Setup Cirra AI for Salesforce with Kugamon (Admin) скачать в хорошем качестве

Setup Cirra AI for Salesforce with Kugamon (Admin)

#kugamon #tips In this video, we walk through how Salesforce admins using Kugamon CPQ can set up Cirra AI using an AI client for their org. This setup allows authorized users to work more efficiently with Kugamon—such as creating and managing opportunities, quotes, and orders—while keeping Salesforce security intact. Cirra AI lets you handle Salesforce tasks using AI clients like Claude or ChatGPT. Instead of manually navigating Salesforce, you can describe what you want to do, and Cirra AI helps execute those actions inside your Salesforce org. Check out the related Kugamon & Cirra AI playlist for more video tutorials from this series here:    • AI for Salesforce   Prerequisites Claude: https://claude.ai (Pro plan or better) OR ChatGPT: https://chatgpt.com (Plus plan or better) Cirra AI: https://app.cirra.ai/sign-up Cirra AI account setup help: https://docs.cirra.ai/mcp-server/setup Claude Custom Connector URL https://mcp.cirra.ai/mcp Kugamon Claude Skill https://cirra.ai/skills/claude/kugamo... This skill will continue to be refined and updated as new scenarios are supported. Test Prompt in Claude Ask Claude to confirm that you are connected to the correct Salesforce Org: Which salesforce org am I connected to via Cirra AI? Additional Support: https://docs.cirra.ai/mcp-server/conn... https://docs.cirra.ai/mcp-server/conn... For additional Cirra AI help, email support@cirra.ai or visit the support portal at https://cirra.ai/support For additional Kugamon help, email support@kugamon.com or create a support ticket with Kugamon Central Subscribe for the latest insights on CPQ, Quote to Cash, Subscription Management, and Subscription Billing for Salesforce. On Kugamon we will go through walk-thru, demos, best practices, and tips to maximize your Salesforce investment. Stay tuned for the latest Kugamon product news and functionality, answers to common Salesforce questions, and interviews from Salesforce customers wanting the most for their Sales Operations and Revenue Operations teams. Subscribe to our YouTube channel for new videos: https://kuga.co/yt Visit our AppExchange Listings: Kugamon RevOps for Salesforce: https://kuga.co/revops-appex Kugamon Account/Contact Sync: https://kuga.co/address-appex Stay up to date by signing up for our email newsletters here: https://kuga.co/email Follow Us: Twitter:   / kugamon   Linkedin:   / kugamon   Visit Us: Website: https://kugamon.com Help Site: http://help.kugamon.com Contact Us: Info / Sales / Demo Inquires: info@kugamon.com Customer Support cases: support@kugamon.com #kugamon #salesforce #revops #cpq #quotes #billing #subscription #administration