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Certinia Professional Services Cloud
Austin, Texas, USA
What it is
Certinia Professional Services Cloud connects projects, resources, and financials for services businesses on one platform. Certinia describes coverage across selling, staffing, delivery, billing, and renewals. The product is native to Salesforce and uses Salesforce customer records, user experience, and analytics. Listed capabilities include resource planning, time tracking, utilization reporting, project financials, billing and invoicing, and a client portal. Veda adds intelligence across the services lifecycle using operational data. Web and API access are supported. Open RESTful and SOAP-based APIs handle CRUD operations, asynchronous bulk loads, near-real-time data streams, and social collaboration features. Named integration partners include Avalara, Concur, DocuSign, Expensify, Microsoft Outlook, MuleSoft, Plaid, Xactly, and Zenkraft. Application data resides on Salesforce cloud infrastructure under a shared security model. Certinia lists penetration testing, code reviews, scanning, release approvals, vulnerability remediation, hardening, and monitoring. Pricing is on request.
For and against
For
- Native to Salesforce platform
- Connects projects, resources, and financials
- Includes resource and utilization planning
- REST and SOAP APIs available
- Client portal and billing tools listed
Against
- Pricing is available only on request
- Force.com Platform Limits apply
- Requires Salesforce cloud infrastructure
The verdict
Certinia Professional Services Cloud brings services operations together with Salesforce-native records and analytics. Its planning, financial, portal, API, and integration capabilities cover a broad services workflow, subject to platform limits.
Who it suits
This platform suits services organizations such as consulting, IT services, software, IT hardware, and tax or audit firms. It is designed for teams coordinating resources, projects, delivery, and financial operations.
Plans and prices
Certinia Professional Services Cloud
Salesforce-native PSA app · Salesforce products required
Read 15 Oct 2026 · appexchange.salesforce.com
Professional Services Cloud
Quote requested · implementation and support services available
Read 15 Oct 2026 · prod.certinia.com
On the record
- Access controls
- Security controls include audit trails, multi-level approvals, segregation of duties and granular company, object, record and field access.certinia.com · read 15 Oct 2026
- Accessibility
- The Spring 2025 PS Cloud accessibility report claims WCAG 2.0 and 2.1 Level A and AA conformance, while noting no mobile-OS evaluation.certinia.com · read 15 Oct 2026
- AI capabilities
- Veda AI agents generate scopes and quotes from historical data, match skills to requirements and automate delivery workflows.gartner.com · read 15 Oct 2026
- Analytics
- Certinia centralizes project, revenue and cost data for real-time dashboards, KPIs, reporting and business analytics.certinia.com · read 15 Oct 2026
- API
- Certinia documents programmatic access through SOAP APIs and Apex classes, with compatibility for Visual Studio .NET and Apache Axis.help.certinia.com · read 15 Oct 2026
- AppExchange review
- Certinia applications undergo Salesforce AppExchange Security Review, including OWASP Top Ten and Salesforce-specific testing.certinia.com · read 30 Sep 2026
- Automation
- Veda adds intelligence across the services lifecycle using real operational data.prod.certinia.com · read 30 Sep 2026
- Company facts
- Certinia is privately held, headquartered in Austin, Texas, founded in 2009 and listed by LinkedIn at 1,001–5,000 employees.linkedin.com · read 15 Oct 2026
- Company legal name
- Crunchbase identifies the legal name as Certinia Inc., formerly known as FinancialForce and CODA 2go.crunchbase.com · read 15 Oct 2026
- Core operations
- The product connects projects, resources, and financials on one unified platform.certinia.com · read 30 Sep 2026
- Customer base
- Certinia says Professional Services Cloud is trusted by more than 1,400 customers.prod.certinia.com · read 30 Sep 2026
- Deployment limit
- Certinia states that Force.com Platform Limits for OEM Embedded licenses apply to its products.certinia.com · read 30 Sep 2026
- Documentation
- Certinia publishes versioned online help covering PSA features, setup, APIs, connected apps and technical references.help.certinia.com · read 15 Oct 2026
- Encryption
- Certinia relies on Salesforce encryption for data in transit and at rest, including TLS certificates and RSA keys for transmission.certinia.com · read 15 Oct 2026
- Estimating
- Estimate pricing supports Cost Plus and Time and Materials methods and allows custom pricing rules through an Apex ConfigurablePricingPlugin API.help.certinia.com · read 15 Oct 2026
- Extensibility
- The product is a Salesforce managed package and can be extended with Apex plugins, Salesforce connected apps and AppExchange applications.help.certinia.com · read 15 Oct 2026
- Forecasting
- The product provides live service forecasts for revenue and margins and supports resource and revenue forecasting.gartner.com · read 15 Oct 2026
- Integration partners
- Listed integrations include Avalara, Concur, DocuSign, Expensify, Microsoft Outlook, MuleSoft, Plaid, Xactly, and Zenkraft.certinia.com · read 30 Sep 2026
