Setting Up Generative AI in Certinia Help

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.

Generative AI summaries enable you to leverage the power of Certinia AI by generating summaries of key records such as projects and resources.

To complete the steps, you must be assigned the System Administrator profile and the Prompt Template Manager permission set.

Contact Salesforce to activate one of the following add-on licenses:
- Einstein for Platform
- Einstein for Sales
- Einstein for Services
- These are standard Salesforce add-on licenses. For more information, see the Salesforce Help.
Assign the Einstein Prompt Templates permission set license to the following users:
- Administrators who must manage and execute prompt templates.
- Users who need summaries to be generated by the prompt template.
- This is a standard permission set license. For more information, see the Salesforce Help.
Assign the Prompt Template Manager permission set to administrators who need to create and manage prompt templates.
Assign the Prompt Template User permission set to the users who need summaries to be generated by the prompt template.
Assign the relevant permission sets for each summary component to the following users:
- Administrators who need to create and manage prompt templates.
- Users who need summaries to be generated by the prompt template.