Agentforce Record Insights

by Salesforce LabsSalesforceFree

Analyze CRM records through natural-language conversations on Salesforce record pages in Agentforce.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGFree
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
Agentforce Record Insights — screenshot from the Salesforce AppExchange listing

What it does

Adds a component to Salesforce record pages for questions about CRM data in natural language. It identifies fields and relationships, examines connected records, and retains conversation context for follow-up questions. Users can compare records of the same type and adjust the data included before sending a request. The component supports provider selection through the Salesforce Models API and automatic fallback when a model is unavailable.

Key capabilities

from the Salesforce AppExchange listing

Field discovery

Identifies fields on standard and custom objects and groups them by category.

Relationship traversal

Includes selected parent and child records across as many as three relationship levels.

Conversation history

Keeps earlier messages available for follow-up questions within the conversation.

Record comparison

Provides side-by-side analysis for two to five records of the same type.

Context controls

Lets users change field categories, related objects, and traversal depth before sending a request.

Suggested follow-ups

Can generate optional follow-up questions after each response.

Model selection

Allows selection among available Salesforce Models API providers and can use another available model when the selected one is unavailable.

How it compares

Agentforce Record Insights analyzes Salesforce record data through conversation, while GPTfy is described as supporting CRM record queries, updates, and creation. Agentforce Record Insights is listed as free, while GPTfy is listed as paid.

NamePricingDeploymentUpdated
Agentforce Record Insightsthis pluginFreeCloud
GPTfy: Autonomous AI Agents | Voice, Email and ChatPaidCloud

In the catalog

144 plugins in Agentforce · Analytics

Price distribution: 44 free, 32 freemium, 68 paid

Pricing & deployment

Platform
Salesforce
Product
Agentforce
Deployment
Cloud
Pricing
Free

More from Salesforce Labs

Similar plugins in Agentforce · Analytics

View all 144 →

What the vendor says

«Agentforce Record Insights brings AI-powered conversational analysis directly into any Salesforce record page — no prompt templates, no configuration. Drop the component onto a page and it automatically discovers available fields and relationships, letting users ask questions about their CRM data in natural language.»

Official marketplace listing

Publisher
Salesforce Labs
Updated on marketplace
Facts verified