Latest Certinia Features from the Summer ’26 Release

Every Certinia release brings new capabilities to PS Cloud, CS Cloud, and FM Cloud. Here you’ll find the features from the latest release, a short explanation of what each one does, and a demo clip showing it in action. Watch the ones that matter to your team and decide what’s worth turning on in your org.

Last updated: September 29, 2026

PS Cloud (Professional Services Automation)

Ask project questions and get a direct answer

2:25

The Project Assistant Agent answers questions in plain language: who’s working on a project this week, which tasks are blocking or overdue, which assignments are running over on hours. No report to run, no Gantt to open.

Comment directly on project tasks

5:41

Add comments right on a task from the Task Board or Project Gantt, in Salesforce or Experience Cloud. Decisions and context stay attached to the work instead of scattered across email and chat.

Manage your whole RAID log without leaving the tracker

8:08

Add and edit Risks, Issues, Assumptions, Actions, Dependencies, and Decisions in place. Update status, owner, due date, and priority across all RAID types from one screen.

Track RAID actions in a shared to-do list

10:40

Every action from your RAID log shows up in a to-do list, with an owner and a checkbox to mark it done. Add the component to your customer portal and your client-side PM can see and close out the actions assigned to them.

Build skill profiles from a CV in seconds

16:19

Paste in skill terms or upload a CV or job description, and the system matches them against your existing skill repository, close matches included. Review the results before saving, so your skills list stays clean.

Keep project costs accurate as rates change

22:30

Pay rises, promotions, and rate-card updates now flow automatically through resource requests, assignments, and timecards. No need to close and reopen a request just to reflect a new rate, and forecasted margin stays trustworthy on long-running projects.

FM Cloud and CS Cloud

We’ve combined CS Cloud and FM Cloud into a single demo, so you can see what’s new for your customer success and finance teams in one session. The walkthrough covers AI tools for account summaries, business reviews, and expansion opportunities, plus prepaid expense journals and a cleaner audit trail for sales credit notes.

Coming soon! Register for the live demo on Thursday, October 1st

New Certinia features don’t turn on by themselves

Logo for Diabsolut's Boost Managed Services

Certinia ships new capabilities on a regular cycle, but upgrading your org and switching on new features are two separate jobs, and both take time your team may not have. Diabsolut Boost takes both off your plate. We review each upgrade, test what could break, and apply the release to your org. Then we recommend the new features worth turning on for your business and do the work of activating and configuring them, so your team gets the benefit without carrying the workload.

Link to the release hub for more details on the latest Certinia release

STAY CURRENT WITH BOOST

Get a clear plan for your next release

Every Boost engagement starts with a focused assessment of your org and ends with a plan you can act on: what to upgrade, what to turn on, and in what order.

FREQUENTLY ASKED QUESTIONS

Certinia Releases FAQ

In Salesforce Setup, go to Installed Packages and check the version number of each Certinia package. Compare it against the Certinia Release Hub to see how many releases you are behind. If you’d rather we check for you, reach out and we’ll take a look.

Each release brings fixes and new features your team can start using. The further behind you fall, the bigger and riskier the eventual upgrade becomes. We’ve worked with customers who were 18 releases behind, and catching up takes far more effort than staying current.

Yes. We can run a technical upgrade that keeps your org current and makes sure nothing breaks, with no new features switched on. When your team is ready, we’ll come back, recommend the features worth enabling, and set them up for you.

Salesforce releases land in your org automatically three times a year, but many new features still need to be enabled and configured before your team can use them. Boost handles that work on both platforms.

Boost is Diabsolut’s managed services model for Salesforce and Certinia. Our team does the hands-on work of keeping your platform current: applying releases, activating and configuring new features, handling enhancements, and supporting your admins. It covers three layers you can use on their own or together: Stabilize & Support, Optimize & Evolve, and Govern & Protect with AgentGuard™ for your AI agents.