Webinars · 8 min read

October 2024 Klient Product Update Webinar

Watch the October 2024 Klient PSA Product Update Webinar hosted by Yanick & Rosalie, to stay up-to-date with our latest version released and learn how our newest functionalities could be leveraged to add value to your organization. In this webinar, we cover new features from version 49.9.2 (released in late September).

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Klient PSA Webinar

October 2024 Klient Product Update

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Klient PSA Webinar

October 2024 Klient Product Update

Watch the October 2024 Klient Product Update Webinar hosted by Yanick & Rosalie, to stay up-to-date with our latest version released and learn how our newest functionalities could be leveraged to add value to your organization. In this webinar, we cover new features from version 49.9.2 (released in late September).

Available soon

OUR HOSTS

CEO – Klient

Customer Success – Klient

TIMESTAMPS

00:00 Introduction & agenda

02:35 Global workspace overview

10:30 Project workspace menu bar redesign

14:42 Right-click options & increase flexibility when filters applied

17:55 Resource assignment from workspace & delete assignment

18:44 Show community users in resource search

19:48 Resource planner menu bar redesign

22:35 Project analytics component

23:45 Project status report

25:00 Color mapping (new: task status & priority)

26:26 Klient preload global action

29:48 Product roadmap

35:03 New content available

37:27 Best practices & conclusion

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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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