AgentExchange

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?

Broker Credential Sync

Your One-Stop Solution for Health Insurance Broker Credential Management

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
16
Custom Tabs
9
Custom Apps
1

Lightning Components

Global
13
App Builder
0
Community Builder
0

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Service Cloud
Experience Cloud
Health Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Supported Languages
English

Additional Requirements

To use this AppExchange product, a valid NIPR (National Insurance Producer Registry) account is required. The NIPR credentials must be entered under Named Credentials in Salesforce to enable successful integration between Salesforce and NIPR Database.