Professional Services Cloud 2026: Benefits, Features & Pricing

* Customizability - PS Cloud allows organizations to curate the tool for their unique needs. * Features - the functionality offered in PS Cloud is vast and comprehensive. From project automations to staffing to revenue recognition, it is a complete tool for managing professional services.

* While the tool is very customizable, the customizations require the knowledge and capacity of Salesforce Admins and Developers. In a world governed by SOX controls, these resources are usually "behind" a tech team's "wall" so making changes to the tool are not as agile\dynamic as they could be if Certinia could find a way to section off at least the configurable custom settings of its tool from SF.

Very easy to implement and start getting benefits near term.

Lots of options to weigh for set up and overall use. Easy to get bogged down on complicated areas that wont materialize or are minor parts of a business.

The SCM Module of FinancialForce is fantastic for organizations looking for a plug in to Salesforce that can be customized but also has a lot of fantastic out of the box features. Our company went from using Quickbooks which provided very little if any controls and reporting to using the SCM product which allows you to use the same functionality for permissions, page layouts and reporting as you get in the native Salesforce application. The product links seamlessly into your existing organization and allows you to take Opportunities in Salesforce and create Quotes to your customers, sales orders from the quotes, purchase orders to your vendors and invoices to your clients. You can report at the line item level on all of these objects which gives you excellent visibility and control into the day to day operations of your business. There is also an inventory functionality that can assist with inventory management. We don't use this function but I've seen the capability and it's also fantastic.

Because SCM is still growing there are a lot of new releases of the product that have great fixes and updates. However, upgrading can be a long process because of the amount of testing you have to do. The more customized your environment is the longer the upgrades can take. We are running about 10 versions behind right now due to this. However, we realize this will level out over time and become much less time consuming as the product matures.

Built on the SFDC platform and therefore, tightly connected with Opportunity Management in SFDC sales cloud and delivered on a platform we already used and have the ability to support. Additional 3rd party tools available to integrate to accounting systems.

That it is built on a platform and that there are many ways one can accomplish the same task or transaction. This made learning the system architecture harder and longer.

Being built on Salesforce allows us the benefit of: 1. Customizing the application, screens, and processes as we evolve 2. Seamless integration with our opportunity/deal pipeline 3. Use of Salesforce reports and dashboards

We tried using the Conga add-on to generate invoices, but ended up reverting our previous process. The invoice generation design process is not built well.

After the initial setup process (albeit long and tedious), the platform seems to work pretty well. It is well designed and a huge improvement over our previous financial management system and has cut our month-end, year-end, and other periodic closing process times in half.

The system consistently slows down after a few days/weeks/months. Sometimes this is due to a FinancialForce upgrade, and sometimes it has been due to bad code written for us by our FF consultant. The process for getting these performance degradation resolved can take weeks, wasting dozens of hours of valuable time.

Obviously, it integrates very well with Salesforce so you can have you SF admin do a lot of the implementation rather than having a dedicated person.

It is not user friendly, it lacks a lot of customization, things seem to always be more difficult when using this system than it should be.

If you need an accounting package that integrates with Salesforce, this would be the best option. It does have most features your accounting and finance people need.

Our financial people constantly complain about the speed, has decreased efficiency as it takes longer to do tasks than previously in Quickbooks. Also, it has periodic slowdowns that has been determined to not be our network, but them. Admittedly this is mostly secondhand from our accounting and finance departments.

this software has helped my company significantly in our process to switch over from older software.

This software takes a lot more time to use although it may be worth it.

I love Salesforce, and they have hit the nail on the head yet again with this product. Imagine Salesforce for accounting.

I have no cons to report. This gets the job done and is easy to use. Subject to user error, so train employees diligently