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Agentforce brings digital labor to every employee, department, and business process to augment employees and improve customer experiences. Agentforce works with your existing apps, data, and business logic and can take action across your entire enterprise. And it’s built on the trusted Salesforce platform, so your data always stays safe.

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Agentforce can transform any team and workflow with AI agents.

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The most complete enterprise agentic platform.

Agentforce is a complete, extensible, and open platform, letting you build and deploy digital labor for your customers and employees leveraging the existing workflows, data, and integrations that power your business today. Agentforce can take action across every channel and be integrated into any system, making it easy to add agentic automation across your entire business.

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Tools to manage the entire agent lifecycle.

Build, test, and supervise Agentforce with low-code and pro-code tools to deploy AI agents with confidence. AI powered assistance helps you configure Agentforce from natural language, and helps batch test at scale. Powerful supervision tools help you understand how Agentforce is performing and gives suggestions on how to refine the configuration.

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Relevant, accurate results for every business.

The Atlas Reasoning Engine is how Agentforce understands, decides, and acts autonomously to provide trusted, accurate answers for every request. It starts by understanding the user intent and scope of the problem, deciding what data is needed and what actions are required, and then autonomously executes those actions to complete the task.

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Trust and guardrails,?out-of-the-box.

Agentforce contains a powerful set of low code guardrails and security tools designed to keep data secure, prevent abuse, and reduce hallucinated and biased responses. These guardrails are on by default and are easily configurable by admins and business users to ensure Agentforce performs the way they should and not deviate from their instructions.

Agentforce powers any use case.

Engage with customers and prospects 24/7, provide instant support to every employee, and seamlessly hand-off to humans when needed.

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Customer Service

Provide always-on support for customers to help with answering questions, resolving cases, managing orders, and? troubleshooting issues.

Benefit: Reduced response times, always on service, cost savings.

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Sales Development

Drive growth around the clock by autonomously answering product questions, handling objections, and booking meetings for sales reps.

Benefit: Efficiency boost, increased win rates, shorter deal cycles.

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Employee Support

Give every employee a task-specific, highly specialized AI agent to help them by answering questions and automating routine tasks.

Benefit: Higher productivity, faster resolution time.

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Deep Research

Have Agentforce work behind the scenes to process data and perform long running tasks to improve productivity for any department.
Benefit: Cost savings, higher productivity, more complete data.

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Coaching and Teaching

Build every employee customizable learning journeys that are conversational, flexible, and based on their role or persona.

Benefit: Improved learning outcomes, scalability and global accessibility.

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Product Recommendation

Provide personalized recommendations using latest product information, upsell and cross-sell products based on context.

Benefit: Drive business growth and customer loyalty.

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Attendee Support

Automate communications about event information and details, book sessions, provide event logistics and surveys.

Benefit: Personalized marketing, streamlined experience.

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Appointment Scheduling

Schedule appointments based on history and context, send appointment follow-ups, send reschedule and reminder notifications.

Benefit: Accelerated scale and personalization, op cost savings.

Trusted AI, built-in

Agentforce contains a powerful set of low-code guardrails and security tools that keep data secure, prevent abuse, and reduce hallucinated and biased responses.

Agentforce Guardrails combine user-defined safeguards and Salesforce managed protections?to foster trust and maintain control over agent behavior. Key mechanisms work in concert to prevent deviations from core instructions, block off-topic or inappropriate conversations, and mitigate risks such as hallucination, bias, or the dissemination of incorrect information.

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The Einstein Trust Layer is a robust set of features and guardrails that protect the privacy and security of your data, improve the safety and accuracy of your AI results, and promote the responsible use of AI across the Salesforce ecosystem. With features like dynamic grounding, zero data retention, and toxicity detection, the Einstein Trust Layer is designed to help you unleash the power of generative AI without compromising your safety or security standards.

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The Salesforce Platform is built on a foundation of trust, including security testing, site reliability, disaster recovery, least privileged access, and core access controls embedded into our deeply unified platform. Our shared responsibility model allows customers to establish a robust governance foundation with built-in security controls while offering additional solutions to customize and strengthen data security, compliance, and resilience, including products to encrypt, audit, monitor, mask, protect, manage, backup, and archive data.

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A diagram features the trust layer, agent guardrails and a person.
A diagram features the trust layer, agent guardrails and a person.
A diagram features the trust layer, agent guardrails and a person.
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Agentforce Frequently Asked Questions

AI Agents are autonomous, proactive applications designed to execute specialized tasks to help employees and customers. Agents use large language models (LLMs) to analyze and understand the full context of customer interactions or an automated trigger, then reason through decisions on the next steps autonomously.

These agents generate responses that are consistent with your company’s brand voice and guidelines using trusted business data, including Salesforce CRM data, external data from Data Cloud, and more. These agents are capable of operating 24/7 across various platforms like self-service portals and messaging channels, handling tasks proactively within set guardrails. When faced with complex issues beyond their scope, they can escalate the matter to human agents, ensuring that queries are resolved efficiently and accurately.

Businesses can build agents with Agent Builder using existing Salesforce Platform tools to create standard and custom topics and actions. You can use prompts grounded in trusted enterprise data. You can use Flows to create automations across any system. You can use MuleSoft API connectors to connect Agents to any system. And last, you can use your Apex & Javascript to create the custom code and business logic for your Agent.

Businesses can create an agent for any role, any industry and to solve any use case. With Agentforce, it's ready to spin up out-of-the-box agents across service, sales, marketing, commerce, and more.

  • Service Agent replaces traditional chatbots with AI that can handle a wide range of service issues without preprogrammed scenarios, improving customer service efficiency.
  • Sales Development Representative (SDR) engages with prospects 24/7, answering questions, managing objections, and scheduling meetings based on CRM and external data, allowing your sellers to focus on building deeper customer relationships.
  • Sales Coach provides personalized role-play sessions for your sales team, using Salesforce data and generative AI to help sellers practice pitches and objections tailored to specific deals.
  • Merchandiser assists your ecommerce merchandisers with site setup, goal setting, personalized promotions, product descriptions, and data-driven insights, simplifying daily tasks.
  • Buyer Agent enhances the B2B buying experience, helping your buyers find products, make purchases, and track orders via chat or within sales portals. Personal Shopper acts as a digital concierge on your ecommerce sites or messaging apps, offering personalized product recommendations and assisting with search queries.
  • Campaign Optimizer automates the full campaign lifecycle, using AI to analyze, generate, personalize, and optimize marketing campaigns based on business goals.
  • Agentforce (formerly Einstein Copilot) supports employees in the flow of their work with specific tasks by searching for data, creating action plans, and executing them to increase workplace efficiency.

Einstein is natively embedded into the Salesforce Platform and leverages data from CRM and external applications to provide insights, predictions, and generated content directly in the flow of work.

An ai agent builder is a platform for building and customizing AI agents. With Agentforce, our low-code Agent Builder that makes it easy to customize out-of-the-box agents or build new agents for any role, any industry, or any use case using existing tools like Flows, Prompts, Apex, and MuleSoft APIs to configure their agents. Using Agent Builder, businesses can create a job to be done for their agent by defining topics, writing natural language instructions within that topic, and creating a library of actions for it to choose from. Users can also easily observe an agent’s plan of action and test their responses in Agent Builder.

Agentforce is a proactive, autonomous AI application that answers questions, takes actions, and improves productivity. You can equip Agentforce with any necessary business knowledge to execute tasks according to its specific role. With Agentforce, customers can unlock a limitless digital labor force by leveraging autonomous AI agents that support their employees and customers 24/7.

Agentforce can reason through complex requests, safely retrieve accurate knowledge about your business, take action on your behalf, and scale across teams and departments. It starts with the Atlas Reasoning Engine, which breaks down the initial prompt into smaller tasks, evaluating at each step and proposing a plan for how to proceed until the complete answer or action is achieved.

Every Salesforce customer can get started with Agentforce for free. Salesforce Foundations gives you the ability to have a free tier of every Salesforce cloud you don’t already have access to, including Agentforce. Pay as you go per conversation or lead after that, starting at 2$ per.

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