Setting up the Certinia Work Reallocation Agent

Complete the following setup tasks before using the Certinia Work Reallocation agent. Before completing these tasks, ensure you have completed the tasks described in Setting up PSA AI Agent Service.

Setup Tasks for the Certinia Work Reallocation Agent
Step Action Further Information
1 Create an agent using the Certinia Staffing Agent template. Creating a Certinia Work Reallocation Agent
2

Create a permission set specific to the Certinia Work Reallocation agent with the relevant Apex class permissions.

Note:

If you have a large number of Apex class assignments for permission sets in your org, an internal server error might occur when adding an Apex class to a permission set. For information about how to solve this issue, see the Salesforce Help.

Permissions for the Certinia Work Reallocation Agent

For information about how to create permission sets, see the Salesforce Help.
3 Assign staffing permissions and the permission set that you created in step 2 to the users who interact with the agent.

About Staffing Permission Controls

Permission Controls

For more information about assigning permission sets, see the Salesforce Help.
4 Give users access to the Certinia Work Reallocation agent that you created in step 1 by creating a custom permission set specific to agent access. For more information, see the Salesforce Help.
5 Assign the permission set that you created in step 4 to the users who interact with the agent.
6 Activate the Certinia Work Reallocation agent that you created in step 1.
7 Schedule a job to automatically delete smart action plans and steps. Scheduling Deletion of Smart Action Records