Upgrading to PSA AI Agent Service Spring 2026

This page describes the changes to make when upgrading to Spring 2026.

See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.

See the Included in This Feature section under each feature for details of items such as objects, fields, or buttons that have been added in this release.

Note:

Where new objects, fields, or buttons have been added for a feature, we recommend that you add them to any relevant page layouts, profiles, and permission sets. For information on how to do this, see the Salesforce Help.

For information on new features and changes to existing features in Spring 2026, see New Features and Enhancements in PSA AI Agent Service Spring 2026.

Improve Assignment Reallocation Using the Certinia Work Reallocation Agent

Upgrade Steps

To upgrade this feature to Spring 2026, take the following action.

Upgrade Steps for Spring 2026

Action	Further Information
Delete any agents and related permission sets created before Spring 2026 and complete steps 3-8 in the related Help page to create a new one.	Setting up the Certinia Work Reallocation Agent

Included in This Feature

This section details the items that have been added, updated, or deleted in this release.

Agent Topics

Agent Topics Deleted in Spring 2026

Topic	Description
Resource Search	This topic has been removed since the Certinia Work Reallocation agent no longer uses it.

Agent Actions

Agent Actions Deleted in Spring 2026

Action	Description
Create Assignment and Assign Resource	These actions have been removed since the Certinia Work Reallocation agent no longer uses them.
Find Assignments for Resource
Search Resources for Record
Split Assignment to Assignment
Split Assignment to Resource Request
Swap Resource on Assignment

Certinia Project Assistant Agent

Upgrade Steps

To upgrade this feature to Spring 2026, take the following action.

Upgrade Steps for Spring 2026

Action	Further Information
Delete any agents and related permission sets created before Spring 2026 and complete steps 3-8 in the related Help page to create a new one.	Setting up Certinia Project Assistant Agent
Delete any existing actions, then recreate the topics and instructions with those actions to ensure you have the most up-to-date information.	Creating Certinia Project Assistant Agent