Meet Agentforce Coworker: your AI teammate everywhere. And it actually does the work.

It’s 8:47 a.m. A top-tier customer wants a custom renewal proposal — based on their case history, account data, and usage metrics — by end of day. You know exactly what to do. But first you have to read three months of case notes, chase the account team, and dig up the last proposal from someone’s inbox. So you start digging.

Forty-five minutes later, you haven’t written a single word. And you’re about to be late for a meeting.

Now imagine that same morning. You open the Salesforce bar and type: “Review this customer’s support history, account data, and usage history. Check if any discount was promised, and draft a custom renewal proposal.” Your AI teammate reads the cases, checks the threads, tags in an analytics agent to run the numbers, and hands you a finished draft — in minutes. Done by 8:54 a.m.

Then you hop into a Slack standup — same AI teammate, already there, with your pipeline summary ready before you say a word. On your lunch break, you’re in Claude — same teammate, pull up the same account, pick up exactly where you left off. 

Meet Agentforce Coworker — your autonomous AI teammate built directly into Salesforce, and everywhere else work actually happens. It already knows your business context from Day 1, takes action on your behalf, and operates within the permissions, policies, and governance controls your company already trusts. And you can turn it on today in minutes.

Meet Agentforce Coworker: The New Way to Salesforce

Agentforce Coworker isn’t a smarter search bar.  It’s  your autonomous AI teammate that turns every search into answers and answers into action.

1. It knows your business from Day 1.

AI without your business context doesn’t just fall short — it automates bad decisions. Agentforce Coworker is powered by Data 360, which means it’s instantly connected to your opportunities, forecasts, accounts, pipeline, cases, entitlements, service history, contracts, and enterprise context from the very first prompt.

No training required. No IT project. It already knows why that big deal stalled last quarter, which opportunities are most at risk this quarter, where forecast gaps are emerging, which accounts are showing churn signals, and what your top rep’s pipeline looks like right now.

2. It takes action and orchestrates agents on your behalf.

Here’s what that actually looks like: You type, “What deals slipped yesterday?” Instead of handing you a static list, Agentforce Coworker tags in a Tableau Analytics agent to build a chart showing dropped revenue by segment. Then, right in that same conversation, you say, “Draft follow-up emails to these prospects.” It pulls in a Sales Coach agent to write them. You didn’t switch apps. You didn’t open a new tab. It did the heavy lifting — all from one window.

It orchestrates the right agents and actions to get complex work done — calling on Agentforce agents, custom agents, CRM actions, Flows, third-party APIs, and external systems, all from a single conversation. Whether the work lives inside Salesforce or far outside it, no action is out of reach.

And you’re never flying blind. Built-in observability gives your teams full visibility into what’s happening, why, and what to do next — so you stay in control even as agents work autonomously in the background. 

3. It’s built headless-first — so it follows you everywhere.

Most AI tools live in one place. But Agentforce Coworker lives everywhere your work does. Because it’s built headless-first, your single AI teammate — with full context of your business — follows you across Salesforce, Slack, Microsoft Teams, ChatGPT, Claude, and more. It’s the same teammate every time, no matter where you access it.

Agentforce Coworker in action

“There is no way this is real life right now.”

Andrew Russo, VP of Business Systems for BACA Systems, set it up in his own org — with 1,300 custom objects — and posted this on social media the same day:

“There is no way this is real life right now … Agentforce Coworker was able to pull together and navigate our complex sales and ERP data to answer questions that just yesterday would have been 45–60 mins of swivel-chairing between screens and systems to even try to figure out.”

Twenty minutes later, he posted again:

“holy sh*t, i just got Coworker setup in 20 mins and its like really freaking good…. like this is insane… i did NOT expect it to actually work this well, or at all, tbh … (we have 1,300 custom objects, so the fact that it came up with this and the answers to all of the Qs …)”

That’s what it feels like when your AI actually knows your business.

A teammate that runs your business — not just your search bar

You can use Agentforce Coworker in three ways — and they go far beyond anything traditional search has ever offered.

Find: Your AI teammate already knows the answer.

Ask anything in plain language and get back a rich, contextualized response drawn from your CRM, Slack conversations, files, knowledge bases, and 270+ connected enterprise sources. Try:

• “Which opportunities over $250K are at risk this quarter?”
• “Which accounts have open P1 cases and renewals due in the next 90 days?”
• “Which service queues are exceeding SLA targets this week?”

The answer is there before you finish asking.

Catch up: Stay current, without the scramble.

Agentforce Coworker works proactively, surfacing insights and alerting you to what changed while you were in meetings or away for the week. Ask follow-ups like you’re talking to a person — it remembers the full conversation, so you never have to start over.

Plan and act: This is the real magic.

Finding information is just the beginning. Agentforce Coworker orchestrates specialized AI agents to take action on your behalf — right from the same conversation. Tell it to follow up on 14-day overdue Stage 4 deals, and it actually does it. When you step away, it keeps working in the background without waiting to be asked.

The AI teammate your company can actually trust

The most powerful AI teammate isn’t the one that knows the most. It’s the one your company can trust.

Agentforce Coworker is built on the Salesforce Platform — which means it inherits the permissions, governance, and security controls your organization already relies on. It respects user access, follows your business rules, and operates within the guardrails your teams define.

Because AI that can take action should never create new risks. 

Agentforce Coworker is built for every role.

Because Agentforce Coworker knows your business and takes action, it doesn’t just answer questions. It helps you manage opportunities, resolve cases, and move work forward.

For sales teams:

Spend your time selling, not searching. Ask, “Which Tier 1 accounts haven’t had outreach in 30 days?” Get the list. Then: “Summarize everything that’s happened on the GlobalTech opportunity closing this quarter — cases, emails, Slack threads, last meeting notes.” Next, take action: “Draft personalized reengagement emails to the three decision-makers at GlobalTech and schedule them to send tomorrow morning.” Done — without leaving the conversation.

That’s not a search bar. That’s a sales teammate.

For service teams:

Resolve faster with full context. Ask, “What are the top three critical issues reported this week?” Then: “Summarize the last five cases for the Acme account — what’s the pattern?” Next, act: “Escalate Acme’s two open P1 cases to the engineering queue, flag the account owner in Slack, and draft a customer-facing status update.” One conversation. No swivel-chairing.

For marketers:

Run campaigns without chasing data. Ask, “Which accounts in our target segment haven’t engaged with any content in the last 60 days?” Then: “Summarize the last three touchpoints for each.” Next, act: “Draft a reengagement sequence for the top 10 and add them to the nurture campaign in Marketing Cloud.” Your AI teammate knows your pipeline and your programs — so you can move from insight to action in minutes.

Turn it on in two minutes

1. Go to Salesforce Setup
2. Search “Agentforce Coworker”
3. Toggle it on

It’s that simple.

The new way to interact with Salesforce

Agentforce Coworker isn’t a new feature. It isn’t a better search bar. It’s the entirely new way people interact with Salesforce.

Your data is in Salesforce. Your conversations are in Slack. Your customers, your pipeline, your cases, your history. Agentforce Coworker connects it all, understands it all, and puts it to work for every person on your team.

Your AI teammate isn’t coming. It’s already here.