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

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AgentOne - Insurance agent experience with iPipeline

Marketing-leading Insurance Agent Tools AND Customer 360 All-in-One

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
54
Custom Tabs
23
Custom Apps
1

Lightning Components

Global
1
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.
Platform Cloud
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Supported Languages
English

Additional Requirements

AgentOne supports the new versions of the most popular web browsers in our industry, including: Google® Chrome® (for Windows) Microsoft® Internet Explorer Apple® Safari® (for Mac and iPad) Microsoft® Edge for Windows® 10