Salesforce Agentforce Integrations

Gearset is an enterprise‑grade Salesforce DevOps platform designed to help teams apply best practices throughout their entire release process. It offers comprehensive tooling for metadata and CPQ deployments, automated pipelines, testing, code scanning, sandbox data management, backup and archive solutions, and deep observability, giving teams unrivaled oversight and control. More than 3,000 companies, including global leaders like McKesson and IBM, depend on Gearset to deliver securely at scale. By providing governance features, integrated audit logs, SOX/ISO/HIPAA support, parallel workflows, embedded security scanning, and compliance with ISO 27001, SOC 2, GDPR, CCPA/CPRA, and HIPAA, Gearset delivers the security and compliance enterprises need — while staying fast to adopt and easy to use. This balance of power and simplicity makes Gearset the platform of choice for organizations in highly regulated industries.

Propel is a modern, AI-powered product management platform built for today’s manufacturers. It brings Product Lifecycle Management (PLM), Quality Management System (QMS), Product Information Management (PIM), and robust supplier management together in one cloud-based solution, giving teams a single, always-accurate view of their products across the entire lifecycle. With AI embedded directly into the platform through Propel One, teams can automate routine tasks, surface insights faster, and make more confident decisions using real product and quality data. AI helps reduce manual effort, identify risks earlier, and keep work moving across change management, quality events, and product operations. Propel replaces spreadsheets and disconnected systems with a governed digital product record that spans engineering, quality, operations, supply chain, and product teams. Built-in workflows standardize change control, streamline quality processes, and support compliance without slowing teams down. Every update and approval is tracked with full traceability, helping manufacturers reduce errors, shorten cycle times, and improve cross-functional collaboration. Trusted by medical device, high tech, and industrial manufacturers, Propel is designed for complex products and regulated environments. The platform scales easily as products, teams, and requirements grow, providing a strong foundation for long-term innovation. Propel delivers enterprise-grade security and reliability through its architecture on the Salesforce platform, including robust data protection and access controls. Customers do not need to be Salesforce users to benefit from Propel’s security and capabilities. Propel has been recognized by Deloitte as a fast-growing technology company and named to the Inc. 5000 list of fastest-growing private companies, reflecting strong customer adoption and momentum helping manufacturers modernize how they build, manage, and deliver products.

ClickLearn makes it easier to navigate intricate business procedures by utilizing widely-used software. You are able to generate educational content in various formats and languages, which can be effortlessly published to a 24/7 accessible learning portal with a single click. A narrated video guide is available to walk you through the entire process in your chosen language. Challenge your understanding with an interactive simulation of your workplace, allowing you to assess your skills without any assistance. This immersive simulation provides a clear, step-by-step guide through the tasks at hand. The guide features precisely cropped screenshots to enhance clarity and comprehension. When you find yourself confused or in need of assistance with a process, ClickLearn Assist serves as an invaluable resource, helping you navigate new tasks in the live system without fear of making errors. Additionally, all your educational materials can be easily auto-translated with just one click, ensuring accessibility for everyone involved. This seamless integration of learning tools fosters a more effective training environment for all users.

Salesforce’s CRM offerings for small businesses come in two comprehensive suites: Starter Suite and Pro Suite, each crafted to fuel growth by connecting key business functions in one seamless platform. Starter Suite is ideal for small businesses beginning their CRM journey, combining marketing, sales, service, and commerce tools with easy setup and AI-driven guidance, supported by a free 30-day trial and 40% off pricing. Pro Suite elevates this experience with greater customization options, powerful automation, real-time chat, sales quoting and forecasting, and access to hundreds of additional apps via AppExchange, making it perfect for businesses with evolving and complex needs. Both suites include features such as campaign templates, smart segmentation, case management, and storefront builder, allowing businesses to build strong customer relationships and grow revenue across multiple channels. Pro Suite customers also benefit from enhanced pipeline visibility, streamlined payment processes, and comprehensive customer service automation to improve operational efficiency. Salesforce’s rich resource ecosystem — including Trailhead courses, live events, and an active community — supports businesses in maximizing their CRM investment. Customer testimonials emphasize the scalability and flexibility of these solutions, showing how Salesforce adapts to changing business demands. Whether launching or expanding, these CRM suites ensure companies have the tools they need to succeed and scale without switching platforms.

Salesforce Marketing Cloud Account Engagement, formerly known as Pardot, emerges as the leading choice for boosting B2B marketing automation, removing the need for complex IT or development assistance. This platform is specifically designed to equip users with the means to generate premium leads and maintain a consistent stream of opportunities, which ultimately contributes to increased profitability. Its all-encompassing interface is filled with functionalities such as Analytics, ROI Tracking, Campaign Segmentation, Channel Management, Drip Campaigns, Landing Pages, Web Forms, Lead Management, Nurturing and Scoring, Multivariate Testing, Search and Social Marketing, along with Website Visitor Tracking. By utilizing this tool, organizations can build lasting connections with their customers through scalable and tailored outreach, while promoting synergy with sales and customer service teams. Users can effortlessly design dynamic, personalized emails and landing pages with just a few clicks, eliminating the need for coding and significantly simplifying the process. Furthermore, sales representatives have full visibility into prospect engagement, allowing for a smooth transfer of leads that optimizes conversion rates. This comprehensive approach not only enhances marketing effectiveness but also ensures that businesses stay competitive in a rapidly evolving digital landscape.

Agentforce Marketing by Salesforce is an AI-driven marketing platform designed to deliver dynamic, personalized engagement across the entire customer lifecycle. Previously known as Marketing Cloud, it unifies data, automation, and intelligent agents into a single marketing ecosystem. The platform enables real-time, two-way communication across multiple digital channels. With a centralized customer data foundation, marketers gain a complete and actionable view of every interaction. AI-powered tools help generate audience segments, optimize campaigns, and personalize content automatically. Cross-channel orchestration ensures consistent messaging from acquisition to loyalty. Marketing Cloud supports B2B marketing automation as well as B2C engagement strategies. Built-in analytics measure performance and guide smarter budget allocation. Loyalty management tools help brands deepen customer relationships and drive retention. The platform integrates seamlessly with Salesforce CRM to align marketing with sales and service. Agentforce Marketing continuously learns from data to improve outcomes over time. It enables organizations to spark meaningful conversations and turn engagement into sustained growth.

CollectXpert offers an all-encompassing solution for overseeing the debt collection process, allowing businesses to manage collections from inception to completion. This platform effortlessly connects with both internal and external applications, driven by a sophisticated rule engine based on configuration. As the only Salesforce-native AppExchange product designed for enterprises of all sizes, CollectXpert delivers outstanding automation features, advanced segmentation options, and effective management tools that enhance cash flow, minimize manual tasks, and improve recovery rates, all while maintaining a strong commitment to customer empathy and compliance with regulations. - User-Friendly Customization: Create workflows, strategies, and rules without needing IT intervention. - Comprehensive Visibility: Quickly assess the status of any customer account. - Regulatory Adherence with Empathy: Guarantee compliance with collection regulations while prioritizing compassion. - Rapid Return on Investment: Drop Days Sales Outstanding (DSO) and improve recovery statistics. - Flexible for Growth: Ideal for teams ranging from mid-sized companies to large corporations. Contact us today to schedule a demonstration of our platform and see how it can provide value to your organization while enhancing your debt collection strategy. Experience the difference that CollectXpert can make in streamlining your financial processes.

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.

Agentforce Health is Salesforce’s purpose-built AI CRM platform for healthcare providers, payers, and public health organizations. Previously known as Health Cloud, it connects clinical, operational, and engagement data within a unified and compliant environment. The platform includes healthcare-specific data models, workflows, and interoperability standards to support complex care ecosystems. By integrating EHR systems and third-party applications, it ensures a seamless flow of accurate, real-time information. AI agents powered by Agentforce automate administrative processes, reduce manual workloads, and deliver actionable insights directly in the flow of work. Contact centers benefit from instant summaries of medical histories, eligibility, claims, and provider networks. Integrated Care Management tools enable flexible care plans and close care gaps efficiently. Intelligent document automation extracts and classifies data from faxes and forms to accelerate processing. Population health and disease surveillance capabilities support proactive interventions and faster response times. Built-in compliance and governance features maintain privacy and regulatory alignment. Health Cloud also integrates with Data 360, MuleSoft, Marketing Cloud, Slack, and Service Cloud for expanded functionality. Agentforce Health empowers healthcare organizations to deliver connected, personalized, and efficient care experiences at scale.

Agentforce Service by Salesforce is an AI-enhanced CRM platform built to transform customer service operations. Previously known as Service Cloud, it integrates conversational AI, automation, and real-time data into one unified system. The platform connects every service touchpoint, from contact centers to field operations. AI-powered agents deliver proactive, personalized support and suggest next-best actions to representatives. The Service Console provides a centralized command center for managing cases, incidents, and workflows. Knowledge management capabilities ensure AI-generated responses are grounded in trusted information. Automation tools streamline onboarding, case resolution, and policy compliance. Slack integration enables real-time collaboration and swarming directly from the console. Incident management tools help detect potential issues before they escalate. Self-service portals reduce case volume while empowering customers. Advanced analytics measure performance and optimize resource allocation. Agentforce Service enables organizations to become agentic enterprises by blending human expertise with intelligent AI at scale.

LaunchBrightly is a revolutionary platform that automates the creation and updating of product screenshots in your help center, ensuring that all visual content is always aligned with the latest version of your product. Instead of manually capturing and updating images every time a product change is made, LaunchBrightly automatically generates pixel-perfect, brand-consistent screenshots whenever there’s an update, significantly reducing the time spent on this task. The platform ensures that all help articles and support documents reflect the most current features and interfaces, preventing customer frustration caused by outdated visuals. With its seamless integration and automation, LaunchBrightly helps businesses keep their support materials fresh without any additional manual effort. The tool also offers real-time screenshot updates, ensuring that the help center content remains accurate, engaging, and helpful. By maintaining up-to-date support resources, LaunchBrightly helps improve customer satisfaction, trust, and reduces the risk of churn caused by poor support experiences. Businesses using LaunchBrightly can be confident that their help centers will always reflect the latest product updates, empowering their customers with the most accurate information.

Agentforce Net Zero is Salesforce’s AI-powered sustainability and ESG platform designed to help organizations operate more responsibly and efficiently. Previously known as Net Zero Cloud, it consolidates sustainability and operational data within Salesforce’s unified CRM environment. The platform automates carbon accounting by converting utility, travel, and fleet data into emissions metrics aligned with global standards. Built-in compliance tools support regulatory reporting frameworks such as CSRD, GRI, SASB, and CDP. Agentforce AI enables natural language queries to extract insights and accelerate report creation. Scope 3 Emissions Hub provides visibility into supplier and value chain emissions. Organizations can perform forecasting and what-if analysis to guide sustainability investments. Centralized dashboards present real-time environmental metrics and operational performance data. Automated workflows reduce manual reporting efforts and improve accuracy. Integration with Salesforce’s ecosystem enhances cross-functional collaboration and decision-making. The platform supports long-term climate action strategies while identifying cost-saving opportunities. Agentforce Net Zero empowers enterprises to transform sustainability from a reporting obligation into a strategic advantage.

SalesWings is an advanced AI-powered sales intelligence and intent analytics platform designed to help organizations uncover what their buyers truly want. By collecting first-party behavioral data and unifying it across systems, SalesWings delivers a 360° view of buyer engagement across the entire funnel. It enables sales, marketing, SDR, and agentic teams to prioritize high-intent leads, personalize outreach, and accelerate deal velocity. Through native Salesforce integration, teams gain instant access to actionable insights, including lead scores, topic interests, and real-time engagement signals. Its AI Sales Copilot empowers sales professionals with contextual intelligence—revealing which products or services attract specific decision-makers and when to act. Marketing teams leverage SalesWings’ B2B attribution and campaign analytics to craft intent-driven strategies that convert interest into pipeline. The platform’s Agentforce integration extends these insights to digital agents and copilots, allowing them to engage prospects with human-level understanding. For sales operations, automated workflows ensure no lead falls through the cracks, improving conversion efficiency and response times. Designed for speed, scalability, and collaboration, SalesWings creates alignment between teams and systems, uniting them around a single source of buyer truth. Headquartered in Switzerland, SalesWings empowers global organizations to make data-driven sales decisions rooted in trust, timing, and genuine customer insight.

Agentforce Vibes introduces vibe coding, a groundbreaking AI-powered technique that enables developers to convert natural language commands into fully operational Salesforce applications that comply with enterprise-grade security, governance, and infrastructure standards. Unlike simpler vibe coding tools that focus mainly on prototyping, Agentforce Vibes addresses the complete development lifecycle, encompassing ideation, construction, testing, deployment, and observability, while effectively integrating with the foundational platform and trust frameworks of Salesforce. Functioning as an AI-enhanced integrated development environment (IDE) that works well with VS Code and similar platforms, it understands your Salesforce schema and metadata, allowing for features like automatic code generation across various languages (Apex, HTML, CSS, JavaScript), smart rule enforcement, test case creation, debugging, rollbacks, and natural language-guided DevOps. Additionally, it supports a range of language models and is extensible through the Model Context Protocol (MCP), which includes over 20 integrated tools, thus encouraging the reuse of existing code and making it a highly adaptable choice for developers. This all-encompassing strategy not only optimizes development workflows but also significantly boosts productivity by minimizing the time and effort required to create sturdy applications, paving the way for a more efficient development environment. With its innovative features, Agentforce Vibes is set to revolutionize the way developers approach application building in the Salesforce ecosystem.

Elevate each customer's experience by harnessing AI and real-time data to boost conversions while reducing costs. Treat every client as a distinct individual, enhancing the effectiveness of your marketing strategies with our cutting-edge personalization technology. Employ machine learning and AI to create bespoke experiences, tailoring everything from website layouts to mobile app functionalities, product recommendations, and beyond. By personalizing every facet of the customer journey to meet specific performance metrics—whether it's attracting new clientele or nurturing customer loyalty—you can merge real-time user behavior with historical data. Improve webpage personalization with machine learning, optimizing calls to action like banners and pop-ups. Additionally, you can adapt and test at the speed of your customers' online activities, with personalization choices implemented in mere milliseconds. Utilize AI to evaluate current intent data alongside past business interactions to reveal customer preferences, interests, and affinities, ensuring that every engagement resonates uniquely with the individual. This comprehensive strategy not only boosts customer satisfaction but also fosters impactful interactions that can significantly enhance overall business performance, ultimately leading to sustained growth and success in a competitive market. By continuously refining your approach based on user feedback and behavioral trends, you can further strengthen the bond between your brand and its customers.

Imagine the revolutionary generative AI for CRM that is set to transform your visions into reality. Get ready, as Einstein GPT has officially entered the dialogue. Utilize AI-enhanced emails, conversations, and proposals that are tailored to your customers, all while drawing on your most recent data to personalize each interaction. Boost productivity with insightful analytics that cover sales, services, marketing, and commerce, all seamlessly woven into your everyday tasks. Easily develop creative solutions with intuitive low-code tools that empower you to create customized predictions and recommendations without requiring a data expert. Support sales teams throughout the entire process, from initial contact to closing, by delivering precise forecasts based on real-time data and accelerating the closing timeline with intelligent dialogue. Provide personalized experiences and improve your time management by integrating AI directly into your CRM system. With Service GPT at your disposal, you possess all the essential resources to grow swiftly and deliver immediate benefits. Enhance customer interactions, foster lasting relationships, and drive revenue growth through up-to-date insights; orchestrate intelligent customer journeys and offer timely recommendations to optimize results. By harnessing these advanced features, you can ensure your business maintains a competitive edge in the market. Additionally, staying proactive in adapting to evolving customer needs will further solidify your position as an industry leader.

Agentforce Life Sciences is Salesforce’s AI-powered CRM platform purpose-built for pharmaceutical, MedTech, consumer health, and animal health organizations. Previously known as Life Sciences Cloud, it delivers end-to-end engagement capabilities across clinical, medical, commercial, and patient services functions. The platform integrates data from across the healthcare ecosystem to create a unified, compliant operational environment. AI agents support clinical trial acceleration by automating participant matching, onboarding, and predictive enrollment tracking. Medical affairs teams can streamline scientific inquiry management with automated responses and comprehensive audit trails. Commercial teams gain intelligence-driven tools for personalized healthcare provider engagement across sales and marketing channels. Patient services functions benefit from automated insurance verification, adherence tracking, and proactive outreach programs. Built-in compliance ensures governance remains embedded directly in workflows. Real-time analytics surface insights to improve decision-making and operational efficiency. Integration with Data 360 enables harmonized data activation across systems. MuleSoft connectors facilitate secure integration with legacy and third-party applications. Agentforce Life Sciences enables organizations to speed innovation, enhance stakeholder relationships, and deliver therapies and devices to patients more efficiently.

Aurascape is an innovative security platform designed specifically for the AI-driven landscape, enabling businesses to pursue innovation with confidence while navigating the rapid evolution of artificial intelligence. It provides a comprehensive overview of interactions among AI applications, effectively shielding against risks like data breaches and threats posed by AI advancements. Its notable features include overseeing AI activities across various applications, protecting sensitive data to comply with regulatory standards, defending against zero-day vulnerabilities, facilitating the secure deployment of AI copilots, creating boundaries for coding assistants, and optimizing AI security processes through automation. Aurascape's primary goal is to encourage the safe integration of AI tools within organizations, all while maintaining robust security measures. As AI applications continue to advance, their interactions are becoming more dynamic, real-time, and autonomous, highlighting the need for strong protective strategies. In addition to preempting new threats and securing data with high precision, Aurascape enhances team productivity, monitors unauthorized application usage, detects unsafe authentication practices, and minimizes risky data sharing. This holistic security strategy not only reduces potential risks but also empowers organizations to harness the full capabilities of AI technologies, fostering a secure environment for innovation. Ultimately, Aurascape positions itself as an essential partner for businesses aiming to thrive in an AI-centric future.

AgentExchange is an integrated AI marketplace within Salesforce, offering businesses access to a wide range of agentic AI components that can streamline workflows and boost productivity. The platform simplifies the process of discovering, purchasing, and deploying AI agents by providing a library of pre-built actions, topics, and templates, allowing businesses to integrate AI-driven automation directly into their Salesforce environment. By collaborating with over 200 Salesforce partners, AgentExchange brings together a variety of solutions tailored to different business needs, industries, and use cases. The marketplace makes it easy to enhance the Salesforce experience by enabling businesses to find, test, and deploy intelligent agents with minimal development effort. Whether you are looking to optimize your sales process, improve customer service, or automate administrative tasks, AgentExchange offers a seamless way to implement AI-powered solutions that drive efficiency and deliver actionable insights. It also offers resources to help users learn more about AI and AI agents through training courses and guides, ensuring businesses are equipped to make the most out of their AI-powered solutions.

DDS operates as a cloud-based platform dedicated to "data delivery," specifically designed for manufacturers and distributors engaged in the industrial supply chain. It streamlines the automated gathering, enhancement, standardization, and dissemination of extensive product information. By connecting with thousands of manufacturers, DDS collects a wealth of approved product data, encompassing specifications, images, and documentation. The platform utilizes AI-driven techniques to enrich and standardize catalogs, ensuring that the data is prepared for seamless distribution across various systems, including ERP, PIM, ecommerce, or custom platforms. Furthermore, DDS offers automated exports that can be scheduled, unlimited, or on-demand, distributing to over 450 distributor endpoints while accommodating various system formats. This capability significantly speeds up SKU publication, setting a new industry standard for time to market, while also boosting online conversion rates and reducing manual data management costs by 60-80%. Unlike traditional product information management (PIM) systems that focus primarily on internal data governance, DDS prioritizes effective data delivery and syndication. This distinct emphasis on operational efficiency allows businesses to thrive and maintain a competitive edge in a fast-paced market. In doing so, DDS not only enhances the flow of information but also fosters innovation in the supply chain landscape.

Agentforce Commerce by Salesforce is an enterprise ecommerce platform designed to connect digital and physical commerce experiences. Previously known as Commerce Cloud, it delivers unified commerce across online storefronts, POS systems, and order management. The platform leverages Agentforce AI to enhance merchandising, automate processes, and provide guided shopping experiences. Businesses can manage B2C and B2B transactions within a single, integrated system. Composable and headless commerce capabilities allow brands to innovate rapidly while maintaining flexibility. Integrated payment solutions optimize checkout and reduce dependency on third-party integrations. Real-time omnichannel inventory ensures accurate fulfillment and reduced operational costs. Advanced automation accelerates workflows for developers, merchandisers, and administrators. The system is built on Salesforce’s reliable infrastructure with proven high uptime performance. CRM connectivity provides a complete view of customer data across every touchpoint. Agentforce Commerce supports digital transformation with scalable, AI-first architecture. It enables enterprises to deliver seamless, personalized commerce experiences while driving measurable growth.