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MethodPlan Agent Extension

By MethodPlan

Agent Extension for MethodPlan Retirement Plan Advisors

No Ratings
Free  

Never requires payment

Agentforce ContentsAgentforce Contents
Actions: 6
Subagents: 1
Agents: 1
Industries
Financial Services
Business Need
Sales
Customer Service
Collaboration
Requires
Agentforce
Sales Cloud
AppExchange Partner Products
Compatible With
Sales Cloud
Financial Services Cloud

MethodPlan Agent Extension enables users to rapidly surface account-specific information related to corporate retirement plan clients. The agent can assist with everything from high-level summaries to field-level data queries with just a few clicks.

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
AppExchange Partner Products
To use this solution, you need this AppExchange partner product.
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Additional Requirements
The MethodPlan Agent Extension requires the MethodPlan CRM for Retirement Plan Advisors base package.

App Details

Version
MethodPlan Agentforce Extension/June '25 1.2.0
Listed On
12/18/2025
Latest Release
12/18/2025
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: 6
Subagents: 1
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: 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.
1.1.0
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.
06/18/2025

Additional Details

MethodPlan Agent Extension enables users to rapidly surface account-specific information related to corporate retirement plan clients. The agent can assist with everything from high-level summaries to field-level data queries with just a few clicks. It is trained on the MethodPlan data model and can quickly answer questions on specific retirement plan account details including service history, plan reviews, fees, plan design, and more.

Need help?

MethodPlan

Arlington, VA, USA

Contact us to discuss.

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