Products

Credit Checker runs soft pulls, hard pulls, and tri-merge reports from Experian™, TransUnion® and Equifax® directly inside Salesforce.

Luxera Cloud is an AI-powered Salesforce admin copilot. It connects to your Salesforce org via OAuth, scans for issues like broken flows, unused fields, permission drift, and data quality problems, then provides prioritized AI recommendations with one-click fixes. Features include continuous org health monitoring, a data quality engine, an AI copilot for plain-English Salesforce queries, and an AI flow builder that creates record-triggered, screen, and scheduled flows from natural language descr

Salesforce Connector for Microsoft Teams, SharePoint and Office 365

ncoder.ai is an AI-driven platform built to simplify Salesforce development and modernization. It helps teams reduce the effort spent on technical debt, legacy code, and repetitive tasks by automating code analysis, documentation, and risk detection. By taking care of the work that usually slows teams down, nCoder.ai enables organizations to move faster, build with more confidence, and focus on innovation instead of maintenance.

Revecast Orchestrate is a Salesforce-native AI-augmentation delivery platform. Orchestrate deploys a full parallel AI technical team from a single plain language prompt. Implement, migrate, optimize, and manage your Salesforce without an in-house technical team, and without the timelines traditional delivery demands. Most organizations are already using AI. But ungoverned AI means no audit trail, no IP protection, and no visibility into what's being built or shared. Orchestrate puts governance

Without sending intrusive bots into your calls, Reline works seamlessly in the background to transcribe, summarize, and extract action items from your daily conversations. Built for founders, leaders, and operators who value being present, our native AI crafts perfect meeting minutes so you never have to type them again. Show up. Listen. Lead. Reline takes care of the rest.

Ventas Cloud is a Salesforce-native customer communication platform built for sales and support teams. It allows businesses to manage SMS, phone calls, WhatsApp, and AI-assisted conversations directly inside Salesforce. All customer interactions are automatically synced with Salesforce records, giving teams complete visibility, better follow-ups, and faster response times. By keeping communication and CRM data in one place, Ventas Cloud helps teams stay productive, reduce manual work, and deliv

DealScope is an AI plugin for Salesforce that generates short summaries and draft emails directly from CRM records. It works on Leads, Accounts, and Opportunities and helps sales teams quickly understand deal status without reading long activity history. Unlike Salesforce Einstein, DealScope does not require expensive AI add-ons and can run through a secure backend where personal data may be removed before processing. Features include TL;DR summaries, buying signals detection, risk insights,

REDA AI - The Extensible AI Agent Platform for Salesforce. REDA AI is a no-code AI platform with Salesforce AI agents built natively on Salesforce. No matter your vertical, your Cloud edition, or your process complexity — you configure the same no-code platform to serve your exact context. No integrations. No data leaving the org. No professional services required to start. Every Salesforce AI interaction inherits your existing security model — FLS, sharing rules, profiles, and object permissi

Paralva is a focused metadata comparison tool for Salesforce teams. Compare orgs and Git repos side-by-side, review every change in a clean diff view, and deploy only what you need. - See every metadata difference in a clear, side-by-side diff - Auto-detect missing dependencies before you deploy - A focused tool at a fair price — comparison and deployment, nothing more - Select specific changes within files — hunk-level precision - Keep your own CI/CD pipeline — Paralva handles comparison, your

Media Manager is a Salesforce file management app that helps teams preview, organize, edit, version, and access Salesforce files from one centralized interface.

Automate invoices, payments, journal ledgers, and financial data with Salesforce QuickBooks integration, giving you a true customer 360 across sales and orders. QuickBooks Connect reduces manual efforts, enables real-time payment updates, and streamlines QuickBooks invoicing with powerful automation built directly into your CRM.

BeanTrail is an AI-powered Salesforce governance platform that helps organizations track who changed what and when across their Salesforce environment. It extends native Salesforce history tracking with long-term data retention, advanced change visibility, suspicious activity detection, and intelligent insights. With BeanTrail, teams can: Track field-level changes across Salesforce objects View old and new values along with timestamps and user details Preserve historical changes beyond nativ

Stop guessing which LinkedIn prospects are worth your time. SalesSync is the AI-powered LinkedIn-to-Salesforce Chrome extension that scores every prospect against your Ideal Customer Profile, enriches contact data from 20+ providers, and saves everything to Salesforce in one click — without leaving LinkedIn. ★ AI ICP Fit Scoring — included on every plan. AI ICP FIT SCORING Upload your ICP once (PDF, DOCX, TXT, or manual entry) and AI builds a scoring model automatically. Every LinkedIn profil

3B is a Salesforce-native platform designed to help organisations manage documents, onboarding, workforce operations, and compliance directly within their Salesforce environment. Instead of relying on multiple disconnected tools, it provides a single system for generating documents, collecting information, managing approvals, capturing signatures, and coordinating operational workflows. The platform includes tools for document generation, e-signature, forms and data collection, onboarding proce

Product Schedules that forecast revenue or quantity over time. Easier to use and more feature-rich than standard Salesforce schedules. Built-in reports and dashboards give complete visibility of scheduled revenue and quantities. PRODUCT SCHEDULES ✔ Quickly create revenue and quantity schedules ✔ Choose straight-line, S-curve, or pro-rata templates ✔ Built-in features to support advanced scheduling needs ✔ Schedules automatically adjust when Close Dates change. REVENUE AND QUANTITY SCHEDULES ✔

Decision Rule Engine replaces manual review steps with configurable rules, scoring models, and approval logic inside Salesforce.

SMS & Fax Hub brings SMS, MMS, telephony, voicemail, and secure fax into one clean, unified workspace, so teams work faster and nothing slips through the cracks.

AWS Connect lets you upload, view, and manage documents through Salesforce Amazon S3 integration, handling automatic organization, version tracking, and bulk uploads so large files stay accessible without slowing down your organization.

Medical Insurance Verification checks patient coverage, co-pays, deductibles, and authorization requirements across more than 950 payers, including Medicare and Medicaid, directly inside Salesforce.