Monthly Newsletter · 1 min read

Klient Newsletter – June 2025

Explore Klient PSA’s June 2025 updates: new features, expert tips, success stories & resources to deliver successful projects in Salesforce.

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Klient Newsletter – June 2025

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What’s new in Klient PSA?

From smarter scheduling to time-saving presets and automation, Klient PSA v50.3.2 is here to simplify how your team plans, tracks, and delivers projects inside Salesforce.

We’re also rolling out new feature spotlight videos to help you see Klient in action — with tips, best practices, and real-world demos you can apply right away.

Here’s everything you need to catch up, get inspired, and get more out of Klient PSA this month. 👇

Product update
​​​​Current version: 50.3.2

Your Workflow Just Got an Upgrade

This month’s release is all about less clicking, more doing. Here’s what’s new:

🕒 Plan by Time — Distribute hours daily, weekly, or monthly in the new scheduling mode

📌 Presets that Stick — Save your views, your way — and now share them with your team

📝 Auto-Save is Here — Type it, walk away, it’s saved

🧠 Timesheet Toggles Remember You — Your preferences stay, even when you log out

🧩 New Project Import Wizard — Add templates into existing projects, no manual steps

Many of these upgrades came straight from idea voting. 💡

👉 See the Release Notes


🎥 Feature Spotlights: See What’s New in Action

We’re building a growing library of quick, live demos that bring Klient PSA features to life, not just what’s new, but how to actually use it day-to-day.

From smarter scheduling to cleaner planning views, these short videos are packed with tips, tricks, and real examples.

Here are our latest walkthroughs:

Schedule View for Projects

▶ Scheduled View vs Planned View

Hide Empty Rows in Resource Planner

▶ Hide Empty Rows in Resource Planner

👉 Explore our Feature Spotlights videos


📣 Register Now: June Product Webinar

Next month’s webinar will highlight upcoming features V50.4. Register now to discover our impactful enhancements across Scheduling, Financial Operations, Task Visibility, and User Experience.

📆 Thursday, June 19 at 11AM EDT

🎟️ Register now

🗓️ Missed the May Product Webinar?

We’ve Got You.

The full recording is here, including expert tips from Rosalie & Yanick on getting the most from 50.3.2.

👉 Watch May Webinar


🏅 Become a Klient PSA Champion This Month

Here’s how to get more from Klient (and help shape what’s next):

📚 Complete one of our eLearning courses or share one with a colleague.
📢 Share a product idea or improvement request.
🗳️ Vote for your favorite product idea in our community.
👉 Follow @KlientPSA on socials.   LinkedIn YouTube

Thanks for being part of the Klient Community.

— The Klient Team 💙

Replace all your tools with Klient, Salesforce #1 PSA platform

Run your entire SaaS and consulting business on a single professional service automation platform native to Salesforce!

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TK
The Klient Team
The Klient Team brings you product updates, release webinars, and best practices for running professional services on Klient PSA — the 100% Salesforce-native PSA with AI agents. Follow along for the latest on projects, resources, billing, and Agentforce automation.
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About Klient PSA: Klient runs your entire services business inside the Salesforce you already own — projects, resourcing, time, and billing on one platform, with live margin on every engagement and no data to sync. Explore the Salesforce PSA built for professional services.

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