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?

Account Planning Agent

By mindZvue

AI-powered Digital Labor for live Salesforce account planning.

No Ratings
Free  

Never requires payment

Agentforce ContentsAgentforce Contents
Actions: 5
Subagents: 2
Agents: 1
Industries
Horizontal Product
High Tech
Professional Services
Business Need
Sales
Sales Productivity
Sales Intelligence
Requires
Agentforce
Sales Cloud
Compatible With
Sales Cloud
Platform Cloud

Activate Salesforce Account Planning with Digital Labor that keeps plans current, surfaces whitespace, highlights stakeholder gaps, and turns account strategy into action.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Platform Cloud
Salesforce Editions
Enterprise
Unlimited
Additional Requirements
To install this solution, ensure your Salesforce organization meets the following configuration requirements: - Enable Sales Account Plan settings. - Enable the Employee Agent during setup

App Details

Version
Account Planning Agent/ver 1.0 1.2.0
Listed On
06/30/2026
Latest Release
06/30/2026
Agentforce ContentsAgentforce Contents
Actions
Actions are how agents get information and perform tasks.
Subagents
A subagent is a job an agent can do.
Agents
Agents use context to complete tasks on their own.
Actions: 5
Subagents: 2
Agents: 1
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
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: 1
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 2
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.
06/30/2026

Additional Details

Account Planning Agent helps revenue teams activate Salesforce Account Planning with Digital Labour that keeps strategic plans current, actionable, and tied to growth. Built on Salesforce Agentforce and configured through mindZvue’s Agentforce Enablement methodology, the agent monitors approved account data, sales activity, stakeholders, opportunities, and planning inputs. It helps teams reduce manual planning effort, refresh plan context, identify whitespace, review stakeholder coverage, detect risks, capture post-meeting updates, and generate QBR-ready summaries for leadership reviews. Instead of treating account planning as a static form, Account Planning Agent gives reps and managers a live planning assistant that nudges action, recommends next steps, and turns account strategy into execution. Key capabilities include guided plan creation, auto-populated context, whitespace intelligence, stakeholder gap detection, SWOT support, competitor notes, plan summaries, collaboration support, and agent recommendations. Designed for teams that want Salesforce Account Planning to become proactive, consistent, and growth-focused.

Need help?

mindZvue

5717 Legacy Drive, Suite 250, Plano, Texas 75024

Other ResourcesEmailTerms & Conditions