AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Certinia Staffing Agent

Intelligently match talent to projects and eliminate staffing delays.

Overview

Instantly staff your projects and adapt to daily resourcing challenges. The Certinia Staffing Agent uses an intelligent staffing engine to quickly reallocate resources and prevent project delays, freeing up your team to focus on what matters most.

1 of 4

  • EASY TO USE The Agent uses natural language and understands context, making it as intuitive as talking to a coworker. It doesn't just provide data; it actually gets the work done for you, automating complex tasks with simple requests.

  • SAVES TIME Reassign resources in seconds without switching contexts. The Agent processes many assignment changes in the time it would take to manually change just one, freeing up valuable time for resource managers.

  • KEEPS PROJECTS ON TRACK Stop costly project delays caused by resource unavailability. The Certinia Staffing Agent prevents resource gaps by intelligently filling roles, ensuring your projects run smoothly from start to finish.

  • LOCATE ALL ASSIGNMENTS Instantly retrieve all work assigned to a specific resource. The Agent handles the search for you, so you can focus on making only the necessary changes and keep your workflow moving.

  • MATCH RESOURCES TO AN ASSIGNMENT Powered by Certinia's Intelligent Staffing Engine, the Agent finds the exact resource needed for any assignment. It works just like a human resource manager, but with unparalleled speed and accuracy.

  • SWAP OR SPLIT ASSIGNMENTS Easily swap resources for future work or split in-flight assignments. The Agent processes these changes in moments, preserving existing billing and creating new assignments to complete the rest of the work.

  • BUILT ON AGENTFORCE The Staffing Agent uses Topics and Actions specific to Certinia data. It also works through the Einstein Trust Layer, so it honors user permissions and ensures full control and peace of mind.

The Certinia Staffing Agent, powered by Agentforce, is designed for resource and project managers to quickly and easily staff projects with the best-fit talent. Our intelligent staffing engine automates complex, time-consuming workflows, saving valuable hours and preventing costly project delays caused by resource unavailability. KEY FEATURES Primary use case is to intelligently find and assign replacement resources when the original is unavailable. Identify all assignments for a resource, match new resources to work, or swap/split assignments as needed. INTELLIGENT CRITERIA Evaluates a range of criteria to find the perfect replacement in seconds, including region, practice, group, role, required/desired skills, and skill levels. It also considers a resource's availability to ensure the best possible match. BUSINESS BENEFITS Eliminates the daily struggle of manual resource management. It empowers your team to keep projects on track and focus on strategic initiatives instead of administrative tasks, enabling your business to scale its resource management function efficiently."

Categories

Business Needs
Productivity
Analytics
Enterprise Resource Planning
Industries
Financial Services
High Tech
Professional Services
Personas
Business Operations Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package

More from Certinia

  • Certinia Professional Services Cloud
    by Certinia
    With Professional Services Cloud from Certinia, you can manage your resources, projects, and financials in the same application as your customer interactions—to improve your enterprise margin and growth.
    Enterprise Resource PlanningProject Management

  • Certinia Order & Inventory Management
    by Certinia
    Certinia Order & Inventory Management helps you see, simplify, and optimize the entire order to fulfillment process—for goods & services. Meet and exceed customer expectations with visibility into the entire fulfillment process from quote to shipment.
    Quotes & Orders

  • Certinia Services Estimator
    by Certinia
    No Ratings
    Services Estimator works with our industry-leading PSA solution to create accurate estimates that are both competitive and profitable—helping you win more business, start projects faster, and run a connected services operation.
    Quotes & OrdersProject Management

  • Certinia Revenue Management
    by Certinia
    Automate your entire revenue recognition process and generate revenue schedules to achieve a comprehensive view of revenue performance. Stay compliant with automated recognition rules and minimize risk with a single revenue recognition solution.
    Accounting

  • Certinia Procurement
    by Certinia
    Manage and analyze the procurement of goods and services across your organization. Enforce spend policies, source and manage suppliers, and easily identify new ways to save time and money.
    Enterprise Resource Planning

  • Certinia Financial Management Analytics & Reporting
    by Certinia
    No Ratings
    Lead the charge on bringing more revenue to your business with unparalleled business insights generated by analytics and reporting in Certinia. Make data-driven decisions that can expand your business footprint and elevate operational efficiencies.
    Analytics

  • Certinia Services Analytics
    by Certinia
    A powerful analytics and business intelligence solution, built native to Salesforce, that turns valuable data into meaningful, actionable insights. Keep operations running lean, consistent, and predictive—all centered around your customer needs.
    Analytics

  • Certinia Billing & Receivables
    by Certinia
    Manage the entire order to cash process with Certinia Account Receivables & Collections. Simplify invoicing, billing, and collections, and automate the AR process to accelerate cash flow. Ensure timely payments and build customer trust with secure payment
    Accounting

  • Certinia Customer Success Agent
    by Certinia
    No Ratings
    Tired of wasting time on day-to-day operational tasks? Certinia’s Customer Success AI agent automates routine CSM activities like summarizing account data and updating playbooks so your team can focus on high-value work that builds stronger relationships.
    Customer ServiceCollaboration

  • Certinia Subscription & Usage Billing
    by Certinia
    No Ratings
    Streamline billing for multiple revenue streams, including subscription contracts, usage-based services, professional services, and inventoried items to ensure accurate invoices and minimize revenue leakage.
    Finance