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Oval - Agentforce Accounting Agent Actions

By Audit9 - Salesforce AI + Data

Improve Efficiency and Accuracy with Accounting Agents

No Ratings
Starting at £10   GBP/user/month

Discounts available for nonprofits

Industries
Horizontal Product
Financial Services
High Tech
Business Need
Accounting
Requires
Agentforce

Oval Accounting Agent Actions empower Agentforce Agents to improve Salesforce Accounting efficiency and accuracy.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
Oval Agentforce Accounting Agent Actions require Oval Accounting v1.32 and above.

App Details

Version
Oval Accounting Agent Actions/Spring '25 (v1.3) 1.3.0
Listed On
05/05/2025
Latest Release
05/05/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
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
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/14/2025

Additional Details

Accounting Agents can help improve the efficiency and accuracy of your Salesforce Accounting processes. Automate repetitive Accounting tasks. For example, convert a Salesforce CRM Opportunity to a Sales Invoice, generate an invoice PDF and send to a Contact via Email. Agentforce + Oval Accounting Benefits : + Automate the conversion of CRM records to financial transactions. + Improved efficiency of financial document generation (Sales Invoice PDF) and sending documents to Contacts.

Need help?

Audit9 - Salesforce AI + Data

Newcastle-upon-Tyne, United Kingdom

Standard support (Email & web) First response: 1 business day (UK Business Hours) Target resolution: 5 business days Premium support (Phone, email & web; additional cost) First response: 12 hours (UK Business Hours) Target resolution: 2 business days

Support Phone+44 (0) 191 259 4684
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