Salesforce Agentforce Integrations

Gearset is a full‑featured Salesforce DevOps solution built for the enterprise, giving teams the tools to adopt best practices across every stage of the DevOps lifecycle. From metadata and CPQ deployments to CI/CD, testing, code analysis, sandbox seeding, backups, archiving, and observability, Gearset gives teams unmatched insight and control over their Salesforce workflows. Over 3,000 organizations — including names like McKesson and IBM — rely on Gearset to deliver with security and scale in mind. With advanced governance, detailed audit trails, SOX/ISO/HIPAA support, multi‑team pipelines, integrated security checks, and adherence to ISO 27001, SOC 2, GDPR, CCPA/CPRA, and HIPAA, Gearset combines enterprise‑ready compliance with rapid onboarding and an intuitive interface — all in one platform. Leading firms in finance, healthcare, and tech trust Gearset to power their DevOps initiatives without adding complexity.

Propel is a modern, AI-powered cloud platform built for how manufacturers work today. It unifies Product Lifecycle Management (PLM), Quality Management System (QMS), and Product Information Management (PIM) into one intelligent system, giving teams a connected, always-accurate view of their products. With AI embedded across the platform through Propel One, manufacturers can automate routine work, surface insights faster, and make better decisions with confidence. AI continuously learns from product data to proactively flag risks, highlight trends, and guide next best actions across teams. Instead of relying on spreadsheets, siloed tools, and manual handoffs, teams manage product data, changes, and quality processes in a single governed environment with full traceability. Propel creates a true digital product record that spans design, development, manufacturing, commercialization, and continuous improvement. Built-in workflows standardize change management, streamline quality events, and support compliance without slowing teams down. Trusted by medical device, high tech, and industrial manufacturers, Propel helps organizations reduce errors, shorten cycle times, and improve collaboration across engineering, quality, operations, supply chain, and product teams. The result is faster launches, higher product quality, and a more resilient foundation for growth as products and processes become more complex. 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. Designed to scale with growing products, teams, and regulatory demands.

ClickLearn simplifies complex business processes using popular software. You can create multi-format learning materials in any language and publish them to a 24/7 learning portal with just one click. A video walkthrough of the process, with narration in your preferred language. Put your learning to the test. This interactive simulation of your workplace allows you to test your knowledge without any hints. Interactive simulation of your workplace environment that guides you through the process. This guide is step-by-step. ClickLearn wrote this guide with perfectly cropped screenshots. ClickLearn Assist can be your go-to helper when you are stuck, need process help, or want to try a new process in the live system. You don't have to worry about making another mistake. All your learning materials can be auto-translated with a click of a button

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

Salesforce Marketing Cloud Account Engagement, previously known as Pardot, stands out as the preferred solution for enhancing B2B marketing automation, eliminating the necessity for intricate IT or development support. This platform is tailored to empower users in generating high-quality leads and ensuring a steady flow of opportunities, ultimately enhancing profitability. Its comprehensive interface is packed with features 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, as well as Website Visitor Tracking. By employing this tool, businesses can forge enduring relationships with customers through scalable and personalized outreach while fostering alignment with sales and customer service teams. Users can create dynamic, customized emails and landing pages with mere clicks instead of coding, streamlining the process significantly. Additionally, sales representatives gain complete transparency into prospect engagement, facilitating an effortless transfer of leads to maximize conversion rates.

Salesforce Agentforce Marketing is a comprehensive marketing platform built to transform one-way campaigns into interactive customer experiences. It integrates AI, data, and automation to power conversations across email, mobile, web, and other channels. By centralizing customer data, Marketing Cloud enables real-time personalization at every stage of the customer journey. Autonomous AI agents help marketers create, optimize, and scale campaigns faster. The platform connects marketing and sales teams with shared insights and coordinated workflows. Advanced analytics provide a unified view of performance across channels. Businesses can manage B2B and B2C marketing strategies within the same ecosystem. Built-in loyalty and personalization tools strengthen customer relationships over time. Marketing Cloud adapts to any tech stack and supports organizations of all sizes. It drives measurable growth by increasing engagement while lowering acquisition costs.

CollectXpert is a comprehensive solution for managing the entire debt collections process, enabling businesses to handle collections from start to finish. It seamlessly integrates with both on-platform and off-platform applications, powered by a robust configuration-based rule engine. As the sole Salesforce-native AppExchange offering tailored for businesses of various sizes, CollectXpert provides exceptional automation capabilities, sophisticated segmentation features, and strategic management tools that bolster cash flow, reduce manual labor, and enhance recovery rates—all while prioritizing customer empathy and regulatory compliance. - User-Centric Configuration: Develop strategies, workflows, and rules independently of IT. - Complete Oversight: Instantly understand the status of each customer. - Compliance and Compassion: Ensure adherence to regulated collection practices with a focus on empathy. - Quick Return on Investment: Achieve lower Days Sales Outstanding (DSO) and heightened recovery rates. - Adaptable for Expansion: Suitable for teams ranging from mid-market to large enterprises. Reach out to us to arrange a demonstration of our platform and discover how it can benefit your organization.

Agentforce 360 Platform is an AI-driven enterprise foundation built to power modern, intelligent businesses. It unifies data, workflows, applications, and AI agents within a single scalable ecosystem. Organizations can leverage Data 360 to harmonize enterprise data with trusted metadata and governance controls. Customer 360 connects every revenue and service function, providing a comprehensive and actionable view of each customer interaction. Slack operates as the real-time collaboration layer, enabling seamless coordination between employees and AI agents. Agentforce MuleSoft ensures secure integration across systems, APIs, and workflows with built-in governance. Tableau analytics transforms raw data into explainable, real-time insights that drive smarter decisions. Security and compliance are embedded throughout the platform, proactively monitoring threats and enforcing policies. Developers can rapidly build, test, and deploy AI-powered applications using DevOps tools and open APIs. Together, these capabilities allow organizations to innovate faster, automate operations intelligently, and operate with agility at enterprise scale.

Salesforce Agentforce Health is a comprehensive healthcare CRM designed to unify patient, provider, and operational data in one secure platform. Built on Salesforce’s deeply integrated architecture, it includes healthcare-specific workflows, compliance controls, and interoperability capabilities. The solution combines clinical and non-clinical data to deliver a 360-degree view of patients and members. AI-powered agents assist teams by summarizing records, automating document processing, and recommending next steps. Contact center teams gain real-time access to EHR data, eligibility details, and claims information to improve service speed and personalization. Care management tools enable coordinated, whole-person care with configurable care plans. Intelligent document automation reduces manual intake and accelerates case creation. Data 360 for Health enhances contextual insights across every touchpoint. Integration with MuleSoft, Slack, Marketing Cloud, and Service Cloud extends collaboration and engagement capabilities. Agentforce Health enables healthcare organizations to modernize operations, improve outcomes, and scale patient-centric care efficiently.

Salesforce Agentforce Service is a comprehensive customer service solution built to power intelligent, always-on support. It combines AI automation with human expertise to deliver seamless omni-channel experiences. Service Cloud centralizes customer data, cases, and knowledge into a single workspace. AI assistants guide service representatives with step-by-step action plans and real-time recommendations. Automated workflows accelerate resolutions and reduce repetitive manual tasks. Knowledge management tools ensure consistent, accurate responses across channels. Integrated Slack collaboration enables teams to swarm cases and solve issues faster. Incident detection and management capabilities minimize service disruptions. Self-service portals empower customers to resolve issues independently. Agentforce Service helps businesses increase satisfaction while lowering operational costs.

LaunchBrightly is an innovative platform that automates the process of generating and updating product screenshots for help centers and support materials. By automatically capturing screenshots whenever product updates are made, LaunchBrightly ensures that all visual content is always up-to-date, reflecting the latest features and changes. The platform offers pixel-perfect images that align with your brand’s style, removing the manual effort of frequently updating screenshots. With this solution, support teams can focus on other important tasks, knowing that their visual assets are consistently accurate. LaunchBrightly’s automation helps prevent customer dissatisfaction caused by outdated support images, improving the overall user experience. It is an ideal tool for businesses looking to streamline their help center maintenance while ensuring their support content is always in sync with product updates.

Salesforce Agentforce Net Zero is a comprehensive ESG and sustainability management solution designed to unify environmental data across the enterprise. It brings together operational, supply chain, and emissions data into a single, connected platform. Automated carbon conversion tools calculate greenhouse gas emissions from energy usage, travel, and other activities. The system streamlines compliance with global reporting frameworks through built-in disclosure templates. AI-powered Agentforce capabilities allow users to query data in natural language and generate accurate reports automatically. Scope 3 emissions tracking enables visibility across suppliers and value chains. Advanced analytics and forecasting tools support strategic planning and cost optimization. Net Zero Cloud integrates with other Salesforce products to expand operational insights. Teams can collaborate across departments using shared dashboards and centralized reporting. Agentforce Net Zero helps businesses achieve sustainability goals while improving transparency and efficiency.

Journeys - A Smart Sales Presentation Tool. Elevate your static PowerPoint slides into lively, measurable sales experiences that captivate prospects. With Journeys, sales teams can effortlessly craft tailored presentations in mere minutes rather than laboring for hours, all while offering immediate engagement insights and AI-driven content creation. Notable Features: • Swift Presentation Development - Create individualized sales decks in less than two minutes with the aid of AI and a library of templates. • Interactive Online Experiences - Transform conventional slides into engaging, web-based presentations that allow prospects to navigate at their leisure. • Engagement Metrics - Monitor slide views, duration of engagement, and interaction trends to pinpoint buying signals and enhance follow-up strategies. • Seamless CRM Integration - Built-in Salesforce connectivity ensures that presentation activities align seamlessly with your sales pipeline. • Template Oversight - Streamline and manage approved content, granting representatives the flexibility to tailor presentations for their potential clients. • Mobile-Friendly Design - Ensure an optimal viewing experience across all devices, making it easier for prospects to engage on the go.

SalesWings transforms the way revenue teams understand and engage with their buyers by turning behavioral data into actionable intelligence. Built for modern sales, marketing, and agentic teams, the platform identifies buyer intent, prioritizes leads, and enhances sales execution through real-time scoring, alerts, and AI insights. Integrated natively with Salesforce, Marketing Cloud, Braze, and Agentforce, SalesWings eliminates data silos and unites customer insights under one intelligent view. Its Lead and Account Scoring Engine leverages first-party intent signals and firmographic data to rank prospects and highlight opportunities most likely to convert. The AI Sales Copilot assists reps by surfacing buying triggers, recommending talk tracks, and automating follow-ups. For marketers, it provides deep campaign analytics, helping teams optimize content and timing to drive engagement. The platform also empowers digital agents and bots with human-like buyer understanding, enhancing automation accuracy. From lead generation to account expansion, SalesWings ensures every interaction is timely, relevant, and revenue-focused.

Outdoo is a unified AI roleplay and coaching platform that helps customer-facing teams practice, execute, and improve real customer conversations through integrated roleplay, feedback, and performance tracking. The system delivers AI-driven roleplay simulations based on real scenarios and deal context. Users receive structured feedback through unified scorecards that measure competencies across both simulated practice and live calls. Targeted micro-learning modules reinforce specific skill gaps, supporting onboarding, ongoing training, and continuous performance development. For managers and enablement leaders, Outdoo provides visibility into readiness, coaching activity, and skill progression across individuals and teams. Centralized dashboards connect practice data with execution outcomes. The platform integrates with learning management systems (LMS), customer relationship management (CRM) platforms, and conversation intelligence tools. It supports SCORM and xAPI standards and integrates with more than 120 enterprise systems. Key features include: * AI-powered roleplay simulations grounded in real customer scenarios * Unified scorecards for both practice sessions and live interactions * Personalized micro-learning tied to skill gaps * Manager dashboards for tracking readiness and coaching effectiveness * Enterprise integrations across LMS, CRM, and conversation intelligence platforms Outdoo is used by organizations seeking structured, measurable coaching processes that link training directly to real-world performance.

Agentforce Vibes presents vibe coding, an innovative AI-driven method that empowers developers to transform natural language directives into fully functional Salesforce applications that meet enterprise-level security, governance, and infrastructure requirements. In contrast to more basic vibe coding solutions that are primarily focused on prototyping, Agentforce Vibes encompasses the entire development lifecycle, including ideation, construction, testing, deployment, and observability, while seamlessly integrating with Salesforce's foundational platform and trust frameworks. Acting as an AI-enhanced integrated development environment (IDE) compatible with VS Code or similar environments, it comprehends your Salesforce schema and metadata, facilitating capabilities such as agentic code generation for multiple languages (Apex, HTML, CSS, JavaScript), intelligent enforcement of rules, creation of test cases, debugging, rollbacks, and natural language-driven DevOps. Furthermore, it accommodates various language models, is expandable through the Model Context Protocol (MCP) featuring over 20 integrated tools, and promotes the reuse of pre-existing code, making it a versatile solution for developers. This comprehensive approach not only streamlines development processes but also enhances productivity by reducing the time and effort required to build robust applications.

Enhance each customer's journey by leveraging AI and instantaneous data to maximize conversions while minimizing expenses. Consider every client as a unique individual and boost the return on investment for your marketing initiatives through our advanced personalization technology. Utilize machine learning and AI to forge tailored experiences, customizing everything from website interfaces to mobile app interactions, product suggestions, and more. Personalize every aspect of the customer journey to achieve specific key performance indicators, whether that involves attracting new clients or fostering customer loyalty, by combining real-time user actions with historical insights. Elevate webpage personalization through machine learning, enhancing calls to action such as banners or pop-ups. Furthermore, you can target and experiment at the pace of your customers' browsing habits, with personalization choices executed in mere milliseconds. Harness AI to analyze current intent data alongside previous business interactions to uncover customer preferences, interests, and affinities, ensuring that each engagement resonates with the individual. This strategic approach not only enhances customer satisfaction but also drives meaningful interactions that can significantly impact overall business performance.

If you can envision it, the pioneering generative AI for CRM is ready to bring your ideas to life. Prepare yourself, as Einstein GPT has made its debut in the conversation. Customize every interaction with your customers using AI-driven emails, dialogues, and proposals that leverage your up-to-the-minute data. Enhance efficiency with actionable insights spanning sales, services, marketing, and commerce integrated seamlessly into your daily workflow. Easily craft innovative experiences with user-friendly low-code tools that allow you to generate tailored predictions and suggestions without the need for a data scientist. Assist sales representatives throughout the entire journey from initial interest to closing the deal, provide accurate forecasts using real-time information, and speed up the closing process with conversational intelligence. Offer individualized experiences and optimize your time management by incorporating AI directly within your CRM. With Service GPT, you have all the tools necessary to expand rapidly and generate immediate value. Enhance customer engagement, nurture relationships, and increase revenue through real-time insights; orchestrate smart journeys and deliver timely suggestions to maximize effectiveness. By leveraging these capabilities, you can ensure that your business stays ahead of the competition.

Salesforce Agentforce Life Sciences is a comprehensive CRM platform designed to support the entire life sciences value chain. It connects clinical development, medical affairs, commercial operations, and patient services within a unified and compliant ecosystem. Built on Salesforce’s deeply integrated platform, it ensures regulatory requirements are embedded into workflows. AI-driven agents assist with clinical trial recruitment, participant management, and predictive enrollment analytics. Medical affairs teams can automate inquiry responses and manage scientific knowledge exchange more efficiently. Commercial teams gain a unified view of healthcare professionals to deliver personalized, omnichannel engagement. The platform enhances patient services with automated insurance verification and proactive support programs. Real-time dashboards provide actionable insights across stakeholders and operations. Integration with Data 360, MuleSoft, Tableau, Slack, and Health Cloud expands collaboration and analytics capabilities. Agentforce Life Sciences empowers organizations to accelerate innovation, improve compliance, and drive better health outcomes.

Aurascape is a cutting-edge security platform tailored for the AI era, empowering businesses to innovate securely amidst the rapid advancements of artificial intelligence. It offers an all-encompassing view of interactions between AI applications, effectively protecting against potential data breaches and threats driven by AI technologies. Among its standout features are the ability to oversee AI activity across a wide range of applications, safeguarding sensitive information to meet compliance standards, defending against zero-day vulnerabilities, enabling the secure implementation of AI copilots, establishing guardrails for coding assistants, and streamlining AI security workflows through automation. The core mission of Aurascape is to foster a confident adoption of AI tools within organizations while ensuring strong security protocols are in place. As AI applications evolve, their interactions become increasingly dynamic, real-time, and autonomous, necessitating robust protective measures. By preempting emerging threats, safeguarding data with exceptional accuracy, and enhancing team productivity, Aurascape also monitors unauthorized app usage, identifies risky authentication practices, and curtails unsafe data sharing. This comprehensive security approach not only mitigates risks but also empowers organizations to fully leverage the potential of AI technologies.

AgentExchange is a dynamic marketplace built into Salesforce, offering a variety of AI-powered agentic solutions for businesses looking to enhance their workflows with intelligent automation. The platform provides a range of ready-to-use actions, templates, and pre-built solutions that can be deployed quickly to meet specific business needs. With contributions from over 200 Salesforce partners, AgentExchange offers a wide selection of tailored solutions across industries, helping businesses save time and reduce costs by seamlessly integrating AI agents into their Salesforce platform. Users can easily browse the marketplace to find the right solutions for their product, industry, or use case, all within their workflow. This intuitive environment facilitates collaboration between partners, businesses, and Salesforce’s Agentforce, making it easier to implement AI-driven processes for enhanced operational efficiency.

DDS is a cloud-centric platform for "data delivery," tailored for manufacturers and distributors within the industrial supply chain, facilitating the automated collection, enhancement, standardization, and distribution of product information on a large scale. It interfaces with thousands of manufacturers to gather comprehensive, approved product data, which includes specifications, images, and documentation, and employs AI-driven enrichment and catalog standardization to ready the data for smooth dissemination across various systems such as ERP, PIM, ecommerce, or custom platforms. Additionally, DDS provides automated exports (which can be unlimited, scheduled, or on-demand) to over 450 distributor endpoints and supports various system formats, allowing distributors to accelerate SKU publication (setting an industry benchmark for speed to market), enhance online conversion rates, and cut down manual data management expenses by 60-80%. In contrast to conventional product information management (PIM) solutions that prioritize internal data governance, DDS places a strong emphasis on effective delivery and syndication. This unique focus on streamlined operations helps businesses remain competitive in a rapidly evolving marketplace.

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.