MenuAgentExchange
SalesforceSlack

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 Customer Success Cloud

By Certinia

Automate and operationalize customer success, natively on Salesforce

No Ratings
Starting at $45   USD/user/month
Industries
High Tech
Professional Services
Business Need
Customer Service
Analytics
Enterprise Resource Planning
Requires
Sales Cloud
Service Cloud
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

Certinia helps you orchestrate customer success best-practices across the entire enterprise. Break down silos and connect the entire customer journey, from opportunity to renewal. Drive predictable outcomes for your customers & for your business.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Platform Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
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
Customer Success Cloud/Spring 2025 SP1 2025.201.1
Listed On
04/18/2025
Latest Release
04/18/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
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: 49
Custom Tabs: 30
Custom Apps: 1
Lightning Components
Global: 19
App Builder: 0
Community Builder: 0
Languages
Dutch
English
Finnish
French
German
Danish
Italian
Japanese
Korean
Portuguese
Russian
Simplified Chinese
Spanish
Swedish
Thai
Traditional Chinese

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.
2023.202.0
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.
03/31/2023

Additional Details

MEET CERTINIA CUSTOMER SUCCESS CLOUD Orchestrate customer success across your enterprise with this powerful digital solution. COLLABORATE ACROSS THE ENTERPRISE Empower your teams—from Sales, Service, Success and Support—to collaborate on customer success activities and drive predictable outcomes. GATHER CUSTOMER INTELLIGENCE Gain a 360° view of customer engagement and unlock actionable insights for future planning. Understand key metrics like revenue, costs, and customer lifetime value. OPERATIONALIZE BEST PRACTICES Standardize and optimize customer success with a simple, repeatable approach. Continuously refine best practices based on unique customer journeys. LEVERAGE A SIMPLE DASHBOARD Codify customer journeys and optimize success with an easy-to-use digital dashboard. Bring CS teams onto Salesforce for seamless management. COORDINATE ACTION Transform insights into action. Pair every piece of customer intelligence with the right stakeholders to enhance the CX. AVOID “HEROIC ACTS OF ACCOUNT MANAGEMENT” Manage the entire customer lifecycle & identify risks early to avoid "heroic" interventions.

Need help?

Certinia

Austin, TX, United States

Learn more at certinia.com/services/support/.

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