Loading
HelpCommunityTraining Center

ArticlesVeda: How to Configure Veda for PS Cloud (PSC Deployment Guide)

Knowledge Article

Veda: How to Configure Veda for PS Cloud (PSC Deployment Guide)

This implementation guide provides a step-by-step process for deploying Certinia's AI capabilities within the PS Cloud environment. It details the technical prerequisites, required packages, and permission settings for a secure rollout. The guide is intended to help users configure features such as Agentic assistants and automated summaries. It is recommended that administrators have experience with Salesforce and Certinia PS Cloud.

  • Apr 15, 2026
  • Knowledge

Title
Veda: How to Configure Veda for PS Cloud (PSC Deployment Guide)
Summary
This implementation guide provides a step-by-step process for deploying Certinia's AI capabilities within the PS Cloud environment. It details the technical prerequisites, required packages, and permission settings for a secure rollout. The guide is intended to help users configure features such as Agentic assistants and automated summaries. It is recommended that administrators have experience with Salesforce and Certinia PS Cloud.
URL Name
Veda-How-to-Configure-Veda-for-PS-Cloud-PSC-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 PS 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 definitive Spring ’26 master playbook for configuring and launching Certinia’s high-impact AI capabilities within the PS Cloud environment. This provides implementation teams with a centralized, step-by-step roadmap to deploy Agentic assistants—such as the Staffing and Project Assistant Agents—alongside Generative AI features like automated Project and Resource Summaries.

By detailing essential technical prerequisites, required packages, and precise permission settings, the document ensures a secure and successful rollout that empowers users to move from reactive administrative tasks to proactive, AI-driven decision-making. 

Professional Services CloudCustomer Success CloudOrganization Setup And AdministrationFinancial Management Cloud
Was this article helpful?
Upload Files
Recommendations
No results for undefined
Loading
Knowledge:Veda: How to Configure Veda for PS Cloud (PSC Deployment Guide)