AgentForce AppExchange is a group of ready-made tools designed to support agents who use Salesforce every day. It works within the Salesforce environment and helps teams handle tasks like managing customer cases, logging updates, or following up on requests without needing to switch platforms or rely on third-party apps.
For example, if an agent is working on a service request, AgentForce AppExchange tools can guide the process step-by-step. Whether it's sending updates, tracking response times, or closing a case, everything happens in one place. This avoids delays and reduces manual errors.
It’s built to work smoothly with existing Salesforce setups. Businesses don’t need to start from scratch. They just plug these tools into what they already use and improve how their teams handle everyday work.
The tools bring everything agents need into one place, removing the need to switch between apps or tabs. Everything is streamlined, helping agents focus on their work rather than getting lost in technology.
By automating steps and reminders, the tools reduce the chances of missing important details. This leads to fewer errors and more reliable results, making daily tasks smoother and more efficient.
With everything in one place, communication becomes more effective. Teams can easily track updates and stay in sync with each other, ensuring that everyone is on the same page and work gets done faster.
The tools simplify daily tasks like managing customer requests, so agents can get more done in less time. This not only helps with productivity but also provides quicker responses for customers.
Every business has its own way of operating. The tools fit into existing processes, allowing teams to work in a way that makes sense to them without the need to completely change their workflow.
Using these tools within Salesforce eliminates the need to purchase additional software or services. Businesses save money by sticking to what they already use, reducing costs.
With faster and more accurate responses, businesses can handle customer requests more effectively. This improves service quality and boosts customer satisfaction.
As your business scales, the tools adapt to your growing needs. Whether handling more tasks or new types of requests, it evolves with your business, helping it run smoothly at every stage.
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.
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 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 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 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 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 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 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.
The process starts by understanding how your business uses Salesforce today. Based on that, suggestions are made for which AgentForce AppExchange tools can actually support your teams. The goal is to match tools with your workflow, not the other way around.
Each tool is adjusted to match your internal steps, forms, and data flow. This means your team doesn't have to change how they work to use new tools. Custom fields, layouts, and rules are set up to match what’s already familiar.
If you're moving from another system, data and processes are shifted to Salesforce without losing track of what matters. Special care is taken to avoid any loss or mismatch. Your past records stay intact and usable.
The AgentForce AppExchange tools are connected with what you already use inside Salesforce. Whether it's linking to other objects, reports, or actions, everything works as one setup. No extra software or switching screens needed.
Once tools are ready, everything is set up across teams. This includes assigning roles, setting access, and linking workflows to daily tasks. All tools are tested in your actual setup before going live.
Teams are shown how to use the tools in simple steps that match their job. They learn by doing, with help during early use. This avoids delays and helps them get used to changes without stress.
Support is available both after launch and as your team continues to work. If anything needs to be fixed or changed later, help is provided. The tools are kept useful even as your business changes.
Get more out of AgentForce AppExchange with tools that match your daily work. Talk to our team to find what fits your setup.
The platform provides agents with a real-time view of their work, including open cases, tasks, and updates. We help teams customize these dashboards to match their daily needs without extra clutter. Our setup keeps things simple so agents see only what matters.
Cases are automatically sent to the right agent using built-in routing logic. We help fine-tune these rules based on case type, volume, and urgency to keep things flowing smoothly. Our support avoids delays and makes sure no case is left behind.
The platform includes ready process flows for handling routine support steps. We help teams match these paths to their actual workflows, making the experience more natural. Our role is to adjust and simplify, not complicate existing steps.
Agents receive alerts directly in Salesforce when tasks need action or deadlines are near. We help teams set rules around when and how alerts appear, based on their real-time needs. Our approach reduces distractions and keeps focus on urgent actions.
All actions are recorded with time, user, and note details to track every step clearly. We help link these logs with related records, keeping everything organized in one place. Our input helps users add value through notes without extra effort.
AgentForce Innovator brings new workflow options and improves team productivity without changing the core process. We help apply these features in a way that keeps things familiar for agents. Our team supports smoother use without any confusion.
AgentForce 2DX adds tools for better tracking, detailed reporting, and improved agent workflows. We help teams use these new features without having to relearn the platform. Our focus is on keeping things useful, clear, and fully connected.
This tool shows the full progress of every case from start to resolution, with status and history in one view. We help teams connect it with other tools to avoid missing any steps or updates. Our setup makes it easier to manage and review cases on the go.
Agents use these buttons to do things faster, like reply, close, or escalate a task in one click. We help set up the most-used actions based on each team’s routine to save time. Our input makes the interface more friendly and removes extra steps.
When agents enter repeat data, this tool fills in related fields automatically using past records. We help define what fields should auto-complete and when, to avoid wrong entries. Our support keeps the system helpful without taking control away.
This tool lets users schedule actions such as follow-ups or reminders after a fixed period. We help set those timings to fit real customer patterns so actions happen naturally. Our role is to prevent delays without rushing the team.
The tool helps control who can view, update, or manage certain areas of the system. We help define clear roles so access stays organized, especially in larger teams. Our support also covers updates when teams grow or change.
Differenz Force helps teams use AgentForce AppExchange in a way that feels natural. We set things up based on how your team already works, so they don’t have to learn everything from scratch.
The goal is to fix what’s missing in your current setup and make everyday work easier. From setup to support, we keep things clear, simple, and useful for your team.
Sales Cloud
Service Cloud
Marketing Cloud
Commerce Cloud
Community Cloud
Analytics Cloud
Salesforce Platform
AppExchange
Pardot
Financial Services Cloud
Nonprofit Cloud
Salesforce Chatter
Manufacturing Cloud
Data Cloud
Yes, by integrating directly with Salesforce, this tool helps businesses eliminate the need for separate software or tools. This saves money on extra subscriptions or third-party applications while still enhancing functionality within Salesforce.
The tools automate task management, prioritize cases, and provide quick access to customer information, speeding up response times. Streamlined workflows help agents resolve issues more quickly and accurately, improving service quality.
Built-in dashboards allow managers to track task status, agent workload, and performance in real time. These tools make it easy to monitor progress and identify potential delays, ensuring team activities stay on track.
Yes, these tools support both inbound and outbound tasks. They manage case handling, follow-ups, and reminders, so your team can handle customer requests and proactive tasks without switching between systems.