Use Cases: Who Can Benefit from AgentForce AppExchange

Sales Teams

Sales teams can manage leads, log activities, and track deal progress without jumping between tools. They can set reminders, update records, and follow up from one place, helping them focus more on closing deals.

Customer Support Teams

AgentForce AppExchange tools help support agents open, update, and close cases directly in Salesforce. They can send real-time updates, assign tasks, and use pre-set steps to handle each case faster.

Managers & Supervisors

Managers can track task status, team workload, and performance using built-in dashboards. The tools also help set goals, flag delays, and generate quick reports for reviews or planning.

Operations Teams

Operations teams can automate steps like assigning tasks, logging changes, or sending alerts. This helps them reduce manual input, track task completion, and keep processes running without delays.

Marketing Teams

Marketing users can schedule campaigns, tag leads, and track responses within Salesforce. The tools help connect campaign data with sales activity, giving teams better control over follow-ups and lead quality.

IT Teams

IT teams can set access roles, manage updates, and handle setup through existing Salesforce controls. Since no outside tools are needed, they save time on integrations and ongoing maintenance.

Executives

Executives can review dashboards that show performance by department, progress on goals, and service timelines. The data helps them make better decisions without waiting on manual reports.

Finance Teams

Finance users can log transactions, track payment status, and connect budget data to active accounts. The tools also help automate invoice tracking and simplify monthly financial reviews.