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Certinia Customer Success Agent

By Certinia

Free CSMs from admin work to focus on driving better customer outcomes

No Ratings
Paid Add-On Required  

Payment required for external services or products

Agentforce ContentsAgentforce Contents
Actions: 11
Subagents: 3
Agents: 1
Industries
Financial Services
High Tech
Professional Services
Business Need
Customer Service
Collaboration
Agent Productivity
Requires
Agentforce
AppExchange Partner Products
Compatible With
Platform Cloud

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
AppExchange Partner Products
To use this solution, you need this AppExchange partner product.
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Platform Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
We offer a comprehensive guide for new customers, detailing all necessary requirements. Please reach out to us for additional information.

App Details

Version
CSC AI Agent Service/1.1.0 1.1.0
Listed On
09/17/2025
Latest Release
09/17/2025
Agentforce ContentsAgentforce Contents
Actions
Actions are how agents get information and perform tasks.
Subagents
A subagent is a job an agent can do.
Agents
Agents use context to complete tasks on their own.
Actions: 11
Subagents: 3
Agents: 1
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/05/2025

Additional Details

The Certinia Customer Success AI agent automates critical CSM tasks so your team can focus on high-value work. It’s built on three key pillars to help your team be more productive. Summarization & Content Generation - Automatically turn customer data into insights - Synthesize case notes and past interactions into a single, concise summary - Draft communications for your team including emails, status updates, and content for executive briefings Task Management - Create actionable tasks from customer data - Turn information into a clear to-do list - Ensure CSMs are always focused on the most important next steps Playbook Management - Update playbooks to keep your team on track - Modify playbook details like status and dates - Ensure standardized processes reflect your most effective strategies

Need help?

Certinia

Austin, TX, United States

Learn more at certinia.com/services/support/

Support Phone1-877-828-9161
Other ResourcesEmailTerms & Conditions