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?

Edge Connect: Connect Salesforce to Any System, No Developer

Describe your automation in plain English. Then ship it.

Overview

Connect Salesforce to QuickBooks, Jira, Slack, HubSpot and 100+ apps without a developer. Describe the automation in plain English and Copilot builds the flow.

1 of 6

See How Edge Connect: Connect Salesforce to Any System, No Developer Works

  • Describe the automation in plain English. Copilot drafts the flow, you review and ship it.

  • Connects the tools you already use. QuickBooks, Jira, Slack, HubSpot, Google Workspace and 100+ more.

  • No developer queue. Installs in Salesforce and opens as a tab, so your admin builds where they already work.

  • Built for heavy lifting. Bulk loads, SFTP files and two-way sync, not just one record at a time.

  • Pause a flow until a person approves it in Tasks, with an email alert.

  • See each run step by step and spot any failed step fast.

  • Proven results. One law firm cut 40 hours a week of manual data entry to zero.

  • Priced by usage, not per user.

Every day, your team reenters the same data across Salesforce, QuickBooks, Jira, HubSpot, and 100+ other apps. Connecting one more tool means weeks in the developer queue. And when an integration breaks, nobody notices until a customer does. Edge Connect lets your Salesforce admin connect Salesforce to the tools your business runs on, with no developer and no code. Describe the automation in plain English and Copilot builds the flow, or start from a template. You stay in control: test each flow, then turn it on when it’s ready. What teams automate with Edge Connect: • Sync invoices and payments between Salesforce and QuickBooks • Create a Jira ticket when a Salesforce case escalates • Alert your team in Slack, Teams, or Google Chat when a deal closes • Load thousands of records from SFTP files into Salesforce • Trigger any Edge Connect flow from Salesforce Flow Builder, no code • Pause a flow until a manager approves by email Real results: a law firm cut 40 hours a week of manual data entry between Salesforce and QuickBooks to zero. A credit union finished in one week an integration project stalled for a year.

Categories

Business Needs
Admin & Developer Tools
Integration
Data Migration
Industries
Horizontal Product
Personas
Administrator
Business Operations Manager
Consultant
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Platform Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Supported Languages
English

More from InnovAgents LLC

  • Splash Announcements: Compliance Alerts Your Team Actually Reads
    by InnovAgents LLC
    Announcements that put Salesforce alerts, release notes, and compliance updates front and center. Schedule, target the right audience, and track acknowledgments in real time so you always know who actually read it.
    ProductivityAlerts

  • Unlimited Field History — Remove Salesforce’s 20-Field Limit
    by InnovAgents LLC
    No Ratings
    Salesforce caps field history at 20 fields per object and leaves long text values blank. Unlimited Field Tracking removes the cap, captures full old and new values, and tracks junction objects. $150/month flat for your entire org, with unlimited users.
    ProductivityAudit & Compliance

  • List View Export
    by InnovAgents LLC
    No Ratings
    List View Export lets Salesforce admins export any List View directly to a CSV without rebuilding filters in reports. Save time, reduce errors, and get clean data exactly as it appears in Salesforce.
    ProductivityAdmin & Developer Tools

  • Enhanced Files: Customize Your Salesforce Files Related List
    by InnovAgents LLC
    Upgrade your Salesforce files related list: download all files in one click, or select just the ones you need, filter by file type, sort by name, size, or date, and see your full file count at a glance, free and 100% native.
    ProductivityDocument Management