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AT A GLANCE Salesforce positions itself as the world's #1 agentic CRM, bringing people, AI agents, and data together on one platform to help businesses deliver customer success. One connected Salesforce platform Salesforce brings decades of proven rules, processes, and knowledge that teams can use in the apps and tools they prefer, giving them flexibility and choice. Companies can use Salesforce to bring trusted AI agents into sales, marketing, service, commerce, and more. What sets Salesforce apart is that AI agents and employees share the same business context, rules, and workflows, so agents act accurately while people focus on decisions that require human judgment. The key advantage: AI agents handle appropriate tasks using shared business context, while employees retain responsibility for decisions that require human judgment. UNDERSTANDING THE AGENTIC CRM Salesforce describes itself as the world's #1 agentic customer relationship management (CRM) platform. It brings your customer and business data together, provides trusted AI agents that work where your teams already work, and delivers results that scale. Salesforce calls this the Agentic Enterprise. In an Agentic Enterprise, employees focus on strategy and relationships while AI agents handle work at scale, creating new growth opportunities for companies of every size. THE AGENTIC ENTERPRISE Focus on strategy, customer relationships, creativity, and decisions requiring human judgment. Handle appropriate routine tasks at scale, using connected business information and workflows. Customer Data • Business Rules • Workflows • Trust Today, many AI models can produce good answers. But when your business depends on the outcome, good isn't enough. You need the right answer, one that reflects your company's rules, data, history, and workflows, so you can act on it safely and audibly. Take pricing as an example. A general AI model can suggest a price, but it doesn't know your discount policy, margins, approval process, or past decisions. Salesforce does, because that information already lives in the Salesforce systems your teams use every day. GENERAL AI MODEL A general model may recommend a price without knowing the company's actual commercial policies. Missing context: discount limits, profit margins, approval rules, and customer history. AI CONNECTED TO SALESFORCE When configured with the right access and controls, an agent can use relevant Salesforce data and workflows. Available context: pricing rules, account history, margin requirements, and approvals. Built and refined over more than 27 years, the platform gives businesses four important capabilities. Every AI action can be grounded in customer, business, and operational data, so decisions are based on facts rather than guesswork. Businesses can connect supported AI models of their choice to Salesforce's trusted foundation and build agents that operate within enterprise rules and controls. Teams can take action in connected tools they already use, such as Slack, Microsoft Teams, or Claude, where supported and configured, while Salesforce ties business information and processes together behind the scenes. Governance, security, and data foundations are already part of the platform, and AI extends those controls rather than requiring businesses to rebuild everything from scratch. Salesforce's positioning: According to Salesforce, its combination of customer data, business logic, and a trust layer in one platform helps businesses put AI to work safely at enterprise scale. FROM AI POTENTIAL TO BUSINESS ACTION Businesses worldwide already use Salesforce AI agents to support customers, grow sales, and help employees work more efficiently. AI agents can answer questions, recommend products, process returns, and pass complex issues to human employees when needed. Agents can nurture leads daily, coach sales representatives on deals, and generate quotes in seconds when the necessary systems and approvals are in place. Teams can get proactive assistance from agents with access to relevant customer, business, and operational data, helping employees make more informed decisions. REPORTED BUSINESS IMPACT According to Salesforce's State of Agentic AI in the Enterprise report, organizations that have successfully deployed AI agents report the following results. Months to ROI Employee Adoption Improvement in Customer Satisfaction Reduction in Operational Costs Source: Salesforce, State of Agentic AI in the Enterprise. Verify the report and figures before publication. These are reported findings, not guaranteed results. BRING AGENTIC AI INTO YOUR BUSINESS Codleo helps companies identify the right first AI use case, prepare their Salesforce data, and deploy trusted agents that deliver measurable results. INSIDE THE SALESFORCE ECOSYSTEM Salesforce gives every employee, AI agent, and connected platform one shared view of your customer and business data. This matters because agents and employees work from the same trusted foundation. Agents can recommend next steps, automate tasks, and support customers accurately, while employees use the same reliable data to move faster and focus on the decisions only people can make. This works because Salesforce AI is grounded in real business context, rules, and workflows. In other words, it understands how your business operates and what it needs, not just general information. ONE SHARED FOUNDATION Strategy and human decisions Assistance and automation Connected tools and systems Customer Data • Business Context • Rules • Workflows • Governance Salesforce is designed to be used by people, AI agents, and other platforms across your entire business ecosystem. It's built so companies of any size can grow and adapt as their needs change, helping each business move toward becoming an agentic enterprise. ACCESS FROM DIFFERENT INTERFACES Makes the capabilities your business already relies on, including data, business logic, workflows, and governance, available from any interface, with permissions and policies carried along. No browser is needed, so people and AI agents can build, manage, and run processes from external tools such as Claude, Microsoft Teams, or Cursor. CONNECTED BUSINESS APPLICATIONS The home of Salesforce's sales, service, marketing, and commerce apps, linking your business logic and workflows directly to unified data and AI agents. UNIFIED CUSTOMER DATA FOUNDATION Connects to data lakes, data warehouses, and Salesforce apps to create real-time, unified customer profiles. Zero-copy connectivity lets you access data without fully duplicating it into Salesforce, reducing unnecessary data movement. This ecosystem also extends into the tools your teams use every day, such as Slack, and into AI agents built with Agentforce that can take action on your behalf. Here's a closer look at how each part fits together. SALESFORCE + ANTHROPIC Claudeforce is the partnership between Salesforce and Anthropic that brings Anthropic's Claude AI together with the Salesforce CRM platform. Salesforce describes it as combining the #1 AI with the #1 AI CRM. It puts your trusted business data, workflows, and governance to work inside Claude, so a highly capable AI model can reason over the real state of your business and take action on it. According to Salesforce, Claudeforce gives every seller the equivalent of an AI chief revenue officer, with 37 built-in sales skills backed by 27 years of CRM experience. Claude can reason across Salesforce, Slack, and email to act on what's actually happening in your business, and it works out of the box with your existing Salesforce permissions and business rules. HOW CLAUDEFORCE CONNECTS Reasoning, analysis, conversation, and intelligent assistance. Customer data, business rules, workflows, permissions, and governance. Business-aware AI assistance and actions within connected enterprise workflows. Built-in Sales Skills Years of CRM Experience Connected Business Intelligence Connect Claude once to bring AI-powered intelligence, workflow creation, business actions, and governance into your Salesforce environment. Ask complex business questions and get real-time answers based on trusted data. Create custom workflows, agents, and secure apps as your business needs evolve. Trigger real business actions and complete tasks, not just receive summaries. Salesforce describes Claudeforce as providing zero data retention and a complete trust boundary, certified by Salesforce by default. PROBABILISTIC Can interpret questions, reason over information, and generate possible answers, but may produce unreliable outputs. DETERMINISTIC Apply defined rules, permissions, and processes consistently, but do not independently reason like an AI model. The Claudeforce approach: AI models on their own are probabilistic, so they cannot reliably run a company without safeguards. Traditional business systems are deterministic, so they cannot reason in the same way. Claudeforce combines Claude's reasoning with Salesforce's trusted data and controls to get the benefits of both. YOUR NEXT STEP WITH ENTERPRISE AI Codleo helps businesses prepare their data, permissions, and workflows so AI tools like Agentforce and Claude can work safely and accurately with Salesforce. SALESFORCE AI INFRASTRUCTURE According to Salesforce, AIforce is its trusted governance layer that makes your business data and workflows available to any AI agent through MCP (Model Context Protocol) servers, APIs, and command-line (CLI) tools, without complex and expensive integrations. For decades, enterprise software meant people clicking through fixed screens to get work done. Now that AI agents can access data, workflows, and business rules directly, software becomes a system that powers any interface, whether that's a chat window, a collaboration tool, or an AI assistant. HOW AIFORCE CONNECTS EVERYTHING Intelligent conversations Natural-language actions Work inside team apps CONNECTION METHODS TRUSTED GOVERNANCE LAYER Connects AI agents to authorized business capabilities while applying enterprise permissions, policies, and controls. Customer Data • Business Logic • Workflows • Governance TRADITIONAL ENTERPRISE SOFTWARE Employees move through fixed interfaces and predefined screens to access information and perform actions. AGENTIC ENTERPRISE SOFTWARE Connected agents can work with business data and processes directly, subject to configured permissions and safeguards. SALESFORCE + ANTHROPIC The first product from the Salesforce and Anthropic partnership is Salesforce in Claude, which brings sales and revenue teams' Salesforce data and workflows directly into Claude. EXPLORE SALESFORCE AI Discover how Agentforce, AI-powered automation, and connected customer data can help your business work smarter, improve customer experiences, and drive growth. CONNECTED WORKSPACE Slack is Salesforce's AI-powered workspace, the place where everyday work happens. It's a searchable hub for communication, knowledge, and work tools, used by both people and AI agents. Slack connects with Salesforce apps and many other business tools, bringing your team's activity into one place. Instead of long, scattered email threads, Slack organizes conversations into channels by topic, project, department, or client. That makes it easy to follow current progress and find older discussions when you need them. But Slack is much more than a chat app. Slack links to your Salesforce data and workflows, so you can direct AI agents, review their work, make decisions, and take action without leaving the app. With a headless architecture, connected Salesforce capabilities can extend to Microsoft Teams, voice, or other supported interfaces where work happens. Slack includes Slackbot, a personal AI teammate designed to help employees find information, manage tasks, and get more done. YOUR AI TEAMMATE Most AI agents only know what you tell them. According to Salesforce, Slackbot understands how your business works. Because it lives inside Slack, there's no separate application to set up. It can use context from an employee's role, accessible conversations, and projects, and work with connected tools such as Salesforce, Google Drive, and OneDrive, subject to permissions and availability. You simply ask Slackbot a question or give it an instruction, and it works out which available information and tools it needs to help. That gives employees an intelligent assistant for everyday work. Can you summarize the latest customer discussions and prepare a brief for my next meeting? I can help gather the relevant conversations and connected information you have permission to access, then organize it into a meeting brief. Suggested output: key updates, open questions, next steps, and a meeting agenda. Example conversation for illustration only. Catch up on past discussions and important updates across accessible channels. Prepare clear messages, replies, and internal communications faster. Organize relevant information into meeting notes, briefs, and documents. Reduce repetitive work with supported automations and actions. Work across connected business tools while respecting available access and controls. The bigger picture: Slack connects conversations and teamwork, while Slackbot helps employees turn accessible information into useful answers, drafts, and actions. CONNECT YOUR TEAMS AND CRM Codleo connects Slack with Salesforce, so teams get deal alerts, case updates, approvals, and AI assistance right where they collaborate. SALESFORCE AI AGENT PLATFORM Agentforce is Salesforce's AI agent platform. It lets businesses build, test, deploy, and govern AI agents that work around the clock within the guardrails you define. It also includes pre-built agents that address common business needs right out of the box. AI agents built with Agentforce can support sales teams, serve customers, and help employees work more efficiently by taking action using connected Salesforce data and business workflows. HOW AGENTFORCE WORKS Interpret the request and relevant business context. Determine suitable next steps using available information. Execute permitted actions through connected workflows. Use updated information to guide subsequent decisions. Business Data • Permissions • Rules • Workflows • Governance From sales pipeline growth to customer support and employee assistance, Agentforce can help businesses automate and improve everyday operations. Reach out to leads with personalized emails, follow up automatically, and book meetings to keep opportunities moving forward. Answer questions, resolve cases, and act as a personal shopper across ecommerce channels, with human handoffs when appropriate. Power Agentforce Coworker inside Salesforce apps, allowing employees to ask plain-language questions and get actionable answers without digging through reports. AGENTFORCE COWORKER IN ACTION Which deals are at risk this quarter? I can review the opportunity information available to you and highlight deals that may need attention. Potential insights: stalled opportunities, approaching close dates, missing activities, and recommended follow-ups. Illustrative example; actual responses depend on connected data and configuration. Because agents run on secure, trusted data, their actions can stay relevant to your business and your customers. Agents can also adapt as new information becomes available while operating within the business guardrails you configure. That real-time adaptability depends on Salesforce being available wherever agents actually work, not locked inside a single interface. That's where Headless 360 comes in. START YOUR AGENTFORCE JOURNEY Codleo helps you pick the right use case, connect trusted data, set guardrails, and test Agentforce agents before they go live, so they can deliver measurable business value from the start. SALESFORCE BEYOND THE SCREEN Headless 360 takes every Salesforce product beyond the Salesforce application itself. It makes your trusted business capabilities available wherever AI agents and people work. Here's a simple way to picture it. Traditional software is like a bank where you can only access your money by walking into one particular branch. Headless 360 keeps the same bank, the same accounts, and the same rules, but adds many more ways to reach them, like ATMs, mobile apps, and online banking. A SIMPLE WAY TO UNDERSTAND HEADLESS 360 TRADITIONAL SOFTWARE Visit one location to access your account. People typically use the application's interface to access its capabilities. HEADLESS 360 APPROACH The same underlying system becomes accessible through different interfaces without changing its core rules. The vault hasn't moved. Only the number of access points has grown. The safeguards still apply everywhere: fraud checks, transaction limits, and authorization rules work the same way at every access point. Different interfaces connect to the same trusted Salesforce capabilities. SHARED BUSINESS FOUNDATION Conceptual illustration; actual access depends on supported integrations and configuration. With Headless 360, Salesforce's native permissions, sharing rules, and audit capabilities can remain part of how the platform is accessed. That means different teams can work through their preferred tools while maintaining consistent enterprise controls. Developers can use supported coding agents and development tools to build and manage connected workflows. Teams can access Salesforce capabilities through the tools and interfaces they already use. IT leaders can apply established enterprise rules and governance as access expands to new interfaces. A service team might resolve customer issues directly inside Microsoft Teams using connected Salesforce data and workflows. A developer might build a workflow in Claude Code while working with Salesforce business capabilities through supported connections. A seller might receive account updates through Gemini when the appropriate Salesforce connection and access permissions are configured. In every case, it's the same platform, the same business logic, and the same governance. Only the entry point changes. Headless 360 doesn't remove the Salesforce interface. Instead, it frees the platform from being tied to one screen. The interface becomes flexible, while the business intelligence underneath stays consistent. So whether your teams work inside Salesforce or bring Salesforce into the tools they prefer, they keep access to the apps, governance, and business logic that Salesforce has built over 27 years, helping you run your business efficiently and give customers the service they expect. BRING SALESFORCE INTO YOUR WORKFLOWS Codleo helps you design secure permissions, integrations, and AI access so Salesforce data and workflows can be used safely across tools like Slack, Microsoft Teams, and AI assistants. AI-POWERED CUSTOMER EXPERIENCE Agentforce Service brings customer service, field service, and employee service together on one platform, combining AI agents, human expertise, and trusted data to create one connected service experience. Autonomous AI agents boost productivity by supporting customers around the clock and generating responses to their questions. With Agentforce Voice, customers can have complex, natural conversations with AI agents that use the history of their past interactions to provide more relevant assistance. THE CONNECTED SERVICE JOURNEY A customer contacts support through voice, chat, SMS, or another connected channel. Agentforce uses available customer information and interaction history to guide its response. The agent handles supported requests or transfers complex issues to a human representative. Customers receive timely assistance while service teams stay informed and connected. When a person is needed, the AI agent can hand the conversation to a human representative along with call notes and relevant context. That helps the representative get up to speed without asking the customer to repeat everything. FIRST CONTACT Handles natural customer conversations and gathers relevant information from connected records. Example: A customer calls to discuss an unresolved service issue. WHEN HUMAN HELP IS NEEDED Receives the conversation context and available call notes to continue helping the customer. Example: The representative reviews the issue and takes the next appropriate action. Why this matters: Customers don't have to start from scratch when their issue moves from AI assistance to a human representative. Agentforce Service brings together customer information and service activity across multiple touchpoints, helping teams deliver a more consistent experience. The result is faster case resolution, instant support for supported requests, and a complete view of every customer across self-service, field service, chat, SMS, and social messaging, all from one platform. Your team can focus on work that requires human expertise while Agentforce Service handles routine tasks and customer interactions. TRANSFORM YOUR CUSTOMER SUPPORT Codleo implements Service Cloud and Agentforce Service with omni-channel routing, telephony and voice integration, field service, and AI agents designed around your support model. AI-POWERED SALES Sales is part of Salesforce's name. It's where the company started, and it remains a major focus. Agentforce Sales gives sellers AI agents that deliver deal insights and sales coaching. It also includes Piper, a pre-built AI sales rep that engages website visitors, qualifies leads, and books meetings around the clock, chatting with buyers by text, voice, or video. Piper works directly inside Salesforce and keeps reps informed through Slack. These agents engage leads, answer questions, and schedule meetings automatically, so sellers spend less time on admin and more time closing deals. THE AI-ASSISTED SALES JOURNEY Connect with website visitors and prospects. Identify buyer needs and promising leads. Book meetings and coordinate follow-ups. Give sellers more time for high-value deals. Report significant improvement in win rates Increase in sales revenue Achieved positive return on investment Increase in sales productivity Source: Salesforce customer surveys. Official report link to be added after verification. Figures represent reported outcomes, not guaranteed results. Salesforce supports the full sales cycle, from prospecting and closing deals to upselling and cross-selling. With Agentforce Sales, businesses get a complete sales technology stack to automate manual processes, inspect pipelines and forecasts accurately, and connect every customer touchpoint for a better buying experience. Codleo implements Sales Cloud and Agentforce Sales around your real sales motion, from lead routing and pipeline stages to forecasting, CPQ, and AI sales agents. PERSONALIZED CUSTOMER ENGAGEMENT What if a single click could turn into a real conversation? Agentforce Marketing makes that possible. Powered by autonomous AI agents, it reaches customers wherever they already are, including email, web, social, mobile, and ads, and turns that first interaction into a two-way dialogue instead of a one-off campaign blast. Combined with marketing analytics and AI-driven insights, it shows where your budget goes and what's actually working. CONNECTED MARKETING Connected CRM data + customer context + AI-driven insights Reach the right customer with relevant content and continue the conversation across connected channels. Average increase in customer engagement Increase in marketing ROI Decrease in customer acquisition cost Increase in campaign conversion rate Source: Salesforce customer surveys. Official report link to be added after verification. Figures represent reported outcomes, not guaranteed results. A unified customer profile means your messages feel relevant, not random, and you can deliver highly personalized experiences at scale. AI doesn't just save marketers time. It makes every campaign sharper. With Agentforce, generating leads and creating personalized content becomes much easier because you reach customers and prospects on their preferred channels and turn them into loyal customers. Codleo implements Marketing Cloud, Account Engagement, and Agentforce Marketing, connected to your CRM data so every campaign is measurable. CRM FOR GROWING TEAMS Running a small business means juggling many roles at once. Salesforce for Small Business is designed to lighten that load, with a scalable CRM that combines sales, customer service automation, and real-time analytics, built around how small teams actually work. Getting started is simple. Salesforce's Free CRM includes sales, service, marketing, commerce, and Slack capabilities for up to two users at no cost, so you can explore before you spend anything. A SCALABLE STARTING POINT Explore core sales, service, marketing, commerce, and collaboration capabilities with a free entry point for up to two users, subject to Salesforce's current offer terms. Add AI-supported features, ready-to-use automation, and connections to other apps so your systems can stay in sync as your business scales. Say their Salesforce AI investment delivered strong ROI Say AI is a top investment priority Plan to invest more in data management next year Source: Salesforce SMB research. Official report link to be added after verification. Codleo's Salesforce QuickStart helps small teams go live faster with setup, data import, and training included. Packages are described as starting from $3,500, subject to confirmation of current pricing and scope. CONNECTED ENTERPRISE TECHNOLOGY Whether your team is highly technical or not, the Headless 360 platform helps your organization automate workflows, build intelligent apps, and enforce access and compliance controls. It also provides a conversational approach to designing, testing, and deploying AI agents through supported tools. With Data 360, you can bring together data from data lakes, warehouses, and Salesforce apps to build real-time, unified customer profiles with fuller business context. ENTERPRISE TECHNOLOGY FOUNDATION Salesforce Apps • Custom Apps • AI Agents • Connected Workspaces Data Protection • Access Controls • AI Safety • Governance CRM Data • Data Warehouses • Data Lakes • Enterprise Applications MuleSoft • APIs • Metadata-Driven Configuration Conceptual architecture; exact security and integration behavior depends on implementation. Salesforce's Einstein Trust Layer is designed to help protect enterprise data when using supported AI features. Its safeguards include sensitive-data masking, harmful-content detection, and zero-data-retention arrangements with supported model providers. These protections depend on the product, model provider, and configuration. Salesforce gives IT teams a trusted, unified, and open platform to automate and secure operations across the business. No-code, low-code, and pro-code tools let admins and developers build together, reduce custom maintenance, and simplify support. Salesforce reports this outcome among customers. Actual savings vary by organization. Source: Salesforce-reported customer results. Official source link to be added after verification. Integration is also simpler because the platform is metadata-driven and AI-first. Teams can design configurations, updates, and extensions to work together, helping them launch new solutions while limiting disruption to existing systems. With MuleSoft and built-in APIs, Salesforce connects to legacy systems, data lakes, AI models, and other services, keeping data flowing across the business. Most importantly, security, governance, and compliance remain essential considerations at every layer. Codleo's architects design integrations, custom apps, and governance models that keep your Salesforce org reliable as it grows. CONNECTED DIGITAL COMMERCE Retail looks very different today. Shoppers often start their journey on TikTok, Instagram, or even AI assistants like ChatGPT before they ever visit your website or app. Salesforce helps you meet them wherever they are with omnichannel commerce. Whether you're building online storefronts or self-service portals, Salesforce connects every touchpoint to grow revenue, keep customers engaged, and link commerce with the rest of your business. Agentforce Commerce brings the experience of your best sales associate online, answering product questions, offering personalized recommendations, and supporting purchases in chat across both B2C and B2B buying journeys. OMNICHANNEL COMMERCE JOURNEY Shoppers discover products through digital channels. Agents answer questions and recommend products. Customers complete supported buying journeys. Commerce data supports service and engagement. Increase in digital revenue Increase in digital conversion rate Increase in employee productivity Source: Salesforce customer surveys. Official report link to be added after verification. Figures represent reported outcomes, not guaranteed results. Commerce tools are designed to be easy to implement and adapt, removing friction from the buying journey, even when customers start shopping on one channel and finish on another. Codleo helps you build and integrate Commerce solutions with your ERP, inventory, and Salesforce CRM. THE FOUNDATION FOR AGENTIC BUSINESS Adding AI to a workflow is easy. What's hard, and what really matters when your business is on the line, is AI that understands your customers, your rules, and your history well enough to act safely and at scale on your behalf. That's where Salesforce stands apart: 27 years of trusted business logic, unified data, and governance that no single model or point solution can replicate overnight. WHAT MAKES TRUSTED AI POSSIBLE Established workflows and processes that reflect how businesses operate. Connected customer context that supports more relevant decisions. Permissions, policies, and controls that guide how AI can act. AI agents that can assist and take permitted actions using business context and established controls. That's why, according to Salesforce, the agentic enterprise isn't a future idea. It's already running at companies such as PepsiCo, with Salesforce as the foundation underneath agents, interfaces, and business decisions. As AI changes how work gets done, the businesses that succeed won't necessarily be the ones with the flashiest model. They'll be the ones whose AI you can trust to act, and Salesforce is built to make that trust possible wherever your business operates. BUILD YOUR AGENTIC ENTERPRISE Codleo Consulting, a Salesforce Summit Partner with 500+ certifications and 18+ solution architects, helps businesses implement Salesforce, prepare their data, and deploy Agentforce safely, from first rollout to 24x7 support.Key Takeaways
The World's #1 Agentic CRM
More Than 27 Years of Business Know-How
AI, Data, and Apps Across the Business
A Shared, Trusted Foundation
What Is Salesforce?
People and AI Agents Working Together
Human Employees
AI Agents
Why Business AI Needs More Than a Good Answer
A Suggested Price
A Business-Aware Recommendation
What Makes the Salesforce Foundation Different?
Customer Intelligence in One Unified Place
Freedom to Use Any AI Model
The Ability to Work in Different Interfaces
Trust That's Built In, Not Added Later
What Does This Look Like in Practice?
Support Customers 24/7
Grow Sales
Help Employees Work Smarter
The Potential Impact of Enterprise AI Agents
Want to See What Agentforce Could Do for Your Business?
How Does Salesforce Work?
Connected People, AI Agents, and Platforms
The Three Layers of the Salesforce Ecosystem
Headless 360
Customer 360
Data 360
How Everything Connects
What Is Claudeforce?
AI Reasoning Meets Trusted Business Context
Claude AI
Salesforce
What Do You Get When You Connect Claude?
Instant, Grounded Intelligence
App and Agent Builders
Action-Oriented Responses
Strong Governance
Why Combining AI Reasoning with Business Rules Matters
AI Models
Business Systems
Exploring AI for Your Salesforce Org?
What Is AIforce?
One Trusted Layer. Multiple AI Interfaces.
AIforce
Salesforce Business Foundation
From Fixed Screens to AI-Powered Workflows
People Navigate the Software
AI Agents Access Business Capabilities
Salesforce in Claude: The First Product
Experience Salesforce AI in Action
What Is Slack?
What Makes Slack More Than a Chat App?
Connected to Your CRM
Works Beyond Slack
Home of Slackbot
What Is Slackbot?
What Can Slackbot Help You Do?
Summarize Conversations
Draft Messages
Prepare Meeting Briefs
Automate Routine Tasks
Run Connected Workflows
Want Slack and Salesforce Working as One?
What Is Agentforce?
From Business Context to Intelligent Action
Understand
Reason
Act
Adapt
What Can AI Agents Built with Agentforce Do?
Grow Your Pipeline
Serve Customers
Support Employees
Ask a Question. Get Business-Aware Assistance.
Built for Trusted, Adaptable AI
Ready to Launch Your First AI Agent?
What Is Headless 360?
Same Bank. More Ways to Access It.
One Main Access Point
Multiple Access Points
The Vault Hasn't Moved
How Headless 360 Works Across Your Business
Salesforce Headless 360
Build with Coding Agents
Work in Familiar Tools
Govern and Scale Securely
What Does Headless 360 Look Like in Practice?
Customer Service in Microsoft Teams
Development with Claude Code
Sales Updates Through Gemini
The Interface Changes. The Foundation Stays.
Want Salesforce Available Wherever Your Teams and AI Agents Work?
Salesforce for Customer Service
From Customer Question to Resolution
Customer Reaches Out
AI Understands Context
AI Responds or Escalates
Faster Resolution
How Agentforce Voice Supports Human Agents
Agentforce Voice
Human Service Representative
One Platform for Every Service Channel
The Result: Faster, More Connected Customer Service
Want Faster, Smarter Customer Service?
Salesforce for Sales
From First Conversation to Closed Deal
Engage
Qualify
Schedule
Close
Results Reported by Salesforce Customers
Want a Sales Process Your Reps Actually Follow?
Salesforce for Marketing
One Customer Profile. More Relevant Conversations.
Results Reported by Salesforce Customers
Ready to Run Smarter, More Personal Campaigns?
Salesforce for Small Business
Start Small. Build for Growth.
Free CRM
Starter Suite
What Small and Mid-Sized Businesses Report
Want to Get Your Small Business on Salesforce Quickly?
Salesforce for IT
Connect Data, AI, Applications, and Governance
Security Built Into the AI Experience
Need Salesforce Integrated, Secure, and Easy to Maintain?
Salesforce for Shopping and Commerce
One Shopping Experience Across Channels
Social and AI
AI Assistance
Connected Checkout
Customer Relationship
Results Reported by Agentforce Commerce Customers
Planning a B2B or B2C Storefront?
Why Salesforce?
The Foundation Behind Every Intelligent Action
Business Logic
Unified Data
Governance
Ready to Build Your Agentic Enterprise on Salesforce?
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