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Edit & Manage Salesforce Data

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Organize & Preview Salesforce Files

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AI Assistant for Salesforce Files

Automate Fair and Fast Record Assignment

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Round Robin Distributor

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Drive customer trust with personalized experiences, automated compliance,

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Digitize operations, improve supply chain visibility, and enhance partner collaboration.

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Streamline care coordination, improve patient engagement, and ensure

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Drive customer trust with personalized experiences, automated compliance,

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Softsquare report 2025

Streamline care coordination, improve patient engagement, and ensure data security with Salesforce.

Softsquare report 2025

Streamline care coordination, improve patient engagement, and ensure data security with Salesforce.

Softsquare report 2025

Streamline care coordination, improve patient engagement, and ensure data security with Salesforce.

How to Read and Summarize Salesforce Files in Claude Using a Custom MCP Server

Learn how Claude can summarize Salesforce Files using a custom MCP Server, Apex action, and secure Salesforce authentication without manual downloads.

How AI Gives Salesforce ISVs a Complete Customer View in One Conversation

Learn how Salesforce ISVs can connect CRM, Snowflake AppAnalytics, Claude AI and MCP to improve customer health, renewals and product adoption.

StarBoost: Transformed Patient Engagement with Salesforce Automation and MuleSoft Integration

StarBoost is a healthcare engagement program designed to help patients complete Medicare-recommended diagnostic tests.

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File Intelligence in Salesforce

Agentforce Finance Invoices and Inventory FileMate

Agentforce finance invoices FileMate automates Salesforce AP. Summarize, extract, and reconcile invoices with Media Manager + FileMate intelligence.

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Agentforce Billing Intelligence: Simplifying Healthcare Billing Documents with FileMate

Streamline billing with Agentforce healthcare billing automation using Media Manager + FileMate. Automate reconciliations, extractions, and compliance in Salesforce.

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Agentforce for Supply Chain & Manufacturing with FileMate

Accelerate supply chain processes with Salesforce supply chain automation. Automate POs, invoices, and documents effortlessly using Media Manager & FileMate.

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Agentforce for Retail Invoice Processing & Inventory Management

Simplify supplier invoices and inventory sync in Salesforce with Agentforce retail invoice automation using Media Manager and FileMate.

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Delivering Smarter Salesforce Solutions and AI Intelligence—Every Step of the Way

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Delivering Smarter Salesforce Solutions and AI Intelligence—Every Step of the Way

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