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AI Sales Agents

Transform every stage of the sales cycle — from prospecting and lead engagement to pipeline management and account growth — with Agentforce. Deliver personalised, trusted interactions powered by AI in your deal data that truly understands your customers. Get started in minutes with prebuilt actions, then customise effortlessly to fit your business.

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See how these leading sales teams use Agentforce to accelerate growth at scale.

Get started today with these prebuilt AI sales agents.

Integrate our AI sales agents seamlessly with your Salesforce data. Enrich them with Data 360 for even more personalised, relevant engagement. Ensure data security and compliance with the Trust Layer while the Atlas Reasoning Engine helps agents learn, adapt, and drive smarter outcomes.

Fuel your pipeline with high-value prospects, delivered 24/7.

Prospecting

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Get fresh, qualified leads around the clock. Agentforce automatically ranks prospects using intent signals from enrichment data, giving reps a fast, focussed starting point each day to prioritise their highest-value buyers.

Salesforce “Intelligence View” dashboard showing top leads with Signal Scores and reasons for high priority.

Get deep insights on every prospect. Agentforce researches and enriches prospects across Salesforce, call recordings, the web, and any third-party data sources — surfacing the insights sellers need to act.

Salesforce “Intelligence View” dashboard with details on Ava Smith, showing Fit (A+), Hot Signal Score, and lead insights.

Strike the moment interest peaks. Agentforce generates brand-aligned, personalised outreach for every prospect, helping reps win attention faster and more consistently.

Salesforce “Intelligence View” dashboard showing Ava Smith's details, Signal Score, and a suggested email draft.

Take action instantly in the flow of work. Agentforce delivers prioritised lists and intent signals directly in Slack, so teams can follow up in the flow of work and keep deals moving.

A Slack window showing Ava Smith's lead card with her Signal Score, Fit (A+), and engagement data.

Convert leads with personalised, always-on conversations.

Engagement

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Welcome prospects the moment they land on your site. Automatically greet visitors, create lead records, answer product questions in real time, and guide them towards the right solutions with Agentforce to help you capture interest and boost conversion without adding extra workload to your team.

Never miss an inbound lead. Route inbound leads to Agentforce and set clear guardrails for when and how to keep in touch. Use CRM and external data to craft tailored messages at scale, increasing the chances of lead engagement.

Answer lead questions and handle objections by grounding every response in your trusted business data from your CRM and company content like product FAQs, case studies and sales plays.

Agentforce answers a lead's emailed question based on an editions comparison and pricing guide uploaded to train the agent.

Seamlessly transition interested leads to your sales team by providing real-time calendar availability for easy meeting scheduling.

Agentforce sends a lead times to meet with a member of the sales teams via email.

Keep your pipeline accurate — automatically.

Pipeline Management

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Manage your pipeline with automatic and consistent opportunity updates across fields like Stage and Next Steps for a clear view of where every deal stands without manual work for reps — with the power of Agentforce.

A table shows data for sales opportunities, agent activity and stages.

Synthesise your unstructured conversation data — like calls, meetings, emails and seller notes — into structured, objective opportunity field updates.

A screen shows a video call, transcript and deal stage information.

Choose the right level of AI control for your business. Automatically update opportunities in autonomous mode or review, edit, and approve updates in suggestive mode with Agentforce. Know exactly where the data came from with source context for each mode.

A dashboard provides information on sales opportunities and agent activity.

Accelerate deals across the account lifecycle.

Account management

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Populate account plans in minutes. Surface company overviews, key performance indicators, competitive insights, and industry trends with a single click. Use Agentforce to research across multiple data sources with for you, turning hours of manual prep into an instant, always-current view of every account.

A business software UI showing “Account Plans." The screen displays open opportunities and research.

Instantly bring account intelligence into your workflow. Autonomously pull together data from across Salesforce, web, third-party sources, conversations, and internal enablement materials so your account intelligence is always up to date and complete.

A CRM screen displays “Account Omega Inc." with an Agentforce chatbot response that summarises the account.

Get instant meeting and account briefs in Slack, ChatGPT, and mobile — all packed with company summaries, recent conversations, web updates, and service history. Equip reps to step into every call informed, confident, and ready to move the relationship forward.

A meeting preparation document for “Omega, Inc." with sections for company brief, conversations, and objectives.

Give every rep a dedicated coach.

Sales Coaching

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Ensure pitch quality and consistency across your team. Record seller pitches and receive targeted feedback to refine messaging and delivery and improve qualification and discovery.

A window prompts a rep to practise her pitch with the reps pitch recording and transcript and option to submit for feedback.

Don't go into meetings cold. Engage in role-plays tailored to each deal and deal stage. Generate real-time, contextual responses, simulating real-world sales conversations with Agentforce.

A window prompts a rep to roleplay a negotiation with a video of the call and Agentforce response.

Improve deal outcomes with feedback based on account and opportunity data and company best practices. Apply the same standards to every role-play and pitch practice for objective, consistent feedback on key strengths and areas to improve.

A sales call feedback window tells a rep the overall impression, what went well and what to improves and next steps.

Create accurate quotes in seconds.

Quoting

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Speed up deal cycles by generating quotes using natural language. Empower reps to access Agentforce directly within Salesforce or from Slack to create, update and summarise quotes — with the agent acting under the same permissions as the employee using it. Free up valuable time so your team can focus on closing deals.

An Agentforce quote creation prompt tells the user what it can do as well as user created quote parameters for a deal.

Quote the right products at the right price — every time. Automatically select products, apply pricing and discounts, and optimise every quote with Agentforce — all guided by your product catalogue and business rules.

An Agentforce window shows a quote with a user generated prompt to add a discount, with a popout showing the amended quote.

Make updates fast without missing a beat. Give reps the ability to ask Agentforce to adjust quote lines, add products or apply new terms and automatically generate updated quotes and emails to keep conversations moving.

An Agentforce window has an option to create a quote-based email and an email window shows the email and attached quote pdf.

Scale your partner ecosystem with real-time guidance.

Partner Success

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Keep partners engaged and on track by recommending business-driven enablement in the flow of conversation. Motivate partners to work current opportunities as well as grow overall partnership skills with embedded programmes.

Provide partners with always-available answers that instantly resolve questions about programme incentives, tier requirements, portal access, and partnership policies, eliminating delays, creating transparency and trust with them, and keeping them focussed on selling.

Streamline how you work with agents.

Empower reps and Agentforce to work side by side to manage opportunities, with a single view that shows what AI has already handled and what's next — keeping deals prioritised and moving forward.

A “Sales Workspace” shows a 95% quota attainment and a line graph forecasting projected attainment.

Give teams step-by-step guidance to get started — and we're continually making setup easier. Start fast, scale as you grow, and unlock new levels of speed, connection, and growth.

The setup of the Sales Agent Template. A pop-up for “Lead Generation” has a checklist of six completed steps.

Bring Agentforce to every touchpoint across Salesforce, Slack, and customer channels. Insights, guidance, and automation flow seamlessly, with no extra clicks.

A software UI showing an email thread with Agentforce which suggests a meeting and provides a calendar to book it.

Get smarter agents, powered by unified data.

Unify conversations, signals and content from across your business to give agents the full customer and business context they need to personalise outreach, update opportunities accurately and tailor coaching.

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A graphic shows various data sources feeding into business opportunities.

Conversation Data

Use conversation data from calls, emails and meetings to uncover customer intent and deal context. Help agents personalise follow-ups and keep opportunities current based on what actually happened.

Customer Data

Unify sales, service, marketing and commerce data for a complete customer view. Give agents full lifecycle context to provide more relevant, consistent responses on time, every time.

A screen displays a mail application, Data 360 sources and two documents that are used to train AI.

External and Unstructured Data

Bring in external data like web engagement, product usage and unstructured content like product FAQs with Data 360. Help agents respond more accurately and stay aligned with your brand and business.

Enhance AI sales agents with products across Customer 360.

Sales Cloud

Max out efficiency with better automation, data and intelligence.

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Sales AI

Guide sellers at every step of the sales cycle with intelligence built into your CRM.

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Sales Programs

Boost seller efficiency and productivity with outcome-based enablement — all in the flow of work.

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Sales Engagement

Accelerate sales with engagement built directly into your CRM.

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Revenue Cloud

Automate and optimise product to cash at scale.

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See the impact of Agentforce through the eyes of our customers.

Asymbl scales like a company 10x their size with Agentforce.

Asymbl saves $575,000 in hiring costs, while increasing prospect engagement by 427%, with the addition of Sales Cloud to their team. But don’t just take our word for it, watch the video to see for yourself.

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What's new with Sales Cloud?

Learn about the latest innovations that help you sell more, faster. From smarter prospecting and automated research to real-time guidance and AI-powered outreach, you'll get a quick, clear overview of what's new.

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Calculate your ROI with Agentforce.

See how much time and money your sales team can save working side by side with AI sales agents.

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AI Sales Agent FAQs

An AI sales agent uses advanced artificial intelligence to understand and respond to enquiries, then take action without human intervention.

AI sales agents are used by sales teams to handle repetitive tasks, like lead qualification, follow-ups, scheduling and sales coaching. They work to save time, scale outreach, improve quota attainment and increase customer engagement. Sales is about relationship building, so teams benefit from agents handling repetitive tasks so they can focus more on connecting with customers.

AI sales agents use artificial intelligence to automate and improve the sales process by handling tasks like finding new customers, answering questions, scheduling meetings, and sending follow-up emails, all while operating around the clock.

An effective AI sales agent includes features like predictive lead scoring to qualify leads and automated outreach to engage them. It is built into your CRM and connects with your data to enable real-time analytics, AI-powered coaching, and personalised close plans.

Chatbots are one way of conversing with AI. Before generative AI stormed the scene, chatbots relied on scripts without much personalisation, creating clunky and sometimes laughable user experiences. With generative AI, chatbots became a lot more adaptable, with many businesses using them to deflect customer service queries.

AI sales agents are several levels more advanced. They’re proactive, autonomous applications that execute complex tasks, escalate issues and rely on business-specific data to augment sales teams. Some interfaces of AI sales agents are similar to chatbots — role-playing with an AI sales coach, for example — but much of what these agents accomplish is more sophisticated, personalised and relevant to the moment or circumstance.

As trust and security are major concerns for businesses relying on AI, it’s important to use tools grounded in trusted data sources. While several companies have developed or are developing agents to assist with sales tasks, Agentforce Agents (developed by Salesforce) have a distinct advantage: They are built right into the Salesforce CRM, Data 360 and the Einstein Trust Layer. Unsecured tools can result in loss of privacy, misuse of data and inaccurate agent outputs.

One of the most commonly cited anxieties around AI is its potential to replace humans and affect jobs. Here’s the thing: Selling will always involve real relationships between real people. But the deal-long engagement between salespeople and their customers is full of touchpoints that don’t actually require a lot of human oversight. In the past, there was no choice; following up, scheduling, populating CRM data and coaching were all part and parcel of working in sales. AI sales agents are taking on the most time-consuming tasks with less human intervention.

The cost of AI sales agents varies based on business needs, the number of conversations they’re having and the level of integration with business data. Agents are flexible and scalable and give teams the ability to adjust usage based on sales pipeline needs while helping teams offset the costs of training, coaching and hiring new reps.

Yes, a primary benefit of an AI sales agent is its ability to operate around the clock, engaging with leads and answering customer questions at any time.

Generally, yes, when sales agents are integrated with secure platforms and data. Agentforce, for example, is built on the Einstein Trust Layer, ensuring data security and adherence to business protocols when handling tasks. AI sales agents built with Agentforce rely on trusted business data to ensure accuracy and security.

Yes, you can create your own sales AI agent. However, we recommend using a trusted platform like Agentforce instead of do-it-yourself AI. Agentforce lets you create customisable AI agents with a drag-and-drop interface to design workflows and automate repetitive tasks.

AI sales agents analyse data from various sources to score leads, using predictive algorithms to assess conversion likelihood and help sales teams prioritise high-potential prospects.

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AI Sales Agent FAQs

An AI sales agent uses advanced artificial intelligence to understand and respond to enquiries, then take action without human intervention.

Yes, a primary benefit of an AI sales agent is its ability to operate around the clock, engaging with leads and answering customer questions at any time.

AI sales agents analyse data from various sources to score leads, using predictive algorithms to assess conversion likelihood and help sales teams prioritise high-potential prospects.

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