LeanData Agentforce

by LeanData Inc.SalesforceFree

Books, moves, or cancels meetings in Agentforce conversations using LeanData routing rules.

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PRICINGFree
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
LeanData Agentforce — screenshot from the Salesforce AppExchange listing

What it does

LeanData Agentforce allows Agentforce agents to collect routing fields, retrieve availability for the assigned representative, and schedule a meeting during the conversation. Agents can also change or cancel meetings, while Salesforce receives the booking details and context. The vendor states that assignment follows fixed rules and that booking decisions are recorded in Salesforce.

Key capabilities

from the Salesforce AppExchange listing

Conversation scheduling

Agents can create a confirmed meeting during an Agentforce conversation.

Routed availability

The add-in retrieves available times for a representative selected through ownership or round-robin logic.

Meeting changes

Agents can reschedule or cancel an existing meeting from the conversation.

Meeting conflict check

Salesforce record updates

Meeting bookings and their associated context are written to Salesforce.

Booking decision logs

Booking decisions initiated by agents are logged and traceable in Salesforce.

Rules-based assignment

The add-in assigns hosts through deterministic routing rules.

Use cases

  • An inbound chat or in-product agent can convert a qualified conversation into a scheduled meeting.
  • A service or support agent can arrange a handoff to a live representative for a complex question.
  • A self-service funnel can schedule human assistance when the routine path does not resolve the request.
  • An outbound or AI SDR process can schedule meetings through an agent conversation.

Who it's for

For teams operating inbound chat, in-product agents, service and support agents, self-service funnels, or outbound and AI SDR processes.

How it compares

LeanData Agentforce handles scheduling changes within Agentforce conversations and applies LeanData routing logic to select the representative. Omnito Agentforce Meeting Lifecycle Automation also supports booking through agent chat, while its listing additionally describes note-taking and post-call actions. LeanData Agentforce is free; the Omnito listing is paid.

In the catalog

144 plugins in Agentforce · Sales

Price distribution: 44 free, 32 freemium, 68 paid

Pricing & deployment

Platform
Salesforce
Product
Agentforce
Deployment
Cloud
Pricing
Free

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What the vendor says

«LeanData for Agentforce gives your Agentforce agents the last mile they're missing: the ability to put a confirmed meeting on the right person's calendar without handing the buyer off to a booking link or a form. What your agents can do: ✓ Ask only for the fields your routing logic actually needs ✓ Check whether the …»

Official marketplace listing

Publisher
LeanData Inc.
Updated on marketplace
Facts verified