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RTE Content | Is your customer data at risk? Integration is a point of failure.

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Ut vitae eros purus elit sed ultrices. Adipiscing ac ultricies in dui facilisis. Morbi pellentesque mollis nunc nibh malesuada. Mattis ultrices nisl sit ipsum sed eu congue.

Rich Text H3 Wide Heading

 

 

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Arcu sed sodales nulla sem tristique in lectus lacus ultrices et  ornare.

 

 

Faucibus aliquam dapibus pellentesque lacinia posuere nec. Duis viverra cras at a in mattis dolor eget lacus. Orci interdum phasellus amet ipsum neque. Enim feugiat in egestas neque leo lacus pulvinar. Vitae tortor eleifend aliquam dictum mattis porttitor odio. Pharetra posuere velit neque purus tempus turpis nulla odio. Pharetra turpis adipiscing gravida semper amet. Venenatis vitae eget pellentesque fermentum sit egestas mauris habitant. In pulvinar odio sed purus. Ut bibendum risus viverra gravida pellentesque ultrices. Duis cras amet suspendisse libero velit aenean scelerisque lectus. Vel orci mattis quis duis facilisis in mi viverra arcu. Metus sagittis augue pellentesque dictum vitae consectetur.

 

Facilisis id in maecenas justo rutrum amet. Cursus leo pulvinar pellentesque sed. Auctor mauris sapien lectus purus eget nunc blandit eget. Vulputate eget mattis mi morbi congue viverra. Faucibus faucibus amet eros nunc urna. Id arcu eget venenatis quisque commodo aliquam diam. Turpis tristique est mattis vivamus sagittis lacus donec. Bibendum massa egestas vel cras ac accumsan. Lorem felis pellentesque neque rutrum.

 

H3 | Arcu sed sodales nulla sem tristique in lectus lacus ultrices et ornare.

Faucibus aliquam dapibus pellentesque lacinia posuere nec. Duis viverra cras at a in mattis dolor eget lacus. Orci interdum phasellus amet ipsum neque. Enim feugiat in egestas neque leo lacus pulvinar. Vitae tortor eleifend aliquam dictum mattis porttitor odio. Pharetra posuere velit neque purus tempus turpis nulla odio. Pharetra turpis adipiscing gravida semper amet. Venenatis vitae eget pellentesque fermentum sit egestas mauris habitant. In pulvinar odio sed purus. Ut bibendum risus viverra gravida pellentesque ultrices. Duis cras amet suspendisse libero velit aenean scelerisque lectus. Vel orci mattis quis duis facilisis in mi viverra arcu. Metus sagittis augue pellentesque dictum vitae consectetur.

Facilisis id in maecenas justo rutrum amet. Cursus leo pulvinar pellentesque sed. Auctor mauris sapien lectus purus eget nunc blandit eget. Vulputate eget mattis mi morbi congue viverra. Faucibus faucibus amet eros nunc urna. Id arcu eget venenatis quisque commodo aliquam diam. Turpis tristique est mattis vivamus sagittis lacus donec. Bibendum massa egestas vel cras ac accumsan. Lorem felis pellentesque neque rutrum.

Arcu sed sodales nulla sem tristique in lectus lacus ultrices et  ornare.

Faucibus aliquam dapibus pellentesque lacinia posuere nec. Duis viverra cras at a in mattis dolor eget lacus. Orci interdum phasellus amet ipsum neque. Enim feugiat in egestas neque leo lacus pulvinar. Vitae tortor eleifend aliquam dictum mattis porttitor odio. Pharetra posuere velit neque purus tempus turpis nulla odio. Pharetra turpis adipiscing gravida semper amet. Venenatis vitae eget pellentesque fermentum sit egestas mauris habitant. In pulvinar odio sed purus. Ut bibendum risus viverra gravida pellentesque ultrices. Duis cras amet suspendisse libero velit aenean scelerisque lectus. Vel orci mattis quis duis facilisis in mi viverra arcu. Metus sagittis augue pellentesque dictum vitae consectetur.

 

Facilisis id in maecenas justo rutrum amet. Cursus leo pulvinar pellentesque sed. Auctor mauris sapien lectus purus eget nunc blandit eget. Vulputate eget mattis mi morbi congue viverra. Faucibus faucibus amet eros nunc urna. Id arcu eget venenatis quisque commodo aliquam diam. Turpis tristique est mattis vivamus sagittis lacus donec. Bibendum massa egestas vel cras ac accumsan. Lorem felis pellentesque neque rutrum.

 

 

Hero Block

A customizable hero layout featuring either an image-aligned side design with two call-to-action buttons or a centered text variant with up to two buttons.

Tabbed Hero Block

Flexible hero layout with a tab-driven image carousel on the right

This block supports multiple configuration options, including background color themes, font color settings, and custom images for each tab in the carousel. Each tab can have its own image and label. You can also set a background image for the entire block and provide a dedicated static mobile image that replaces the carousel on smaller screens.
Image showing stacked Certinia product dashboards to highlight a range of solution capabilities tailored for sales teams
Certinia dashboards give real-time visibility into project actuals, expenses, and resource requests
Standard Hero Block

Flexible hero layout with a single static image on the right

This block supports customizable background and font colors, along with a single image for the hero layout. You can also assign an optional background image behind the layout and provide a dedicated static mobile image that replaces the desktop image on smaller screens.
Image showing stacked Certinia product dashboards to highlight a range of solution capabilities tailored for sales teams
Certinia dashboards give real-time visibility into project actuals, expenses, and resource requests
Background Image Hero Block

Hero layout with a full-width background image

This block uses a background image that stretches to fill the hero area. You can set background and font colors, upload a main background image, and provide a separate static mobile image for small screens.
Customer success managers discussing the implementation of customer success playbooks
Certinia dashboards give real-time visibility into project actuals, expenses, and resource requests
Centered Text Hero Block

Simple hero layout with centered title and subtitle

This block contains no images. You can set the background color, font color, and adjust the text content. The title and subtitle are centered on the page for a clean, minimal layout.

Card Blocks

Modular text-based units that function as standalone content blocks or interactive links to other pages. Each card can contain headings and paragraphs with the ability to toggle on and off icons

Card block variation with icons and optional list items

This block supports three or more cards. Each card can include an icon, a title, a short description, and optional list items with checkmarks or links. Background colors can be set for the block and for each individual card.

Flexible card with icon and text

This card supports an optional icon, a title, a short description, and list items. Each list item can show a checkmark or be linked.

Configurable text and optional list items

You can add an icon, update the title and description, and include list items with checkmarks or links. Background color can be set per card.

Supports icons, descriptions, and linked items

This card can display an icon, a title, and a short description. List items can be added and styled as checkmarked or linked entries.

Eight-card layout with icons, titles, and descriptions

This block displays eight cards, each acting as a full clickable link. Cards can include an icon, a title, and a short description.

Cards with optional images and full-card link support

This block displays cards that can include images, titles, and descriptions. Each card can be turned into a full clickable link.

CTA with Text + Image/Video/GIF Block

This block displays text on the left and media on the right, with tabs that let users switch between different content variations. Each tab can load a unique image, video, or GIF, along with its own supporting text and call-to-action buttons.

CTA layout with tabbed text and media

CTA with Text + Text with Icons

This block displays a title and paragraph on the left, with multiple text groups on the right. Each group includes an optional icon, a short heading, and supporting text. Layout and structure are fixed for clear, consistent presentation.

CTA with Icon Block

Two-column layout with text and icon-supported bullet groups

Clear and simple headline

A short paragraph describing the main message or action for this section.

Key benefit or feature

A short line explaining this point in more detail.

Secondary highlight

Additional context to support this feature.

Additional point

Brief supporting text describing this item.

Scrolling Logos Block

This block displays a horizontal scrolling row of logos with optional text on the left. The logo carousel pauses on hover and includes a manual pause button. Ideal for showcasing partners, customers, or integrations.

Scrolling logos block

Testimonial Carousel Block

This block displays customer testimonials in a horizontal carousel. Each slide includes a logo, quote, name, and role. Users can navigate between slides using arrow controls. An alternate variation includes a logo-based progress bar below the carousel, allowing users to jump directly to a specific testimonial.

Rotating testimonials with logos and navigation controls

Rotating testimonials with logos and navigation controls and progress bar

Scrolling Card Block

A horizontal carousel that displays a set of cards. Each card includes an image, a title, and a link to the asset. Users scroll through cards using the left and right arrows.

Footer CTA with Image(s)

A call-to-action block typically placed near the bottom of a page. It displays a background image, a headline, supporting text, and a CTA button. This block can display either one static image or multiple static images with tabbed buttons above.

Footer CTA with Static Image

call-to-action block typically placed near the bottom of a page. It displays a full-width or split-layout background image, a main headline, supporting text, and a single CTA button.

Main call-to-action headline that captures attention

Short paragraph that explains or reinforces the CTA message; provides key value prop or reason to engage.
Certinia dashboards give real-time visibility into project actuals, expenses, and resource requests

Footer CTA with Multiple Static Images

A call-to-action block typically placed near the bottom of a page. This block features a two-column layout where both the image and the corresponding content update when users click tabbed buttons. Each tab includes a static image and matching CTA content (headline, body, and button). Ideal for showcasing multiple offers, personas, or product areas in a compact space.

IDC PSA + ERP Block 

Certinia named a Leader in IDC MarketScape AI-enabled PSA ERP Applications 

Discover why uniting financial management and services delivery is so critical to your services business success. With Certinia, you get strengths in:

  • Visibility and AI enablement
  • Built for the future
  • Product road map

Read the Excerpt


Citation: IDC MarketScape: Worldwide AI-Enabled PSA ERP Applications 2025-2026 Vendor Assessment, #US50655323, November 2025

IDC PSA Block 

Certinia Named a Leader in IDC MarketScape for Worldwide AI-Enabled PSA

Streamline projects, optimize resources, and boost profit margins. That’s Certinia AI-powered PSA. 

  • Visibility and AI enablement
  • Built for the future
  • Product road map

Read the Excerpt


Citation: IDC MarketScape: Worldwide AI-Enabled PSA Applications 2025-2026 Vendor Assessment, #US50655623, December 2025

PSA, PSA + ERP Block 

Certinia named a Leader in two IDC MarketScapes for AI-enabled PSA and PSA ERP  

Built for the future. Get the actionable AI, working AI Agents, and vast visibility you need to execute with confidence and outpace competition.

Read PSA Excerpt   Read PSA + ERP Excerpt

Citation: IDC MarketScape: Worldwide AI-Enabled PSA Applications 2025-2026 Vendor Assessment, #US50655623, December 2025 and IDC MarketScape: Worldwide AI-Enabled PSA ERP Applications 2025-2026 Vendor Assessment, #US50655323, November 2025  

Certinia Named a Leader in IDC MarketScape for Worldwide AI-Enabled PSA

Streamline projects, optimize resources, and boost profit margins. That’s Certinia AI-powered PSA. 

ai-refresh-check-icon.svg Visibility and AI enablement
ai-refresh-check-icon.svg Built for the future
ai-refresh-check-icon.svg Product road map

 

Read the Excerpt


Citation: IDC MarketScape: Worldwide AI-Enabled PSA Applications 2025-2026 Vendor Assessment, #US50655623, December 2025

Enterprise AI you can trust

Certinia embeds AI directly into the workflows that run your services business — helping teams plan smarter, act faster, and stay focused on high-value work.

Because Certinia is built natively on Salesforce, the Certinia AI operates on a single, trusted source of data, ensuring every insight is accurate, secure, and actionable.

PREDICTIVE | GENERATIVE | AGENTIC

Meet the new standard for AI-powered services delivery:  connected, intelligent, profitable.

Certinia is the only Salesforce-native solution that unites sales, delivery, finance, and customer success on a single platform—trusted by over 1M professionals worldwide.

See what AI-powered services delivery looks like

What if your teams could plan, deliver, and grow on one intelligent platform?

Schedule a free demo and see how Certinia brings AI and embedded agents into every stage of the services journey—from opportunity to renewal.

Request a Demo

Empowering 1,400+ customers

Accordion Block

A collapsible “Accordion” content block for organizing FAQs and dense information into expandable items. Designed to be minimal, readable, and consistent with existing component spec conventions.

Accordion Left Underlined | Section Title

The options on the accordion block are Accordion Left & Content Right or Accordion Right & Content Left. There is no "Center" alignment. An accordion without Content will be displayed as "Center and "WIDE".

This is a rich text area on the Accordion block. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean ornare maximus felis, vel tristique mauris. Mauris tellus nisl, finibus non augue at, gravida vehicula dolor. Suspendisse potenti. Integer sed eleifend arcu. Suspendisse posuere feugiat viverra. Maecenas bibendum semper mauris, at sollicitudin sem imperdiet ut. Aenean semper lorem ac lectus semper luctus. Morbi eu felis aliquet, egestas sapien eget, pulvinar ipsum. Duis laoreet faucibus libero, ac tristique sapien lacinia sit amet. Integer tempor ut eros eget ultrices. Mauris posuere rhoncus metus, nec tincidunt mauris pellentesque vitae. Maecenas a auctor lorem, nec mollis risus. Maecenas tempus dui dolor. Nunc sit amet maximus felis. Proin viverra metus eget libero congue, non dictum dolor sollicitudin.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed fermentum libero quis pellentesque accumsan. Sed tempor, elit sit amet facilisis interdum, ex tellus eleifend nisi, at maximus velit ex ac justo. Nam tincidunt fringilla odio. Nulla sed leo cursus, pretium est eu, lobortis nisl. Fusce dapibus volutpat libero, nec vehicula leo posuere sit amet. Pellentesque vehicula est vitae libero pretium, eget tempor dui rhoncus. Sed volutpat id justo in dictum.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed fermentum libero quis pellentesque accumsan. Sed tempor, elit sit amet facilisis interdum, ex tellus eleifend nisi, at maximus velit ex ac justo. Nam tincidunt fringilla odio. Nulla sed leo cursus, pretium est eu, lobortis nisl. Fusce dapibus volutpat libero, nec vehicula leo posuere sit amet. Pellentesque vehicula est vitae libero pretium, eget tempor dui rhoncus. Sed volutpat id justo in dictum.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed fermentum libero quis pellentesque accumsan. Sed tempor, elit sit amet facilisis interdum, ex tellus eleifend nisi, at maximus velit ex ac justo. Nam tincidunt fringilla odio. Nulla sed leo cursus, pretium est eu, lobortis nisl. Fusce dapibus volutpat libero, nec vehicula leo posuere sit amet. Pellentesque vehicula est vitae libero pretium, eget tempor dui rhoncus. Sed volutpat id justo in dictum.

Accordion Full Width Title

Description: No Image, Blue Gradient, White Text, Outlined

Description

Description

Description

Accordion Full Width Title

Description: No Image, Neutral BG, Black Text, Underline

Description

Description

Description

Accordion Left | Content Right | Underlined & Image

Accordion Left | Description, Gradient Blue BG, Light Text, Underlined
Man smiling and leaning over a laptop in a brick-walled office, with a coffee cup on the table.

Description

Description

Description

Accordion Right | Left Content Title

Accordion Left Description, Gradient Blue BG, White Text, Underlined

H2 | Content Title

This is a rich text area on the Accordion block. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean ornare maximus felis, vel tristique mauris. Mauris tellus nisl, finibus non augue at, gravida vehicula dolor. Suspendisse potenti. Integer sed eleifend arcu. Suspendisse posuere feugiat viverra. Maecenas bibendum semper mauris, at sollicitudin sem imperdiet ut. Aenean semper lorem ac lectus semper luctus. Morbi eu felis aliquet, egestas sapien eget, pulvinar ipsum. 

Description

Description

Description

Accordion Right | Left Content | Title & Image

Accordion Right | Description, Neutral, Dark Text, Outlined
Man smiling and leaning over a laptop in a brick-walled office, with a coffee cup on the table.

Description

Description

Description

Avalara logo, Certinia customer
About Title

Accordion Company Block with a Company Logo and Profile Details

About Description | RTE

SVG Label Value
Profile Detail | Label Value

CTA w Media Block

The CTA Text with Media (Left or Right) is a simplified version of the CTA with Text Image/Video/GIF Block without additional tabs.

CTA Text with Media (Left or Right) | Overline

Description | RTE | H2

CTA Text with Media Defaults description: (Media Alignment=Left Aligned, Wide=Unchecked, Image Object Spacing=Center, Background=Neutral 0, Text=Dark, Block Padding=40px)

Woman presenting data charts on a screen to three colleagues seated around a conference table in a modern meeting room.
CTA Text with Media (Right) | Overline

Description | RTE | H2

CTA Text with Media Defaults description: (Media Alignment=Right Aligned, Wide=Checked, Image Object Spacing=Center, Background=Neutral 0, Text=Dark, Block Padding=40px)

Image of two IT professionals in front of a computer, discussing what's on the screen

Customer Stories Block

The Customer Success Stories Block uses properties (Type Label, Search Title, Excerpt, and Image) from the Search tab of the Customer Success Stories Page as the card text. If no customer success stories pages are added, the latest three are pulled in automatically. On click, users are directed to the corresponding Customer Success Stories page. 

Expanding Media Block

Displays either an image or a video that opens in a modal window when clicked, allowing users to view the media in a larger format without leaving the page.

Services leader successfully builds stronger teams with Certinia PSA software

Featured Content Block

The featured content block allows for an image (left or right), display styles, text, and a CTA. 

FREE EBOOK | Featured Content | Image Left - Cherry to Cobalt | No clipping

11 reasons to run your financials on Salesforce

Salesforce CRM allows businesses to store and manage customer information, automate daily administrative tasks, and supercharge their reporting.

C2 FC blocks w/ image 50/50
Image Right Aligned, CLIPPED.  Sky Blue to Ice Background color.  Body Large Text
FREE EBOOK | Featured Content | Image Right - Cherry to Cobalt | No clipping

11 reasons to run your financials on Salesforce

Salesforce CRM allows businesses to store and manage customer information, automate daily administrative tasks, and supercharge their reporting.

C2 FC blocks w/ image 2/3, 1/3

Image Left Aligned, CLIPPED.  Sky Blue to Ice Background color.  Body Large Text

Floating Content Block

The Floating Content Block allows editors to create a promotional message with a call-to-action (CTA) that can display either as a banner fixed to the top of the page or as a floating element in the lower-left corner of the page. The block can be added sitewide through the Home Page's Floating Content tab or applied to individual pages for targeted messaging.

Form CTA Block

The Form CTA Block allows the content editor to add an iframe form type.

Form CTA Block

This block allows the content editor to add an iFrame Form type. If a site visitor tries to submit the form without the required properties, the scroll bars are displayed. 

Form Hero Block

The Form Hero Block allows the content editor to add an iframe form to a hero block.

Overline

Master the Art of Connected Resource Management

What you’ll learn

  • light-green-bullet

    Strategic Insight: How to move from reactive to proactive forecasting.

  • light-green-bullet

    Efficiency Gains: Best practices for eliminating manual billing and revenue recognition errors.

  • light-green-bullet

    Case Proof: A look at how leaders in [Target Industry] are automating their entire lead-to-ledger motion.

  • light-green-bullet

    Scalability: Frameworks for maintaining project quality while scaling global teams

Full Image + Text Card Block

The Full Image + Text Card Block includes a full card image and allows the editor to specify the text placement (overlayed or below the image).

Full Image + Text Card Overlay (Image Link Card)

In Content CTA Block

The In Content CTA allows content editors to include a CTA within a Rich Text Block. The In Content CTA allows for an image, background color, and a link. It can be set to Float Left, Right, or None. 

H2 | All float styles in one block to illustrate the differences

H3 | Rich Text Block with: In Content CTA block | Image | None

Image of two services industry professionals in a meeting, a huge screen with graphs in one corner of the room
Eyebrow Text

In Content CTA | Image | Float None

Customer Success was supposed to be the growth engine of the subscription economy. Instead, in many organizations, it has become the function most accountable for revenue outcomes — and the least able to control the conditions that determine them.

Executives want predictable growth. Boards want retention. Security teams want reduced risk. Finance wants proof of value. And Customer Success is expected to deliver all of it while often operating across systems it doesn’t own and processes it can’t fully enforce.

The issue isn’t a lack of expertise. Most CS leaders know what healthy customer relationships look like. The challenge is sustaining that health when the customer story is scattered across departments, tools, and reporting structures.

H3 | Rich Text Block with: In Content CTA block | Image | Left

Man smiling and leaning over a laptop in a brick-walled office, with a coffee cup on the table.
In Content CTA

Image | Float Left

When organizations investigate churn, they often search for a specific cause — a sale rushed through at the end of the quarter, a failed implementation, a support breakdown, a pricing dispute. But revenue loss rarely starts with one event. More often, it accumulates gradually as context erodes across internal handoffs.

Sales closes a deal based on assumptions that aren’t well documented and never fully translate into delivery planning. Implementation teams adapt as conditions change, but lack a consistent way to communicate those changes downstream. By the time a Customer Success Manager prepares for renewal, the official account narrative no longer reflects reality. No single team failed. Yet the outcome is in doubt.

This is why many renewals that once looked secure (and enjoyed a “green” health score) suddenly become tense conversations. Warning signs existed, but they were distributed across systems and timelines, never forming a complete picture early enough for proactive action.

Rich Text Block with: In Content CTA block | Image | Right

Over the past decade, companies have invested heavily in technology to manage the customer lifecycle. Each solution improves visibility into a specific domain. Together, they promise comprehensive insight. In practice, they often create fragmentation.

Customer information moves between platforms on different schedules. Metrics are calculated using slightly different definitions. Updates occur in parallel but not in sync. When scope shifts, adoption stalls, or commercial terms change, there is rarely a single system that reflects the full impact in real time.

Two colleagues working together in a modern tech office, focused on a desktop monitor with other screens nearby.
In Content CTA

Image | Float Right

Even advanced analytics struggle here. AI can identify patterns, but it cannot compensate for missing or contradictory inputs. Automation can accelerate workflows, but it cannot determine which version of the truth should guide decisions.

So teams default to what feels reliable: meetings, manual updates, and spreadsheets that attempt to reconcile competing data sources. This puts customer success leaders in a huge bind, and brings the bullseye squarely onto their chest.

Back to Top

In Content CTA Block

The Information block is meant to call out important information in one to three short sentences for clarity and scannability. The content editor can apply a theme and select an icon to help convey importance. 

This version of the Information block uses the Neutral Color Theme and the Circle with Question Mark icon. 

This is a test info block with Red and the Triangle with Warning Sign icon selected. 

This version of the Information block was set to Green with the Circle with Warning Sign icon. 

This is a test info block with Blue selected. The selected icon is Circle with Question Mark. 

Inline Resource Block

The Inline Resource Block allows content editors to create a visually distinct callout within page content by combining an image, text, and a link with a customizable background color. Designed to break up text-heavy pages, the block helps draw attention to related resources, key information, or calls to action.

Eyebrow - image, green theme
In sit commodo adipiscing sem vitae malesuada pellentesque ultrices elementum sit velit ornare aliquam a erat turpis lectus.
Ground up view of several tall skyscrapers in the middle of a city
Eyebrow Text
Inline Resource Card - Gradient

Layout Block

The Layout block allows the content editor to add a Featured Content block and apply a variety of layout options: One-Third and Two-Thirds, Two-Thirds and One-Third, or half-half. This block provides flexibility in presenting featured content while creating visual variety and hierarchy within a page.

FREE EBOOK | Featured Content | Image Right - Cherry to Cobalt | No clipping

11 reasons to run your financials on Salesforce

Salesforce CRM allows businesses to store and manage customer information, automate daily administrative tasks, and supercharge their reporting.

FREE EBOOK | Featured Content | Image Left - Cherry to Cobalt | No clipping

11 reasons to run your financials on Salesforce

Salesforce CRM allows businesses to store and manage customer information, automate daily administrative tasks, and supercharge their reporting.

C2 FC blocks w/ image 2/3, 1/3

Image Left Aligned, CLIPPED.  Sky Blue to Ice Background color.  Body Large Text

C2 FC blocks w/ image 50/50
Image Right Aligned, CLIPPED.  Sky Blue to Ice Background color.  Body Large Text
FREE EBOOK | Featured Content | Image Left - Cherry to Cobalt | No clipping

11 reasons to run your financials on Salesforce

Salesforce CRM allows businesses to store and manage customer information, automate daily administrative tasks, and supercharge their reporting.

C2 FC blocks w/ image 50/50
Image Right Aligned, CLIPPED.  Sky Blue to Ice Background color.  Body Large Text

Empowering 1,400+ customers

Masonry Block

The Masonry Block allows content editors to create a visually engaging collection of masonry-style tiles. Each masonry item can include a title, link, background image, and an optional foreground image with configurable alignment. The block is designed to showcase featured content and resources in a dynamic, visually varied layout that draws attention and encourages engagement.

Metrics Block

The Metrics Block allows content editors to highlight key statistics, achievements, or performance indicators in a visually engaging format. Editors can configure a section heading, customize the appearance of the metric cards, and display up to three individual metrics.

When animation is enabled, metric values count up from zero as they scroll into view, helping draw attention to important statistics. The animation triggers once per browser session to provide an engaging experience without becoming distracting on subsequent visits.

Metrics Block - Linear

Background Color = Blue 25, Dark Text

0 °
Customer View
0 %
of customer-obsessed companies achieved at least 10% revenue growth in their last fiscal year
0
source of customer data and process

Metrics Block - Linear 40 (small)

Background Color = Gradient BlueLight Text

0 °
Customer View
0 %
of customer-obsessed companies achieved at least 10% revenue growth in their last fiscal year
0
source of customer data and process

Metrics Block - Ease Out (Cubic)

Background Color = Neutral 1000Light Text.

0 %
of customer-obsessed companies achieved at least 10% revenue growth in their last fiscal year
1
source of customer data and process
360 °
Customer View

Open Block

The open block is intended to support rapid validation through Optimizely experiments, allowing performance data to determine whether a concept should be promoted into a formal block for global reuse. The block includes HTML, CSS, and JavaScript areas, along with an Experiment Key, and a check-box to Lazy-Load the JS. 

Open Block Scope Test | PROD | Bottom

Waiting for JS…

Personalized Video Block

The Personalized Video Block allows the content editor to add links to 5 articles. Each item includes the Link Title, Publication Date, and Company/Source, providing visitors with quick access to the latest media mentions and coverage. The block is completely manual.

Personalized Video
Header Label | Watch the Latest Recent Coverage | C2 Test Page | 412

Insights interview with Raju

With Certinia Order & Inventory Management, you can simplify, optimize, and leverage inventory data at every stage of the fulfillment process. Get flexible pricing structures, views into upsell opportunities, available inventory, and margins at the line level.

Recent News Block

The Recent Coverage Block automatically displays the five most recent items from the Recent Coverage page in descending date order. Each item includes the Link Title, Publication Date, and Company/Source, providing visitors with quick access to the latest media mentions and coverage. The block automatically keeps content current by displaying the latest published coverage items without requiring manual updates.

ROI Calculator Block

The ROI Calculator Block estimates the annual financial impact of improved utilization and project management productivity for professional services organizations. Users can toggle between two perspectives:
Growth Mode: Focuses on revenue gains from improved billable utilization
Margin Mode: Focuses on cost savings and margin improvement

Professional Services Cloud ROI Calculator

What could the impact of a Professional Services Cloud platform look like for your business? Use the calculator below to find out.

Disclaimer: For illustrative purposes only. These are estimates and are not guarantees of anticipated specific future benefits.

Scroll To Block

The Scroll To Block allows the content editor to include "tabbed" jump links to blocks on the page.

Consectetur adipiscing elit ornare ligula feugiat, pellentesque mauris vitae.

With one connected system, your numbers stay aligned to delivery—so you can move faster, reduce leakage, and forecast with confidence.

Render Natural Size

Render Natural Size

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Text Button

 

Services Estimator

Render Natural Size

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ornare ligula feugiat, pellentesque mauris vitae, congue velit.

Text Button

Account Health Score Dashboard

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Default Settings

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Text Button

 

Project Assistant Agent

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Default Settings

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Text Button

Subscription & Usage Billing

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Render Natural and Hide Image Shadow

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ornare ligula feugiat, pellentesque mauris vitae, congue velit.

Text Button

Services Estimator

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Object Cover (default) and Hide Image Shadow

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ornare ligula feugiat, pellentesque mauris vitae, congue velit.

Text Button

Account Health Score Dashboard

A title should appear

Alt text
100%
Project ROI
99%
data accuracy every month
>90%
less revenue leakage
“Simple tools cannot solve complex problems. But the sophistication of Certinia allows for solving complex problems. The reward at the end of that can be very powerful.”
Forename Surename
  • Job title
  • Company

Avalara

Scrolling Quote Title (Plain Text Area - String)

Scrolling Quote Description (Plain Text Area - String)

Scrolling Image Block

The Scrolling Image Block allows content editors to create an interactive, scroll-driven experience that combines text, imagery, and animation. The block includes a title, subtitle, and a collection of scrolling image items that are displayed as users navigate through the content.
This block is ideal for storytelling, process explanations, feature highlights, or showcasing content in a visually engaging and sequential format.

Scrolling Image Block | Title Property

With one connected system, your numbers stay aligned to delivery—so you can move faster, reduce leakage, and forecast with confidence.

Render Natural Size

Render Natural Size

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ornare ligula feugiat, pellentesque mauris vitae, congue velit.

Text Button

 

Services Estimator

Render Natural Size

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ornare ligula feugiat, pellentesque mauris vitae, congue velit.

Text Button

Account Health Score Dashboard

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Default Settings

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ornare ligula feugiat, pellentesque mauris vitae, congue velit.

Text Button

 

Project Assistant Agent

Lorem ipsum dolor sit amet

Default Settings

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ornare ligula feugiat, pellentesque mauris vitae, congue velit.

Text Button

Subscription & Usage Billing

Lorem ipsum dolor sit amet

Render Natural and Hide Image Shadow

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ornare ligula feugiat, pellentesque mauris vitae, congue velit.

Text Button

Services Estimator

Lorem ipsum dolor sit amet

Object Cover (default) and Hide Image Shadow

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ornare ligula feugiat, pellentesque mauris vitae, congue velit.

Text Button

Account Health Score Dashboard

Scrolling Quote Block

The Scrolling Quote Block allows content editors to create a rotating collection of testimonials, customer stories, or featured quotes. Editors can add a title, description, and a series of testimonial slides, each containing customizable content and styling options.
This block is ideal for showcasing customer testimonials, partner highlights, success stories, and endorsements in an engaging, visually rich carousel format.

Scrolling Quote Block

This is the description for the scrolling quote block. Hide logo navigation is checked.

Scrolling Quotes w Logo Nav

This is the description for the scrolling quote block. Hide logo navigation is unchecked, allowing site visitors to click on the logo to switch between slides.

Scrolling Resources Block

The Scrolling Resources Block allows content editors to display a collection of resource cards in either a slider or grid layout, providing flexibility in how content is presented to site visitors.
Editors can choose between a scrollable carousel experience or a static grid display, making the block ideal for showcasing related resources, services, featured content, or calls to action in a visually engaging and organized format.

Scrolling Resources | Disable Slider

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Unlinked Image Resource Type

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When a user hovers over the image, the image expands slightly to generate interest.

This is the description for the block.

Speaker Bios Block

The Speaker Bios Block allows content editors to showcase speakers, presenters, authors, or featured individuals in a responsive card-based layout. Editors can add one or more speaker cards, each containing biographical information, company details, and optional links to external profiles.
This block is designed to highlight speakers, authors, presenters, executives, and other featured individuals in a visually engaging and accessible format.

Speaker Bios | 3 Speakers

This block is designed to highlight up to three speakers, authors, presenters, executives, and other featured individuals in a visually engaging and accessible format.
Yvette Ross – Director of Product Marketing – at Certinia

Yvette Ross

Product Marketing Director Certinia
ASC 606, or Accounting Standards Codification 606, is a set of accounting rules that governs how companies recognize revenue from contracts with customers...
Certinia logo
Jessica Cooper
Director, Customer Marketing

Monica Engelhardt

CFO Clearsulting
The logo on this file was exported from Figma and saved as a PNG file.
Marshall King - Business Enablement Lead - at Clearsulting

Speaker Name

Title/Role Company Name
The ClearSulting Headshot and Logo SVG file from the DAM was used on this Bio. This version of the logo appears smaller than the version used in the next card.

Static Quote Block

The Static Quote Block allows content editors to highlight a testimonial, endorsement, or featured quote in a visually prominent format with full attribution and branding control.

Salesforce logo, Certinia partner

Static Quote | Most customers don't want to worry about back-end systems, but they want them to be reliable, scalable, and they want their supporting partner to understand them.

Mark Conklin
Senior Director of Operations, Salesforce

Testimonials Block

The Testimonial Block allows content editors to include up to two testimonials, highlighting endorsements or featured quotes in a visually prominent format with full attribution and branding control.

Testimonial Block | Default

Clearsulting logo featuring intertwined orange loops above blue lowercase text - Certinia customer

Quote Body (RTE) “Simple tools cannot solve complex problems. But the sophistication of Certinia allows for solving complex problems. The reward at the end of that can be very powerful.”

Tyler Flora Senior Director, Professional Services ClearSulting

Testimonial Block | 2 Testimonials | Section Heading

Quote Body (RTE) “Simple tools cannot solve complex problems. But the sophistication of Certinia allows for solving complex problems. The reward at the end of that can be very powerful.”

Tyler Flora Senior Director, Professional Services ClearSulting
1E logo, Certinia customer

Quote Body (RTE) “This quote block is using a SVG file from the DAM. It may appear smaller with the built-in white space above and below the logo. ”

Attribution Name Attribution Title/Role Attribution Company

Testimonial Block | Hide Quote Icon - Checked

Quote Body (RTE) “Simple tools cannot solve complex problems. But the sophistication of Certinia allows for solving complex problems. The reward at the end of that can be very powerful.”

Tyler Flora Senior Director, Professional Services No Logo Added to this Quote