Deleting Estimate Risks Using the Certinia Estimation Agent

You can ask the Certinia Estimation agent in an agent chat to delete estimate risks on a project estimate, individually or several at once. Enter your request in natural language and the agent completes the operation, respecting your Salesforce field-level security for estimate risk records.

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.

Deleting an Estimate Risk

To delete an estimate risk:

1. Open an agent chat and select the Certinia Estimation agent.
2. Describe the risk you want to delete. For example, enter Delete the <risk name> risk on the <estimate name> estimate. You can identify the risk by its name or ID.
3. If multiple estimate risks share the same name, the agent presents the matching records and asks you to confirm which one to delete before proceeding.
4. The agent displays the estimate risk it deletes and asks for confirmation.
5. Confirm to proceed. The agent deletes the estimate risk and confirms the outcome in the chat.

Deleting Multiple Estimate Risks

To delete several estimate risks at once:

1. Open an agent chat and select the Certinia Estimation agent.
2. Describe the estimate risks you want to delete. For example, enter Delete all risks with a severity below 5 on the <estimate name> estimate.
3. The agent identifies all matching records, displays each risk name, likelihood, impact, and severity, and asks for confirmation.
4. Confirm to delete all records. The agent deletes them and confirms the outcome in the chat. If you cancel, no records are deleted.

Note:

If any records cannot be processed, the agent still commits the ones that succeed and reports each failure with the reason. For example, a record can fail because its estimate is locked.