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ExecAtlas for Agentforce
Get custom updates on executive movement built on trusted, AI-ready data
- Actions: 6Subagents: 1
- Industries
- Financial ServicesHigh TechProfessional Services
- Business Need
- Sales IntelligenceMarketing IntelligenceData Cleansing
- Requires
- Agentforce
- AppExchange Partner Products
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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Agentforce
- AppExchange Partner ProductsTo use this solution, you need this AppExchange partner product.
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
App Details
- Version
- Equilar ExecAtlas for Agentforce/December 202512.1.0
- Listed On
- 12/18/2025
- Latest Release
- 12/18/2025
- Actions: 6Subagents: 1
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpAgentforceAgentforce 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 MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsAgentforceManaged Package
- Package ContentsIf 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: 0Custom Tabs: 0Custom Apps: 0
- Lightning Components
- Global: 2App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
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.
Need help?
Equilar, Inc.
Redwood City, CA, USA
www.execatlas.com