MenuAgentExchange
SalesforceSlack

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?

Smarter Documentation, Instant Answers

By Document360 Limited

Enhance customer relations on Salesforce with Document360 Knowledge base

Paid  
Try It
Industries
Communications
Financial Services
High Tech
Business Need
Customer Service
Collaboration
Agent Productivity
Requires
Service Cloud
Compatible With
Service Cloud

Document360 enhances Salesforce's customer relationship management by integrating the Knowledge base into the platform. Look up, share, and create articles for your Document360 Knowledge base without leaving the Salesforce environment.

  • How to create a knowledge base with Document360

  • Homepage builder allows you to add several sections to your homepage text, columns, HTML etc

  • Document360's project dashboard provides a convenient way to view all projects in a single place

  • Enterprise SSO helps users to securely access the projects using their existing corporate account

  • Document360 Drive optimises the way you organise files in a unified hub as a central repository hub

  • Team auditing lets you monitor what actions your project members are taking in your knowledge base.

  • Create custom roles, define their scope of access and usage at a granular level

  • IP Restriction is a additional security to the KB by restricting or giving access to specific users

  • Document360 allows you to build a Multilingual Knowledge Base to enhance user experience globally

  • Document360 gives you the option to “map” your existing domain to your documentation website

  • Markdown Editor has handpicked features that will shift writers’ focus to content than formatting

  • Categories are used for organizing and/or display of certain buckets of the knowledge base.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Service Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Service Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
• Professional, Business, or Enterprise Document360 subscription • Salesforce extension addon purchase

App Details

Version
Document360/June 2026 (Minor Release) 1.4.0
Listed On
05/16/2022
Latest Release
06/24/2026
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
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: 0
Custom Tabs: 0
Custom Apps: 0
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.
1.2.0
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.
03/25/2022

Additional Details

Document360 integration within the Salesforce console enhances and equips your support agents with a robust Knowledge base while serving customers. Here's what you can expect from the Document360 app: • Easy setup and integration with API keys • Quick access to your knowledge base articles • Create Knowledge base articles from Salesforce • Intuitive search across workspaces and languages • Smart recommendations for 'Cases' specific articles • Handy article content or link sharing in responses

Need help?

Document360 Limited

London, United Kingdom

Customers can refer our Knowledge Base for any queries they may have and for further support they can either raise a ticket or chat with us from our website or simply send us an email.

Other ResourcesEmailTerms & Conditions