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ArticlesVeda: How to Configure Veda for CS Cloud (CSC Deployment Guide)

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Veda: How to Configure Veda for CS Cloud (CSC Deployment Guide)

This document is a master playbook for configuring and launching Certinia’s CS Cloud Generative AI capabilities for the Spring ’26 release. It provides a step-by-step roadmap for deploying features like Activity and Account Summaries. The guide outlines technical prerequisites to ensure an efficient rollout. It enables Customer Success Managers to use AI for defining objectives, tracking value, and streamlining playbooks.

  • Apr 15, 2026
  • Knowledge

Title
Veda: How to Configure Veda for CS Cloud (CSC Deployment Guide)
Summary
This document is a master playbook for configuring and launching Certinia’s CS Cloud Generative AI capabilities for the Spring ’26 release. It provides a step-by-step roadmap for deploying features like Activity and Account Summaries. The guide outlines technical prerequisites to ensure an efficient rollout. It enables Customer Success Managers to use AI for defining objectives, tracking value, and streamlining playbooks.
URL Name
Veda-How-to-Configure-Veda-for-CS-Cloud-CSC-Deployment-Guide

Release Version
Spring 2026
Additional Notes

Note: it is strongly recommended that admins completing the deployment possess adequate experience in Salesforce and Certinia CS Cloud and the Salesforce platform to ensure success deploying Certinia Veda.

Procedure

Download the full guide attached to this article.

Objective

This implementation guide serves as the Spring ’26 master playbook for configuring and launching Certinia’s CS Cloud Generative AI capabilities. It provides implementation teams with a centralized, step-by-step roadmap to deploy high-impact features such as Activity and Account Summaries, Executive Briefings, and automated Business Review Summaries.

By outlining critical technical prerequisites—including the Certinia AI Core package and essential object permissions—the document ensures a secure and efficient rollout that enables Customer Success Managers to leverage AI for defining objectives, tracking value achievement, and streamlining playbook execution.

Professional Services CloudCustomer Success CloudOrganization Setup And AdministrationFinancial Management Cloud
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Knowledge:Veda: How to Configure Veda for CS Cloud (CSC Deployment Guide)