Rating
Not rated yet
Reviews
No reviews yet
Pricing
Free to install
Listed since
2025

About Certinia Staffing Agent

Intelligently match talent to projects and eliminate staffing delays.

The Certinia Staffing Agent, powered by Agentforce, is designed for resource and project managers to quickly and easily staff projects with the best-fit talent. Our intelligent staffing engine automates complex, time-consuming workflows, saving valuable hours and preventing costly project delays caused by resource unavailability.

KEY FEATURES Primary use case is to intelligently find and assign replacement resources when the original is unavailable. Identify all assignments for a resource, match new resources to work, or swap/split assignments as needed.

INTELLIGENT CRITERIA Evaluates a range of criteria to find the perfect replacement in seconds, including region, practice, group, role, required/desired skills, and skill levels. It also considers a resource's availability to ensure the best possible match.

BUSINESS BENEFITS Eliminates the daily struggle of manual resource management. It empowers your team to keep projects on track and focus on strategic initiatives instead of administrative tasks, enabling your business to scale its resource management function efficiently."

Highlights

  • EASY TO USE The Agent uses natural language and understands context, making it as intuitive as talking to a coworker. It doesn't just provide data; it actually gets the work done for you, automating complex tasks with simple requests.
  • SAVES TIME Reassign resources in seconds without switching contexts. The Agent processes many assignment changes in the time it would take to manually change just one, freeing up valuable time for resource managers.
  • KEEPS PROJECTS ON TRACK Stop costly project delays caused by resource unavailability. The Certinia Staffing Agent prevents resource gaps by intelligently filling roles, ensuring your projects run smoothly from start to finish.
  • LOCATE ALL ASSIGNMENTS Instantly retrieve all work assigned to a specific resource. The Agent handles the search for you, so you can focus on making only the necessary changes and keep your workflow moving.
  • MATCH RESOURCES TO AN ASSIGNMENT Powered by Certinia's Intelligent Staffing Engine, the Agent finds the exact resource needed for any assignment. It works just like a human resource manager, but with unparalleled speed and accuracy.
  • SWAP OR SPLIT ASSIGNMENTS Easily swap resources for future work or split in-flight assignments. The Agent processes these changes in moments, preserving existing billing and creating new assignments to complete the rest of the work.
  • BUILT ON AGENTFORCE The Staffing Agent uses Topics and Actions specific to Certinia data. It also works through the Einstein Trust Layer, so it honors user permissions and ensures full control and peace of mind.

Screenshots

Finding assignments: The Certinia Staffing Agent finds all current assignments for a resource.

Image 1 of 4

Finding assignments: The Certinia Staffing Agent finds all current assignments for a resource.

Pricing

Free to install.

Contact Certinia for full details.

Compatibility

Works with
  • Platform Cloud
Requires
  • Einstein 1
Salesforce editions
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Salesforce security review
Passed on August 26, 2025
Industries
  • Financial Services
  • High Tech
  • Professional Services
Languages
  • English