Unlock the Power of Certinia ERP Cloud
Unlock Solutions helps organizations fully leverage Certinia (formerly FinancialForce) — the #1 customer-centric ERP native to Salesforce. We configure, optimize, and scale Certinia’s ERP, PSA, and Revenue Management solutions to unify finance, services, and customer operations on a single cloud platform.
- ✓ Accelerate adoption with structured rollout, user training, and cross-cloud optimization
- ✓ Align with Certinia’s continuous innovation across finance, services, and revenue operations
- ✓ Leverage embedded Salesforce AI, predictive analytics, and low-code automation
Underutilized Certinia Capabilities That Could Be Costing You
Many organizations using Salesforce only scratch the surface of what Certinia ERP Cloud can deliver. Unlock Solutions helps you activate, govern, and optimize these modules to unlock full cross-cloud value across finance, services, and customer operations.
Certinia Financial Management (ERP Cloud)
Streamline accounting, billing, global consolidations, cash flow management, and multi-entity operations inside Salesforce.
Certinia Professional Services Automation (PSA Cloud)
Manage project delivery, resource allocation, time tracking, project accounting, and utilization rates in real-time.
Certinia Revenue Management
Automate ASC 606 / IFRS 15 revenue compliance, contract modifications, subscription billing, and revenue recognition workflows.
Certinia Services CPQ
Accelerate services quoting, project scoping, and proposal management fully integrated with Salesforce Sales Cloud.
Certinia ERP Analytics (Powered by Salesforce Einstein)
Leverage real-time dashboards, predictive analytics, KPI tracking, and AI-driven forecasting across finance and services.
Salesforce-Native Platform Extensibility
Extend Certinia workflows using Salesforce Flow, Lightning Platform, AI, and low-code/no-code configuration tools.
Certinia AI & Intelligent Process Automation
- Predictive Revenue Forecasting: Use AI to project revenue streams, renewals, and upsell opportunities based on real-time Salesforce and Certinia data.
- Automated Resource Optimization: Leverage AI recommendations to match the right resources to projects, improve utilization, and forecast capacity.
- AI-Powered Billing & Compliance: Automate contract amendments, revenue schedules, and complex billing models with intelligent workflows.
- Analytics Cloud Insights: Drive smarter decisions with embedded Einstein AI dashboards across finance, PSA, and revenue operations.
Certinia Release Cadence & Planning
| Area | Frequency | Highlights |
|---|---|---|
| ERP Cloud, PSA Cloud, Revenue Cloud | Biannual (Spring & Fall) | Major updates to financials, project management, billing, AI, and Salesforce-native automation tools. |
| Analytics Cloud Updates | Quarterly | New KPIs, predictive models, and dashboard enhancements powered by Salesforce Einstein AI. |
How Unlock Elevates Certinia Impact
Unlock Solutions brings precision, scalability, and Salesforce-native expertise to every Certinia engagement. We help you accelerate adoption, optimize cross-cloud operations, and realize measurable business outcomes from ERP, PSA, and Revenue Cloud investments.
Architecture & Implementation
Design scalable Certinia environments aligned with Salesforce architecture best practices — across finance, services, and revenue operations.
Outcome:
Unified cloud systems, clean integrations, strong governance, and future-ready scalability.
Integration & Data Quality
Connect Certinia with Salesforce CRM, CPQ, Service Cloud, and external systems like NetSuite, SAP, or Workday using APIs and Mulesoft.
Outcome:
Seamless data flow, real-time reporting, and consistent customer-to-cash processes.
AI & Workflow Automation
Deploy Einstein AI insights, Salesforce Flows, and automation frameworks to eliminate manual processes and drive smarter decisions.
Outcome:
Increased productivity, predictive visibility, and faster operational cycles.
Training & Change Enablement
Deliver structured Certinia user training, role-based learning paths, and embedded adoption programs aligned to Salesforce UX.
Outcome:
Faster ramp-up, reduced support issues, and higher user satisfaction.
Release Management & Innovation Readiness
Manage Certinia’s biannual releases and Salesforce seasonal updates to maintain platform stability and early innovation adoption.
Outcome:
Low-risk upgrades, enhanced features adoption, and future-proof cloud operations.
Optimization & ROI Tracking
Use Certinia Analytics and Salesforce dashboards to track KPIs, financial health, project profitability, and digital adoption metrics.
Outcome:
Continuous optimization, measurable ROI, and stronger strategic alignment.
Let’s Unlock the Full Potential of Certinia
From Salesforce-native ERP to PSA to Revenue Management, Unlock Solutions helps you accelerate Certinia adoption, optimize service delivery, and maximize ROI — so finance, services, and customer operations move in perfect alignment.
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