AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Merge Connect Agentforce Extension | Agent Enhanced Document Generation

Document Generation enhanced with Agentforce.

Overview

With this Merge Connect extension package, generate Microsoft Word documents, PowerPoint slides, and PDFs from Agent conversations. Include dynamic Agent-authored content in documents for more personalized material. Free for Merge Connect users!

1 of 7

See How Merge Connect Agentforce Extension | Agent Enhanced Document Generation Works

  • GENERATE DOCUMENTS FROM AGENT CONVERSATIONS. Converse with Agentforce Agents to generate Microsoft Word docs, PowerPoint presentations, and PDFs.

  • INCLUDE AGENT-AUTHORED CONTENT IN GENERATED DOCUMENTS. Embed Agent prompts in your Merge Connect templates to generate personalized documents based on Salesforce data, with Agentforce drafting dynamic content tailored to each record.

  • GENERATE AND SEND DOCUMENTS FROM AGENT CONVERSATIONS. Converse with Agentforce Agents to generate documents and send them out via email directly from the conversation component.

  • FREE FOR MERGE CONNECT USERS. Licensed Merge Connect users can use this Agentforce extension package at no additional cost.

Merge Connect for Agentforce is a free extension package for Merge Connect, our native Salesforce document generation app. Together, they bring document generation into Agentforce, so teams can stand up org-wide generation workflows in minutes. With this extension, users converse with Agentforce agents to generate Microsoft Word documents, PowerPoint presentations, Google docs, and PDFs directly from the conversation. Add agent prompts to your generation templates, and agents draft dynamic, tailored content for each document as it is created. Agents can generate a document and send it out by email without leaving the conversation component, and every generated file is viewable directly from Salesforce record pages. The Merge Connect Agentforce extension is free for Merge Connect users. Add it to put document generation in the hands of your agents in minutes. Learn more today! https://appiphony.com/merge-connect

Categories

Business Needs
Sales Productivity
Document Generation
Document Management
Industries
Financial Services
High Tech
Professional Services
Personas
Administrator
Business Operations Manager
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package

More from Appiphony

  • Appiphony (PDO)
    by Appiphony
    Appiphony is a Product Development Outsourcer (PDO) based in Chicago, IL that designs and builds applications on the Salesforce App Cloud. We serve ISV partners by bringing modern design thinking and craftsman-level quality to everything we do.

  • Merge Connect | Easy Document Generation for Salesforce
    by Appiphony
    Generate documents for Microsoft 365 and Google Workspace directly in Salesforce. Experience the easiest, most intuitive template builder in the ecosystem. Automate Salesforce document generation with our custom flow action. Start a free 14-day trial!
    Sales ProductivityDocument Generation

  • Drive Connect | Google Drive Integration for Salesforce
    by Appiphony
    Native Google Drive integration and document management for Salesforce. Link and view Google Drive files and folders on records, automate folders with Flow, and reduce Salesforce storage costs. No code required. Try free for 14 days!
    Document ManagementIntegration

  • Experience Connect | Document Management for Experience Cloud
    by Appiphony
    Experience Connect extends the capabilities of Drive Connect and Share Connect to Experience Cloud. Securely share files with community users. Save on storage costs by automatically directing Experience site uploads to Google Drive or SharePoint.
    Document ManagementProcess Management

  • Parse Connect | Intelligent Document Processing for Any Size Team
    by Appiphony
    Extract and map data from PDFs, Microsoft Word docs, Excel files, emails and images directly to Salesforce fields. Eliminate manual data entry, reduce errors, and turn unstructured files into searchable, reportable Salesforce data. Try 25 pages for free!
    Document ManagementProcess Management

  • eSign Connect｜Docusign eSignature Integration for Salesforce
    by Appiphony
    eSign Connect is an affordable, easy-to-use Docusign integration for Salesforce. Send documents, track envelope statuses, and save signed contracts directly in Salesforce. Start your 14-day trial and begin optimizing your signing experience!
    ProductivityContract Management

  • Share Connect | SharePoint Integration for Salesforce
    by Appiphony
    Native SharePoint integration and document management for Salesforce. Link and view SharePoint files and folders on records, automate folders with Flow, and reduce Salesforce storage costs. No code required. Try free for 14 days!
    ProductivityDocument Management