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Agentic Drawdown - AI Capital Call Automator for PE & VC (ILPA Compliant)
Deterministic capital call automation built natively on Agentforce
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
- Custom Tabs
- Custom Apps
Lightning Components
- Global
- App Builder
- Community Builder
Agentic Content
Agents
Agents use context to complete tasks on their own.
Subagents
A subagent is a job an agent can do.
Actions
Actions are how agents get information and perform tasks.
MCP Servers
MCP servers securely connect your Agentforce agent to additional resources.
- Agents
- Subagents
- Actions
- MCP Servers
Compatibility
- Required Salesforce ProductsThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Agentforce
- Compatible Salesforce ProductsThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudFinancial Services Cloud
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
- Supported Languages
- English
Additional Requirements
No additional browser, OS, or device requirements. The solution operates entirely within the Salesforce Lightning Experience UI and the Agentforce conversational interface. No external integrations, HTTP callouts, or third-party dependencies.