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QuoteX
Learn how QuoteX, a Salesforce-native service quoting and CPQ accelerator, helps you build precise scoping estimates, see real-time margin (ASM), generate SOWs in one click, and push resource demand to PSA tools without middleware. Includes benefits, demos and AppExchange link.
154 articles
DRTE
Close contracts faster with DRTE, the 100% native Salesforce document automation and e-signature app. Learn how to generate MSAs, invoices and contracts, route sequential signatures with PIN verification, run Mass Merge from List Views, automate with Flows, and issue Certificates of Completion.
77 articles
Feedback360
Use Feedback360, a 100% native Salesforce survey and assessment platform. Learn AI-generated surveys, conditional branching, real-time CSAT alerts, role-based targeting, and time-bound mock tests. Unlimited responses with no per-response fees; links to Cases, Accounts, Opportunities and custom objects.
25 articles
BYOB
Brand Salesforce without code using BYOB (Build Your Own Branding). Learn dynamic CSS page branding, conditional field and list view row highlighting, date-based highlighting, contextual help tooltips, and field label overrides beyond 40 characters. 100% native, works in Lightning and Console apps.
20 articles
Agile Manager
Manage agile projects natively in Salesforce with Agile Manager. Learn to convert QuoteX quotes into user stories, plan 1-2 week sprints, track releases, QA test cases and defects, and monitor burndown dashboards. Includes permission sets and a DRTE Scope Freeze Contract walkthrough.
12 articles
Article Hub
Launch a public Salesforce help center with Article Hub, no Knowledge licenses or custom code. Learn the drag-and-drop LWR Knowledge Base component, Case article search (searchKAonCase), version-controlled publishing, AI drafting via MCP, 2-tier taxonomy, and scoped guest access for ticket deflection.
8 articles
Service Assurance Hub
Protect service margins with Service Assurance Hub, a native Salesforce package. Learn to verify SLA entitlements on Cases, set Support Commitments and Assurance Scopes, run Remediation Tasks with multi-currency labor rates, track rework codes, and auto-generate Assurance Claims.
15 articles
Agent Quotey
Deploy and configure Agentforce for Presales with QuoteX v1.75. Set up agent topics, clone permission sets, and activate to automate scoping, estimating, and timeline management. Includes prerequisites, step-by-step configuration, and access control setup.
17 articles