Can I migrate data between Merge Connect Agentforce Extension | Agent Enhanced Document Generation and TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce?

Migration support varies by app and category. Merge Connect Agentforce Extension | Agent Enhanced Document Generation and TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from Merge Connect Agentforce Extension | Agent Enhanced Document Generation" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

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Merge Connect vs TaskRay Customer — Salesforce

Merge Connect Agentforce Extension | Agent Enhanced Document Generation vs TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

Side-by-side comparison · 24 data points

Merge Connect Agentforce Extension | Agent Enhanced Document Generation

No rating yet

With this Merge Connect extension package, generate Microsoft Word documents, PowerPoint slides, and PDFs from Agent conversations. Include dynamic Agent-authored content in documents for more personalized material. Free for Merge Connect users!

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1. Listing metadata

Field-level data

	Merge Connect Agentforce Extension \| Agent Enhanced Document Generation	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce
Tagline	“With this Merge Connect extension package, generate Microsoft Word documents, PowerPoint slides, and PDFs from Agent conversations. Include dynamic Agent-authored content in documents for more personalized material. Free for Merge Connect users!”245 chars	“TaskRay is the go to Agentic Project Management Solution built natively on Salesforce, combining project management, MCP connectivity, AI Agents, and expert services in one system of record for customer onboarding, implementation, and delivery.”244 chars
Description	635 / 2000 chars32% used	1190 / 2000 chars60% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	Appiphony	TaskRay

At a glance

8 metrics · auto-computed

Feature comparison between Merge Connect Agentforce Extension | Agent Enhanced Document Generation and TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce
Metric	Merge Connect Agentforce Extension \| Agent Enhanced Document Generation	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce
Rating	—	5.0 ★
Total reviews	0	330
Free plan	★ Yes	—
Pricing	free	paid
Pricing tiers	—	3 tiers
Listed features	4	★ 9
Languages	1 supported	1 supported
Listed since	Nov 2025	Aug 2012

AppRanks verdict

Generated from live data on this page

The call

Based on the data on this page, TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce is the stronger choice for most Salesforce AppExchange admins — 5.0★ vs Merge Connect Agentforce Extension | Agent Enhanced Document Generation's 0.0★ is a meaningful gap that usually reflects real product or support quality differences across the user base.

Pricing

On pricing, Merge Connect Agentforce Extension | Agent Enhanced Document Generation offers a free tier (free) while TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce starts at paid. For early-stage teams validating fit, the free-tier path lets you run the app on real workloads before committing budget.

Review base

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce has the larger user base (330 reviews vs 0), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Merge Connect Agentforce Extension | Agent Enhanced Document Generation's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended by size: small/early-stage admins who need fast install and low risk should default to TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce; mid-market and enterprise admins with specific feature requirements should evaluate both — Merge Connect Agentforce Extension | Agent Enhanced Document Generation's 0-review base may include the workflow context that matches your specific use case better than TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce's broader-but-shallower coverage.

How this is generated

This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: Merge Connect Agentforce Extension | Agent Enhanced Document Generation audit • TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce audit

Last updated	—	—

3. Features

As listed by each developer

Merge Connect Agentforce Extension | Agent Enhanced Document Generation

GENERATE DOCUMENTS FROM AGENT CONVERSATIONS. Converse with Agentforce Agents to generate Microsoft Word docs, PowerPoint presentations, and PDFs.
INCLUDE AGENT-AUTHORED CONTENT IN GENERATED DOCUMENTS. Embed Agent prompts in your Merge Connect templates to generate personalized documents based on Salesforce data, with Agentforce drafting dynamic content tailored to each record.
GENERATE AND SEND DOCUMENTS FROM AGENT CONVERSATIONS. Converse with Agentforce Agents to generate documents and send them out via email directly from the conversation component.
FREE FOR MERGE CONNECT USERS. Licensed Merge Connect users can use this Agentforce extension package at no additional cost.

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

✔ Transform the Way Your Teams Manage Projects The faster your team can deliver a successful project, the more profitable the outcome. Faster projects result in less operating costs, faster cash collection, and increased people productivity.
✔ Project Management, Built for Salesforce TaskRay is designed to help project managers complete work 2.5x faster. Leverage Agentforce AI Actions to improve project outcomes and delight customers with seamless onboarding experiences.
✔ Native Salesforce Technology TaskRay is built natively in Salesforce. No complicated integrations or systems maintenance required. Don't settle for task management in spreadsheets or outdated PM tools. Keep your data safe and secure in Salesforce.
✔ Task Management with AI Actions Manage projects your way. Automate manual tasks, assign work to AI Agents, speed up handoffs, and increase project capacity by 25%. TaskRay templates improve productivity and create repeatability for complex processes.
✔ Resource Management Bring customers, contractors and partners into your projects easily with TaskRay. Allocate resources quickly and easily for projects to reduce costs by over 21%. Assign work based on skills, capabilities, and resource capacity.
✔ Enhance Project Collaboration Manage resourcing based on capacity and specialized knowledge. Extend visibility and drive accountability with every internal and external stakeholder involved in your project.
✔ Improve Customer Experience More efficient projects lead to higher profits and happier customers. TaskRay customers report seeing 15%+ increase in CSAT and NPS scores. Create lifetime loyalty by speeding up time to value for your customers.
✔ Consolidate Technology Spend Stop piecing together disparate tools for multiple teams and create exactly what you need inside Salesforce. TaskRay is a one-stop shop for project management, customer onboarding, resource management, and collaboration.
✔ Deliver a Complete Customer 360 Vision TaskRay works natively with all major Salesforce Clouds - Sales, Service, Field Service, Revenue and more - to complete the onboarding gap left in the full customer life cycle management process.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Merge Connect Agentforce Extension \| Agent Enhanced Document Generation	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce
project management	Not ranked	#1
project	Not ranked	#2
management app	Not ranked	#3
generate documents	#5	Not ranked
users to generate	#10	Not ranked

7. App details

Long-form description · keyword frequency

Merge Connect Agentforce Extension | Agent Enhanced Document Generation

Merge Connect for Agentforce is a free extension package for our document generation app, Merge Connect. Together, you can have robust, org-wide document generation workflows up and running in minutes. • Converse with Agentforce Agents to generate Microsoft Word docs, PowerPoint presentations, and PDFs. • Add Agent prompts to document generation templates, enabling Agentforce agents to draft dynamic content for each generated document. • Converse with Agentforce Agents to generate documents and send them out via email directly from the conversation component. • View generated documents directly from Salesforce Record pages.

Top keywords

agentforce4×4.60%
document4×4.60%
agentforce agents3×3.45%
agents3×3.45%
document generation3×3.45%
generation3×3.45%
agents to generate2×2.30%
connect2×2.30%
converse2×2.30%
converse with agentforce2×2.30%
directly2×2.30%
documents2×2.30%

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

What is TaskRay? TaskRay is the #1 rated project management application on the AppExchange, now powered by MCP and Agents. Enterprises use TaskRay to manage projects faster, creating repeatable and scalable workflows that outperform conventional tools like spreadsheets or off platform solutions. Ideal for teams seeking to manage onboarding projects natively in their Salesforce platform. TaskRay Use Cases: ✔ Project Management: Take control of your projects and manage delivery your way. ✔ Task Management: Accelerate project cycles times and automating mundane tasks for teams. ✔ Resource Management: Easily assign project work based on skills, capabilities and project requirements. ✔ Onboarding: Onboard customers, clients, partners, and employees faster. Who Uses TaskRay: ✔ Project Managers: Standardize processes, assign tasks internally, manage external resourcing, and collaborate with Customers. ✔ Leadership Teams: Reduce operating expenses, increase revenue collection, and drive greater profitability on every project. ✔ Administrators: Consolidate project management processes and workflows into Salesforce. See TaskRay for yourself: https://taskray.com/book-a-demo/

Top keywords

project8×5.26%
taskray7×4.61%
management5×3.29%
project management3×1.97%
projects3×1.97%
teams3×1.97%
assign2×1.32%
customers

Frequently asked

Common questions about this comparison

Is Merge Connect Agentforce Extension | Agent Enhanced Document Generation or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce cheaper?

Merge Connect Agentforce Extension | Agent Enhanced Document Generation is the cheaper option — it offers a free plan (free). TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce starts at paid. Both publish their pricing on the Salesforce AppExchange; AppRanks mirrors what's listed on each refresh cycle.

Should I choose Merge Connect Agentforce Extension | Agent Enhanced Document Generation or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce?

AppRanks cannot separate these two on rating, because neither publishes one. TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce does carry the larger published review base (330 vs 0). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, Merge Connect Agentforce Extension | Agent Enhanced Document Generation or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce?

Both apps are one-click installs from the Salesforce AppExchange. TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce has the deeper published review base (330 vs 0), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

Merge Connect Agentforce Extension | Agent Enhanced Document Generation typically suits early-stage and growth-mode teams based on its published review base (0 reviews). TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce typically suits early-stage and growth-mode teams based on its published review base (330 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

Merge Connect Agentforce Extension | Agent Enhanced Document Generation vs TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

Merge Connect Agentforce Extension | Agent Enhanced Document Generation

1. Listing metadata

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

Merge Connect Agentforce Extension | Agent Enhanced Document Generation · 0 changes

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce · 7 changes

7. App details

Frequently asked

Is Merge Connect Agentforce Extension | Agent Enhanced Document Generation or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce cheaper?

Should I choose Merge Connect Agentforce Extension | Agent Enhanced Document Generation or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce?

Which is faster to set up, Merge Connect Agentforce Extension | Agent Enhanced Document Generation or TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce?

Which works better for small vs large Salesforce AppExchange admins?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Can I migrate data between Merge Connect Agentforce Extension | Agent Enhanced Document Generation and TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce?