SECTIONSUpgrading CSC AI Agents
This section explains how to upgrade CSC AI Agents to Summer 2026.
If you are upgrading from a version earlier than Spring 2026, check the documentation for previous releases for upgrade details.
Prepare AI-Powered Business Review Summaries
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2026.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Actions
| Action | Description | Further Information |
|---|---|---|
| Generate Business Review Agenda | Generates a business review meeting agenda from a previously generated business review summary. | Agent Actions |
Invocables Added
| Category | Invocable Action | Apex Class | Description |
|---|---|---|---|
| Business Review Summary | Generate Business Review Agenda from Summary | ActionGenBusinessReviewAgenda | Generates a business review meeting agenda from a previously generated business review summary. |
For more technical resources, see the Technical Documentation Pack.
Prepare for Customer Interactions with AI-Powered Account Summaries
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2026.
Actions
| Action | Description | Further Information |
|---|---|---|
| Generate Account Highlights |
Generates the key metric highlights for a specific account record. |
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| Generate Executive Summary |
Generates an executive summary from previous responses for a specific account record. |
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| Generate Expansion Opportunities |
Generates the suggested expansion opportunities for a specific account record. |
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| Generate Immediate Actions |
Generates the immediate actions for a specific account record. |
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| Generate Key Stakeholders |
Generates the key stakeholders for a specific account record. |
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| Generate KPI Progress |
Generates the KPI progress for a specific account record. |
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| Generate Relational Health |
Generates the relational health for a specific account record. |
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| Generate Risks and Blockers |
Generates the risks and blockers for a specific account record. |
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| Generate Strategic Plan |
Generates a strategic plan of next steps from risks and blockers and expansion opportunities previously generated in the chat for a specific account record. |
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| Generate Strategic Value Achievements |
Generates the strategic value achievements for a specific account record. |
Invocables Added
| Category | Action | Apex Class | Description |
|---|---|---|---|
| Account Summary | Generate Account Highlights | ActionGenerateAccountHighlights |
Generates the key metric highlights for a specific account record. |
| Generate Executive Summary | ActionGenerateExecutiveSummary |
Generates an executive summary from previous responses for a specific account record. |
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| Generate Expansion Opportunities | ActionGenerateExpOpp |
Generates the suggested expansion opportunities for a specific account record. |
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| Generate Immediate Actions | ActionGenerateImmediateActions |
Generates the immediate actions for a specific account record. |
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| Generate Key Stakeholders | ActionGenerateKeyStakeholders |
Generates the key stakeholders for a specific account record. |
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| Generate KPI Progress | ActionGenerateKpiProgress |
Generates the KPI progress for a specific account record. |
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| Generate Relational Health | ActionGenerateRelationalHealth |
Generates the relational health for a specific account record. |
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| Generate Risks and Blockers | ActionGenerateRisksAndBlockers |
Generates the risks and blockers for a specific account record. |
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| Generate Strategic Plan | ActionGenerateStratNextSteps |
Generates a strategic plan of next steps from risks and blockers and expansion opportunities previously generated in the chat for a specific account record. |
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| Generate Strategic Value Achievements | ActionGenerateStratValueAch |
Generates the strategic value achievements for a specific account record. |
For more technical resources, see the Technical Documentation Pack.
Streamline Customer Success Workflows with Expanded Actions in the Customer Success Agent
Upgrade Steps
To upgrade this feature to Summer 2026, take the following action.
| Action | Further Information |
|---|---|
| If you've created an agent from the Customer Success agent template, update its topics in Salesforce Agent Builder to match the new grouping. Changes to the template aren't copied to agents you've already created. | For more information, see Agent Topics. |
| Add the new Apex classes used by the agent's actions to the permission set you created for the Customer Success agent, so that your users can run the new actions. | For more information, see Permissions for Certinia Customer Success Agent. |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Topics
| Topic | Description | Further Information |
|---|---|---|
| CS Account Intelligence | Provides account intelligence for an account, including AI account summaries, key stakeholders, risks, and strategic next steps. Replaces the CS Account Summary and CS Business Review Summary topics. | Agent Topics |
| CS Activity Intelligence | Logs a CS activity for an account, then helps close the open playbook tasks that the activity completed. | |
| CS Operations | Manages playbooks and playbook tasks, and generates record-level summaries and communications. Replaces the CS Activities Summary, CS Playbook Management, and CS Task Management topics. |
Actions
| Action | Description | Further Information |
|---|---|---|
| Create Expansion Opportunity | Creates an expansion opportunity record for an account, either from an expansion opportunity the agent suggested or from a name and description provided for a new one. | Agent Actions |
| Save Account Summary | Saves an account summary, or an individual section such as the executive summary, generated during the conversation as an AI Summary record related to the account. |
Invocables Added
| Category | Action | Apex Class | Description |
|---|---|---|---|
| Account Summary | Save Account Summary | ActionSaveAccountSummary | Saves an account summary, or an individual section such as the executive summary, generated during the conversation as an AI Summary record related to the account. |
| Expansion Opportunities | Create Expansion Opportunities | ActionCreateExpOpp | Creates an expansion opportunity record for an account, either from an expansion opportunity the agent suggested or from a name and description provided for a new one. |
For more technical resources, see the Technical Documentation Pack.
Unlock Account Insights with Date-Bounded AI Success Management Summaries
Upgrade Steps
To upgrade this feature to Summer 2026, take the following action.
| Action | Further Information |
|---|---|
| To let the Customer Success agent offer the account from the record page you have open, add the page-context variables to your agent in Salesforce Agent Builder. | For more information, see the "Checking for an Existing Variable" section in Setting up the Certinia Customer Success Agent. |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Actions
| Action | Description | Further Information |
|---|---|---|
| Create CS Activity | Creates a CS activity for the provided account, using a summary and optional notes, activity date, and activity type. | Agent Actions |
Invocables Added
| Category | Invocable Action | Apex Class | Description |
|---|---|---|---|
| CS Activity | Create CS Activity | CreateActivityAction | Creates a CS activity for the provided account, using a summary and optional notes, activity date, and activity type. |
For more technical resources, see the Technical Documentation Pack.