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?

Sales Process Optimizer

Configurable Sales Playbook, Call Planning, and Opportunity Scorecard

Package Components

Everything in the package.

  • Code166
  • Custom Metadata Types3
  • Fields348
  • Objects20
  • Pages112
  • Permission Set1
  • Resources36
  • Tabs3
  • Workflows2

Additional Requirements

Install the package and perform initial configuration according to the customization guide provided in Customization Guides section