SECTIONSSetting up the Project and Project Task Summary
The Project summary enables you to leverage the power of Certinia AI by generating a summary of projects that include the stage, project manager, and the account associated with your project. Additionally, the Project Tasks summary displays information such as an overview of your project tasks and areas requiring attention.
The table below describes the steps for setting up AI summaries for projects and project tasks.
| 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 following permission sets to users you want to generate AI summaries for projects and project tasks:
|
Permissions for the PSA Project Summary Lightning Component |
| 4. |
Add the following Apex classes to the permission set for users who will generate these AI summaries:
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| 5. |
Ensure users you want to generate AI summaries for resources have Read access to the following objects:
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Permission Sets and Other Technical Documentation |
| 6. | Add the PSA Project AI Summary and or the PSA Project Tasks AI Summary components to the project page layout using Lightning App Builder. | For more information, see the Salesforce Help. |
Configuring the Project Summary Prompt
For more information on configuring the project summary prompt, see Configuring the PSA Project Summary.
Permissions
For more information on the permissions required to use Project and Project Task summaries, refer to Permissions for the PSA Project Summary Lightning Component.