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Certinia Project Assistant Agent

By Certinia

Certinia Project Assistant Agent: Proactive Project & Resource Oversight

No Ratings
Paid Add-On Required  

Payment required for external services or products

Agentforce ContentsAgentforce Contents
Actions: 10
Subagents: 2
Agents: 1
Industries
Financial Services
High Tech
Professional Services
Business Need
Productivity
Collaboration
Enterprise Resource Planning
Requires
Agentforce
AppExchange Partner Products
Compatible With
Platform Cloud

Intuitive and efficient, the agent automates milestone tracking and time card compliance. By highlighting variances and missing entries, it shifts project managers from manual searching to proactive intervention, ensuring issues are resolved in real time.

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
Requires Summer 25 Certinia PS Cloud Requires Agentforce and Flex Credits

App Details

Version
PSA AI Agent Service/0.6.0 0.6.0
Listed On
03/02/2026
Latest Release
03/02/2026
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: 10
Subagents: 2
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.
0.4.0
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.
08/26/2025

Additional Details

"SUMMARY: The Certinia Project Assistant Agent provides Project Managers with proactive insight into project health. Launched in the Winter 2026 release, it automates administrative monitoring of milestones and resource compliance. KEY FEATURES: - MILESTONE TRACKING: Automates the review of milestone status and delivery risks. - TIME CARD COMPLIANCE: Identifies missing, saved, or unsubmitted time cards for the prior seven days. - VARIANCE ANALYSIS: Automatically compares logged hours against scheduled hours to flag discrepancies. INTELLIGENT CRITERIA: The agent flags concerns if actual and planned hours do not align or if a blocked task impacts delivery. It also detects data errors, such as time logged against planned milestones or incorrect status assignments. BUSINESS BENEFIT: By eliminating manual searching through reports and list views, the agent shifts managers from reactive to proactive management. This ensures faster intervention, reduces administrative burden, and keeps projects on their planned trajectory."

Need help?

Certinia

Austin, TX, United States

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

Support Phone1-877-828-9161
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