Free tools we've built and released for the Salesforce community. Every package is optimized to be leveraged directly in Salesforce Flow—seamlessly integrating with your automation.
Salesforce Packages
Invocable Apex action for converting leads to accounts, contacts, and opportunities. Designed for use in Salesforce Flows with full control over conversion options.
Call Claude or OpenAI directly from Salesforce Flows with zero code. A unified invocable action supporting multiple AI providers for lead scoring, case responses, and more.
Flow Local Action for navigating to any page type in Salesforce. Records, objects, external URLs, tabs, Knowledge articles, Experience Cloud pages, and more.
Generate and send invoices via Mercury API directly from Salesforce Opportunities. Auto-close opportunities as Won when payment is received.
Sync Salesforce with QuickBooks for seamless accounting automation. Push invoices, sync customers, and keep your books in sync with your CRM.
Integrate Exa AI search capabilities into Salesforce. Use semantic search to enrich leads, research accounts, and surface relevant web content directly in your CRM.
We build custom Salesforce + AI solutions. Let's discuss how these packages can accelerate your sales process.
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