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ExecAtlas for Agentforce

Get custom updates on executive movement built on trusted, AI-ready data

Overview

Enrich Salesforce with the world's best executive and board data, updating roles in real time to keep CRM clean and AI-ready. Power AI-driven insights, personalization, and automation that transform leadership changes into pipeline and revenue growth.

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  • Track Key Executives in Real-Time ◼ Monitor leadership changes across accounts and territories without leaving Salesforce ◼ Turn executive transitions into first-mover opportunities before competitors react

  • Reveal Trusted Paths for Outreach ◼ Instantly map how you and colleagues connect to new decision-makers ◼ Replace cold calls with warm introductions that open doors faster

  • Engage Faster with AI-Powered Workflows ◼ Generate tailored outreach messages linked to each transition event ◼ Review, personalize, and send right inside Salesforce, no tab-switching required

Track the executives who matter to your pipeline in real time. When a transition occurs, ExecAtlas analyzes verified executive profiles (work history, boards, biographies) and identifies relationship paths between the new executive and your team. ExecAtlas for Agentforce then generates a tailored email referencing the transition and connection. Account managers receive a ready-to-send draft, enabling immediate engagement before competitors can act. Built on data from SEC filings and corporate disclosures, the agent delivers context-aware messaging grounded in verified intelligence.

Categories

Business Needs
Sales Intelligence
Marketing Intelligence
Data Cleansing
Industries
Financial Services
High Tech
Professional Services
Personas
Executive
Marketer
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 Equilar, Inc.

  • ExecAtlas for Salesforce
    by Equilar, Inc.
    ExecAtlas for Salesforce delivers relationship mapping and executive intelligence. It integrates with Salesforce, providing a 360-degree view of decision-makers and uncovering warm introductions to help teams drive growth at key accounts.
    Sales IntelligenceMarketing Intelligence