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Merge Connect Agentforce Extension | Agent Enhanced Document Generation

By Appiphony

Document Generation enhanced with Agentforce.

No Ratings
Free  

Never requires payment

Agentforce ContentsAgentforce Contents
Actions: 6
Industries
Financial Services
High Tech
Professional Services
Business Need
Document Generation
Document Management
Process Management
Requires
Agentforce
AppExchange Partner Products
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

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!

  • Discover how Agentforce and Merge Connect work together to streamline document generation!

  • Generate Documents in Slack with Agentforce and Merge Connect

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
AppExchange Partner Products
To use this solution, you need this AppExchange partner product.
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Additional Requirements
Use of this Agent Action requires Merge Connect.

App Details

Version
Merge Connect for Agentforce/ver 0.7 0.7.0
Listed On
11/05/2025
Latest Release
11/05/2025
Agentforce ContentsAgentforce Contents
Actions
Actions are how agents get information and perform tasks.
Actions: 6
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 3
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/20/2025

Additional Details

Merge Connect for Agentforce is a free extension package for our document generation app, Merge Connect. Together, you can have robust, org-wide document generation workflows up and running in minutes. • Converse with Agentforce Agents to generate Microsoft Word docs, PowerPoint presentations, and PDFs. • Add Agent prompts to document generation templates, enabling Agentforce agents to draft dynamic content for each generated document. • Converse with Agentforce Agents to generate documents and send them out via email directly from the conversation component. • View generated documents directly from Salesforce Record pages.

Need help?

Appiphony

Chicago, IL USA

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