GetAccept Agent

Additional Details

The GetAccept for Agentforce lets you perform key GetAccept actions directly through Salesforce’s AI interface. Ask it to show, create, or manage contracts and Deal Rooms — and get instant results with interactive UI components that make every step clear and reliable. You can create your own GetAccept agent or incorporate GetAccept features into your existing agents. Even better, all this is underpinned by our existing conditional logic capabilities in Salesforce. That means you can use data from Salesforce to filter and recommend only the most suitable contracts and deal rooms, and populate those documents with information that is personalised and relevant to the deal. Here’s what you can do: - Search and view contracts by status, owner, or timeframe. - Create new contracts and Deal Rooms with your existing admin logic for template selection built in. - Interact confidently through in-line previews, dropdowns, and entry fields — so you always know what you’re sending. The GetAccept Agent makes it easier to work smarter inside Salesforce — no tab-switching, no guesswork, and no extra effort.