Setting up the Certinia Staffing Agent

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.

Complete the following setup tasks before using the Certinia Staffing agent.

Setup Tasks for the Certinia Staffing Agent
Step Action Further Information
1 Contact Salesforce to activate the Einstein Agent license. For more information, see the Salesforce Help.
2 Set up Einstein generative AI in your org.
3 Create an agent using the Certinia Staffing Agent template. Creating a Certinia Staffing Agent
4

Create a permission set specific to the Certinia Staffing agent with the relevant permissions.

Note:

If you already have a permission set for an agent created before Winter 2026, you must delete the permission set before creating a new one.

Permissions for Certinia Staffing Agent

For information about how to create permission sets, see the Salesforce Help.
5 Assign staffing permissions and the permission set that you have created in step 4 to the users that you want to interact with the agent.

About Staffing Permission Controls

Permission Controls

For more information about assigning permission sets, see the Salesforce Help.
6

Give users access to the Certinia Staffing agent that you created in step 3 by creating a custom permission set specific to agent access.

Note:

If you already have a permission set for an agent created before Winter 2026, you must delete the permission set before creating a new one.

 For more information, see the Salesforce Help.
7 Activate the Certinia Staffing agent that you created in step 3.