Native Salesforce experience
Engineers work in the CRM they already use. AptEdge surfaces investigation results and draft replies in-flow.
AI for complex B2B support inside Salesforce Service Cloud
Assist and autonomous AI that lives in Salesforce, built for hard B2B tickets, not a sidebar chatbot.
Agentforce and Einstein handle plenty of service workflows. But when a ticket needs Confluence, Jira, Slack, and case history to solve, that's where AptEdge fits, right inside the cases your team already works.
Where native Salesforce AI falls short
- Complex tickets need context outside Salesforce Knowledge and case fields.
- Multi-product, multi-version B2B issues exceed generic agent scripts.
- Engineering escalations still spike when answers require cross-system investigation.
- Assist tools without grounding create trust problems with senior engineers.
AptEdge inside Salesforce
- Embed assist and autonomous workflows directly in Salesforce case views.
- Index Confluence, Jira, GitHub, Slack, and past cases alongside CRM data.
- Draft cited replies and summaries without agents leaving Service Cloud.
- Graduate from assist to autonomous replies on your schedule, with guardrails you define.
How AptEdge helps
Beyond Knowledge articles
Connect every source support engineers actually use, not just published KB content.
Proof from enterprise customers
Boomi, Netwrix, and Trintech run AptEdge with Salesforce as a core integration.
Built for
VP Support and support engineering leaders running Salesforce Service Cloud for enterprise B2B products.
Integrates with
- Salesforce Service Cloud
- Salesforce Knowledge
- Confluence
- Jira
- Slack
Not for
- Salesforce CRM sales automation
- Marketing Cloud campaigns
- Simple FAQ widgets
Related products
Customer proof
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Common questions
Does AptEdge replace Salesforce Agentforce?
AptEdge is complementary. It specializes in complex B2B technical support investigation across systems Salesforce alone cannot see.
How long does Salesforce integration take?
Most customers connect Salesforce and initial knowledge sources within 7 to 14 days.