Deleting Services Products Using the Certinia Estimation Agent

You can ask the Certinia Estimation agent in an agent chat to delete services products 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 Services Product 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 a Services Product

To delete a services product:

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

Deleting Multiple Services Products

To delete several services products at once:

1. Open an agent chat and select the Certinia Estimation agent.
2. Describe the services products you want to delete. For example, enter Delete all services products on the <estimate name> estimate.
3. The agent identifies all matching records, displays each services product name, cost amount, bill amount, and estimate reference, 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 services product is on a locked estimate.