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Yoti eSign | AI Agent for Salesforce

By Yoti Ltd

Yoti eSignatures AI Agent for Salesforce

No Ratings
Starting at £60   GBP/company/month

Discounts available for nonprofits

Industries
Financial Services
Professional Services
Public Sector
Requires
Agentforce
Compatible With
Sales Cloud
Service Cloud
Revenue Cloud

Streamline signature collection processes with Yoti Sign and Agentforce in Salesforce. Manage digital signatures efficiently and securely within your workflows while keeping customer information right where you need it.

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
Service Cloud
Revenue Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Yoti Sign Agent/Yoti Sign Agent 0.1.0
Listed On
04/14/2025
Latest Release
04/14/2025
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: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
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.
0.1.0
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.
02/03/2025

Additional Details

Simplify signature collection processes with Yoti Sign and Agentforce. Integrate Yoti Sign into your Salesforce platform to create seamless digital signature workflows for your customers. With Agentforce, configure custom workflows for each use case. Signature documents and verification results are securely stored in the relevant Salesforce accounts for easy reference.

Need help?

Yoti Ltd

London

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