Coupa for Salesforce Base Package

by Coupa SoftwareSalesforcePaid

Create Coupa contracts in Salesforce Agentforce, populate them from Salesforce records, and link them to opportunities.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
Coupa for Salesforce Base Package — screenshot from the Salesforce AppExchange listing

What it does

The package lets Salesforce users create Coupa contracts within Salesforce and use AI to fill contract information from Salesforce records. It links each contract with an opportunity throughout the contract lifecycle. Contract details can be shown in a Lightning Web Component, and a contract summary can be requested with an Agentforce quick action. It includes instance connection and user authentication.

Key capabilities

from the Salesforce AppExchange listing

Contract creation

Creates Coupa contracts directly from Salesforce.

AI data entry

Uses AI to populate contract information from Salesforce records.

Opportunity linking

Links contracts with opportunities during the contract lifecycle.

Contract detail viewing

Shows contract details in a Lightning Web Component.

Contract summaries

Provides contract summaries through an Agentforce quick action.

User authentication

Provides user authentication.

In the catalog

20 plugins in Agentforce · Documents and content

Price distribution: 5 free, 4 freemium, 11 paid

Pricing & deployment

Platform
Salesforce
Product
Agentforce
Deployment
Cloud
Pricing
Paid

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What the vendor says

«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 …»

Official marketplace listing

Publisher
Coupa Software
Updated on marketplace
Facts verified