Querying Activity Attendees and Products Using the Certinia Customer Success 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 Certinia Account Team.

This feature analyzes existing records only. To take follow-up actions, such as creating or updating records, you must have the same permissions required to perform those actions manually.

You can use the Certinia Customer Success agent to query junction records that connect activities to related contacts and products.

To start a conversation with the Certinia Customer Success Agent, open an agent chat from the Veda global action in the Salesforce header. If you have access to more than one agent in your org, select the Certinia Customer Success Agent from the picker. For more information about opening agent chat, the first-use disclaimer, and selecting an agent, see Using Agent Chat.

You can ask the agent to return the contacts who attended a specific activity as well as the products that were discussed in it. For example:

• To list attendees of an activity: Who attended the <activity name> meeting?
• To find products discussed in an activity: What products were discussed in the <activity name> meeting?
• To see the most discussed products across activities: Which products come up most often in CS activities this quarter?

The agent returns the matching contacts or products linked to the activity.