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What is Salesforce Agentforce 360 Platform?

Agentforce 360 Platform is Salesforce’s comprehensive AI-native ecosystem for building intelligent enterprises. Designed as a trusted, open, and unified foundation, it connects employees, customers, systems, and AI agents in one secure environment. Data 360 serves as the enterprise data backbone, harmonizing structured and unstructured data with rich metadata for context and governance. Customer 360 layers business applications across sales, service, marketing, commerce, and industry solutions to deliver consistent, data-driven experiences. Slack functions as the operational command center where collaboration, automation, and AI-powered actions happen in real time. Integration and automation are powered by MuleSoft, enabling seamless connectivity between legacy systems, APIs, and emerging technologies. Tableau analytics delivers transparent, real-time insights that empower better decision-making at every level. Built-in security, privacy, and compliance controls proactively safeguard agents, workflows, and sensitive enterprise data. DevOps capabilities accelerate secure app and agent deployment across teams and environments. Businesses can also create custom websites, portals, and applications directly connected to Salesforce data. The entire platform runs on Hyperforce infrastructure to ensure performance, scalability, and regulatory compliance worldwide. Agentforce 360 ultimately enables companies to transform ideas into scalable, AI-powered business outcomes with speed and confidence.

What is Casebook?

Casebook offers customizable software solutions designed specifically for organizations in the human services sector, including social services agencies and community service nonprofits. We recognize that each organization has distinct needs and requirements, which is why our cloud-based solution is crafted to enhance efficiency throughout every stage, from intake to comprehensive reporting. What differentiates Casebook from standard information management software is our commitment to a personalized approach that directly addresses the needs of professionals in human services. By engaging with industry experts, we have ensured that our platform meets the essential demands for effective data management and regular reporting that practitioners depend on. When you select Casebook as your software partner, you gain access to a powerful platform that not only elevates service delivery and reporting but also streamlines your organization's overall operations for greater efficiency. We invite you to connect with us today to discover how Casebook can transform your human services processes for the better. Reach out to us to explore our specialized platform and learn about our flexible pricing options based on user needs that can scale with your organization.

Media

Media

Integrations Supported

Akoonu
Apideck
Certinia PS Cloud
ClickDeploy
CoCounselor
Collate
Cyclr
ELMA365
Frame.io
Gmail
Google Calendar
Jotform
Journeys
Klient
NeverBounce
Salesforce Agentforce
Talkdesk
Tavant Warranty
Zapier
kennek

Integrations Supported

Akoonu
Apideck
Certinia PS Cloud
ClickDeploy
CoCounselor
Collate
Cyclr
ELMA365
Frame.io
Gmail
Google Calendar
Jotform
Journeys
Klient
NeverBounce
Salesforce Agentforce
Talkdesk
Tavant Warranty
Zapier
kennek

API Availability

Has API

API Availability

Has API

Pricing Information

$25.00/month/user
Free Trial Offered?
Free Version

Pricing Information

$29 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/platform/

Company Facts

Organization Name

Casebook

Date Founded

2007

Company Location

United States

Company Website

www.casebook.net

Categories and Features

App Makers

Collaboration Tools
Compatibility Testing
Deployment Management
Drag & Drop
For eCommerce
Forms Creation
Iteration Management
Mobile Apps
No-Code
Pre-Built Templates
Visual Modeling
Web Apps
Workflow Management

Application Development

Access Controls/Permissions
Code Assistance
Code Refactoring
Collaboration Tools
Compatibility Testing
Data Modeling
Debugging
Deployment Management
Graphical User Interface
Mobile Development
No-Code
Reporting/Analytics
Software Development
Source Control
Testing Management
Version Control
Web App Development

Application Lifecycle Management

Administrator Level Control
Defect Tracking
Iteration Planning
Project Management
Release Management
Requirements Review
Task Management
Test Case Tracking
User Level Management
Version Control

Application Performance Monitoring (APM)

Baseline Manager
Diagnostic Tools
Full Transaction Diagnostics
Performance Control
Resource Management
Root-Cause Diagnosis
Server Performance
Trace Individual Transactions

Low-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

No-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Categories and Features

Adoption Agency

Accreditation / Compliance Management
Automated Notifications
Case Management
Communications Management
Family Portal
Fundraising / Donations Management
Home Studies Management
Mobile Access
Online Checklists
Volunteer Management

Church Management

Accounting Integration
Attendance Tracking
Child Check-In
Email / SMS
Event Management
Member Directory
Member Portal
Multi-Site Management
Online Giving
Pledge Management
Small Group Management
Volunteer Management

Foster Care

Adoption Management
Automated Reminders
Available Families Database
Case Management
Checklists
Child Intake
Education Requirements Tracking
Family Portal
Foster to Adopt
Online Applications
Online Licensing Forms
Payments Tracking
Placement Management
Reporting
Respite Credits Tracking
Treatment Management

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

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