Added on 10/10/2025
Document Intelligence for Salesforce Agentforce
Release notes
Document Intelligence is now available on the AgentExchange! Read the press release here to learn more.
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Analyzing lengthy documents can be costly and time-consuming. With S&P Capital IQ Pro Document Intelligence for Salesforce’s Agentforce, users can leverage Generative AI to quickly extract key insights, risks, outlooks, and sentiment from earnings call transcripts and filings.
- Skip data management and focus on insights by using Salesforce's Agentforce platform, allowing users to effortlessly extract insights from thousands of documents as part of their daily CRM activities.
- Generate actionable tasks from Document Intelligence insights. Whether it's a new product announcement, guidance revision, or competitive positioning, Salesforce users can easily create emails, generate opportunities, and revise account plans based on these insights.
- Seamlessly integrate with the Market Intelligence Salesforce App, your proprietary data, and other solutions in the Salesforce Data Cloud to enhance insights and deliver actionable results faster.
- Benefit from robust metadata that categorizes transcripts and filings data for faster trend identification and analysis. Users can prompt the agent to explore specific topics and outcomes, matched to entity CIQ IDs, ensuring the right documents are linked to relevant accounts and industries.
Visit the Salesforce AgentExchange today to discover how to leverage AI within your CRM, powered by S&P Global’s trusted data.
Service Provider Information
At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
Key Information
Use Cases
- Uncover opportunities and assess risks to client relationships and renewals with insights from recent earnings calls, such as M&A announcements, business expansions, spin-offs, or other distress indicators.
- Maintain better client records within your CRM by leveraging contextual information from transcripts, such as restructuring announcements, name or ticker changes, and additional business relationships from alliances, customers, and suppliers.
- Complete Salesforce activity and task workflows - with a single click - to generate new opportunities, outreach to customers, and revising sales plans.
Benefits
- Designed in collaboration Natural Language Processing (NLP) expertise from ProntoNLP.
- Provides key insights from AI-ready transcripts and filings, with minimal technical implementation.
- Activates tasks for outreach and follow up, right within Salesforce.
- Streamlines account, partner, vendor, and competitor insights for up-to-date account planning.