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Salesforce Visit Reporting AI-Copilot

By IBS Technology GmbH

Increase your Sales Rep's Productivity!

€39   EUR/user/month
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Business Need
Sales
Geolocation
Sales Productivity
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

AI personal assistant for sales rep's needs. SalesExt transforms your voice inputs into a structured summary of highlights, tasks, topics, and participants, allowing you to effectively prepare your customer visits. Start a free trial in your org!

  • SalesExt supports you in your sales visits by making your daily sales tasks easier and faster.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
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

App Details

Version
SalesExt/Spring 2026 7.8.2
Listed On
06/10/2021
Latest Release
08/10/2026
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.
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
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: 32
Custom Tabs: 14
Custom Apps: 2
Lightning Components
Global: 43
App Builder: 15
Community Builder: 7
Languages
English
German

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.
1.91.0
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.
04/29/2021

Additional Details

Unleash the power of AI to boost your sales team's productivity with this innovative Salesforce native app. Designed to support sales representatives, this app simplifies the visit preparation and documentation using voice input. Instead of spending time on admin work, your team can focus on creating meaningful customer relationships. Not just a simple dictation tool, this app leverages AI technology to extract critical information like visit goals, meeting summaries, sentiment analysis, highlights, tasks and topics, as well as participant details - all from voice inputs. The key takeaway? More concise, structured, and actionable meeting notes – whether you’re preparing for your client meeting on-the-move or rapidly summarizing key points post-meeting right from your Salesforce mobile app.

Need help?

IBS Technology GmbH

Frankfurt am Main, Germany

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