Merge Connect Agentforce Extension
Agent Enhanced Document Generation
By Appiphony
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free
- Listed since
- 2025
About Merge Connect Agentforce Extension
Document Generation enhanced with Agentforce.
Merge Connect for Agentforce is a free extension package for Merge Connect, our native Salesforce document generation app. Together, they bring document generation into Agentforce, so teams can stand up org-wide generation workflows in minutes.
With this extension, users converse with Agentforce agents to generate Microsoft Word documents, PowerPoint presentations, Google docs, and PDFs directly from the conversation. Add agent prompts to your generation templates, and agents draft dynamic, tailored content for each document as it is created.
Agents can generate a document and send it out by email without leaving the conversation component, and every generated file is viewable directly from Salesforce record pages.
The Merge Connect Agentforce extension is free for Merge Connect users. Add it to put document generation in the hands of your agents in minutes. Learn more today! https://appiphony.com/merge-connect
Highlights
- GENERATE DOCUMENTS FROM AGENT CONVERSATIONS. Converse with Agentforce Agents to generate Microsoft Word docs, PowerPoint presentations, and PDFs.
- INCLUDE AGENT-AUTHORED CONTENT IN GENERATED DOCUMENTS. Embed Agent prompts in your Merge Connect templates to generate personalized documents based on Salesforce data, with Agentforce drafting dynamic content tailored to each record.
- GENERATE AND SEND DOCUMENTS FROM AGENT CONVERSATIONS. Converse with Agentforce Agents to generate documents and send them out via email directly from the conversation component.
- FREE FOR MERGE CONNECT USERS. Licensed Merge Connect users can use this Agentforce extension package at no additional cost.
Screenshots and videos
Pricing
Free.
Compatibility
- Works with
- Sales Cloud
- Revenue Cloud
- Financial Services Cloud
- Requires
- Einstein 1
- Salesforce editions
- Enterprise
- Unlimited
- Salesforce security review
- Passed on February 20, 2025
- Industries
- Financial Services
- High Tech
- Professional Services
- Languages
- English
