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Coupa for Salesforce Base Package
Connect to Coupa directly from Salesforce
Overview
Foundational application to connect Salesforce instances and users with Coupa instances and users. Required for using Agentforce applications.
Instance connection
User Authentication
By utilizing this AgentForce App, Salesforce users will be able to create contracts using Coupa without having to leave Salesforce, streamlining their workflows by using AI to auto input contract information based on Salesforce records. The two systems will connect the contract and the opportunity keeping visibility on both throughout the contract lifecycle. Coupa Contracts for Agentforce enables seamless contract creation directly from Salesforce, reducing manual effort that requires users to switch platforms, re-enter data and rely on operations or legal teams for follow-up, resulting in inefficiencies, delays, and reduced visibility. The app provides quick access and summarization capabilities within Salesforce, allowing users to view contract details using a dedicated Lightning Web Component or request a contract summary using the Agentforce quick action.
Categories
- Industries
- Horizontal Product
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreSales ProgramsSupports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyAgentforceSales ProgramsManaged Package