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S&P Capital IQ Pro Document Intelligence

By S&P Global Market Intelligence

Analyze transcripts and filings for Account insights, right in Agentforce.

No Ratings
Starting at $12,000   USD/company/year
Try It
Agentforce ContentsAgentforce Contents
Actions: 2
Subagents: 1
Agents: 1
Industries
Financial Services
Media & Entertainment
Professional Services
Business Need
Sales
Marketing
Sales Intelligence
Requires
Agentforce
Compatible With
Sales Cloud

With S&P Capital IQ Pro Document Intelligence for Salesforce’s Agentforce, users can leverage Generative AI to quickly extract key insights, risks, outlooks, and sentiment from earnings call transcripts and filings.

  • Turn insights from earnings calls and filings into action with Document Intelligence for Agentforce.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
S&PCAPIQDOCINTEL/ver 1.0 1.0.0
Listed On
10/14/2025
Latest Release
10/14/2025
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: 2
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: 2
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
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.
0.3.1
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.
09/27/2025

Additional Details

Analyzing lengthy documents can be costly and time-consuming. The S&P Capital IQ Pro Document Intelligence for Salesforce’s Agentforce is a GenAI tool that integrates S&P Global’s transcripts and filings data to provide insights, sentiment analysis and more directly within Salesforce. This enables users to quickly analyze documents without importing large files into their Customer Relationship Management (CRM), improving productivity. With these insights, users can easily generate emails, create events, and update account strategies in response to market and company changes.

Need help?

S&P Global Market Intelligence

New York, NY, USA

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