Deleting Estimated Expenses Using the Certinia Estimation Agent

You can ask the Certinia Estimation agent in an agent chat to delete estimated expenses on a project estimate, individually or several at once. Enter your request in natural language and the agent completes the operation, respecting your Salesforce CRUD permissions for the Estimated Expense object.

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 Estimated Expense

To delete an estimated expense:

  1. Open an agent chat and select the Certinia Estimation agent.
  2. Describe the expense you want to delete. For example, enter Delete the <expense name> expense on the <estimate name> estimate. You can identify the expense by its name, ID, or number.
  3. If multiple estimated expenses 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 estimated expense it deletes and asks for confirmation.
  5. Confirm to proceed. The agent deletes the estimated expense and confirms the outcome in the chat.

Deleting Multiple Estimated Expenses

To delete several estimated expenses at once:

  1. Open an agent chat and select the Certinia Estimation agent.
  2. Describe the expenses you want to delete. For example, enter Delete all taxi expenses on the <estimate name> estimate.
  3. The agent identifies all matching records, displays each expense name, amount, and estimate reference with a running total, 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.