Certinia PSA System Administrator 2023 PSA-Sysadmin Exam Questions

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Total 60 questions
Question 1

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



Answer : B

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.

Question 2

How would you determine what version of PSA your organization is on?



Answer : A

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.

Question 3

An Administrator can find the majority of settings for PSA in which two of the following areas? (Choose two.)



Answer : A, B

Configuration Groups

What are they?

Configuration Groups allow administrators to group related settings together.

Each Configuration Group contains multiple options that control how different PSA features behave.

Where to find them?

Navigate to App Launcher > Configuration Groups.

Select the relevant Configuration Group based on the feature you want to modify (e.g., Utilization, Billing, Timecards).

Example Usage:

Modifying how holidays affect utilization.

Adjusting billing event generation behavior.

Custom Settings

What are they?

Custom Settings store global or user-specific configurations for PSA.

Unlike Configuration Groups, these settings often apply across multiple objects or functions in PSA.

Where to find them?

Navigate to Setup > Custom Settings.

Look for PSA-specific settings such as 'PSA Utilization Settings' or 'PSA Timecard Settings'.

Example Usage:

Setting personalized time entry options for different teams.

Controlling data visibility and field access.

Why Not PSA Administration Page?

While PSA Administration Page provides access to reports, jobs, and utilities, most system settings reside within Configuration Groups and Custom Settings.


PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Pages 58-60.

PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Pages 64-67.

Question 4

In your Company, a Resource Manager wants to provide the option for Resources to nominate themselves for upcoming work they are interested in. How can you set this up?



Answer : A

Understanding Self-Nomination for Resource Requests

PSA allows resources to express interest in upcoming projects using the Self-Nomination feature.

This feature can be enabled through a Custom Setting, which then allows the 'PSA Resource Self-Nomination' Lightning component to be used.

How to Enable Self-Nomination for Resource Requests

Step 1: Navigate to Setup in Salesforce.

Step 2: Search for Custom Settings and select it.

Step 3: Find and enable 'Self-Nominate for Resource Request'.

Step 4: Open the Lightning App Builder and edit the Resource Request Detail Page.

Step 5: Add the 'PSA Resource Self-Nomination' Lightning component to the page.

Step 6: Save and activate the page.

Why This Works?

The 'Self-Nominate for Resource Request' setting allows resources to nominate themselves for work using the Lightning component.

By adding this component to the Resource Request Detail Page, eligible resources can easily apply for available projects.


PSA Sys Admin Essentials Student Guide Fall 20 (2).pdf, Page 65.

Question 5

Your company wants to regularly update the current Time Period for all Region, Practices, Groups, Projects, and Resources (RPGPR). Which is the best option to meet this requirement?



Answer : A

Understanding RPGPR (Region, Practices, Groups, Projects, and Resources) Updates:

The Current Time Period in PSA must be updated regularly to ensure accurate reporting and forecasting.

RPGPR entities are used for structuring project and resource hierarchies, making it essential to maintain updated time periods.

Options Analysis:

Option A: 'Schedule the RPGPR Maintenance Batch in PSA Administration' This is the correct answer because the RPGPR Maintenance Batch resets the Current Time Period to the default value (usually 'All Time Periods') and ensures all RPGPR records remain synchronized.

Option B: 'Manually update the Time Period on all RPGPR records' This is inefficient, error-prone, and impractical for large organizations.

Option C: 'Enable the RPGPR Time Period auto-update feature in Setup' No such direct feature exists in PSA to auto-update the RPGPR Time Period.

Steps to Schedule RPGPR Maintenance Batch:

Navigate to PSA Administration.

Locate the RPGPR Maintenance Batch option.

Configure the job to run at a set interval (e.g., daily or weekly).

Monitor the job execution via Apex Jobs in Salesforce.


PSA Sys Admin Essentials Student Guide.

Question 6

The consultants in your organization will be entering time against the project task and everyone else will enter time against the project/milestone.

Which of the following correctly identifies the steps you will need to complete?



Answer : A

To allow consultants to enter time against the project task, while everyone else enters time against the project/milestone, you need to:

Go to Setup Custom Settings.

Locate Time Card Entry UI Personal and click 'New'.

Create a setting specific to the Consultant profile.

Set the 'Task Time Entry Mode' to 'Calculated'.

Save and apply the changes.

Option B (Time Card Entry UI Switch custom setting) is incorrect because this setting is not used for defining time entry modes.

Option C (Time Card Entry UI Global custom setting) is incorrect because it applies organization-wide rather than for specific user profiles.

Thus, the correct answer is A.


FF-PSA-v15-Customer-Overview_1.0

Question 7

Project Managers would like to display several fields prominently on the Project Lightning Page. Which PSA Lightning Component could you use to meet this need?



Answer : C

Project Managers who want to display several fields prominently on the Project Lightning Page should use the FF PSA Field Summary component. This component allows users to highlight key fields related to their projects, improving visibility and accessibility within the Lightning interface.

FinancialForce PSA provides several Lightning components, but among them:

FF Field Overview: This component is not specifically designed for summarizing multiple fields in a prominent way.

FF Highlights: This component typically provides a brief summary but does not allow for multiple field customization.

FF PSA Field Summary: This is the most appropriate component, as it allows displaying multiple PSA fields prominently on the Project Lightning Page.

Thus, the correct answer is C. FF PSA Field Summary.


PSA Sys Admin Essentials Student Guide Fall 20

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Total 60 questions