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MergeUp Agentforce Extension

By Upsource Solutions

Streamlined Document Workflows for Agents

No Ratings
Free  

Never requires payment

Agentforce ContentsAgentforce Contents
Actions: 1
Industries
Energy
Healthcare & Life Sciences
Media & Entertainment
Requires
Agentforce
AppExchange Partner Products
Compatible With
Sales Cloud
Service Cloud
Revenue Cloud

Bringing the power of MergeUp to Agentforce

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
AppExchange Partner Products
To use this solution, you need this AppExchange partner product.
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
MergeUp Agentforce Extension/Sugar Maple 1.1.0
Listed On
11/18/2025
Latest Release
11/18/2025
Agentforce ContentsAgentforce Contents
Actions
Actions are how agents get information and perform tasks.
Actions: 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: 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.
1.0.0
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.
01/31/2025

Additional Details

The MergeUp AgentForce Extension allows AgentForce to autonomously generate documents from pre-configured templates — without human intervention. This extension acts as a bridge between your AI agent and MergeUp’s document automation platform, giving your virtual agents the power to handle complex docgen workflows in real-time. Automate Routine Communications: Let AI draft policies, claims responses, service letters, and more. Reduce Agent Workload: Free up human reps by offloading templated document tasks to AI. Accelerate Case Resolution: Deliver real-time document output during live chats or automated case flows. Ensure Consistency: Use pre-approved templates that align with compliance, branding, and legal standards. Scale Support Operations: Handle higher volumes with intelligent, hands-free document generation.

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