Querying Expansion Opportunities 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 surface expansion opportunity data.

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 opportunities linked to expansion opportunity records, and to aggregate their amounts to calculate total pipeline value. Only products marked as active in your org are returned when you query products linked to an expansion opportunity. For example:

• To find the linked opportunity for an expansion: What opportunity is linked to the <expansion opportunity name> expansion?
• To calculate total pipeline value: What is the total pipeline value of CS-originated expansion deals?

The agent returns the linked Opportunity record details, including name and amount.