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?

interop.io Salesforce Adapter

By interop.io

Integrate io.Connect apps with Salesforce to enhance your workflows.

No Ratings
$4   USD/user/month
Try It
Industries
Financial Services
Business Need
Process Management
Agent Productivity
Time & Expense
Requires
None
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

Connect io.Connect enabled applications, in-house or off the shelf such as Fidessa, Bloomberg, etc. with your Salesforce organization. Conduct workflows such as context sharing, launch inbound and outbound intents to and from Salesforce and more!

  • Context Sharing: Sync data between Salesforce and other applications

  • Inbound Intent: Log chat interactions from any chat system to Salesforce

  • Outbound Intent: Start a chat directly from Salesforce

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
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
Platform Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
At least one of the `io.Connect` platforms is required in order to work with the adapter.

App Details

Version
interop.io Salesforce Adapter/utility-bar 5.10.1
Listed On
06/17/2024
Latest Release
05/02/2025
Supported 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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
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.
No Limits
Lightning Ready
Person Accounts
Salesforce Shield
Sales Programs
Managed Package
Lightning App Builder
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: 6
Custom Tabs: 2
Custom Apps: 0
Lightning Components
Global: 6
App Builder: 1
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.
4.5.0
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.
01/30/2024

Additional Details

io.Connect platforms use io.Connect messaging to connect applications with each other. Тhe io.Connect CRM library allows Salesforce to look up, update/create and get/delete details on standard objects such as Contacts(people), Accounts (companies), Opportunities (sales), Tasks (tracking). - As a developer, you no longer need to waste time and effort struggling to understand and implement different components that clients neither like, nor want to use. You can focus on implementing the things that add value to your business. - As an end-user, you will continue working with a familiar environment and will not need to learn how to use new and incompatible application UIs.

Need help?

interop.io

Charlottesville, Virginia

Other ResourcesTerms & Conditions