Setting up PSA Resource AI Summaries

Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers. For more information, contact your Customer Success Manager.

Resource AI summaries enable you to leverage the power of Certinia AI by generating summaries of resources that include their recent project experience and the key skills they used while working on those projects. Providing only the relevant information reduces the time you spend manually evaluating your resources, and provides a clear description of the resource that other stakeholders can review.

The table below describes the steps for setting up AI summaries for resources.

AI Summaries for Resources Setup Steps
Step Task Related Help Topic
1. Set up Einstein Generative AI in your org. For more information, see the Salesforce Help.
2. Install the Certinia AI Adapter Package.
3. Assign the RS_ResourceSummaryController Apex class permission to users you want to generate AI summaries for resources. Permission Sets and Other Technical Documentation
4.

Ensure users you want to generate AI summaries for resources have Read access to the following objects:

  • Assignment
  • Project
  • Resource Request
  • Skill or Certification
  • Skill or Certification Rating