Navigate AgentExchange
Learning Objectives
After completing this unit, you’ll be able to:
- Describe the key elements of the AgentExchange home page.
- Understand how to navigate AgentExchange using search and filtering.
- Describe AgentExchange Explore.
Accessibility
This unit requires some additional instructions for screen reader users. To access a detailed screen reader version of this unit, click the following link:
Skill Up
In the previous unit, you decided to look for a solution on AgentExchange that can help you understand how Ursa Major’s sales team is using Salesforce. You also defined your AgentExchange strategy. AgentExchange has plenty of options, so how do you find what you need? Let’s find out.
Personalize Your AgentExchange Experience
Maybe you’ve heard of Trailblazer, your unified Salesforce profile. With Trailblazer, you can log in to one Salesforce site, such as Trailhead, then go to another site, like AgentExchange, and you’re automatically logged in. No matter why you visit AgentExchange, it’s worth taking a few seconds to log in. Why? Logging in saves you time if you decide to try or install a solution.
Navigate the Home Page
You logged in to AgentExchange. What now? The answer depends on whether you came to AgentExchange to browse, or if you strategized ahead of time. In either case, it’s worth getting familiar with the home page.
Start at the Top
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Navigation bar (1). The AgentExchange navigation bar provides quick access to popular pages on the marketplace. The Explore page guides you to highly-rated solutions for common business challenges, industries, and Salesforce products. The Collections page offers solutions handpicked by Salesforce experts. The Consultants page shows specialists with deep industry knowledge and proven Salesforce expertise. Finally, Learn provides AgentExchange news, tips, and customer success stories.
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Search bar (2): If you came to AgentExchange with a strategy, search is your secret weapon. Just plug in keywords from your strategy and let AgentExchange do the rest.
Explore Our Most Popular Solutions
Earlier, you learned how to reach the Explore page from the navigation bar. If you visit AgentExchange and you’re not exactly sure what you want, Explore is the best place to start.
With Explore, you begin by choosing an area of interest (1), for example, a business need, industry, agentic solution, or Salesforce product. Explore then shows you popular, highly rated solutions for that area. To refine your exploration further, apply a filter (2). You can quickly search all the available filters using the search field (3).
Search and Filter the Expert Way
Remember your AgentExchange strategy? You’re looking for a free app for Ursa Major that’s compatible with Lightning Experience that can help you track user adoption.
[Alt text: Two Ursa Major employees in a solar panel factory and one holding a tablet with Salesforce and AgentExchange.]
Let’s head to the search bar.
- In a new browser tab, open the AgentExchange website.
- In the search box, enter
dashboard.
- Press Enter or Return.
- For the Pricing filter, select Free.
- For the Supported Features filter, select Lightning App Builder and Lightning Experience.
By searching and filtering, you went from thousands of possible offerings to a much shorter list. Convenient, right? The top result, Salesforce Adoption Dashboards listing, looks promising for Ursa Major. It’s free, is highly rated, and was updated recently.
But Wait, There’s More…
Go ahead and click Salesforce Adoption Dashboards to open this listing. You need it for the next unit. Keep reading to learn about AgentExchange listings in detail.
Resources