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Agentforce Record Insights

By Salesforce Labs

Turn any record page into a conversational AI workspace

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Free  

Never requires payment

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Business Need
Sales
Productivity
Collaboration
Requires
Agentforce

Agentforce Record Insights lets your users have a conversation with any Salesforce record. It automatically discovers fields, supports multi-turn chat, and can compare up to five records side by side. User Guide:http://sfdc.co/ccDHFf

  • Agentforce Record Insights is a LWC that allows a user to start chatting with their CRM data in < 5m

  • Install Video Guide (< 5 min)

Highlights

Zero-Config Field Discovery — Automatically detects available fields and organizes them by category using Schema Describe APIs. Works across standard and custom objects.

Relationship Traversal — Walks parent and child relationships up to three levels deep. Users control which related objects to include and how far to go.

Multi-Turn Conversation — Persistent chat with full conversation history. Ask follow-up questions without re-explaining context.

Cross-Record Comparison — Select two to five records of the same type and get AI-powered side-by-side analysis with prioritization recommendations.

User-Controlled Context — Toggle field categories, related objects, and traversal depth on the fly. A live token estimate shows prompt size before sending.

Suggested Follow-Ups — Optional AI-generated follow-up questions after each response keep the conversation moving.

Model Selection — Choose from available Salesforce Models API providers including Google Gemini, OpenAI GPT, Anthropic Claude, Amazon Nova, and NVIDIA Nemotron. Automatic fallback if a model is unavailable.

Provider Details

Salesforce Labs
San Francisco, CA, USA

Salesforce Labs is a program that lets salesforce.com engineers, professional services staff & other employees share AppExchange apps they've created with the customer community. Inspired by employees' work with customers of all sizes and industries, these apps range from simple utilities to entire vertical solutions. Salesforce Labs apps are free to use, but are not official salesforce.com products, and should be considered community projects - these apps are not officially tested or documented. For help on any Salesforce Labs app please consult the Salesforce message boards - salesforce.com support is not available for these applications. Questions? Please visit https://success.salesforce.com/answers.

Pricing Details

Free

You can fully use this solution without payment.

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