Salesforce Agentforce 360 Platform Integrations

Create a smooth and effective customer experience that effortlessly transitions across multiple channels. Our AI-powered, automation-centric solutions are tailored for everyday applications. Each year, we unveil a host of new features, solutions, and integrations to keep our platform ahead in the realm of customer experience technology and current trends. By prioritizing automation, we significantly improve essential customer service workflows utilizing the capabilities of Talkdesk AI. Yet, the proof lies in our clients’ successes; delve into diverse testimonials that highlight how they have effectively met their customers' needs. Revolutionize your customer service operations with CX Cloud, an all-encompassing suite of enterprise-level applications that seamlessly integrate for customer self-service, omnichannel communication, workforce engagement, employee collaboration, and analytics—all housed within a singular cloud-native system. Delight your agents with an intuitive interface while boosting the adaptability of your contact center by easily modifying every aspect of CX Cloud, from IVR routing settings to the agent dashboard. Additionally, these innovative tools empower you to deliver a consistently outstanding experience for both your team and your clientele, reinforcing the value of exceptional service at every touchpoint.

Klient PSA, previously known as Krow, delivers a comprehensive array of professional services automation tools that enhance client delivery. This platform serves as a cohesive solution for organizations and their service teams, fostering a highly connected and collaborative environment aimed at improving customer success. Built entirely on Salesforce's native architecture, Klient PSA prioritizes the needs of its users, enabling project teams to seamlessly interact with customers throughout the entire process, from sales to service delivery. Additionally, Klient's extensive suite includes features such as services proposals and CPQ, project and collaboration management, resource management, and billing and revenue recognition, ensuring that all aspects of service automation are covered. As a result, businesses can streamline their operations and improve efficiency, ultimately leading to better client outcomes.

A low-code platform designed for business automation enables the streamlining of corporate processes, facilitates the creation of custom CRMs, and accelerates app development by threefold while minimizing the need for extensive programming knowledge. This platform allows for the seamless integration of Business Process Management (BPM) and Robotic Process Automation (RPA) without requiring any coding skills, ultimately enhancing the efficiency of everyday operations. By automating both back-office and front-office functions effortlessly, businesses can achieve significant time savings. Moreover, the low-code platform simplifies the development of business applications, making it quicker and more accessible with reduced coding requirements. Additionally, software robots can effectively work within existing IT frameworks, automating tedious tasks such as data validation, document scanning, and form completion. As a result, RPA not only alleviates the burden of repetitive duties from employees but also boosts overall organizational productivity. This transformative approach to automation empowers businesses to focus on strategic initiatives rather than mundane tasks.

Apideck helps software teams integrate with 200+ SaaS platforms using one API instead of building and maintaining each integration separately. As products scale, integration complexity grows fast. Every provider comes with its own data models, authentication methods, and breaking changes. Apideck removes that overhead by exposing a single normalized interface across multiple categories including CRM, Accounting, HRIS, File Storage, and E commerce. What teams use Apideck for Access over 200 third party integrations through one consistent API Shorten development cycles for new integrations Limit maintenance work caused by API changes and deprecations Keep data structures consistent across providers Platform capabilities Broad coverage across SaaS categories with 200+ integrations Unified schemas that simplify data handling SDKs for popular programming languages Webhooks for event driven workflows Centralized connection and authentication management Dedicated sandbox environment for testing Apideck is designed for engineering teams that want to spend less time on integration upkeep and more time improving their core product. For any product that depends on connecting customer tools at scale, Apideck offers a practical alternative to building and maintaining integrations in house.

NeverBounce serves more than 130,000 clients who rely on its services for real-time email verification and list cleaning. This dependable and scalable platform ensures that users can effectively connect with actual recipients through email communications. Alongside its robust features, NeverBounce provides exceptional concierge-level support to assist its customers. By greatly enhancing email delivery rates to inboxes, NeverBounce enables businesses to better engage with their audience. The platform validates email addresses against a vast database of 6 billion entries, removing outdated addresses to boost deliverability. Additionally, it supports organizations in adhering to stringent guidelines set by email service providers. With a broader range of direct integrations than any competing service, NeverBounce stands out as a leader in its field, making email marketing more efficient for its users. This comprehensive support ultimately empowers businesses to optimize their email campaigns effectively.

The collaboration between humans and AI Agents leads to improved customer satisfaction. You can design and implement autonomous AI agents that provide continuous support to both your workforce and clients at any time. An Agentforce Agent functions independently as a specialized application, offering ongoing assistance to both employees and customers. These agents are equipped with the necessary business intelligence to execute tasks effectively in accordance with their assigned roles. Agentforce Service Agents engage with customers around the clock through various communication channels, utilizing natural language to facilitate interactions. They are adept at swiftly and accurately addressing inquiries, using reliable data to inform their responses. Setting up your Service Agent is quick and easy, thanks to pre-designed templates or customizable low-code options, and you can also implement stringent security measures while designating specific instances for human intervention. Agentforce Sales Development Representatives (SDRs) autonomously handle product inquiries, manage a variety of tasks, and coordinate meetings for your sales team. They deliver accurate responses based on your business's data while emphasizing an enhanced customer journey. This integration not only optimizes workflow but also allows your team to concentrate on more intricate issues, ultimately fostering a more innovative and efficient work environment. In doing so, your organization can achieve greater agility and responsiveness in meeting evolving customer needs.

Certinia's Professional Service Automation (PSA), formerly known as FinancialForce, serves as a holistic platform aimed at supporting professional services organizations in meeting client demands while driving revenue expansion. This extensive tool offers a range of features including resource management, tracking of time and expenses, billing processes, revenue recognition, project management, and collaboration in sales, among others. By leveraging Certinia's PSA, companies can efficiently allocate the right talent to each assignment, build stronger relationships with clients and partners, and enhance project profitability, which ultimately results in better resource utilization and increased client satisfaction. In addition, this all-in-one solution simplifies workflows, enabling firms to concentrate on providing outstanding services while effectively pursuing their organizational objectives. Consequently, adopting this platform not only optimizes operations but also positions businesses for long-term success in a competitive landscape.

Cyclr, an embedded integration platform as a service (iPaaS), offers a comprehensive toolkit that enables the development, management, and publication of customized integrations within your software as a service (SaaS) application. This solution simplifies the process of meeting your users' integration needs through an intuitive visual interface and low-code integration builder, alongside various deployment options that cater to different requirements.

Equip each member of your sales team with the necessary insights to promote accountability and maintain the accuracy of pipeline data. Instantly enhance efficiency for everyone involved with intuitive pipeline visuals, integrated views, and real-time updates on opportunities. Built on the Salesforce Lightning Platform, this solution ensures complete data protection while facilitating quick implementation and seamless integration with current business processes. Easily monitor the progress of transactions in your pipeline, including new leads, successful deals, losses, and modifications. Summary metrics clearly illustrate variations in total value, showcasing all pertinent data that impacts overall results. You can effortlessly explore individual deals to evaluate their progress without sifting through numerous windows, tabs, or clicks. Utilize visual cues alongside numerical data to gauge pipeline risk according to different deal attributes like quantity, value, status, and timeline. Furthermore, assess crucial information related to each deal to gain a deeper understanding of their context and pinpoint any potential challenges that may emerge. This holistic strategy not only boosts visibility but also empowers your sales team, ultimately enhancing the quality of decision-making in your sales processes. By implementing these practices, your team can better anticipate and respond to market changes, further driving success.

Kennek is a comprehensive loan management solution that handles the entire lending process, from origination through to loan maturity, within a single platform. It is designed for a wide range of lenders, including bridging, commercial, development, unregulated, revenue-based, and leasing institutions. Built by former lending professionals, Kennek tackles the operational challenges frequently faced in the lending sector. The platform offers customizable workflows and settings that require no programming skills, making it easy for users with different technical backgrounds to operate. Routine tasks, such as sending borrower reminders and calculating covenants, are automated, freeing up time from administrative duties. Lenders can also monitor data in real time, allowing them to spot risks early and prevent potential defaults. Kennek provides dedicated modules for origination and underwriting, loan servicing and monitoring, credit portfolio management, and investor reporting. The investor reporting tools generate reports automatically and give stakeholders access to up-to-date performance data, ensuring consistent and transparent information. The software is designed to reduce human error, optimize middle- and back-office operations, and enable growth without requiring a proportional increase in staff.

Collate is an AI-driven metadata platform designed to provide data teams with automated tools for tasks like discovery, observability, quality, and governance, utilizing efficient agent-based workflows. Built on OpenMetadata, it boasts a unified metadata graph and includes more than 90 seamless connectors that facilitate the collection of metadata from diverse sources, including databases, data warehouses, BI tools, and data pipelines. The platform ensures data integrity by offering in-depth column-level lineage and data profiling, along with no-code quality tests. AI agents are essential for optimizing functions such as data discovery, permission-based querying, alert notifications, and large-scale incident management workflows. In addition, the platform features real-time dashboards, interactive analyses, and a collaborative business glossary that is beneficial to both technical and non-technical users, enhancing the management of valuable data assets. Its automated governance and continuous monitoring uphold compliance with regulations like GDPR and CCPA, significantly cutting down the time required to address data issues while lowering the total cost of ownership. This holistic strategy not only boosts operational efficiency but also promotes a culture of data stewardship within the organization, encouraging all stakeholders to prioritize data quality and governance. Ultimately, Collate empowers teams to harness the full potential of their data assets effectively.

CoCounselor is an innovative software solution tailored for the unique needs of plaintiff's attorneys, operating in a cloud-based environment. This platform enhances efficiency for legal teams, enabling them to expedite their work processes, conserve valuable time, and expand their practice. Key functionalities of CoCounselor encompass comprehensive case management, immediate document creation, medical billing support, expense tracking, and detailed reporting and dashboards, along with the ability to customize workflows and automate tasks. Additionally, it incorporates features for tracking tasks and activities, ensuring that all aspects of case management are covered. With its user-friendly interface, CoCounselor empowers attorneys to focus more on their clients and less on administrative burdens.

Tavant Warranty stands out as a premier solution for managing warranties effectively. This innovative platform enables original equipment manufacturers (OEMs) and suppliers to collaborate in real-time, ensuring seamless communication throughout the warranty process. Notably, it is the only comprehensive Salesforce solution that facilitates complete warranty lifecycle management, making it a distinctive offering in the market. With more than two decades of collaboration with top manufacturers globally, this product has been meticulously crafted to meet industry needs. The Tavant Warranty solution significantly minimizes warranty expenses, enhances supplier recovery rates, streamlines claim processing, consolidates warranty data, and improves forecasting accuracy. As Tavant continues to enhance its warranty management offerings, the Tavant Warranty Analytics Platform (TMAP) has emerged as a key addition, leveraging cutting-edge artificial intelligence to provide actionable insights. Furthermore, the suite includes various modules such as Supplier Recovery, Campaign Management, Audit Management, and Field Service Management, covering the full spectrum of aftermarket services available to manufacturers while ensuring they maximize their operational efficiency.

Access Clickdeploy.io by logging in with your existing Salesforce credentials, which utilizes OAuth 2.0 for a quick and secure entry. You can immediately select any metadata with sophisticated filtering and organizational features, enabling you to deploy metadata types that surpass the typical constraints of changesets. With a clear view of your deployments, you can proceed confidently, as you'll have access to an instant line-by-line diff viewer that shows exactly what is being deployed. Bid farewell to the cumbersome and manual task of reconstructing inbound changesets; now, you can simply clone and reuse them with one click, allowing for immediate identification of any differences. Sharing your change list with your team takes just seconds, greatly improving the management of Salesforce releases like never before. Enjoy the benefits of source control and continuous delivery while setting up modern release processes in a matter of minutes. You will have total visibility into every modification made in the code, including who made each change and the exact time it occurred. Furthermore, your metadata is continuously backed up, making it easy to revert to previous versions as needed. This efficient system not only conserves time but also enhances collaboration and productivity among your team members. With this approach, your release management will become not only simpler but also more effective.

Provar stands out as the premier testing solution for Salesforce environments. As a company dedicated entirely to Salesforce, its goal is to assist businesses that rely on Salesforce for their essential applications. With a strong reputation in Salesforce DevOps, Provar has successfully tackled some of the most intricate Salesforce projects globally, showcasing its expertise and commitment to quality. For further information, visit provartesting.com to discover how Provar can enhance your Salesforce testing strategies.