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Frequently asked questions

Salesforce is the #1 AI CRM, helping humans with agents drive customer success together on one integrated platform. Our best-in-class CRM apps help you create a 360-degree view of your customer across sales, service, marketing, commerce, IT, and data departments with shared, easy-to-understand data. With a single view of your customer, your teams can create connected, personalized customer experiences that build stronger relationships. Our artificial intelligence (AI) solutions help every employee be more productive with generative, predictive, and autonomous AI you can safely use with sensitive customer data, thanks to our Einstein Trust Layer. Our data solutions like Data Cloud and MuleSoft help you unlock trapped data so you can activate real-time customer data from multiple sources — whether that be CRM, legacy, or third-party data — across Salesforce CRM apps.

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Agentforce is Salesforce’s groundbreaking suite of customizable agents and tools, deeply integrated with the Salesforce Platform that helps companies build, customize, and deploy autonomous agents to support employees and customers. With Agentforce, you can get out-of-the-box templates for quickly building and customizing AI agents that meet specific business requirements. These agents can also be personalized using familiar Salesforce tools, including prompt templates, Flows, and Apex. Agents are able to carry out business tasks using a company’s CRM data, external data, and metadata while adhering to strict privacy and security guidelines and action guardrails. Because these agents are completely integrated with your Customer 360 apps across sales, service, marketing, commerce, and more, they can seamlessly hand off to employees right in the flow of work. You can collaborate with your agents as a true extension of your team in any Salesforce app, partner app, or custom app you build.

An AI agent is an intelligent reasoning application that can use data and large language models to conduct planning, task execution, and conversations. An agent takes action based on a trigger, which can be changes in data, conversations, and scheduled automations. It then uses that trigger to determine a plan of action. The plan of action is determined by the predefined topics assigned to an agent. A topic is a job to be done, complete with the instructions and set of actions the agent can execute to achieve that goal. The agent then reasons through the query, selects a relevant topic, selects the action to take, and gathers the data required to execute. Agentforce is the platform where IT teams can define the following parameters for their AI agents.

Customer 360 is not one specific product; it’s an end state we help our customers achieve by using the breadth of our portfolio. We offer apps for virtually every team within your organization, which means everyone–your employees and AI agents–can take action on a 360-degree view and is united around the customer to manage and grow customer relationships.

Yes. Our CRM apps are designed to meet you exactly where you are today and help you embrace the latest technologies. Some organizations may just need one of our market-leading CRM solutions to support a single department or business goal, while others may benefit from connecting more of their teams and data on an AI-powered CRM platform to manage customer relationships more holistically.

We’re proud of the results our customers see with Salesforce. But you don’t have to take our word for it. A customer survey completed in August 2024 revealed 99% of our customers achieved positive ROI with Salesforce and 99% were satisfied with Salesforce. On average, customers report a 30% faster response to customers, 30% faster decision-making, 30% more employee productivity, and 29% more teamwork, among other metrics, across their entire Salesforce implementation. Read our customer success stories to learn more about the value Salesforce provides.

We offer a variety of pricing options for our customers, including:

Starter Suite, Pro Suite, or Foundation Suites: When you select a suite, you get a bundle of some of our most popular features in one package to create a Customer 360 out of the box across sales, service, marketing, commerce, and Data Cloud. Starter Suite is great for startups, whereas Foundations provides a more robust set of features for more established businesses.

Add-ons: Each add-on you select helps you customize your CRM solution to get exactly what your organization needs. We offer add-ons with different tiers of functionality, which is similar to how our editions have varying levels of functionality for most products.

To learn more, please visit the Salesforce Product Pricing page.

Customers must purchase product-specific add-ons to take advantage of Agentforce and other generative AI capabilities embedded within Salesforce clouds. However, many predictive AI features are offered as add-ons to our standard cloud editions. Get in touch with our sales team to learn more.

For organizations in the nonprofit, education, or philanthropy sectors, Salesforce offers Nonprofit Cloud, a special version of our CRM platform and other solutions that can power your organization’s purpose. Reach out to our team of experts to unlock the best solutions for your organization.

As always, our representatives are available for a no-pressure consultation to help you figure out the best solution for your budget and business needs. We can find the services and packages that will serve your current needs, with plenty of options for growth in the future.

Salesforce CRM apps are deeply integrated, as they operate from one core platform with one metadata framework that creates a common language across apps. This means you can customize something in one app — for example, a custom object specific to your business like a “pet name” for an animal hospital or a “vehicle” for a car dealership — and that same customization can appear across every other app, automatically. In addition, Salesforce is open to external apps and technologies by design, because we never want to box our customers into solutions. Our platform is built to provide a seamless back-end experience with any external partner, model, data store, or productivity suite you currently use. We also operate a robust SaaS marketplace, AppExchange, where partners build custom apps to extend your use of Salesforce.

You can also integrate any system with Salesforce thanks to MuleSoft, the world’s #1 integration and API platform owned and operated by Salesforce. With the MuleSoft Anypoint Platform?, you can connect any system, application, data, and device to unleash the full power of the #1 AI CRM.

And we know how important unified data is to trusted AI, so we make it easy to bring in any external data to Salesforce with our Zero Copy Partner Network. Zero copy enables organizations to easily connect and use all of their data within the Salesforce Platform without needing to move or copy data between platforms. Learn more about zero copy here.

It’s entirely too common for data to be sitting in silos and disconnected from the customer experience. That is why we created Data Cloud, which brings all your disconnected enterprise data into Salesforce to deliver a comprehensive, 360-degree view of your customer. When we say all your data, we mean it: MuleSoft, the world’s #1 integration and API platform, connects data from anywhere (yes, even mainframes) so you can unite all your islands of data to get a complete view of your customers and business. And our Zero Copy Partner Network enables organizations to easily connect and use all their data within the Salesforce Platform without needing to move or copy data between platforms.

When you get all your data together in one place, you can do amazing things with Tableau to explore data, uncover insights, and take action across your CRM to better serve your customers. Together, our data solutions empower your people with access to real-time data and insights about your customers and their interactions with your products and services, enabling them to deliver personalized customer experiences at every touchpoint.

Public generative AI models can do amazing things, but the model learns from everything you enter into your prompts. That’s why enterprise AI is different — you certainly can’t have public models learning from your sensitive customer data.

Salesforce helps you harness AI to deliver impactful customer experiences across your business with data privacy and security built in. Our Einstein Trust Layer prevents sensitive data from leaving the Salesforce trust boundary, so you can use AI in every app, across every user, and in every workflow across your CRM with confidence. Learn more about how we build AI for business, and learn more about Salesforce Einstein, our native AI.

We incorporate the latest innovations into our products three times a year. But we can’t do it alone. Our customers’ input helps us develop products that best serve their business needs. Providing continual technology releases gives our customers a competitive advantage.

Learn how each Salesforce Release brings hundreds of new products and features — that’s a lot of fresh ideas to keep you ahead of the game and maximize ROI.

If you haven’t already, be sure to watch our latest demos of Salesforce in action. Continue learning about all the incredible solutions that help companies create their own Customer 360 by exploring the product pages of our website.

Then, be sure to head over to the Salesforce Resource Center for thought leadership, research, and how-to content on the latest topics and resources tailored to your role and industry.

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