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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

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.

Description

Envision the evolution of field technician roles: Transition from merely checking items off a list to engaging in dynamic audits, installations, inspections, and assessments that respond to real-time conditions. Effortlessly generate and finalize forms on a large scale, manage analytics, and streamline workflows—all while enjoying the safety and familiarity of your Salesforce platform. This mobile solution, designed specifically for Salesforce, facilitates procedural guidance, enforces standardized practices, and gathers data even in offline scenarios. With a user-friendly drag-and-drop template builder, personalized styling options, and the ability to clone templates and questions for expedited creation, you can enhance efficiency significantly. Minimize risks by capturing an unprecedented amount of information within one comprehensive tool. You can carry out tasks offline, make and modify Salesforce records without connectivity, and synchronize with Salesforce automatically once you are back online. This innovative approach not only boosts productivity but also ensures that data integrity is maintained throughout every process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Propel Yes 
Salesforce Agentforce Yes 

Integrations

Salesforce Yes 
Propel No 
Salesforce Agentforce No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$20/month
For non-profit and volume pricing, please reach out to us. For more information on our various pricing options, visit our website.
Free Trial Yes 
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 Yes 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

agentexchange.salesforce.com

Vendor Details

Company Name

Youreka

Founded

2008

Country

United States

Website

www.youreka.io

Product Features

Product Features

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

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