Salesforce PSA · Opportunity-to-Project

Close the deal. Kick off the project. Without re-keying a thing.

Salesforce opportunity-to-project automation — native to your CRM, not bolted on.

When your PSA lives inside Salesforce, a closed-won opportunity becomes a live project on the same platform — the account, the amount, the products, and the close date carry straight into delivery. No export, no re-keying, no second system to reconcile. The handoff that used to be your biggest source of friction happens in one place.

What is Salesforce opportunity-to-project?

Salesforce opportunity-to-project is the automated handoff from a won sales opportunity to a delivery project on the same Salesforce platform. In Klient PSA — a Salesforce-native professional services automation (PSA) platform — closing an opportunity creates the project record, carries over the deal data, and starts resourcing, time tracking, and billing without leaving Salesforce. Because delivery is not a separate system, there is no integration to build and nothing to sync.

How the handoff works in Klient PSA

1. The opportunity closes. Your account executive marks the deal Closed-Won in Salesforce.
2. The project is created from the deal. Account, amount, products and line items, and dates flow into a Klient PSA project — no copy-paste.
3. The right people get staffed. Assign resources by role and availability on the resource schedule, so capacity is planned from day one.
4. Time and billing tie together. Consultants log time on the project, and those hours feed billing directly — no month-end reconciliation.
5. One source of truth. Sales, delivery, and finance read the same records, from pipeline to paid, inside Salesforce.

Want to make it even easier? Klient PSA’s nine AI agents, on Salesforce Agentforce, can accelerate the handoff — STAFFY1 drafts the staffing plan from the project’s roles, and TIMEY1 drafts each timesheet from calendar and tasks — with a human approval gate on every action. The agents are optional; the handoff works without them. Meet the nine agents.

Native beats bolted-on

A bolted-on PSA sits outside Salesforce and syncs the opportunity across a boundary — which means middleware to maintain, sync jobs that fail, and data that drifts between systems. Klient PSA stores everything in Salesforce, on your existing security model, so the opportunity and the project are the same source of truth. No middleware, no sync jobs, no drift.

Why Salesforce-native services teams choose Klient PSA

Klient PSA runs your whole services business on Salesforce — resourcing, time, billing, and revenue forecasting — from $39/user/month, live in about three weeks, rated 4.5/5 on G2 (83 reviews) and 4.96/5 on the Salesforce AppExchange (73 reviews). See the full Salesforce PSA platform, or how it fits consulting firms.

Frequently asked questions

What is Salesforce opportunity-to-project?

It is the automated handoff from a closed-won opportunity to a delivery project on the same Salesforce platform. In Klient PSA the project is created from the opportunity — account, amount, products, and dates included — so delivery starts without re-keying data.

Does Klient PSA convert opportunities to projects automatically?

Yes. When an opportunity is won, Klient PSA can create the project from the deal record and carry its data into delivery, then help staff it and track time — all inside Salesforce.

Do I have to re-key data from the opportunity into the project?

No. Because Klient PSA is native to Salesforce, the opportunity and the project share one database. The deal data flows into the project — no export, no copy-paste, and no second system to reconcile.

Is this native to Salesforce or an integration?

It is 100% native. Klient PSA stores its records in Salesforce and runs on Salesforce security — no middleware, no sync jobs, and no drift between systems.