Скачать или смотреть Setup Cirra AI for Salesforce with Kugamon (Admin)

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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 [email protected] or visit the support portal at https://cirra.ai/support
For additional Kugamon help, email [email protected] or create a support ticket with Kugamon Central

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