Agentforce - Vendor Onboarding

Welcome to the Vendor Management Team! How can I assist you today?

Hi, I'm Alex from Horizon Inc. We submitted our vendor application last week and I wanted to check on its status. Our application ID is VEN-2025-0429.

Thank you for reaching out, Alex. I'd be happy to check on the status of Horizon's application. Let me pull up your information using the application ID you provided. Just a moment please.

Vendor Application Status

VENDOR NAME

Horizon Inc DBA Horizon & Son's

APPLICATION ID

VEN-2025-0429

SUBMISSION DATE

04/24/2025

CURRENT STATUS

Documentation Review

I see we're in Documentation Review. Are there any outstanding items we need to provide? And how long does this stage typically take?

Our team is still reviewing your insurance certificates and product certification documents. We need updated liability coverage that meets our $2M minimum requirement. The review typically takes 5-7 business days once all documents are received.

Thanks for the clarification. I'll contact our insurance provider today to get the updated certificate with the $2M coverage and upload it right away. What happens after the documentation review is complete?

Perfect! Once you upload the updated insurance certificate, we'll complete the documentation review. After that, your application moves to our compliance team for final approval, which takes about 3 business days. Then we'll send your vendor credentials and you can begin listing your products on our platform.

I'll get that insurance certificate to you today. We're excited to start working with you all. Thank you for your help!