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Description
Salesforce Agentforce 360 for Financial Services is an industry-specific CRM solution designed to transform financial institutions into AI-driven enterprises. It connects data, automation, and intelligent agents to help teams deliver personalized and proactive service. Advisors and relationship managers gain real-time insights to better understand customer goals and financial journeys. The platform streamlines onboarding, compliance, lending, and service workflows across channels. Financial Services Cloud unifies customer information to create a single, actionable view. AI capabilities enhance productivity while improving customer satisfaction and engagement. The solution supports retail banks, credit unions, insurers, brokerages, and asset managers. Built-in automation reduces manual processes and operational complexity. Integrated analytics help institutions uncover growth opportunities and optimize performance. Agentforce 360 enables financial firms to innovate confidently while strengthening trust and loyalty.
Description
Salesforce Agentforce Commerce is a comprehensive digital commerce solution built to unify every aspect of the buying journey. It connects ecommerce storefronts, point-of-sale systems, and order management into one intelligent platform. AI-powered capabilities assist teams with merchandising while guiding customers through personalized shopping experiences. The solution supports B2C, B2B, and hybrid commerce models within a single ecosystem. With composable architecture, businesses can adopt headless storefronts and innovate without disrupting core systems. Integrated payments streamline checkout while reducing technical complexity. Real-time inventory visibility and automated order routing improve operational efficiency. Salesforce’s platform ensures high reliability and performance at global scale. Built-in CRM integration enables personalized, data-driven customer engagement. Agentforce Commerce empowers organizations to grow revenue while simplifying commerce operations.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Slack
Yes
Workato
Yes
Bold Metrics
No
Candid
No
Credit Key
No
Delighted
No
EKOM
No
ESW
No
Epicor CPQ
No
Fusion
No
Integrations
Slack
Yes
Workato
Yes
Bold Metrics
Yes
Candid
Yes
Credit Key
Yes
Delighted
Yes
EKOM
Yes
ESW
Yes
Epicor CPQ
Yes
Fusion
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Salesforce
Founded
1999
Country
United States
Website
www.salesforce.com/financial-services/
Vendor Details
Company Name
Salesforce
Founded
1999
Country
United States
Website
www.salesforce.com/commerce/
Product Features
Financial CRM
Account Alerts
Yes
Asset Management
Yes
Expense Tracking
No
Household Tracking
Yes
Influence Tracking
Yes
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No
Product Features
eCommerce
CRM
No
Catalog Management
No
Channel Management
No
Customer Accounts
No
Data Security
No
Email Marketing
No
Inventory Management
No
Kitting
No
Loyalty Program
No
Mobile Access
No
Multi-Store Management
No
Order Management
No
Product Configurator
No
Promotions Management
No
Returns Management
No
Reviews Management
No
SEO Management
No
Shopping Cart
No
Templates
No
Multi-Channel eCommerce
Catalog Management
No
Channel Management
No
Data Synchronization
No
Email Marketing
No
Inventory Management
No
Marketplace Integration
No
Mobile Commerce
No
Order Management
No
Promotions Management
No
Returns Management
No
SEO Management
No
Shopping Cart
No
Social Commerce
No
Order Management
Back Order Management
No
Catalog Management
No
Inventory Management
No
Order Entry
No
Order Fulfillment
No
Order Tracking
No
Recurring Orders
No
Returns Management
No
Shipping Management
No
Special Order Management
No
Shopping Cart
Abandoned Cart Saver
No
Catalog Management
No
Credit Card Processing
No
Discount / Coupon Management
No
Inventory Control
No
Product Configurator
No
Product Ratings / Reviews
No
Refund Management
No
Returns Management
No
Shipping Management
No
Tax Management
No
