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Connects Highspot content, meeting data, and sales analytics with Salesforce Agentforce for sales enablement.
HighspotFreemium
S&P Capital IQ Pro Document Intelligence
by S&P Global Market IntelligenceSalesforcePaid
Analyze transcripts and filings in Agentforce, then create emails, events, opportunities, and account-plan updates.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
S&P Capital IQ Pro Document Intelligence brings S&P Global transcripts and filings data into Agentforce for document analysis, insights, and sentiment analysis. It lets users examine thousands of documents without loading extensive research files into Salesforce CRM. Metadata categorizes the documents, while prompts can identify topics and outcomes linked to Accounts through CIQ IDs. Insights can be used to generate emails, create events and opportunities, and revise account strategies.
Key capabilities
from the Salesforce AppExchange listingDocument analysis
Analyzes S&P Global transcripts and filings within Agentforce.
Sentiment analysis
Provides sentiment analysis from the integrated transcripts and filings data.
Metadata categorization
Uses metadata to categorize transcript and filings data for trend analysis.
Entity matching
Matches prompted topics and outcomes to entity CIQ IDs so documents link to the relevant Accounts.
CRM action generation
Generates emails, events, opportunities, and account-plan updates from document insights.
Data integration
Connects with the Market Intelligence Salesforce App, proprietary data, and other solutions in Salesforce Data Cloud.
Use cases
- A product announcement can prompt updates to customer communications and account strategies.
- Guidance revisions or competitive positioning changes can be used to create related Salesforce records and follow-up activities.
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
Paid
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What the vendor says
«Analyzing lengthy documents can be costly and time-consuming. The S&P Capital IQ Pro Document Intelligence for Salesforce’s Agentforce is a GenAI tool that integrates S&P Global’s transcripts and filings data to provide insights, sentiment analysis and more directly within Salesforce. This enables users to quickly …»
Official marketplace listing
Marketplace
Publisher
S&P Global Market Intelligence
Updated on marketplace
Facts verified