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?

Visit Salesforce Help

Give Us Feedback

IPfolio

By Clarivate

Intellectual Property Management

Starting at $20,000 USD/company/year

Discounts available for nonprofits

Pricing Details

Business Need: Enterprise Resource Planning

Requires: None

Compatible With: Sales Cloud
Service Cloud
Government Cloud

More Details

With IPfolio, you can organize and visualize your IP portfolio in one collaborative location. IPfolio will also help you get more and better invention disclosures, reduce administrative tasks, and make smarter IP decisions.

Overview

Reviews

More Details

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
Government Cloud

Salesforce Editions: Enterprise
Unlimited
Force.com
Developer

App Details

Version: IPfolio/Spring 25 25.220.0
Listed On: 08/29/2012
Latest Release: 05/08/2025

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. Multiple Currencies Supports Salesforce orgs that use Multiple Currencies. Salesforce Shield Supports Salesforce orgs that use Shield. Community Builder Ready to use in the Salesforce Community Builder. 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. Salesforce Mobile Supports Salesforce for iOS and Android.: No Limits
Lightning Ready
Multiple Currencies
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile

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: 256
Custom Tabs: 139
Custom Apps: 3

Lightning Components: Global: 149
App Builder: 28
Community Builder: 4

Languages: English
German
Japanese
Korean
Simplified Chinese
Traditional Chinese

Security

Learn more about the Security Requirements for AppExchange Partners and Solutions.

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

24.302.0

Last Reviewed Date

07/05/2024

Additional Details

IPfolio is an enterprise solution that makes IP Management more visual, collaborative and strategic inside and outside your organization. Using a highly automated workflow, IPfolio provides a system for efficiently managing each IP asset through its complete lifecycle. It helps you to stay organized and supports strategic portfolio management with invention to product mapping and detailed portfolio analysis reporting. With assets (inventions, patents, brands, and trademarks) organized in one place, and controlled access available to everyone involved with your IP portfolio, you’ll have the ready information to make smarter IP decisions that align with your corporate strategy. IPfolio will improve brand/trademark, invention and patent management workflow, as well as IP visibility throughout your organization.

Need help?

Clarivate

London, UK

Other Resources

Terms & Conditions