Agentforce
ROI Report
Your ROI Report is ready to download
Ready to take the next step with Agentforce?
Build agents fast.
Take a closer look at how agent building works in our library.
Get expert support.
Work with Professional Services experts to quickly build agents and see value.
Talk to a rep.
Tell us about your business needs and we’ll help you to find answers.
Frequently Asked Questions
An AI agent is more than just intelligent software. It's designed to learn and adapt to user interactions autonomously. This flexibility and continuous learning capability enable it to drive efficiencies while providing increasingly better support and solutions, making digital assistants an invaluable tool for improving customer experiences.
Agentforce enhances customer success by enabling humans and AI agents to work together seamlessly.
With Agentforce, you can build and customise autonomous AI agents to support your employees and customers 24/7, boosting efficiency, scalability, and satisfaction.
Conversational AI enables machines to communicate with humans using natural language, facilitating interactions through chatbots, virtual assistants, and other automated systems to improve customer service and engagement.
Pre-built skills, or jobs that Agentforce can perform, are ready-to-use packaged topics and actions, all grounded on the data and metadata of your organisation. These pre-built skills are tasks like lead development, customer service or generating data visualisations and span CRM, Slack, Tableau, Partners and more.
With the Agentforce ROI calculator, select the use cases you would like to have Agentforce help with, and then enter the details about your use cases, and the Calculator will show you an estimated number of Flex Credits needed for that use case.
Currently, Flex Credits are used to pay for the consumption of Agentforce. Data Cloud Credits are used to pay for the consumption of Data Cloud.
Currently, Flex Credits and Conversations cannot be combined in the same Salesforce organisation.
The free Salesforce Foundations product includes a bundle of Flex Credits to help you get started.
For users with one of these add-ons or licences, Agenforce usage for employees is unmetered (like Slack Employee Help or Quoting Agent). Flex Credits estimation is shown in the tool and does not account for users with this provisioning.
PDF Copy
| key | value |
|---|---|
| oblroi_copy__total_savings | Total Net Benefit |
| oblroi_copy__roi_analysis | ROI Analysis |
| oblroi_copy__year1 | Year 1: |
| oblroi_copy__year2 | Year 2 |
| oblroi_copy__year3 | Year 3 |
| oblroi_copy__total | Total |
| oblroi_copy__want_to_learn_more | Want to learn more? |
| oblroi_copy__contact_detail | Get in touch with an expert Agentforce account executive to explore how Agentforce can help to reach your goals. |
| oblroi_copy__contact_prefix | Contact us |
| oblroi_copy__team_size | Team Size: |
| oblroi_copy__daily_workload | Daily Workload: |
| oblroi_copy__shift_to_agentforce | Shift to Agentforce: |
| oblroi_copy__employee_costs | Employee Costs: |
| oblroi_copy__total_applications | Total Applications: |
| oblroi_copy__pull_through | Pull Through: |
| oblroi_copy__average_margin_loan | Average Margin Per Loan: |
| oblroi_copy__agentforce_approval_impact | Agentforce Approval Impact: |
| oblroi_copy__subheader | Your ROI Analysis: Unlocking Your Business Potential |
| oblroi_copy__cover_header | ROI Calculator Analysis |
| oblroi_copy__cover_calcs_title | Benefits by Agent |
| oblroi_copy__cover_total_savings_header | Total Net Benefit: |
| oblroi_copy__cover_paragraph | Now that you've calculated your ROI, let's get you started with Agentforce. The precision of AI agents and humans together can help you to reach new levels of operational efficiency and drive meaningful business growth |
| oblroi_copy__cover_outro_header | Ready to take the next step? |
| oblroi_copy__cover_outro_detail | Get in touch with an expert Agentforce account executive to explore how Agentforce can help to reach your goals. |
| oblroi_service_header | Service Agent Analysis |
| oblroi_service_savings_prefix | Customer Service Net Benefit: |
| oblroi_service_legal_note1 | |
| oblroi_service_legal_note2 | |
| oblroi_service_inactive_header | Save more by activating your Customer Support Agent! |
| oblroi_service_inactive_paragraph | Discover how Agentforce Service Agent can transform your customer service operations. Enable this calculator to see your potential savings. |
| oblroi_service_inactive_intro | Engage customers autonomously to drive efficiency for customer support with Agentforce. |
| oblroi_service_inactive_point1 | Support customers across channels 24/7 using natural responses |
| oblroi_service_inactive_point2 | Resolve cases with speed and accuracy by grounding every answer in trusted data |
| oblroi_service_inactive_point3 | Define clear security guardrails and seamlessly escalate interactions to human support reps |
| oblroi_service_agent_transition | With pdf_percent% of support conversations transitioned to Agentforce over the next 3 years, you can significantly reduce manual workloads, freeing up your team for higher-value tasks. |
| oblroi_service_agent_workload | Each customer service employee currently handles pdf_count conversations per day. |
| oblroi_service_agent_employees | pdf_count customer service employees |
| oblroi_service_agent_costs | At an average of pdf_cost per service employee annually, your team's operational cost is pdf_total every year |
| oblroi_salescoach_header | Sales Coach Agent Analysis |
| oblroi_salescoach_savings_prefix | Sales Coach Net Benefit: |
| oblroi_salescoach_legal_note2 | |
| oblroi_salescoach_inactive_header | Save more by activating your Sales Coach Agent! |
| oblroi_salescoach_inactive_paragraph | Discover how Agentforce Sales Coach can transform your sales coaching operations. Enable this calculator to see your potential savings. |
| oblroi_salescoach_inactive_intro | Drive productivity for sales managers through autonomous sales coaching with Agentforce. |
| oblroi_salescoach_inactive_point1 | Scale coaching with autonomous role play facilitation based on deal stage to practise pitching, handing objections and negotiation |
| oblroi_salescoach_inactive_point2 | Get personalised feedback with insights, areas of improvement and actionable next steps to advance deals grounded in CRM data |
| oblroi_salescoach_inactive_point3 | Assess sales results with analysis of win/loss rates of deals with and without coaching |
| oblroi_salescoach_transition | With pdf_percent% productivity improvement with Agentforce targeted over the next 3 years, you can significantly reduce manual workloads, freeing up your team for higher-value tasks. |
| oblroi_salescoach_workload | Each rep currently spends pdf_percent% of their time per day on sales coaching and handles pdf_count conversations per week. |
| oblroi_salescoach_managers | pdf_count sales managers |
| oblroi_salescoach_costs | At an average of pdf_cost per manager annually, your team's operational cost is pdf_total every year. |
| oblroi_sdr_header | Sales Development Agent Analysis |
| oblroi_sdr_savings_prefix | Sales Development Net Benefit: |
| oblroi_sdr_lead_details | Lead details: |
| oblroi_sdr_legal_note1 | |
| oblroi_sdr_inactive_header | Save more by activating your Sales Development Agent! |
| oblroi_sdr_inactive_paragraph | Discover how Agentforce SDR can transform your sales development representative operations. Enable this calculator to see your potential savings. |
| oblroi_sdr_inactive_intro | Drive revenue through autonomous, 24/7 pipeline engagement of inbound leads with Agentforce. |
| oblroi_sdr_inactive_point1 | Scale with autonomous outreach to answer product questions, handle objections and book meetings |
| oblroi_sdr_inactive_point2 | Interact with customers across channels with relevant, personalised responses, all grounded in your sales and customer data |
| oblroi_sdr_inactive_point3 | Seamless hand-off from agents to human sellers |
| oblroi_sdr_transition | With 100% of inbound untouched leads shifted to Agentforce over 3 years, you can significantly reduce manual workloads, freeing up your team for higher-value tasks. |
| oblroi_sdr_workload | Assuming each rep currently spends 10% of their time on Lead Prospecting and touches pdf_count leads per week, leaving pdf_unengaged unengaged leads per year. |
| oblroi_sdr_reps | pdf_count sales development reps. |
| oblroi_sdr_lead_conversion | The current lead conversion rate for incremental lead volumes is pdf_percent% with an average deal size of pdf_dealSise. The opportunity closed-won rate is pdf_closeRate% and the gross margin is pdf_grossMargin% |
| oblroi_sdr_costs | At an average of pdf_cost per SDR annually, your team's operational cost is pdf_total every year. |
| oblroi_field_service_assistant_header | Scheduling Agent Analysis |
| oblroi_field_service_assistant_savings_prefix | Appointment Scheduling Net Benefit: |
| oblroi_field_service_assistant_lead_details | Lead details: |
| oblroi_field_service_assistant_legal_note1 | |
| oblroi_field_service_assistant_inactive_header | Save more by activating your Scheduling Agent! |
| oblroi_field_service_assistant_inactive_paragraph | Discover how Agentforce Scheduling Agent can automate scheduling and administrative tasks. Enable this calculator to see your potential savings. |
| oblroi_field_service_assistant_inactive_intro | Autonomously schedule appointments with customers 24/7 on any channel. |
| oblroi_field_service_assistant_inactive_point1 | Empower customers to schedule appointments 24/7 on any channel using natural language |
| oblroi_field_service_assistant_inactive_point2 | Give dispatchers time back to focus on exceptions that arise and avoid whitespace in the schedule |
| oblroi_field_service_assistant_inactive_point3 | Escalate to a dispatcher seamlessly when appointment needs require a human touch |
| oblroi_field_service_assistant_dispatchers | pdf_count dispatchers |
| oblroi_field_service_assistant_workload | Each dispatcher spends pdf_percent% of time scheduling appointments for an average of pdf_count appointments every year. |
| oblroi_field_service_assistant_transition | With pdf_percent% of scheduling shifted to Agentforce over 3 years, you can significantly reduce manual workloads, freeing up your team for higher-value tasks. |
| oblroi_field_service_assistant_costs | At an average of pdf_cost per dispatcher, your team's operational cost is pdf_total every year |
| oblroi_field_customer_insights_header | Slack Customer Insights Analysis |
| oblroi_field_customer_insights_savings_prefix | Slack Customer Insights Net Benefit: |
| oblroi_field_customer_insights_lead_details | Lead details: |
| oblroi_field_customer_insights_legal_note1 | |
| oblroi_field_customer_insights_inactive_header | Save more by activating Customer Insights in Slack with Agentforce! |
| oblroi_field_customer_insights_inactive_paragraph | Discover how Agentforce for Customer Insights in Slack helps teams show up prepared and aligned for their customers. Enable this calculator to see your potential savings. |
| oblroi_field_customer_insights_inactive_intro | Drive customer outcomes with agents that prep the team and keep everyone aligned without leaving Slack. |
| oblroi_field_customer_insights_inactive_point1 | Summarise opportunities, update CRM records, and surface key account insights based on Slack conversational context |
| oblroi_field_customer_insights_inactive_point2 | Auto-generate customer research in Slack canvases to prep for calls, share updates, or align across teams |
| oblroi_field_customer_insights_inactive_point3 | Help teams boost win rates, renewal rates, and customer satisfaction |
| oblroi_field_customer_insights_teamsize | pdf_count dispatchers |
| oblroi_field_customer_insights_workload | Each team member spends around pdf_percent% of time on customer and product research and exec deck prep work. That's pdf_count hours a week per person. |
| oblroi_field_customer_insights_transition | With a pdf_percent% reduction in time spent researching by year 3, you're already saving pdf_count hours of team members’ time in Year 1 with an initial 25% efficiency increase. |
| oblroi_field_customer_insights_costs | With a team member's’ hourly cost of pdf_cost, you end up saving pdf_total for the year across all sellers, assuming 50 weeks worked per year |
| oblroi_field_employee_help_header | Slack Employee Help Analysis |
| oblroi_field_employee_help_savings_prefix | Slack Employee Help Net Benefit: |
| oblroi_field_employee_help_lead_details | Lead details: |
| oblroi_field_employee_help_legal_note1 | |
| oblroi_field_employee_help_inactive_header | Save more by activating Employee Help in Slack with Agentforce! |
| oblroi_field_employee_help_inactive_paragraph | Discover how Agentforce for Employee Help in Slack improves productivity and support across your organisation. Enable this calculator to see your potential savings. |
| oblroi_field_employee_help_inactive_intro | Digitally resolve internal cases by giving employees fast, accurate answers so they can self-serve without switching tools. |
| oblroi_field_employee_help_inactive_point1 | Provide personalised answers to employee FAQs, grounded in your Slack history, documentation, and internal knowledge |
| oblroi_field_employee_help_inactive_point2 | Create shareable documentation in Slack canvases for consistent, trusted info |
| oblroi_field_employee_help_inactive_point3 | Free up subject-matter experts to focus on higher-value work |
| oblroi_field_header_team_size | Total Internal Help Questions: |
| oblroi_field_header_workload | Human Effort: |
| oblroi_field_employee_help_teamsize | pdf_count questions fielded annually |
| oblroi_field_employee_help_workload | Each question would have taken pdf_count minutes to resolve |
| oblroi_field_employee_help_transition | With a pdf_percent% reduction in time spent researching by year 3, you're already saving pdf_count hours of team members’ time in Year 1 with an initial 25% efficiency increase. |
| oblroi_field_employee_help_costs | With a team member's’ hourly cost of pdf_cost, you end up saving pdf_total for the year across all sellers, assuming 2,000 hours worked per year per team member. |
| oblroi_field_loan_product_assist_header | Loan Product Assistance Analysis |
| oblroi_field_loan_product_assist_savings_prefix | Loan Product Assistance Net Benefit: |
| oblroi_field_loan_product_assist_lead_details | Lead details: |
| oblroi_field_loan_product_assist_legal_note1 | |
| oblroi_field_loan_product_assist_inactive_header | Save more by activating Loan Product Assistance with Agentforce! |
| oblroi_field_loan_product_assist_inactive_paragraph | Discover how Agentforce for Loan Product Assistance increases loan volume and efficiency by providing borrowers with loan assistance, product discovery and loan amount analysis. Enable this calculator to see your potential savings. |
| oblroi_field_loan_product_assist_inactive_intro | Deliver personalised loan experiences, enhancing loan approval rates with Agentforce. |
| oblroi_field_loan_product_assist_inactive_point1 | Automate routine loan enquiries with Agentforce powered by prebuilt templates to help borrowers identify the right loan products |
| oblroi_field_loan_product_assist_inactive_point2 | Provide instant access to information about loan options and estimated loan amounts, issuing more loans with less human intervention |
| oblroi_field_loan_product_assist_inactive_point3 | Launch agents in minutes with templates in Financial Services Cloud and customise fast with clicks not code |
| oblroi_field_loan_product_assist_teamsize | There are pdf_count loan applications per year |
| oblroi_field_loan_product_assist_workload | You have a pull through rate of pdf_count by multiplying pdf_percent% approved applications by pdf_fundedPercent% applications funded |
| oblroi_field_loan_product_assist_transition | With an average loan size of pdf_count and average margin per load of pdf_margin, your Average Margin Per Loan is pdf_averageMargin |
| oblroi_field_loan_product_assist_costs | With a 5% improvement in loan approval with Agentforce, you have a benefit of pdf_total in the first year when considering that improvement across the total margin of all funded loans. |
| oblroi_field_quoting_agent_header | Quoting Agent Analysis |
| oblroi_field_quoting_agent_savings_prefix | Quoting Net Benefit: |
| oblroi_field_quoting_agent_lead_details | Lead details: |
| oblroi_field_quoting_agent_legal_note1 | |
| oblroi_field_quoting_agent_inactive_header | Save more by activating Quoting with Agentforce! |
| oblroi_field_quoting_agent_inactive_paragraph | Discover how Agentforce for Quoting can create accurate quotes in seconds. Enable this calculator to see your potential savings. |
| oblroi_field_quoting_agent_inactive_intro | Drive productivity for sales reps through quoting with Agentforce. |
| oblroi_field_quoting_agent_inactive_point1 | Create quotes with natural language, leveraging unified transaction data and CRM info |
| oblroi_field_quoting_agent_inactive_point2 | Reduce errors with precise quotes that follow your product catalogue, approved pricing, and rules engine |
| oblroi_field_quoting_agent_inactive_point3 | Adjust pricing and products in real time while staying compliant at every step |
| oblroi_field_quoting_agent_teamsize | pdf_count Sales Reps. |
| oblroi_field_quoting_agent_workload | Each sales rep spends around pdf_count hours per week quoting. |
| oblroi_field_quoting_agent_transition | With a 20% improvement in quoting efficiency, you can save pdf_count hours of each seller's time per week, freeing up your team to spend more time selling. |
| oblroi_field_quoting_agent_costs | With a seller hourly cost of pdf_count, you end up saving pdf_cost for the year across all sellers, assuming 50 weeks worked per year. |
| oblroi_legal_header | ROI Calculator Analysis |
| oblroi_legal_totalSavingsHeader | Total Net Benefit: |
| oblroi_legal_calc1_header | Service Agent |
| oblroi_legal_calc1_text | Calculation assumes 260 work days every year per service rep. The % of cases desired to shift to agents Year 3 are ramped evenly year over year, after assuming 1/2 of desired return Year 1. |
| oblroi_legal_calc2_header | Sales Coach Agent |
| oblroi_legal_calc2_text | Calculation assumes 40 hour work week and 50 weeks worked every year. The % of leads prospected and nurtured by agents desired Year 3 is ramped evenly year over year, after assuming 28% of desired return Year 1. |
| oblroi_legal_calc3_header | Sales Development Agent |
| oblroi_legal_calc3_text | Calculation assumes 40 hours worked per week, 50 weeks worked every year and an US$100,000 average annual fully loaded salary of a sales rep manager. The productivity rate desired Year 3 is ramped evenly year over year, after assuming 1/2 of desired return Year 1. |
| oblroi_legal_calc4_header | Scheduling Agent |
| oblroi_legal_calc4_text | Calculation assumes US$70,000 average fully loaded salary of a dispatcher. The % increase in scheduling desired to shift to agents Year 3 are ramped evenly year over year, after assuming 60% of desired return Year 1. The desired amount of time spent scheduling appointments % in Year 3 is ramped evenly year over year, after assuming 1/2 of desired return Year 1. |
| oblroi_legal_calc5_header | Slack Customer Insights |
| oblroi_legal_calc5_text | Calculation assumes US$70,000 average fully loaded salary of a dispatcher. The % increase in scheduling desired to shift to agents Year 3 are ramped evenly year over year, after assuming 60% of desired return Year 1. The desired amount of time spent scheduling appointments % in Year 3 is ramped evenly year over year, after assuming 1/2 of desired return Year 1. |
| oblroi_legal_calc6_header | Slack Employee Help |
| oblroi_legal_calc6_text | Calculation assumes US$70,000 average fully loaded salary of a dispatcher. The % increase in scheduling desired to shift to agents Year 3 are ramped evenly year over year, after assuming 60% of desired return Year 1. The desired amount of time spent scheduling appointments % in Year 3 is ramped evenly year over year, after assuming 1/2 of desired return Year 1. |
| oblroi_legal_calc7_header | Loan Product Assistance |
| oblroi_legal_calc7_text | Calculation assumes US$70,000 average fully loaded salary of a dispatcher. The % increase in scheduling desired to shift to agents Year 3 are ramped evenly year over year, after assuming 60% of desired return Year 1. The desired amount of time spent scheduling appointments % in Year 3 is ramped evenly year over year, after assuming 1/2 of desired return Year 1. |
| oblroi_legal_calc8_header | Quoting Agent |
| oblroi_legal_calc8_text | Calculation assumes US$70,000 average fully loaded salary of a dispatcher. The % increase in scheduling desired to shift to agents Year 3 are ramped evenly year over year, after assuming 60% of desired return Year 1. The desired amount of time spent scheduling appointments % in Year 3 is ramped evenly year over year, after assuming 1/2 of desired return Year 1. |
| oblroi_legal_all_header | --- |
| oblroi_legal_paragraph | The results of this tool are provided for illustrative purposes only to help you consider Agentforce as a business solution and should not be relied upon. Actual results may vary and are not a guarantee or commitment regarding any potential or actual financial results or other benefits you may achieve. Individual results depend on factors including but not limited to implementation practices, user adoption, configurations, business practices, market conditions, and external economic factors. Initial benefits of Salesforce Agentforce achieved within weeks; full transition assumed to happen over three years.Salesforce licences, Data Cloud credit cost, and implementation costs not included. The Flex Credits for Agentforce use are estimates.Actual Agentforce costs may vary based on architectural design, data requirements, and specific use case. All calculations above done in US dollars unless otherwise noted. |
| oblroi_legal_outroHeader | Ready to take the next step? |
| oblroi_legal_outroDetail | Get in touch with an expert Agentforce account executive to explore how Agentforce can help to reach your goals. |
| oblroi_download_pdf_button | Download Report |
| oblroi_download_generating_button | Generating report... |
| oblroi_download_pdf_error1 | No calculator data found. |
| oblroi_download_pdf_error2 | Return to ROI Calculator. |
Results Table Copy
| key | row1 | row2 | row3 | row4 | flex |
|---|---|---|---|---|---|
| sales-coach-roi | Productivity Benefits | Agentforce Investment | Net Benefit | Estimated Flex Credits for Agentforce | |
| field-service-back-roi | Autonomous Scheduling Benefits | Agentforce Investment | Net Benefit | Estimated Flex Credits for Agentforce | |
| sdr-roi | Productivity Benefits | Qualified Leads Benefits | Agentforce Investment | Net Benefit | Estimated Flex Credits for Agentforce |
| service-roi | Productivity Benefits | Agentforce Investment | Net Benefit | Estimated Flex Credits for Agentforce | |
| customer-insights | Enhanced Customer Facing Team Productivity | Agentforce Investment | Net Benefit | Estimated Flex Credits for Agentforce | |
| employee-help | Case Deflection Benefit | Agentforce Investment | Net Benefit | Estimated Flex Credits for Agentforce | |
| loan-product-assist | Loan Approval Benefit | Agentforce Investment | Net Benefit | Estimated Flex Credits for Agentforce | |
| quoting-agent | Increased Productivity Benefit | Agentforce Investment | Net Benefit | Estimated Flex Credits for Agentforce |