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Coupa for Salesforce Base Package

Connect to Coupa directly from Salesforce

Overview

  • 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
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce 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 More
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Agentforce
Sales Programs
Managed Package

More from Coupa Software

  • by Coupa Software
    No Ratings
    Quickly create contracts in Coupa without leaving Salesforce. Seamlessly generate records linked to the Salesforce opportunity, eliminating repetitive steps and reducing cycle times while increasing visibility.