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Channel AI Deal Desk

By SpecialTales, Inc.

Smart Channel Quote Pricing. AI-Powered Decisions. Ship & Debit, Accruals.

No Ratings
$2,100   USD/company/month
Industries
High Tech
Manufacturing
Business Need
Sales Intelligence
Partner Management
Accounting
Requires
Sales Cloud
Compatible With
Revenue Cloud

Easy to use yet complete Channel Deal Desk solution for managing Channel Quotes and Ship & Debit - powered by AI and Agentforce. Win high-margin channel deals fast while increasing distributor/channel quote win rates and channel+customer service levels.

  • Channel AI Deal Desk: the only end-to-end solution to your Channel Quote needs

Compatibility

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

App Details

Version
Channel AI Deal Desk/v1.15.0 1.15.0
Listed On
06/03/2026
Latest Release
08/19/2026
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
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: 31
Custom Tabs: 20
Custom Apps: 1
Lightning Components
Global: 37
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 AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.12.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/28/2026

Additional Details

Channel AI Deal Desk is the Salesforce-native platform for High Tech and Manufacturing to run Channel Quotes / Special Pricing Authorizations (SPAs) and Ship & Debit end-to-end. It connects the full channel revenue lifecycle — from quote submission and negotiation through AI-assisted approvals, Debit creation, claim validation, and Accrual management — with native ERP integration for credit memos and settlement confirmations. The AI model learns from every approved deal, surfacing the right priorities and recommended prices to Sales Ops, Pricing, and Finance — at the line level, in the moment of decision. Optionally extend with the Agentforce Agent for Channel Quotes, a Distributor Self-Service Portal, and a Price Protection module.

Need help?

SpecialTales, Inc.

San Francisco, CA, USA

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