sets and permission controls
1. Resource management
2. Skills and certifications
3. Categories and skill assignments
4. Resource availability
5. Resource utilization
6. Managing resource information
1. Opportunities and accounts
2. Creating projects
3. Project information and settings
4. Project tasks and milestones
5. Project budgets
6. Project planning
7. Project versions and baselines
1. Resource requests
2. Resource search and matching
3. Resource assignments
4. Staffing projects
5. Resource scheduling
6. Resource allocation
7. Work Planner
1. Project Planner
2. Work breakdown and project tasks
3. Task dependencies
4. Gantt-based project planning
5. Milestones
6. Project tracking
7. Project health and delivery management
8. RAID management
1. Timecards and time entry
2. Timecard submission and approval
3. Task time entry
4. Expense reports
5. Expense categories, limits, and rates
6. Expense approval and processing
7. Actuals processing
1. Billing concepts and processes
2. Billing events
3. Billing event generation
4. Billing methods
5. Rate cards
6. Project actuals
7. Estimates and actuals
8. Financial information and project profitability
9. Integration of billing events with financial processes
1. Services forecasting
2. Project forecasting
3. Resource forecasting
4. Revenue and cost forecasting
5. Revenue recognition for PSA
6. Revenue schedules
7. Revenue recognition settings and templates
1. PSA reports
2. Dashboards
3. Project reporting
4. Resource utilization reporting
5. Financial and operational reporting
6. Project and services performance analysis
1. PSA Experience Cloud overview
2. External user access
3. Project and resource collaboration
4. Time and expense access
5. Experience Cloud configuration concepts
1. PSA AI Agent Service
2. Certinia Project Assistant Agent
3. Work Reallocation Agent
4. AI-assisted project insights
5. AI-supported resource and project management
6. Einstein generative AI requirements
Talk To Us

We are happy to help you

1-800-7430-173 (US Toll Free)
Drop Us a Query
Fields marked * are mandatory

Request For Live Demo Class

Course Fees

Online Class Room Program

US $ 799.00
100% Money Back Guarantee
  • Duration : 24 Hrs
  • Plus Self Paced

Classes Starting From

  • Fast Track Batch 28 Aug 2026
  • Weekday Batch 31 Aug 2026
  • Weekend Batch 29 Aug 2026

1 ON 1 Training

US $ 899.00
100% Money Back Guarantee
  • Duration : 24 Hrs
  • Plus Self Paced

Classes Starting From

  • Fast Track Batch 28 Aug 2026
  • Weekday Batch 31 Aug 2026
  • Weekend Batch 29 Aug 2026

Corporate Training

Corporate Training
  • Customized Training Delivery Model
  • Flexible Training Schedule Options
  • Industry Experienced Trainers
  • 24x7 Support

Trusted By Top Companies Worldwide

MITSUBISHI
Emirates
BECHTEL
Tech Mahindra
Techmill
metacube
Fareportal
Trelleborg
Capgemini
AU Small Finance Bank
United Nations
Inter Mid
SoftFlex
align
utthunga
Rimini Street
EJADAH
Yash Technologies
suyati
Hettich
APPCINO

Want to know Today's Offer

X

Certinia Certification

After completing the Certinia Training and practical exercises, you will receive a Course Completion Certificate from igmGuru. This certificate validates your training and practical understanding of Certinia, including PSA configuration, project management, resource management, time and expense management, billing, forecasting, and reporting.

Certinia Certification

Reviews


Login
Don't have an account?
Sign Up

Our Alumni works at

HCL
FAI
YOKAGAWA
Tech Mahindra
SOCIETE GENERALE
SAMSUNG
EMIDS
DHL
FedEx
PayPal
BOSCH
asian paints
MICRO FOCUS
hgs
eClerx
Nasdaq
Persistent
CSS CORP
×

Your Shopping Cart


Your shopping cart is empty.