Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Searchable
Search that works the way your teams do
- Industries
- Consumer GoodsFinancial ServicesHealthcare & Life Sciences
- Business Need
- Sales ProductivityTelephony
- Requires
- None
- Compatible With
- Sales CloudService CloudFinancial Services Cloud
Configurable advanced search designed for teams. Standardize how users find data with admin-defined guardrails, flexible configurations, and no-code search experiences that scale across your org.
Highlights
Build-your-own search tool ✔ 100% Salesforce native ✔ Quickly build and share reusable searches controlling objects, fields, and filters ✔ Packed with flexible settings to support diverse use cases
Flexible search modes for every use case 1. Quick Search 2. Focused Search 3. Search Console
Works great all over your Org ✔ Utility Bar ✔ Home Pages ✔ App Pages ✔ Record Pages ✔ Tabs (Works for mobile too) ✔ Screen Flows
Packed with easy-to-configure settings ✔ Administrators stay in control by defining defaults and guardrails
Flow Toolkit ✔ Extend Screen Flow functionality with configurable searches and guided lookups ✔ Automatically search by caller ID in CTI-integrated screen flows ✔ Launch auto-launched flows in the background when a record is selected
Provider Details
AppableCRM builds powerful, Salesforce applications designed to enhance productivity and client engagement. Specializing in solutions for Sales Cloud, Service Cloud, Financial Services Cloud, and Contact Centers, AppableCRM delivers scalable, intuitive tools that streamline operations and maximize the value of Salesforce.
Pricing Details
Standard
$8 USD/user/month
Free trial available for 30 days