What is PSA on Salesforce?

PSA on Salesforce means running professional services automation — your projects, resourcing, time, and billing — natively inside the Salesforce platform rather than in a separate tool bolted on beside it. Because the delivery work lives in the same place as the CRM, the customer you sold to and the project you deliver are one continuous record instead of two systems you reconcile.

Native vs. integrated: why it matters

There’s a real difference between a PSA that’s built on Salesforce and one that merely integrates with it. An integration syncs data between two systems on a schedule, which means lag, mapping, and the occasional broken record. A native PSA has no gap to bridge — the project, the account, the hours, and the invoice share one data model. For a services business, that gap is exactly where margin visibility and forecast accuracy get lost.

What a Salesforce PSA pulls together

A PSA on Salesforce unifies the delivery lifecycle: scoping and quoting the work, planning and staffing the resources, tracking time and expenses, managing the project, and billing the client — all reporting up through the same platform. The payoff is a single source of truth for delivery, so leaders can see utilization, project margin, and pipeline readiness without exporting anything.

Who it’s for

PSA on Salesforce fits organizations that deliver client work and already run on Salesforce — professional services firms, software companies with services and onboarding teams, and internal delivery groups that want their work reporting where the rest of the business already lives. If your quoting, delivery, and financials currently sit in different tools, that fragmentation is the problem a native PSA is built to remove.

Cloud Coach is a PSA built natively on Salesforce, unifying delivery, resourcing, time, and billing in one platform.