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The Rollup That Stopped Adding Up
A vendor-built flow rolled up Timecard Splits for revenue recognition — until 30,000+ records per entity met the Apex CPU time limit. A field note on large data volumes, silent failures, and batch Apex.
Certinia PSALDVBatch ApexFlowsRevenue Recognition
5 min readThe RPG Mistake That Quietly Breaks Your Certinia PSA Reporting
In Certinia PSA, Region, Practice, and Group aren't one nested tree — they're three independent hierarchies. Get that wrong and your reporting breaks in ways that only surface after go-live. Here's how to design RPG right the first time.
Certinia PSAProfessional Services AutomationSalesforcePSA Configuration
5minThe Expense That Didn't Move Margin
What a $2,000 non-event taught me about how Certinia Services Estimator really handles expenses — and the three places they quietly vanish before they reach your customer
CertiniaServices EstimatorExpensesProject Margin
5min