Demo

An AI SDR (Sales Development Representative) in Agentforce is an autonomous AI agent integrated with Salesforce that automates top-of-funnel sales activities like lead outreach, qualification, and appointment setting. It operates 24/7 to handle initial customer engagement, freeing up human sales representatives to focus on building relationships and closing deals.

Pricing Agent is a productivity tool that simplifies pricing management by reviewing and validating product pricing and pricebooks within Salesforce. It also helps with identifying and setting customer to appropriate Pricing Tier management. Order Agent is an OCR-powered productivity tool designed to streamline operations by automatically capturing and processing purchase order details into Salesforce. This agent accelerates order processing, improves data accuracy, and enhances overall operational efficiency.

Purchase Order Agent is an OCR-powered productivity tool designed to streamline operations by automatically capturing and processing purchase order details into Salesforce. It extracts key fields such as quantities, pricing, and vendor information, then integrates them with relevant records to provide real-time visibility for finance, procurement, and operations teams. By reducing manual entry and errors, the agent accelerates order processing, improves data accuracy, and enhances overall operational efficiency.

Salesforce Contract Agent is an AI-powered solution for contract management that leverages OCR to seamlessly extract key terms, dates, and obligations from uploaded contracts and automatically input them into Salesforce. The agent streamlines deal execution by configuring relevant pricing, linking agreements to customer records, and ensuring sales teams have accurate, structured contract data at their fingertips—reducing manual entry, accelerating approvals, and driving more efficient revenue operations.