Querying Objective Junction Records 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 link objectives to related business challenges 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 business challenges linked to an objective, the products an objective targets, and the products associated with each KPI under that objective. For example:

  • To find business challenges blocking an objective: Which business challenges are linked to the <objective name> objective?
  • To find products targeted by an objective: What products does the <objective name> objective target?
  • To find products associated with an objective KPI: What products are associated with the <KPI name> KPI?

The agent returns the matching business challenges, products, or KPI products linked to the objective.