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Salesforce Foundations

Salesforce Foundations

We are excited that Agentforce Service Agents are now live! Agentforce Service Agent is the autonomous conversational AI assistant to help your customers with their service and support needs. What does this mean for Foundations Customers?Salesforce Foundations is required for all customers in order to try or buy Agentforce. Additionally, customers who have Foundations can try Agentforce Agents for free with a limited number of credits to test a use case or deploy a proof of concept. Salesforce Foundations is not a product or add-on. It’s a multi-cloud feature set that will be added to Sales and Service Cloud — no integration needed, with no additional upfront cost for our customers. It includes foundational features from Sales, Service, Marketing, Commerce, and Data Cloud. Salesforce Foundations provides a 360-degree view of your customer relationships across sales, service, marketing, and commerce through integrated applications and unified data. It also boosts productivity with streamlined, visually friendly user interface improvements, that you can turn on or off per your requirements. If you’re a Salesforce Sales Cloud or Service Cloud customer, you’ve become accustomed to the power, convenience, and full-featured functionality of our trusted CRM. Adding the additional functionality and engagement capabilities of a new Salesforce Cloud is exciting, but it’s also a big change for your organization to consider when you’re not sure about the value it brings. So, what if you could use essential features in the most popular Salesforce Clouds and turn them on when you’re ready? Now you can with Salesforce Foundations. Salesforce Foundations is a new, no-cost addition to your existing CRM that equips you to expand your business reach. The suite gives Salesforce customers on Enterprise, Unlimited, and Einstein 1 editions the power of Data Cloud, and access to essential Salesforce sales, service, Agentforce, marketing, and commerce capabilities. This suite is built into your existing CRM, and provides new functionality to give you a more robust 360-degree view of your customers. This chart shows the Salesforce Foundations features you get with your current Sales Cloud or Service Cloud package. You get Sales for Salesforce Foundations You get Service for Salesforce Foundations You get Marketing for Salesforce Foundations You get Commerce for Salesforce Foundations You get Data Cloud for Salesforce Foundations You get Agentforce for Salesforce Foundations If you already have Sales Cloud * Yes Yes Yes Yes Yes If you already have Service Cloud Yes * Yes Yes Yes Yes If you already have Sales & Service Clouds * * Yes Yes Yes Yes *Your current Salesforce product. Benefits of Salesforce Foundations The features you get with Salesforce Foundations open doors to all sorts of new ways your teams can work more efficiently and engage with your customers on a more personal level. The benefits listed below are only a few of the ways Salesforce Foundations can help your business grow and thrive. Check out Discover Salesforce Foundations to see the full list of capabilities included with Salesforce Foundations. With Salesforce Foundations, your organization benefits from: Sales features that help you take care of your entire sales pipeline, from prospecting to closing. You can manage your leads, opportunities, accounts, and contacts in the preconfigured Sales Console. Service features that make it easy to provide proactive, personalized support to your customers through the preconfigured Service Console. Omni-channel case routing makes sure the most qualified agents work each case, Knowledge Management helps agents provide accurate and relevant help articles to customers, and macros help agents complete repetitive tasks with a single click. Agentforce brings the power of conversational AI to your business. Try out an intelligent, trusted, and customizable AI agent and help your users get more done with Salesforce. Agentforce’s autonomous apps use LLMs and context to assist customers and human agents. Marketing features that allow you to join data from disparate sources, better understand and analyze your customers, and choose how to connect with your audiences. You can create customized marketing campaigns powered by Salesforce Flows to send at the right time. Commerce features that help boost sales with a Direct to Customer (D2C) online storefront. You can define customer experiences like search, carts, and checkout. Pay Now lets you generate secure payment links for customers when opportunities close, so you get paid faster. Data Cloud functionality that creates unified profiles by aggregating data from all of your data sources into a single view so you can better understand your customers. Create customer segments to more accurately target campaigns, analyze your customers, and manage consent data. Data Cloud also powers features so you can send online store order confirmation emails and marketing messages. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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AI evolves with tools like Agentforce and Atlas

Agentforce Powered Marketing

Maximize Team Productivity and Customer Engagement with Agentforce and AI-Powered Marketing Tools Transform your marketing operations with Agentforce, an advanced AI-powered suite seamlessly integrated into your platform. From building end-to-end campaigns to personalizing touchpoints in real time, Agentforce empowers your team to optimize performance with actionable AI insights. Here’s how: Revolutionize Campaign Management with Agentforce Agent-Driven Campaign Briefs Streamline campaign creation with Agentforce, which uses structured and unstructured data from Data Cloud to create tailored campaign briefs. Define your target segments and key messages effortlessly with the support of AI. AI-Powered Content Creation Leverage Agentforce to generate on-brand content at scale, including email subject lines, body copy, and SMS messages. Every piece of content aligns with your brand guidelines and campaign goals, ensuring consistency and relevance across audiences. Unified SMS Conversations Turn static promotions into dynamic, two-way conversations with Agentforce Unified SMS. Automatically connect customers to AI agents for tasks like appointment scheduling and offer redemption, delivering seamless customer experiences. Supercharge Insights and Actions with Data Cloud Agent-Driven AI Segmentation Create target audience segments in minutes using natural language prompts. With Agentforce and Data Cloud working in harmony, agents translate prompts into precise segment attributes—no technical expertise or SQL required. Integrate or Build Custom AI Models Develop predictive AI models with clicks, not code, or bring in existing models via direct integrations with tools like Amazon SageMaker, Google Vertex AI, or Databricks. Use these models to generate actionable predictions, such as purchase propensity or churn likelihood. Secure, Harmonized Data Foundation Keep your data safe on the Einstein Trust Layer while enabling agents to analyze harmonized, structured, and unstructured data in Data Cloud. This ensures informed decision-making without compromising security. Automate Intelligent Journeys with Marketing Cloud Engagement Journey Optimization Automate personalized campaign variations with predictive AI. Optimize engagement by tailoring content, timing, channels, and frequency dynamically across customer journeys. Generative AI for Content Creation Solve the content bottleneck with generative AI tools that instantly create on-brand copy and visuals grounded in first-party data, campaign insights, and brand guidelines—all while safeguarding trust. Real-Time Messaging Insights Stay proactive with Einstein Messaging Insights, which flags engagement anomalies like sudden drops in click-through rates. These real-time insights enable quick resolutions, preventing performance surprises. Unified WhatsApp Conversations Transform WhatsApp into a dynamic two-way engagement channel. Use a single WhatsApp number to connect marketing and service teams while enabling AI-driven self-service actions like appointment booking and offer redemptions. Scale Lead Generation and Account-Based Marketing Agent-Driven Campaign Creation Accelerate campaign planning with Agentforce, which handles everything from briefs to audience segmentation, content, and journey creation. Ground campaigns in real-time customer data for accurate targeting, all with marketer oversight for approvals. AI Lead and Account Scoring Boost alignment between marketing and sales with Einstein AI Scoring, which identifies top leads and prospects automatically. Improve ABM strategies with automated account rankings based on historical and behavioral data, driving higher conversions. Full-Funnel Attribution Gain end-to-end visibility with AI-powered multi-touch attribution. Use models like Einstein Attribution to measure the impact of each channel, event, or team activity on your pipeline, boosting ROI and campaign efficiency. Personalization on Auto-Pilot with AI Objective-Based AI Recommendations Set business objectives and let AI optimize product and content recommendations to achieve those goals. AI-Automated Offers Combine real-time customer behavior data with AI-driven insights to personalize offers across touchpoints. This results in higher satisfaction and conversion rates tailored to each individual customer. Real-Time Affinity Profiling Use AI to uncover customer affinities, preferences, and intent in real time. Deliver hyper-personalized messaging and offers across your website, app, and other channels for maximum engagement. Optimize Spend, Planning, and Performance with Marketing Cloud Intelligence AI-Powered Data Integration Say goodbye to spreadsheets and manual data maintenance. Automate data unification, KPI standardization, and cross-channel analytics with AI-powered connectors, saving time and boosting campaign effectiveness. AI Campaign Performance Insights Get interactive visualizations and AI-generated insights to adjust campaign spend and offers mid-flight. Use these insights to optimize ROI and maximize in-the-moment opportunities. Predictive Budgeting and Planning Allocate budgets more effectively with predictive AI. Real-time alerts help prevent overages or underspending, ensuring your marketing dollars are used efficiently for maximum return. With Agentforce and AI marketing tools, your team can focus on what matters most—building stronger customer relationships and driving measurable results. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce and AWS-Agentic Enterprise

Salesforce and AWS: Driving the Future of the Agentic Enterprise As AI-powered agents redefine the way businesses operate, strategic partnerships are playing a pivotal role in harnessing the power of data and artificial intelligence. Salesforce and AWS, two industry leaders, have taken significant steps toward building a smarter, agentic enterprise through their expanded collaboration. One year into this strategic partnership, their joint efforts are delivering transformative AI and data solutions, helping customers like Buyers Edge Platform unlock new efficiencies and capabilities. A Partnership Fueling Agentic AI Salesforce and AWS are aligning their AI and data initiatives to pave the way for advanced agentic systems—autonomous AI agents designed to enhance business operations and customer experiences. Among their notable achievements over the past year are: These innovations are creating an ecosystem that supports the delivery of agentic AI, enabling businesses to streamline operations and tap into new value from their data. “By integrating data and AI capabilities across our platforms, Salesforce and AWS are building a strong foundation for the future of agentic systems,” said Brian Landsman, EVP of Global Business Development and Technology Partnerships at Salesforce. “With a majority of large companies planning to implement agents by 2027, organizations need trusted partners to help them achieve their vision of a smarter enterprise.” Making AI More Accessible Salesforce is simplifying access to AI technology through the AWS Marketplace, offering customers an integrated solution that includes Agentforce—the agentic layer of the Salesforce platform. Agentforce enables businesses to deploy autonomous AI agents across various operations, streamlining workflows and delivering measurable results. Available in 23 countries, Salesforce’s presence on AWS Marketplace offers customers key advantages, including: By removing barriers to adoption, Salesforce and AWS empower companies to focus on leveraging technology for growth rather than navigating complex procurement systems. A New Era of Enterprise Efficiency As businesses increasingly rely on data and AI to remain competitive, the Salesforce-AWS partnership is setting the stage for enterprises to achieve more with agentic systems. These systems allow companies to execute complex tasks with unprecedented efficiency, maximizing ROI on technology investments. “Our partnership with Salesforce empowers mutual customers to realize the full potential of their data and AI investments,” said Chris Grusz, Managing Director of Technology Partnerships at AWS. “Together, we’re delivering immediate, actionable insights with agentic AI, enabling organizations to automate strategically and unlock more value across their operations.” Looking Ahead By seamlessly integrating data and AI capabilities, Salesforce and AWS are not just building technology solutions—they’re reshaping how enterprises operate and thrive in the digital age. As agentic AI becomes an essential part of business strategy, this partnership provides a blueprint for leveraging technology to drive smarter, more agile, and more effective enterprises. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Speed to Launch of Agentforce

Speed to Launch of Agentforce

Agentforce isn’t just another AI platform that requires months of customization. At most customers, they quickly saw its power, launching transformative generative AI experiences in just days—no AI engineers needed. For companies with larger admin teams, the benefits can be even greater. Unlike other platforms, Agentforce places a strong emphasis on data privacy, building on the trust that Salesforce is known for, making these virtual assistants invaluable. We began with employee-facing use cases, saving our team several hours per week. Now, with Agentforce, we’re seeing even more opportunities to drive efficiencies and better serve our customers. “We’re excited to leverage Agentforce to completely overhaul recruitment and enrollment at Unity Environmental University. Instead of traditional forms or chatbots, our students will soon engage with an autonomous recruitment agent directly on our website, offering personalized support throughout the college application process.”– Dr. Melik Khoury, President & CEO, Unity Environmental University “For first-generation college students, the 1:385 coach-to-student ratio makes personalized guidance challenging. By integrating Agentforce into our platform, we’re deploying cutting-edge solutions to better support students. These agents enable our coaches to focus on high-touch, personalized experiences while handling vital tasks like sharing deadlines and answering common questions—24/7.”– Siva Kumari, CEO, College Possible “Agentforce offers organizations a unique opportunity to move beyond incremental improvements and achieve exponential ROI. By automating customer interactions, improving outcomes, and reducing costs, it integrates data, flows, and user interfaces to mitigate risks and accelerate value creation. This agent-based platform approach allows businesses to harness AI’s full potential, revolutionizing customer engagement and paving the way for exponential growth.”– Rebecca Wettemann, CEO and Principal Analyst, Valoir “Autonomous agents powered by Salesforce’s Agentforce are revolutionizing customer experiences by providing fast, accurate, and personalized support around the clock. With advanced AI making decisions and taking actions autonomously, businesses can resolve customer issues more efficiently, fostering deeper interactions and enhancing satisfaction. This innovation enables companies to reallocate human resources to more complex tasks, boosting individual productivity and scaling business growth. Agentforce is setting new standards for seamless sales, service, marketing, and commerce interactions, reinforcing its leadership in customer experience.”– Michael Fauscette, CEO and Chief Analyst, Arion Research LLC “The best way to predict the future is to invent it.” — Alan Kay, Computer Science Pioneer Technology progresses in what biologists call punctuated equilibrium, with new capabilities slowly emerging from labs and tinkerers until a breakthrough shifts the axis of possibility. These pioneering feats create new paradigms, unleashing waves of innovation—much like the Apple Macintosh, the iPhone, and the Salesforce Platform, which revolutionized the enterprise software-as-a-service (SaaS) model and sparked an entire industry. The Age of Agentforce Begins At Dreamforce 2024, Salesforce Futures reflected on the launch of Agentforce, inspired by visions like the Apple Knowledge Navigator. In 2023, we used this inspiration to craft our Salesforce 2030 film, which showcased the collaboration between humans and autonomous AI agents. Now, with Agentforce, we’re witnessing that vision come to life. Agentforce is a suite of customizable AI agents and tools built on the Salesforce Platform, offering an elegant solution to the complexity of AI deployment. It addresses the challenges of integrating data, models, infrastructure, and applications into a unified system. With powerful tools like Agent Builder and Model Builder, organizations can easily create, customize, and deploy AI agents. Salesforce’s Atlas Reasoning Engine empowers these agents to handle both routine and complex tasks autonomously. A New Era of AI Innovation At Dreamforce 2024, over 10,000 attendees raced to build their own agents using the “Agent Builder” experience, turning verbal instructions into fully functioning agents in under 15 minutes. This wasn’t just another chatbot—it’s a new breed of AI that could transform how businesses operate and deliver superior customer experiences. Companies like Saks, OpenTable, and Wiley have quickly embraced this technology. As Mick Costigan and David Berthy of Salesforce Futures explain, “When we see signals like this, it pushes us toward the future. Soon, we’ll see complex, multi-agent systems solving higher-order challenges, both in the enterprise and in consumer devices.” Shaping the Future Agentforce isn’t just a product—it’s a platform for experimentation. With hundreds of thousands of Salesforce customers soon gaining access, the full potential of these tools will unfold in ways we can’t yet imagine. As with every major technological shift, the real magic will lie in how people use it. Every interaction, every agent deployed, and every problem solved will shape the future in unexpected ways. Platform Evolution Adam Evans, Salesforce SVP of Product, notes that Agentforce builds on the company’s transformation over the past four years, following the pattern of Salesforce’s original disruption of enterprise software. Unlike traditional solutions, Agentforce eliminates the need for customers to build their own AI infrastructure, providing a ready-to-use solution. At the core of Agentforce is the Atlas Reasoning Engine, delivering results that are twice as relevant and 33% more accurate than competing solutions. This engine integrates Salesforce Data Cloud, Flow for automation, and the Einstein Trust Layer for governance. Early Customer Results Early Agentforce deployments highlight how organizations are using autonomous agents to enhance, rather than replace, human workers: George Pokorny, Senior VP of Global Customer Success at OpenTable, shared, “Just saving two minutes on a ten-minute call lets our service reps focus on strengthening customer relationships, thanks to seamless integration with Service Cloud, giving us a unified view of diner preferences and history.” Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Agentic AI is Here

Agentic AI Revolution

The Agentic AI Revolution: Lead, Follow, or Get Out of the Way The era of agentic AI is here, and the message is clear—if you’re not leading the charge, you’re falling behind. Companies like Wiley and OpenTable are reshaping their industries with autonomous AI agents that don’t just assist but also analyze, strategize, and execute tasks with unparalleled efficiency. As these organizations demonstrate, the key to AI success lies in rewriting the rules of your industry rather than playing catch-up. Rewriting Industry Standards with Agentic AI Wiley: The education giant leveraged Agentforce, a digital labor platform for deploying autonomous AI agents, to transform its customer service operations. By onboarding representatives 50% faster and improving case resolution by 40%, Wiley streamlined its processes in just a few weeks. AI agents now handle registration and payment inquiries, directing students to resources and reducing the workload on human representatives. OpenTable: As the go-to reservation platform for 1.7 billion diners annually, OpenTable deploys AI agents to manage reservation changes and loyalty points. This allows employees to focus on customer relationships. Even a two-minute efficiency gain per interaction translates to massive operational savings. Salesforce Help Site: With over 60 million annual visits, the Salesforce Help site integrated Agentforce to resolve 83% of queries without human involvement. In just weeks, Agentforce doubled its capacity, handling over 32,000 automated conversations. These examples showcase a new era of digital labor where AI agents orchestrate high-value, multistep tasks, working tirelessly to deliver results. Far from replacing humans, they supercharge productivity and innovation, enabling companies to do more than ever before. How to Empower Your Workforce with AI Empowering your workforce for the next wave of AI doesn’t require months of preparation or millions of dollars. You don’t need to build or train your own large language model (LLM). Instead, integrating AI with existing data, automation, and workflows is the key to success, as demonstrated by leaders like Wiley and OpenTable. Here’s how to get started: 1. Real-Time Data Access AI thrives on real-time, high-quality data. Platforms like Salesforce Data Cloud unify structured and unstructured data, connecting it seamlessly to the LLM. Techniques such as retrieval-augmented generation (RAG) and semantic search ensure AI agents can access the most relevant data for any task. 2. Advanced Reasoning AI agents aren’t just about answering queries—they execute complex, multistep tasks. For example, they can process returns, reorder items, and even flag anomalies. Powered by reasoning engines, these agents draw data from systems like CRM, refine plans, and adapt dynamically until the task is completed correctly. 3. Built-In Security AI agents must operate within clear guardrails, knowing their limits and handing tasks off to humans when necessary. Strong permissions and security protocols are essential to ensure data protection and prevent unauthorized actions. 4. Action-Oriented Workflows Generative AI’s real value lies in action. By integrating tools like Salesforce Flow for task automation and MuleSoft APIs for system connectivity, AI agents can execute business workflows such as fraud detection, customer outreach, and case management. 5. Human-AI Collaboration The future of work isn’t AI replacing humans—it’s AI and humans working together. While agents handle data-intensive and repetitive tasks, humans bring strategic thinking, empathy, and creativity. This synergy leads to smarter decisions and redefines workflows across industries. Why Training Your Own LLM May Not Be the Answer Many companies assume training a proprietary LLM will give them a competitive edge. In reality, this process is costly, time-intensive, and requires constant updates to remain accurate. An LLM trained on static data quickly becomes outdated, much like a GPS that fails after the first detour. Instead, companies are turning to out-of-the-box AI solutions that integrate seamlessly with their existing systems. These tools offer the flexibility to scale quickly and adapt in real time, enabling businesses to stay competitive without the heavy lift of building from scratch. Scaling AI for the Future Many organizations remain stuck in pilot phases with AI due to data quality issues and a limited understanding of use cases. Companies like Wiley and OpenTable, however, have cracked the code: integrating prebuilt AI systems with robust data flows, automation, and workflows. By embracing agentic AI, forward-thinking organizations are creating digital labor forces that unlock new efficiencies, enhance customer experiences, and position themselves for long-term success. The trillion-dollar AI opportunity awaits—will you lead or trail behind? Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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1 Billion Enterprise AI Agents

Inside Salesforce’s Ambition to Deploy 1 Billion Enterprise AI Agents Salesforce is making a bold play in the enterprise AI space with its recently launched Agentforce platform. Introduced at the annual Dreamforce conference, Agentforce is positioned to revolutionize sales, marketing, commerce, and operations with autonomous AI agents, marking a significant evolution from Salesforce’s previous Einstein AI platform. What Makes Agentforce Different? Agentforce operates as more than just a chatbot platform. It uses real-time data and user-defined business rules to proactively manage tasks, aiming to boost efficiency and enhance customer satisfaction. Built on Salesforce’s Data Cloud, the platform simplifies deployment while maintaining powerful customization capabilities: “Salesforce takes care of 80% of the foundational work, leaving customers to focus on the 20% that truly differentiates their business,” explains Adam Forrest, SVP of Marketing at Salesforce. Forrest highlights how Agentforce enables businesses to build custom agents tailored to specific needs by incorporating their own rules and data sources. This user-centric approach empowers admins, developers, and technology teams to deploy AI without extensive technical resources. Early Adoption Across Industries Major brands have already adopted Agentforce for diverse use cases: These real-world applications illustrate Agentforce’s potential to transform workflows in industries ranging from retail to hospitality and education. AI Agents in Marketing: The New Frontier Salesforce emphasizes that Agentforce isn’t just for operations; it’s poised to redefine marketing. AI agents can automate lead qualification, optimize outreach strategies, and enhance personalization. For example, in account-based marketing, agents can analyze customer data to identify high-value opportunities, craft tailored strategies, and recommend optimal engagement times based on user behavior. “AI agents streamline lead qualification by evaluating intent signals and scoring leads, allowing sales teams to focus on high-priority prospects,” says Jonathan Franchell, CEO of B2B marketing agency Ironpaper. Once campaigns are launched, Agentforce monitors performance in real time, offering suggestions to improve ROI and resource allocation. By integrating seamlessly with CRM platforms, the tool also facilitates better collaboration between marketing and sales teams. Beyond B2C applications, AI agents in B2B contexts can evaluate customer-specific needs and provide tailored product or service recommendations, further enhancing client relationships. Enabling Creativity Through Automation By automating repetitive tasks, Agentforce aims to free marketers to focus on strategy and creativity. Dan Gardner, co-founder of Code and Theory, describes this vision: “Agentic AI eliminates friction and dissolves silos in data, organizational structures, and customer touchpoints. The result? Smarter insights, efficient distribution, and more time for creatives to do what they do best: creating.” Competitive Landscape and Challenges Despite its promise, Salesforce faces stiff competition. Microsoft—backed by its integration with OpenAI’s ChatGPT—has unveiled AI tools like Copilot, and other players such as Google, ServiceNow, and HubSpot are advancing their own AI platforms. Salesforce CEO Marc Benioff has not shied away from the rivalry. On the Masters of Scale podcast, he criticized Microsoft for overpromising on products like Copilot, asserting that Salesforce delivers tangible value: “Our tools show users exactly what is possible, what is real, and how easy it is to derive huge value from AI.” Salesforce must also demonstrate Agentforce’s scalability across diverse industries to capture a significant share of the enterprise AI market. A Transformative Vision for the Future Agentforce represents Salesforce’s commitment to bringing AI-powered automation to the forefront of enterprise operations. With its focus on seamless deployment, powerful customization, and real-time capabilities, the platform aims to reshape how businesses interact with customers and optimize internal processes. By targeting diverse use cases and emphasizing accessibility for both technical and non-technical users, Salesforce is betting on Agentforce to drive adoption at scale—and position itself as a leader in the increasingly competitive AI market. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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salesforce agentforce ai powered agentic agents

Agentforce 2.0 Unveiled

Salesforce Unveils Agentforce 2.0: Transforming Workflows with Enhanced AI Reasoning and Data Integration Salesforce has launched Agentforce 2.0, the next-generation version of its digital labor platform, offering enterprises new pre-built skills, advanced workflow integrations, and enhanced AI reasoning capabilities. Designed to create a “limitless workforce,” Agentforce 2.0 equips businesses with AI agents capable of executing complex tasks across any department, system, or workflow with improved precision and efficiency. Key Enhancements in Agentforce 2.0 1. Expanded Pre-Built Skills and IntegrationsAgentforce 2.0 introduces a robust library of pre-built agent skills compatible with Salesforce CRM, Slack, Tableau, and partner-developed tools on the AppExchange. Additionally, integrations with MuleSoft allow businesses to extend Agentforce capabilities across any system or workflow. 2. Advanced AI Reasoning and RetrievalPowered by Salesforce’s upgraded Atlas Reasoning Engine and retrieval-augmented generation (RAG) technology, the platform now handles deeply nuanced queries and multi-step tasks, leveraging enriched context from Data Cloud. 3. Enhanced Agent BuilderAgentforce’s updated Agent Builder can interpret natural language instructions—such as “onboard new team members”—to auto-generate agents and workflows. It also pulls from the expanded skill library to streamline agent creation, saving time and improving customizability. 4. Slack IntegrationSlack Actions are now embedded into Agentforce, enabling AI agents to interact directly within Slack. For example, agents can send direct messages summarizing project updates or modify Slack Canvas documents in response to customer feedback. Industry Impact and Adoption Marc Benioff, Chair and CEO of Salesforce, highlighted the transformative potential of Agentforce 2.0:“This launch takes our digital labor platform to the next level, blending AI, data, apps, and automation to reshape how businesses operate. Agentforce 2.0 empowers organizations to build a limitless workforce, delivering unprecedented levels of intelligence, customization, and efficiency.” Leading enterprises like Accenture, The Adecco Group, IBM, Finnair, and Indeed are already leveraging Agentforce to augment operations. A Growing Market for Digital Labor The release of Agentforce 2.0 responds to surging demand for agentic AI, with Salesforce closing 200 platform deals within a week and adding thousands more to its pipeline. According to CEO Marc Benioff, Salesforce plans to expand its salesforce by 2,000 workers to support adoption. “Digital labor is the new horizon for businesses,” Benioff remarked. “The way we architect, run, and staff our organizations is undergoing a fundamental transformation.” Challenges and Opportunities While the platform promises significant productivity gains, analysts warn of potential governance and security concerns. By 2028, Gartner predicts AI agent misuse could account for 25% of enterprise breaches. Salesforce emphasizes the importance of robust security measures to support adoption and mitigate risks. With over 80% of executives planning to deploy AI agents within three years (according to Capgemini), Agentforce 2.0 positions Salesforce as a leader in the evolving digital workforce space. Agentforce 2.0 is now available globally, with early adopters reporting improved scalability, efficiency, and customer satisfaction. For more information, visit the Salesforce Agentforce product page. About SalesforceSalesforce is a global leader in customer relationship management (CRM), enabling companies to connect with customers in new and innovative ways. With cutting-edge AI, data, and automation solutions, Salesforce empowers businesses to drive productivity, efficiency, and growth. For more details, visit www.salesforce.com. About TectonicWe are a niche, high quality, service-oriented US based technology services provider.We specialize in helping companies take advantage of the cross section between CRM, marketing, the use of data and analytics to shape behaviors and drive desired financial performance results. We have industry leading delivery capabilities addressing some of the most complex technology services, integrations and Salesforce implementation. Our delivery teams have over 200 certifications across a wide variety of technology services and products, including products, services and solutions serving sales, services, marketing, communities, customers, clients, operations, call centers, loyalty programs, just to name a few. In addition, we have highly skilled, cost effective off-shore delivery capabilities that allow us to provide our services at competitive, value added pricing levels. Please reach out and let us see how we can help you and your company. Tectonic is your Salesforce implementation partner. For more details, visit www.gettectonic.com. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Autonomous Agents on the Agentforce Platform

Leveraging Agentforce

At Dreamforce 2024, Salesforce customers showcased the power of Agentforce by creating over 10,000 autonomous agents, each designed to address specific business challenges. The message was clear: “If you can describe it, Agentforce can do it.” By leveraging Agentforce, customers are able to create a flexible, on-demand digital workforce that operates without limitations, making it easy to build and deploy agents using familiar Salesforce tools and language. Why This Matters: Recent Salesforce research reveals that U.S. consumers often spend up to nine hours interacting with customer service to resolve a single issue. Moreover, 67% of consumers are frustrated when their issues aren’t resolved immediately and may abandon one-third of customer service interactions. This presents a massive opportunity to enhance the customer experience with AI-powered agents. “Piloting Agentforce made a noticeable difference during our busiest period — back-to-school season. We saw a 40% increase in case resolution, surpassing the performance of our old bot. Agentforce helps manage routine tasks, allowing our service teams to focus on more complex cases.” – Kevin Quigley, Director of Process Improvement, Wiley What’s New: Several new solutions are now available to all customers: Going Deeper: Agentforce is fully integrated into the Salesforce Platform, combining powerful data, AI, and the Salesforce Customer 360 ecosystem. This integration unlocks infinite agent capacity and proactive actions across all roles and channels, with full context on every customer interaction. Industry-Specific Examples: Agentforce’s flexibility allows it to serve various industries with tailored solutions: Customer & Analyst Quotes: “Agentforce is enhancing Saks’ ability to provide personalized customer support, automating routine tasks like order tracking, which allows our teams to focus on delivering a high-touch experience.” – Mike Hite, Chief Technology Officer, Saks Global “With Agentforce, OpenTable is automating routine tasks, saving time for our reps to focus on strengthening customer relationships and providing exceptional service to diners and restaurants worldwide.” – George Pokorny, Senior VP of Global Customer Success, OpenTable “By integrating Agentforce with Data Cloud and MuleSoft, we’re unlocking the full potential of our data, driving faster decisions and reimagining how we serve clients.” – Caroline Basyn, Chief Digital & IT Officer, The Adecco Group “Agentforce will revolutionize ezCater’s food management services, blending AI and human interaction to ensure seamless, personalized experiences for every customer.” – Erin DeCesare, CTO, ezCater Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Agentforce Testing Tool

Agentforce Testing Tool

Salesforce Unveils Agentforce Testing Center: A Breakthrough in AI Agent Lifecycle Management Salesforce, the global leader in AI-powered CRM solutions, has announced the Agentforce Testing Center, a first-of-its-kind platform for managing the lifecycle of autonomous AI agents. This innovative solution enables organizations to test AI agents at scale, leveraging synthetic data in secure environments, while ensuring accurate performance and robust monitoring. Designed to meet the unique demands of deploying intelligent AI agents, the Agentforce Testing Center introduces new tools to test, prototype, and optimize AI agents without disrupting live production systems. Core Features of the Agentforce Testing Center Why It Matters Autonomous AI agents represent a paradigm shift in enterprise software, capable of reasoning, retrieving data, and acting on behalf of users. However, ensuring their reliability and trustworthiness requires a robust testing framework that eliminates risks to live systems. The Agentforce Testing Center addresses these challenges by combining: “Agentforce is helping businesses create a limitless workforce,” said Adam Evans, EVP and GM for Salesforce AI Platform. “To deliver this value quickly, CIOs need advanced tools for testing and monitoring autonomous systems. Agentforce Testing Center provides the necessary framework for secure, repeatable deployment.” Customer and Analyst Perspectives Shree Reddy, CIO, PenFed:“With nearly 3 million members, PenFed is dedicated to providing personalized, efficient service. Using Data Cloud Sandboxes, we’re able to test and refine AI agents, ensuring they deliver fast, accurate support that aligns with our members’ financial goals.” Keith Kirkpatrick, Research Director, The Futurum Group:“To instill trust in AI, businesses must rigorously test autonomous agents. Salesforce’s Testing Center enables confidence by simulating hundreds of interaction scenarios, helping organizations deploy AI agents securely and effectively.” Availability A Competitive Edge in AI Lifecycle Management Salesforce’s Agentforce Testing Center sets a new industry standard for testing and deploying AI agents at scale. By providing a secure, scalable, and transparent solution, Salesforce enables businesses to embrace an “agent-first” approach with confidence. As enterprises continue adopting AI, tools like the Agentforce Testing Center will play a critical role in accelerating innovation while maintaining trust and reliability. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Demandbase Brings Intent Data to Salesforce Prospecting Center

Demandbase Brings Intent Data to Salesforce Prospecting Center

Demandbase Brings Intent Data to Salesforce Prospecting Center, Empowering B2B Sales Teams Demandbase, the leading account-based go-to-market (GTM) platform for B2B enterprises, has partnered with Salesforce to integrate its industry-leading intent data into the Salesforce Sales Cloud Prospecting Center. Leveraging insights derived from over one trillion monthly interactions and 36 billion B2B site visits, this integration empowers sales teams to identify and prioritize accounts most likely to be in-market for their products. With Demandbase’s intent data embedded seamlessly into the Salesforce Prospecting Center, users gain access to an intuitive, customizable interface, enabling go-to-market teams to make data-driven decisions with greater precision and efficiency. “We’re thrilled to deepen our partnership with Salesforce and deliver even more value to our shared customers,” said Michael Wilczak, Chief Strategy & Development Officer at Demandbase. “By embedding our intent data directly into the Salesforce Prospecting Center, we’re enabling sales teams to target the most promising leads, boosting their productivity and success rates. This integration helps our customers maintain laser focus on accounts that are actively signaling buying intent, ultimately driving better outcomes—all within their existing Salesforce environment.” Key Features of the Intent Score Integration “By integrating Demandbase’s Intent Score into the Salesforce Prospecting Center, sales teams can take immediate action to identify and prioritize their next best customers,” said Pawan Kumar Adda, Senior Director of Sales Cloud Product Management at Salesforce. “This empowers sellers to focus on accounts with the highest likelihood of conversion, optimizing their efforts and boosting overall productivity.” The Intent Score feature, unveiled at Dreamforce ‘24, became available to Salesforce customers with Unlimited Edition or higher Sales Cloud subscriptions in October 2024. To learn more about how Intent Score can enhance your GTM strategy, visit the Salesforce Sales Engagement product page. Salesforce, Sales Cloud, Data Cloud, Dreamforce, and other marks are trademarks of Salesforce, Inc. About Demandbase Demandbase is the leading account-based GTM platform for B2B enterprises, enabling teams to identify and engage the right customers with precision. Powered by unified intent data, AI-driven insights, and actionable recommendations, Demandbase helps organizations align their GTM efforts, maximize revenue, and streamline technology stacks. Thousands of companies rely on Demandbase to execute scalable, data-driven strategies. Learn more at www.demandbase.com. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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More Cool AI Tools

Salesforce Expands Partnership with AWS

Salesforce Expands Partnership with AWS: AI and Marketplace Integration Salesforce (NYSE: CRM) is making significant strides in its partnership with Amazon (NASDAQ: AMZN), unveiling an expanded collaboration at AWS. Customers can now purchase Salesforce products directly through the AWS Marketplace, paying with AWS credits. This integration aims to simplify access to Salesforce offerings, enhance data integration capabilities, and leverage generative AI tools. Key Announcements: Marc Benioff, Chair and CEO of Salesforce, highlighted the importance of this milestone: “We’re bringing together the No. 1 AI CRM provider and the leading cloud provider to deliver a trusted, open, integrated data and AI platform. With these enhancements to our partnership, we’re enabling all of our customers to be more innovative, productive, and successful in this new AI era.” AWS CEO Adam Selipsky echoed these sentiments, emphasizing how the partnership will enable joint customers to “innovate, collaborate, and build more customer-focused applications.” Strategic Benefits: Revenue-Sharing Structure: Like app stores, Amazon will take a percentage of Salesforce’s revenue generated through AWS Marketplace. Despite this, the potential growth in sales and efficiency gains may outweigh the costs. Market Reaction: Following the announcement, both Salesforce and Amazon shares experienced a boost in premarket trading, signaling investor optimism about the partnership’s potential. This expansion reinforces Salesforce’s strategy of aligning with major cloud providers to meet growing demand for AI-driven, integrated data platforms. As this collaboration evolves, it is poised to drive significant value for businesses navigating the AI and data revolution. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Power of Historical Data in AI Performance

Power of Historical Data in AI Performance

Salesforce’s Agentforce is brimming with potential, but unlocking its full capabilities requires more than just real-time data—it demands access to rich, historical datasets. Agentforce thrives on robust time-series data to recognize patterns, track trends, and deliver accurate predictions. While Salesforce excels at capturing real-time data, significant gaps exist when it comes to historical insights. Without this essential context, AI initiatives risk falling short, generating outputs that fail to account for long-term trends and evolving customer behavior. The Power of Historical Data in AI Performance Comprehensive historical data provides the depth and context that AI models like Agentforce need to excel. By incorporating this data, businesses can enable smarter predictions, uncover hidden patterns, and drive more meaningful insights—giving them a decisive edge in competitive markets. Introducing Own Discover: Unlocking Historical Data To bridge the historical data gap, Salesforce has introduced Own Discover—a secure, scalable data service designed to make historical Salesforce data readily accessible for AI models. This groundbreaking tool empowers admins to harness the full value of their organization’s historical data, fueling platforms like Agentforce to accelerate AI-driven innovation. Key Benefits of Own Discover Elevating Agentforce with Historical Data For Salesforce admins, historical data has become essential, not optional, for maximizing AI success. By integrating tools like Own Discover, admins can provide Agentforce with the datasets it needs to deliver reliable, actionable insights. This not only improves AI performance but also positions admins as strategic enablers of their company’s AI-driven transformation. With Own Discover, Salesforce makes historical data a strategic asset—unlocking the full potential of Agentforce and empowering businesses to embrace AI with confidence. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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