Startups, Did You Know That Agentforce Coworker Can Do This?

As Agentforce Coworker evolves, so do we. Teams of all sizes are finally getting a chance to activate artificial intelligence (AI) agents to get further, grow faster, and be everywhere their customers want them to be. And now, a digital teammate like Coworker does it from a simple chat box, right where you work. But, did you know what else it could do? 

We rounded up a few things Agentforce Coworker is doing for startups and small and medium business (SMB) owners that you might not know about yet. And the answers might surprise you. Let’s dig in. 

First, what’s Agentforce Coworker and how does it benefit startups? 

Agentforce Coworker is an AI teammate built into Salesforce. It knows your business from day one because it’s grounded in your data, and it takes action on your behalf — from answering questions about a deal to creating records and drafting follow-ups. Ask in plain language, and it respects the permissions you’ve already set. 

What else can it do? 

Did you know Coworker knows your business from day one?

Agentforce Coworker is grounded in customer relationship management (CRM) data you already have in Salesforce, so there’s nothing to teach it. Ask about an account, a lead, an open opportunity, or a case, and you get an answer built from your real records. No copy-pasting into another tool. 

Did you know you can manage contact records just by asking?

Tell Coworker to add a new contact, log a case, or update a deal stage, and it does the typing for you. You can even create several records with one prompt, without losing the thread of what you were doing. Every change waits for your explicit yes before it’s saved, so you stay in charge.

Did you know Coworker helps you prep for that big call?

Turn cold calls into hot closed deals. Ask Coworker to pull together what’s happened with a customer, what’s still open, and what you should say next. Then ask it to draft the follow-up email.

• Meeting and call prep: Get a quick read on the account before you dial in.
• Personalized email drafts: Ask for a first draft in your voice, then edit and send.
• Next-best-action ideas: See what to do next before a small problem becomes a big one.

Did you know your data stays protected by default?

For a growing company still earning trust, data matters. Coworker respects the permissions you already have in Salesforce, so people only see what their role allows. Your customer information stays in safe hands, and it never has to leave Salesforce to get an answer.

Security isn’t an afterthought—it’s built into the core foundation of Salesforce. By activating Salesforce’s built-in architecture, growing teams can innovate quickly with AI while maintaining strict data governance and protecting customer trust from day one.

Did you know you can start in minutes?

CRM can have a reputation for a longer setup and a specialist to keep it running, but that’s not always true. Coworker is active and available when you open your CRM. You ask, it answers, and you’re working. If you’d like to build your know-how as you go, Trailhead has free, bite-sized lessons. 

• Explore the Get Ready for Agentforce trail for the big picture.
• Check out the Salesforce Free Suite quick look for a gentle start.
• Take the Starter Suite trail to see how everything fits together.

Think of AI agents as teammates you’re onboarding — the faster they learn your business, the sooner they pay off.

Did you know Agentforce Coworker is ready when you are?

Leads that don’t get followed up on, pitches you can’t attend, and customers who need an answer now — those are the moments a small team feels the most. When you’re ready to grow and do more with Coworker, it’ll be ready right alongside you.

Get started with Starter Suite for free or activate Foundations to try out Agentforce Coworker today.

AI supported the writers and editors who created this article.