Updating Estimate Contingencies Using the Certinia Estimation Agent

You can ask the Certinia Estimation agent in an agent chat to update estimate contingency records 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 contingency 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.

Updating an Estimate Contingency

To update an estimate contingency:

  1. Open an agent chat and select the Certinia Estimation agent.

  2. Describe the change you want to make. For example:

    • To update the cost amount: Change the cost on the <contingency name> contingency to $6,000
    • To update the billable amount: Set the billable amount on the <contingency name> contingency to $4,500
    • To update the name: Rename the <contingency name> contingency to <new name>
    • To add a description: Add a description to the <contingency name> contingency: to cover travel delays if the project is postponed
  3. The agent updates the estimate contingency and confirms the outcome in the chat.
Note:

The parent estimate, currency, and Estimate Product Instance cannot be edited after an estimate contingency is created. If you ask the agent to change one of these fields, the agent declines and explains why.

Updating Multiple Estimate Contingencies

To update several estimate contingencies at once:

  1. Open an agent chat and select the Certinia Estimation agent.
  2. Describe the change you want to make and the estimate contingency records to target. For example, enter Increase the cost on all contingencies under $2,000 on the <estimate name> estimate to $2,500.
  3. The agent identifies all matching records, displays them with their current values and the proposed change, and asks for confirmation.
  4. Confirm to apply the update. The agent updates all matching records and confirms the outcome in the chat.