Octopus
Generates PDF, Word, or Excel documentation for selected Salesforce items in Agentforce.
Astrea IT Services Pvt LtdFree
Enhanced Summary
by Salesforce LabsSalesforceFree
Summarizes Case descriptions or attached files with AI and writes the result to a summary field in Agentforce.
PRICINGFree
DEPLOYMENTCloud
CATEGORYCustomer Service
UPDATED ON MARKETPLACE
What it does
The package uses prompt templates and a Flow to create an AI summary from either Case Description text or the most recent file attached to the record. It can also produce a clinical summary with a category recommendation and includes a packaged Permission Set.
Key capabilities
from the Salesforce AppExchange listingCase text summarization
Generates an AI summary from text in a Case Description.
File summarization
Generates an AI summary from the most recent file attached to a Case.
Summary field writing
Writes the generated result to a summary field on the Case record.
Clinical category recommendation
Produces a clinical summary and recommends a category.
Flow automation
Uses a zero-code Flow with record-triggered orchestration.
Permission Set access
Includes a packaged Permission Set for least-privilege access.
In the catalog
42 plugins in Agentforce · Customer Service
Price distribution: 12 free, 7 freemium, 23 paid
Pricing & deployment
Platform
Salesforce
Product
Agentforce
Deployment
Cloud
Pricing
Free
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What the vendor says
«Turn attachments (e.g. long call transcripts) into concise summary directly on Case record. This package provides ready-to-use AI Prompt Templates and an autolaunched Flow to summarize Case Description or the most recent attached file and write the result to a summary field. Summarize Case Description text or attached …»