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

QLE+ RCA, CPQ Visual Intelligence, Google/Excel Sync, Zero Copy ERP, AI Insights

By B2B-Matrix

RCA, CPQ Visual Intelligence, Google/Excel Sync, Zero Copy ERP, AI Insight

Free

Never requires payment

Pricing Details

Try It

Business Need: Quotes & Orders
Sales Productivity
Data Visualization

Requires: Revenue Cloud CPQ

Compatible With: Revenue Cloud
Revenue Cloud Subscription Management
Revenue Cloud CPQ

More Details

The free package for RCA/RLM/ARM and CPQ provides brings visual intelligence, bi directional spreadsheet power, multi user quote handling, and real time ERP or backend data, and Agentforce Insights AT THE POINT OF WORK

Demo of Visual Intelligence, Zero Copy ERP, Excel/Google BiDirectional Integration, Agentforce
Bi-Directional Excel or Google sheet interface-Unlimited Quote Lines
PART 1 : Shows the excel like capabilities within the Quote Line Editor without leaving Salesforce
PART 2 : Shows the seamless upload from an Existing Excel sheet (not CSV)
Seamless Salesforce to Google Sheets Integration