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All-in-One Exam Guide PSA-Sysadmin Prep Guide

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Certinia PSA-Sysadmin Exam Syllabus Topics:

Topic
Details

Topic 1

Automated Jobs & Scheduled Maintenance: In this section, the focus is on how to schedule Jobs

Topic 2

Schedule
Review
Delete Scheduled Jobs According to Business Needs; Perform Routine Cleanup, Configuration in 'Actuals Configuration Group' and Set Mode for Calculation, and App Log Maintenance.

Topic 3

PSA Custom Settings, Configuration Groups, and Metadata: This section covers Lightning Components & Visualforce Pages, how to manage Lightning Pages, use Field Sets to Customize Lightning and
or Visualforce Pages, PSA Configuration Groups, Manage Configuration Groups, PSA Custom Settings, Review & Maintain Existing Custom Settings, and creating
importing Regions-Practices-Groups.

Topic 4

Configuration Management: In this section, the topics covered include General Configuration & UX customization, Customize Page Layouts, configuring Task Time Entry Mode, and creating Report and Dashboard Folders.

Topic 5

User Management: This section covers Security, how to manage User Access by Assigning & Managing, Permission Controls, User Access by Assigning Permission Controls, Workspaces, how to assign Workspaces to New Users, and how to maintain workspaces to Reflect Personas within the organization.

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Certinia PSA System Administrator 2023 Sample Questions (Q46-Q51):

NEW QUESTION # 46
As a system administrator, what are the recommended steps you should take to keep informed about new PSA features, components and tools?

A. Join FinancialForce PSA User Group, attend FinancialForce release previews/webinars, access PSA documentation, join the official SF user group
B. Join FinancialForce PSA Community, attend FinancialForceX Summit events, attend FinancialForce release previews/webinars, access PSA documentation
C. Join FinancialForce PSA Community, review the newTrailhead modules, attend FinancialForce release previews/webinars, access PSA documentation

Answer: C

Explanation:
* Recommended PSA Admin Best Practices
* FinancialForce PSA Community: Providesproduct updates, discussions, and Q&A.
* Trailhead Modules: Helps admins staycertified and learn new skills.
* Release Previews & Webinars: Coversupcoming changes, best practices, and new tools.
* PSA Documentation: Includesrelease notes, feature console changes, and support guides.
* Why Not Other Options?
* Option A (SF User Group Instead of Trailhead): Trailhead isdirectly tied to PSA product updates, while SF User Groups focus more ongeneral Salesforce topics.
* Option C (FinancialForceX Summit Events): While valuable, they arenot the primary source for ongoing PSA updates.
* PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 134-137.
References:

NEW QUESTION # 47
A Sales Associate is unable to enter a Resource Request. They have a Resource Contact record with the essential values populated, and the associated User record has been properly set up as well.
Which of the following steps should you take to grant the required additional permission?

A. Create a Permission Control record and select the Resource Request Entry checkbox.
B. Ensure the Resource Request Entry checkbox is selected on the User.
C. Assign the Resource Request Entry Permission Set.

Answer: A

Explanation:
* Understanding Resource Request Permissions in PSA:
* ASales Associatemust have the appropriatePermission Controlto create aResource Request.
* TheResource Request Entry checkboxin Permission Control allows access.
* Options Analysis:
* Option A:"Assign the Resource Request Entry Permission Set."#Incorrect. There isno specific permission setfor Resource Request Entry.
* Option B:"Create a Permission Control record and select the Resource Request Entry checkbox."
#Correct! Permission Control records managespecific functional access, including Resource Request Entry.
* Option C:"Ensure the Resource Request Entry checkbox is selected on the User."#Incorrect. The User record does not contain this setting; it is part ofPermission Controls.
* Steps to Grant Resource Request Entry Permission:
* Navigate toPSA - Admin App.
* Click onPermission Controls.
* Create anew Permission Controlfor the Sales Associate.
* EnableResource Request Entry.
* Save and verify by attempting to create aResource Request.
References:
* PSA Sys Admin Essentials Student Guide.

NEW QUESTION # 48
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?

A. The "Enable Experience" field on the PSA contact record is not selected
B. The "Enable Experience" checkbox in the Skills Management custom setting is not selected
C. The "Enable Experience" checkbox in the enable-skills-experience configuration option is not selected

Answer: A

NEW QUESTION # 49
Your organization has decided to use Workspaces but you notice the "PSA workspaces" package has not been installed. What should you do?

A. Create a Support ticket
B. Call your FF Account Executive
C. Go to FF Community, download the package, and install it

Answer: A

Explanation:
If thePSA Workspaces package is not installed, follow these steps:
* Verify PSA Workspaces Installation:
* Navigate toSetup > Installed Packages.
* Search for"PSA Workspaces"to confirm if it is present.
* If Missing, Request Installation:
* PSA Workspacescannot be manually downloaded from the FinancialForce (Certinia) Community.
* Instead, you mustsubmit a support ticketto Certinia to request installation.
* How to Submit a Support Ticket:
* Go toCertinia Support Portal.
* Submit a request forPSA Workspaces package installation.
* Provide details about yourPSA versionandorganization needs.
* PSA Sys Admin Essentials Student Guide
References:

NEW QUESTION # 50
Your company wants to be able to automatically notify Resources by email about their missing timecards, when they have not entered the full amount of contracted hours for the previous week.
What is the best method to use within PSA to enable this?

A. Use a Salesforce Report based on Monthly Estimate vs Actuals Records and subscribe the Resource to receive the report by email
B. Use the Time Variance Scheduled Job and Email Alert
C. Use the Missing Timecards Scheduled Job and Email Alert

Answer: C

Explanation:
* Understanding Missing Timecards Notification in PSA:
* PSA tracksmissing timecardsto ensure compliance with time entry policies.
* The system canautomatically notify resourceswho have not submitted their timecards.
* Options Analysis:
* Option A:"Use the Missing Timecards Scheduled Job and Email Alert"#Correct! PSA provides a scheduled jobto detect missing timecards and sendautomated email alerts.
* Option B:"Use the Time Variance Scheduled Job and Email Alert"#Incorrect! Time Variance is used to compare planned vs actual hours worked.
* Option C:"Use a Salesforce Report based on Monthly Estimate vs Actuals Records and subscribe the Resource to receive the report by email"#Possible, butnot the best methodsince it requires manual intervention.
* Steps to Schedule Missing Timecards Notification:
* Go toPSA Administration Tab.
* FindMissing Timecards Scheduled Job.
* Configure the job:
* Week End Date:Auto-filled.
* Include Sublevels:Yes (for hierarchical reporting).
* Type:Last Week (ensures past week's time compliance).
* Schedule Frequency:Weekly (e.g., Monday 9 AM).
* Set up anemail alert templateto notify employees.
* Monitor missing timecards via reports.
References:
* PSA Sys Admin Essentials Student Guide.

NEW QUESTION # 51
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