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?

ZeroExport - Agentic Document Engineering for Salesforce

Agentic PDF document generation for complex, high-density Salesforce data

Overview

ZeroExport defines Agentic Document Engineering for Salesforce. A surgical scalpel: AI-driven PDF document generation for complex, high-density data, from multi-level related records to large hierarchical tables, natively in your org. Powered by Claude.

1 of 7

See How ZeroExport - Agentic Document Engineering for Salesforce Works

  • Five Levels Deep: Render up to five levels of related data in one document. Dense hierarchies stay structured and readable.

  • Complex Table Rendering: Group by picklist, lookup or master-detail field in one click, with no multi-pass SOQL and no hacks. Iterations infer their own boundaries, so there are no start and end tags to manage, even with hierarchical data.

  • Minutes, Not Days: Build complex document generation workflows in minutes, not hours or days.

  • Flexible Branding: Set branding globally, override it at the template level, or style inline. Update once and it applies across all templates.

  • True Native Security: Your data never leaves your Salesforce Trust Boundary. Built to support your HIPAA, GDPR and SOC 2 requirements.

  • Plug and Play: Install and start generating. No Remote Site Settings, no complex OAuth setup and no external service to depend on.

  • Lightning Flow Integration: Automate document workflows with Salesforce Flow. Generate invoices, contracts and receipts when records change.

  • Deterministic Rendering: The same data produces the same layout every time. No layout shifts. No broken formatting.

  • Missing Data Warnings: Get warned during generation when critical data is missing on the record, before a bad document goes out.

ZeroExport: Agentic Document Engineering for Salesforce ZeroExport is a scalpel for document generation. It works with precision: turning complex, high-density Salesforce data into accurate PDF documents. General-purpose docgen tools struggle with rendering related records, deep hierarchies and large tables. ZeroExport is built for that harder case. WHAT IT DOES - Generates PDF documents directly from Salesforce data - Renders multi-level related records in one document - Keeps large hierarchical tables aligned and readable - Includes a visual template builder - Applies your branding and page setup AGENTIC DOCUMENT ENGINEERING Describe the document you need. AI helps author the template. The engine renders it from live data with predictable, repeatable results. BUILT FOR SALESFORCE - Runs natively in your org - Respects field-level and record-level security - Access controlled through permission sets - Connects templates to your data with no SOQL gymnastics WHO IT IS FOR Admins, architects and teams producing invoices, statements, proposals and contracts from dense data. Other tools generate documents. ZeroExport engineers them, however dense the data gets.

Categories

Business Needs
Sales
Document Generation
Document Management
Industries
Horizontal Product
Financial Services
Professional Services
Personas
Administrator
Business User
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
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
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.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Lightning App Builder
Salesforce Mobile

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service 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
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Supported Languages
English

More from Koshine Tech Labs Private Limited

  • App Exchange Development Professional Services & Consulting
    by Koshine Tech Labs Private Limited
    We provide specialized services for implementing 2GP AppExchange apps that suit your business needs. Whether it is building App Exchange production from scratch or enhancing existing AppExchange implementations, architecture or design, we got you covered.

  • ZeroExport Ask Agent: Instant Q&A for Salesforce Documents
    by Koshine Tech Labs Private Limited
    No Ratings
    Chat with documents inside Salesforce instantly — fully native, no Data Cloud needed. ZeroExport Ask Agent adds intelligent Q&A for files, contracts, and invoices so you can ask questions and get answers without manual review.