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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	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 3	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 4	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.
Topic 5	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.

Certinia PSA System Administrator 2023 Sample Questions (Q37-Q42):

NEW QUESTION # 37
The time periods in your org run through 2024. Your Finance team wants to start building forecast models through 2030. What is the best way to help the Finance team accomplish their task?

A. Contact FinancialForce Support or your Partner to open a ticket, requestinq that Onboarding help load the required time periods to ensure Actuals remain intact in your org
B. Contact FinancialForce Onboarding and have them assist you jn uploadinq a "csvfile with the correct time periods for the years 2025-2030 into your org
C. Use dataloader.io or Data Import Wizard to upload a "csvfile with the correct time periods for the years 2025-2030 into your org

Answer: A

NEW QUESTION # 38
Users are complaining to you that the Milestones related list is not showing the most useful fields on the Project page. Which sequence of steps would you take to update the fields?

A. Go to the Project object > Project Page Layout > Milestones Related List > Update fields
B. Go to the Milestone object > Fields Sets > Project Field Set > Update fields
C. Go to the Milestone object > Milestone Page Layout > Project Related List > Update fields

Answer: A

NEW QUESTION # 39
You configured a new Salesforce approval process on the "Timecard" object. What is needed to make a user a Timecard approver in this process?

A. The approver must have Read permissions on the "Timecard" object
B. The approver must be in the same role hierarchy as the submitter
C. The approver must be set up as a Delegated Approver for the submitter

Answer: C

NEW QUESTION # 40
In your company, you have 2 types of users:
Type 1: Employees that need to enter Timecards, Expenses, and need access to the Resource Planner Type 2: Project Managers that need to enter Timecards, Expenses, and need access to the Resource Planner and the Project Planner All employees are tied to the basic "Standard PSA User" profile that gives them access only to the "Accounts" and "Contacts" objects.
Kevin is a Type 1 employee. However, when he logs into his Salesforce org, he can see the tab for the Project Planner, along with Resource Planner, Timecards, and Expenses.
Which of the following troubleshooting steps would you take to stop the Project Planner tab from appearing in Kevin's App Menu?

A. Ensure that the Project Planner is not Visible on Kevin's user profile
B. Ensure Kevin does not have a Permission Control record for the "Project Planner View" permission
C. Ensure Kevin is not assigned to the Project Manager Permission Set

Answer: C

Explanation:
* Understanding Permission Sets and Visibility in PSA:
* In PSA, permission sets control whichtabs and featuresa user can see.
* If Kevin, a Type 1 employee,sees the Project Planner tab, he likely has aProject Manager- related permission setassigned.
* Options Analysis:
* Option A:"Ensure Kevin is not assigned to the Project Manager Permission Set"#Correct! The Project Manager Permission Setgrants access to theProject Planner.
* Option B:"Ensure Kevin does not have a Permission Control record for the 'Project Planner View' permission"#Incorrect.Permission Controlsmanage functional access, notUI visibility.
* Option C:"Ensure that the Project Planner is not Visible on Kevin's user profile"#Incorrect.
Profiles in PSA providebase access, butpermission setsdeterminefeature visibility.
* Steps to Remove Project Planner Access for Kevin:
* Navigate toSetup#Permission Set Assignments.
* Search for Kevin'sassigned permission sets.
* IfProject Manager Permission Setis assigned, remove it.
* Log in as Kevin to verify that theProject Planner tabis no longer visible.
References:
* PSA Sys Admin Essentials Student Guide.

NEW QUESTION # 41
When setting up a Utilization calculation, what does the "Is Report Master" field mean?

A. In a Utilization calculation hierarchy based on Region hierarchy, this is the primary/highest job
B. Calculated utilization value from this job gets surfaced in the Resource Planner "Availability column"
C. Calculated utilization value from this job gets surfaced on the Contact record

Answer: C

NEW QUESTION # 42
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Accessible PDF Format for Certinia PSA-Sysadmin Exam Questions

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Certinia PSA-Sysadmin Exam Syllabus Topics:

Certinia PSA System Administrator 2023 Sample Questions (Q37-Q42):

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