Ascent AI Agent: Extension for Ascent ERP
Retrieves real-time sales order, shipment, fulfillment, invoice, and order-history information in Salesforce Agentforce.
Ascent Solutions, a Rootstock Software CompanyPaid
MethodPlan Agent Extension
by MethodPlanSalesforceFree
Surface retirement plan account information in Agentforce, from summaries to field-level queries and book-of-business lists.
PRICINGFree
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
The extension lets Agentforce users query corporate retirement plan client accounts using the MethodPlan data model. It provides record summaries, activity histories, open items, and field-level details such as plan assets, fee structures, and Safe Harbor status. It can also return custom lists and aggregate book-of-business information without running reports.
Key capabilities
from the Salesforce AppExchange listingRecord summaries
Provides summaries of retirement plan account records, activity histories, and open items.
Plan data queries
Retrieves field-level details including plan assets, fee structures, and Safe Harbor status.
Book-of-business lists
Returns custom lists and aggregate information about retirement plan accounts without running reports.
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
More from MethodPlan
Similar plugins in Agentforce · Sales
View all 144 →SalesforceNE
NAO ERP Agentforce
Adds Agentforce AI to NAO ERP for internal assistance and customer interactions through Experience Cloud.
NAO Enterprises Pty LtdFree
Octopus
Generates PDF, Word, or Excel documentation for selected Salesforce items in Agentforce.
Astrea IT Services Pvt LtdFree
Merge Connect | Salesforce Document Generation, Easier Than Ever
Generate documents from Salesforce records in Microsoft and Google formats.
AppiphonyPaid
What the vendor says
«MethodPlan Agent Extension enables users to rapidly surface account-specific information related to corporate retirement plan clients. The agent can assist with everything from high-level summaries to field-level data queries with just a few clicks. It is trained on the MethodPlan data model and can quickly answer …»