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AgilePoint NX - Intelligent e-Form, Workflow and BPM for Salesforce

By AgilePoint, Inc.

Integrate Salesforce and your Business into one workflow and BPM process

No Ratings
Starting at $25   USD/user/month

Discounts available for nonprofits

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Business Need
Sales
Productivity
Collaboration
Requires
None
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

AgilePoint NX delivers enterprise-grade workflow and custom forms to Salesforce. You get to build, deploy, monitor and manage business processes that integrate and work across Salesforce and all your existing systems, either on-premises or in the cloud.

  • Introduction to AgilePoint NX for Salesforce

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
Platform Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
Client machines that access the AgilePoint NX app must use one of these browsers: - Google Chrome 80 or higher (Recommended) - Firefox 80 or higher - Chromium 80 or higher - Microsoft Edge 80 or higher - Safari 13.1 or higher

App Details

Version
AgilePoint NX/AgilePoint NX v9 SU1 1.38.0
Listed On
12/19/2016
Latest Release
06/18/2025
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Accessible Solution
This company indicates that their solution meets certain accessibility standards. To learn more, review the Accessibility Conformance Report provided by the company. We don't independently audit a solution's accessibility.
View Report
No Limits
Lightning Ready
Managed Package
Accessible Solution
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: 3
Custom Tabs: 3
Custom Apps: 2
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.
1.27.0
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.
01/11/2022

Additional Details

Imagine - you have just closed a new opportunity in Salesforce, it doesn’t stop there: You complete the custom AgilePoint form right there from Salesforce and initiate the next steps. The form displays product SKUs retrieved from SAP and populates a new Service record into your SharePoint system. Jack, the service manager, gets an email and a task in Office365 to review and ensure the new client is on-boarded quickly. He completes his task, the process moves on… You check the progress from your Salesforce AgilePoint integrated dashboard, its going great… Jane in Marketing receives the new contact details and she can see the client’s preferences, she acknowledges receipt and the process continues…. Sam in dispatch has been using SAP for years, AgilePoint NX is able to provide him with a custom filled form from the Salesforce information that fills the new customer’s information into the system. Don’t imagine! This is the reality when Salesforce and AgilePoint NX are working together. A free, 30-day trial of AgilePoint NX Platform is available. Ongoing use of AgilePoint NX requires active subscription of platform. For more details, contact info@agilepoint.com

Need help?

AgilePoint, Inc.

Mountain View, CA, USA

Support Phone+1 650-968-6789
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