Integrate QuoteX with Mission Control PSA
This implementation guide provides a practical blueprint for integrating QuoteX with Mission Control PSA. Learn how to map rate cards, pricing, roles, and skills between both platforms, understand the underlying architecture, and automate resource request creation from QuoteX. Designed for Salesforce admins, developers, and integration teams, it helps accelerate deployment while ensuring accurate project staffing and financial alignment.
CHAPTER 1 Implementation Guide: QuoteX + Mission Control
1. Map Pricing Engine between QuoteX and Mission Control
This is where the true operational matching happens. Mission Control uses the combination of amc__Function__c (Role Name) and an optional amc__Skill__c lookup on this entry object to evaluate logged timesheets.
⏱ Time: 12 – 15 Minutes
REQUIRED STAKEHOLDERS
Stakeholders from your team
Integration Developers · Salesforce Devs · Salesforce Admins
Refer: https://knowledge-mc.aprika.com/s/article/What-is-the-Rate-Card-Entry-Object
| PSC Rate Card Field | Mission Control amc__Rate_Card_Entry__c Field | Mapping & Transformation Logic |
Suggested Bill Rate (Currency) | amc__Billable_Rate__c (Currency) | Direct mapping of the target customer-facing billing rate. |
Average Cost Rate (Currency) | amc__Cost_Rate__c (Currency) | Direct mapping of the internal resource delivery cost baseline. |
Resource Role (Picklist) | amc__Function__c (Picklist) | Transformation Required: map the API values of Resource Role picklist directly to the standard/custom values in the Mission Control amc__Function__c picklist (e.g., matching "Consultant" to "Consultant"). |
Primary Resource Skill (Lookup) | amc__Skill__c (Lookup) | Loose or direct mapping |
External Id or Migration Id (Text) | amc__External_Id__c (Text) | Cross-system key. |
Parent Level (amc__Rate_Card__c) for Account Specific Rates
Refer: https://knowledge-mc.aprika.com/s/article/What-is-the-Rate-Card-Object
Because custom object contains header-level info on every record, recommended to reference or look up a parent amc__Rate_Card__c record to group these entries.
| PSC Rate Card Field -> | Mission Control amc__Rate_Card__c (Parent Header) Field | Mapping & Transformation Logic |
Account (Lookup) | amc__Account__c (Lookup) | Associates the entire card sheet block with the specific Salesforce Account. |
Start Date (Date) | (No standard header field) | Typically used inside logic or custom fields on the parent to ensure validity. |
End Date (Date) | (No standard header field) | Used to control expiration gates. |
CHAPTER 2 Implementation Guide: QuoteX + Mission Control
2. Architecture Mapping View between QuoteX and Mission Control
Understand from a crow notation view on how QuoteX PSC Rate Card records can be integrated with Mission Control's Rate Card/Entry records.
⏱ Time: 2 – 5 Minutes
REQUIRED STAKEHOLDERS
Stakeholders from your team
Integration Developers · Salesforce Devs · Salesforce Admins
Refer: https://knowledge-mc.aprika.com/s/article/What-is-the-Rate-Card-Object
Refer: https://knowledge-mc.aprika.com/s/article/What-is-the-Rate-Card-Entry-Object
CHAPTER 3 Implementation Guide: QuoteX + Mission Control
3. Generate Mission Control Resource Requests From QuoteX
⏱ Time: 10 – 20 Minutes
REQUIRED STAKEHOLDERS
Stakeholders from your team
Integration Developers · Salesforce Devs · Salesforce Admins
https://www.youtube.com/watch?v=v2ln4k8FHN8
Refer Mission Control PSA Resource Request: https://knowledge-mc.aprika.com/s/article/What-is-a-Resource-Request
QuoteX
QuoteX includes an add-on called " Sync Resource Requests ", which utilizes a custom, QuoteX-controlled Resource Request object (psce_ext__Resource_Request__c)
When you use the Create Resource Requests utility, it generates a resource request record under the corresponding Opportunity. This process automatically maps the timeline resources directly to the new Resource Request record on that Opportunity.
Learn about QuoteX Add-on 'Sync Resource Requests' here .
Similar process should be applied to generate amc__Resource_Request__c (Custom Mission Control PSA -controlled object) from QuoteX Quote Resources.