What Is AgentExchange?
AgentExchange is the trusted marketplace for AI agents in the Salesforce ecosystem. It connects you with ready-to-deploy agentic solutions—built by partners and the Agentforce community—so you can automate complex workflows, boost productivity, and turn AI into measurable revenue outcomes faster.
AgentExchange is Salesforce’s marketplace and community for AI-powered agents that run on Agentforce. Instead of building every capability from scratch, you can find pre-built actions, topics, and templates created by trusted partners and Agentblazers. These agents plug into your existing Salesforce data and processes to automate tasks across marketing, sales, service, and operations—with governance, security, and scalability aligned to enterprise standards.
Why AgentExchange Matters for Revenue Marketing
How AgentExchange Works in Practice
Think of AgentExchange as your catalog of modular AI workers. You select agents and components that match your customer journey, plug them into Salesforce, and then measure impact on revenue, efficiency, and experience.
Discover → Evaluate → Orchestrate → Pilot → Scale → Govern
- Discover relevant agents: Search AgentExchange for actions, topics, and templates aligned to revenue goals such as lead qualification, opportunity progression, and renewal management.
- Evaluate fit and risk: Review use cases, data needs, and security posture. Confirm how the agent reads, writes, and updates Salesforce records, and define success metrics.
- Orchestrate journeys: Configure agents alongside flows, prompts, and automation to slot into your existing plays—campaign execution, SDR workflows, service triage, or partner enablement.
- Pilot with a controlled audience: Launch agents in a sandbox or limited-production cohort to validate performance, tune prompts, and refine guardrails before broad rollout.
- Scale what works: Standardize successful patterns as reusable plays—by segment, region, product line, or channel— and roll them out across teams and business units.
- Govern and optimize: Track agent performance, handle model updates, and continuously improve prompts, routing, and workflows as revenue and CX metrics evolve.
AgentExchange Adoption Maturity Matrix
| Capability | From (Ad Hoc) | To (Operationalized) | Owner | Primary KPI |
|---|---|---|---|---|
| AI Use Case Strategy | Isolated AI experiments, unclear success criteria | Prioritized roadmap of agent use cases mapped to customer journey and revenue goals | RevOps / Marketing Ops | Pipeline Impact, Time-to-Value |
| Agent Discovery & Curation | Individual teams browsing marketplace on their own | Curated catalog of approved agents and components with internal documentation | Center of Excellence | Adoption of Approved Agents |
| Data & Process Integration | One-off field or object connections | Standardized patterns for how agents read/write CRM, MAP, and service data | CRM / Martech Admin | Data Quality, Process Coverage |
| Experimentation & Pilots | Unstructured tests with anecdotal feedback | Controlled pilots with hypotheses, control groups, and monitored KPIs | Analytics / RevOps | Lift vs. Control, Win Rate |
| Governance & Risk | Informal reviews; unclear accountability | Defined approval workflow, guardrails, and monitoring for every agent in production | Security / Compliance | Policy Adherence, Incident Rate |
| Enablement & Change Management | Agents launched with minimal training | Playbooks, role-based training, and feedback loops for sellers, marketers, and service reps | Sales/Marketing Enablement | Usage, Satisfaction, Productivity Gains |
Client Snapshot: Turning AI Agents into Revenue Outcomes
A Salesforce-driven B2B organization started with disconnected AI experiments across marketing and sales. By standardizing on Agentforce and curating solutions from AgentExchange, they automated lead qualification, meeting scheduling, and renewal outreach. The result: cleaner data, faster response times, and more predictable pipeline from the same headcount. Our work with brands like Comcast Business and Broadridge shows how the right operating model turns AI from hype into governed, scalable revenue impact.
AgentExchange is one piece of a broader system. When you connect agentic use cases to a governed revenue marketing framework—spanning strategy, data, process, and technology—you create a durable advantage instead of a series of isolated AI pilots.
Frequently Asked Questions about AgentExchange
Turn AgentExchange into a Revenue Engine
We’ll help you select the right agents, connect them to Salesforce and your revenue processes, and measure the impact on pipeline, productivity, and customer experience.
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