MenuAgentExchange
SalesforceSlack

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?

LeanData Agentforce

By LeanData Inc.

Utilize LeanData's BookIt Scheduling with Agentforce

No Ratings
Free  

Never requires payment

Agentforce ContentsAgentforce Contents
Actions: 2
Subagents: 1
Requires
Agentforce
Compatible With
Sales Cloud

LeanData BookIt Action transforms Salesforce Agents into a full-service scheduling assistant, eliminating the manual calendar coordination that slows down sales cycles and frustrates prospects.

  • Agentforce example

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
LeanDataAgent/LD Agent 1.4 1.4.0
Listed On
01/30/2026
Latest Release
06/04/2026
Agentforce ContentsAgentforce Contents
Actions
Actions are how agents get information and perform tasks.
Subagents
A subagent is a job an agent can do.
Actions: 2
Subagents: 1
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: 1
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 2
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.
1.1.0
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.
02/06/2025

Additional Details

LeanData BookIt Action transforms Salesforce Agents into a full-service scheduling assistant, eliminating the manual calendar coordination that slows down sales cycles and frustrates prospects. Agents can instantly book qualified meetings directly from conversations without leaving the flow of work or switching to external calendar tools, and empower buyers to reschedule or cancel existing meetings on demand to preserve relationships and dramatically reduce no-shows. Every meeting request is intelligently routed to the correct account owner, SDR, or territory rep using LeanData's industry-leading routing engine and real-time CRM context, ensuring fair distribution and faster speed-to-lead. By unifying scheduling with your CRM, marketing automation, and sales engagement stack, BookIt creates one seamless buyer journey from first touch to booked meeting, all backed by enterprise-grade availability rules, round-robin logic, and audit trails for secure, governed operations at scale.

Need help?

LeanData Inc.

Santa Clara, CA, USA

Help Center: https://leandatahelp.zendesk.com/hc/en-us Submit a Request: https://leandatahelp.zendesk.com/hc/en-us/requests/new Community: https://leandatahelp.zendesk.com/hc/en-us/community/topics

Support Phone669-600-5676
Other ResourcesEmailTerms & Conditions