Helping EasySend Reach AgentExchange in 8 Weeks
Explore how we helped EasySend modernize its Salesforce package, connect it with Agentforce, achieve Agentforce-ready recognition, and publish the solution on AgentExchange.
About the Client
EasySend focuses on a challenge that many insurance and financial organizations face every day: paperwork. The company develops a no-code digital platform that helps businesses replace paper-based processes with automated online processes, web forms, and electronic doc workflows.
Founded to support large-scale process digitization, EasySend enables organizations to collect information, generate documents, manage quotes, capture signatures – in a single environment. Its platform also connects with business systems such as Salesforce and helps users keep customer and operational data synced.
Tel Aviv, Israel
EasySend had already developed a managed package for SF users. But it wanted to make document-driven processes easier to analyze and scale. Plus, EasySend planned to expand its SF ecosуstem offering with Agentforce AI. And prepare the solution for broader use.
Yet, the project faced some challenges:
Simplifying Form Analysis
As volumes of data grew, users relied on many reports to review the forms they submitted and spot relevant info. EasySend wanted to replace this process with Agentforce analytics reports powered by natural-language requests. The goal was to help users find the info they needed faster – with Agentforce AI and conversational AI tools.
Extending Existing Managed Package
The existing managed package already provided a solid foundation. EasySend wanted to expand its capabilities – prepare it for the next stage of growth. This implied refining certain components and aligning the solution with the SF standards. And overall creating a stronger platform for future Agentforce functionality and broader adoption.
Improving UX & Adoption
The existing solution already delivered the functionality its users needed. Yet, EasySend wanted to make it easier to adopt and more intuitive to use. Their goal was to simplify the onboarding and the setup processes. Support broader Agentforce adoption.
Connecting with Salesforce Agentforce
The Client also wanted to build an Agentforce Salesforce integration. This integration would allow users to retrieve info. Plus, complete doc-related tasks (including e-signatures) via conversations with an AI agent.
Strengthening Readiness for AgentExchange
EasySend also wanted to strengthen its position as a solution published on AgentExchange. This meant building an agent experience that delivered practical value, scaled well, and was easy to use at the enterprise level.
Overall, the project sought more than tech upgrades. It required Salesforce workflow optimization. It also required a practical approach to Agentforce implementation and building AI capabilities to automate customer workflows.
The Synebo team wanted to help the Client advance its product. Our specialists refreshed the package. We also built Salesforce AI Agentforce into the solution:
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Extended the existing managed package with new components, config options, SF-native experiences. This helped EasySend broaden the solution’s capabilities but preserve the proven functionality already in place. It also bettered its maintainability and performance.
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Made onboarding and configuration effortless. We also created a more intuitive setup process. The renewed setup helped the Client lower admin work. Besides, it encouraged strong Salesforce Agentforce adoption, tоо.
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Synced EasySend process milestones with SF Activity Tracking and expanded options for customization. This stер gave users a better picture of customer activities. It also helped them орtimize Salesforce workflow processes.
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Delivered an Agentforce Salesforce integration that let an AI agent utilize data from EasySend responses, generate and review Agentforce reports, send docs to sign through conversational AI interactions. Our Agentforce specialists also built a demo agent. It showed how communication flows and analytics work using EasySend data.
The Agentforce implementation experts at Synebo helped EasySend modernize its package, simplify administration, bring AI-powered doc analysis into the company’s everyday SF operations. What’s more, we helped EasySend prepare the product for wider adoption in the SF ecosystem.
- 4 weeks for build
- 4 weeks of review
- Agentforce ready recognition
- Connected are data, analytics, document actions
- Set up for the next рhase of AI аdoption
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Published on AgentExchange – in Only 8 Weeks
Working with Synebo as an Agentforce implementation partner, EasySend successfully brought its package addon on AgentExchange – after just 4 weeks of development and 4 weeks of review. -
Became Agentforce Ready
The solution got Agentforce-ready recognition. It confirmed compatibility with the Salesforce Agentforce requirements and capabilities. -
Expanded Agentforce Connectivity
The updated connector can now work with Agentforce and gives users a new way to access submission data, analytics, actions in the docs. -
Created Оpportunities for Growth
With Agentforce readiness achieved, EasySend can continue extending this SF offering with new AI-driven capabilities.
“The pre-sale phase was smooth and fast. The tech team is professional and provides a great solution. The team is proactive, responsive, and processes tasks on the high level. All is great, thank you.”
