Salesforce Agentforce Field Service Integrations

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

Agentforce Service, formerly Service Cloud, is Salesforce’s AI-powered customer service platform designed to unify humans and AI agents across every touchpoint. It connects contact center, self-service, and field service operations on one trusted CRM platform. AI-driven agents provide real-time insights, next-best actions, and personalized responses to improve service quality. The Service Console offers a unified workspace for case management, collaboration, and automation. Built-in knowledge management ensures accurate, AI-grounded answers for both reps and customers. Incident management tools help teams detect and resolve disruptions proactively. Agentforce Service enables organizations to reduce costs while delivering faster, more personalized customer experiences.

VSight Workflow is a powerful digital solution designed to drive digital transformation in industries such as manufacturing, energy, and logistics. It supports Industry 4.0 practices by replacing traditional Standard Operating Procedures (SOPs) and paper-based work instructions with digital workflows. Tailored for connected workers like operators, technicians, and quality inspectors, it helps streamline processes like 5S, Kaizen, and Lean management. Features like QR code scanning, visual AI, and conditional logic enhance efficiency, while supporting digital work instructions, improving compliance, reducing errors, and boosting productivity across production lines and field operations.

Agentforce Net Zero, formerly Net Zero Cloud, is Salesforce’s sustainability management platform built on the world’s #1 AI CRM. It centralizes environmental and operational data to help organizations measure, manage, and report on sustainability initiatives. The platform automates carbon accounting by converting energy, travel, and fleet data into emissions aligned with the Greenhouse Gas Protocol. Agentforce AI enables teams to ask natural language questions, generate insights, and automate complex reporting tasks. Framework-specific report builders support compliance with standards such as CSRD, SASB, GRI, and CDP. Net Zero Cloud also consolidates Scope 1, 2, and 3 emissions data across suppliers and subsidiaries. It helps organizations transform sustainability efforts into measurable business value and strategic decision-making.

Fin is a leading AI agent designed to deliver exceptional customer service by providing high-quality answers and resolving complex queries faster than competing AI agents. It features an all-in-one workspace to analyze, train, test, and deploy AI models without coding, enabling continuous improvement in customer interactions. Powered by the patented Fin AI Engine™, the platform refines queries, generates responses, validates accuracy, and optimizes performance for reliable outcomes. Fin integrates seamlessly with popular helpdesk platforms like Intercom, Zendesk, and Salesforce, supporting omnichannel communication across voice, email, live chat, and social messaging apps. It offers 24/7 support with human handoff and customizable workflows to fit existing business rules. With a pricing model based on resolutions, Fin ensures cost efficiency while driving outstanding customer experience.

Collate is an AI‑driven metadata platform that empowers data teams with automated discovery, observability, quality, and governance through agent‑based workflows. Built on the open source OpenMetadata foundation and a unified metadata graph, it offers 90+ turnkey connectors to ingest metadata from databases, data warehouses, BI tools, and pipelines, delivering in‑depth column‑level lineage, data profiling, and no‑code quality tests. Its AI agents automate data discovery, permission‑aware querying, alerting, and incident‑management workflows at scale, while real‑time dashboards, interactive analyses, and a collaborative business glossary enable both technical and non‑technical users to steward high‑quality data assets. Continuous monitoring and governance automations enforce compliance with standards such as GDPR and CCPA, reducing mean time to resolution for data issues and lowering total cost of ownership.

Augmentir™ is the world’s only AI-Powered Connected Worker platform for industrial companies. Augmentir is the first of its kind to combine enterprise augmented reality (AR) with artificial intelligence and machine learning (AI/ML) to intelligently close skills gaps so that frontline workers can perform their jobs with higher quality and increased productivity while driving continuous improvement across the organization. Augmentir is being used to help intelligently guide and support frontline workers in a wide range of industrial use cases – from manufacturing teams on the shop floor to service and repair teams out in the field.

A fully native release management and version control system for Salesforce that simply works. Bring together people, processes, and technology to optimize, visualize, and govern business value flow through your entire Salesforce ecosystem. An all-in-one solution for requirements management, version control, deployments and regression testing. Designed with a “clicks not code” approach to achieve the goals that Salesforce developers require, allowing changes to components limited by Git-based solutions, keeping orgs in sync, and executing deployments quicker than ever before. Built to work in the most sophisticated DevOps environments, including integration with Git, Jira, Azure DevOps, Selenium, and many other tools that our clients require. Finish your deployments in minutes, not hours or days. Our click-not-code functionality for DevOps covers all operations seamlessly. We give developers full-scale power tools they need, in the ways they’ve always wanted.

Neuron7 helps resolve customer & field service issues faster. By analyzing all of your product manuals, past cases, technician notes, and any other data source, Neuron7's AI diagnoses issues and guides your teams through resolution steps. Your experts can curate the AI predictions, elegantly capturing their knowledge while creating a continually learning "resolution system of record" that new team members can use for faster onboarding. Neuron7 provides end-to-end resolution intelligence for self-service, the call center, and field service within your existing CRM or workflow. Modules include intelligent search, service predictions, diagnostic intelligence, and automated resolutions.

Adobe Real-Time Customer Data Platform enables marketers to collect, normalize, and govern B2B and B2C data and unify it into real-time profiles that can be activated across any channel. Engage consumers and business accounts with consistent experiences using unified, real-time person and account-based profiles made up of consumer data, professional data, or both. All of it protected by the industry’s most functional data management and privacy tools.

This application simplifies the process of migrating data between Salesforce Orgs. All object relationships are maintained. This includes Salesforce Org management, optimization, and maintenance. As Salesforce Orgs becomes more complex and unruly, you can rely on Snapshot to help put things back in order. Monarch makes complex data migration easy. Select prebuilt templates, match destination objects with multiple fields, maintain object relationships, compare dataset differences, import CSV files, and share datasets with your team. Monarch is a desktop application that communicates directly between your personal computer and your Salesforce account for maximum security and data privacy. Your data stays under your control. There is no package install. Monarch uses the bulk data API for massive migration scenarios. Salesforce CPQ, field service lightning, FinancialForce, ServiceMax, etc.