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A product screenshot of Agentforce. A video call is in the center, with the AI summarizing a sales opportunity.

Sales AI

Close more deals and scale your sales teams with sales AI. Use AI to automate prospecting, optimize every conversation, accelerate decisions in the flow of work, and take the right actions with the help of better data.

Leading teams use Sales AI to sell faster and drive productivity.

 

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Scale your sales team with agents.

Automatically surface high-intent accounts with continuously updated, prioritized lists in Salesforce or Slack. Enriched signals from Salesforce, the web, and third-party sources let your team skip manual research and focus on selling, keeping your pipeline moving.

Salesforce "Intelligence View" dashboard showing Ava Smith's lead details: Fit (A+), Hot Signal Score, and reasons for priority.

Engage and qualify prospects autonomously across web, email, voice, and more — with personalized outreach, instant product Q&A, and seamless meeting scheduling. Capture and nurture leads with trusted, CRM-grounded responses, then hand off qualified prospects to your sellers fast.

Manage your pipeline with Agentforce for automatic, consistent updates across fields like stage and next steps. Get a clear view of every deal without manual work. Review and approve updates in suggestive mode, or update automatically.

A software UI shows a sales dashboard with "Open Pipeline" at $1.9M and "Won" at $10.1M. A pop-up highlights Agent Activity.

Research accounts, build strategic POVs, update account plans, and prep for meetings in minutes — not hours. Automatically gather account context, organize insights, and provide clear next-step recommendations, giving sellers instant clarity and always-on support to focus on customers and drive long-term growth across the entire lifecycle.

Salesforce "Account Plans" dashboard for Omega, Inc., showing 8 open opportunities and account research/plan details.
Salesforce "Intelligence View" dashboard showing Ava Smith's lead details: Fit (A+), Hot Signal Score, and reasons for priority.
A software UI shows a sales dashboard with "Open Pipeline" at $1.9M and "Won" at $10.1M. A pop-up highlights Agent Activity.
Salesforce "Account Plans" dashboard for Omega, Inc., showing 8 open opportunities and account research/plan details.

Close deals with conversation intelligence.

Flag key moments across every sales conversation. See exactly what customers like and dislike about competitors, without listening to the entire call. Instantly spot customer objections, attitudes on pricing, and questions asked. Add in unique keywords for Einstein to flag, such as competitor products, features, or any mentions crucial to closing deals.

A high-scoring opportunity. A notification indicates the close date was pushed, and a competitor mention is highlighted.

Explore every conversation in detail. Search all your sales calls with natural language. Ask questions like, “Which deals mentioned pricing concerns?” or “Where did competitors come up?” and get instant answers. Quickly surface key moments across calls, spot risks, and understand what’s happening in your pipeline — without digging through transcripts.

A window shows a recorded call, call info, Einstein insight tags, and answers a question with a timestamp of the call.

Spot patterns across every deal. Analyze customer conversations to surface and group key topics — like objections, pricing concerns, and competitor mentions — across your entire pipeline with AI. Instantly see what’s trending, what’s putting deals at risk, and which opportunities are impacted — helping you refine your strategy, coach with precision, and drive stronger outcomes at scale.

A business dashboard displays "Total Unique Conversations" at 253 and "Total Matched Opportunity Value" at $6.4M.
A high-scoring opportunity. A notification indicates the close date was pushed, and a competitor mention is highlighted.
A window shows a recorded call, call info, Einstein insight tags, and answers a question with a timestamp of the call.
A business dashboard displays "Total Unique Conversations" at 253 and "Total Matched Opportunity Value" at $6.4M.

Accelerate decisions with AI in the flow of work.

Get one-click, AI-generated summaries for every account, opportunity, lead, and contact. Walk into every conversation prepared with real-time context, without the manual prep. Need more? Go deeper with Agentforce to surface details, ask follow-ups, or trigger next steps.

A UI shows a sales opportunity for "Omega, Inc." with a value of 900K. The screen summarizes activities and next steps.

Prioritize the most critical deals. Avoid guesswork and get ahead of risks by understanding and taking action based on lead potential, opportunity health, and relevant sales activities.

Einstein opportunity scoring indicates high likelihood that a lead will close, including recent positives and negatives.

Drive forecast accuracy with AI-predictions. Get visibility into the relevant logic, factors, and business trends that inform predictions. Easily assess potential gaps in your pipeline and sales process.

A UI showing sales forecast predictions for a customer. A waterfall chart shows a breakdown of the forecast and a prediction.
A UI shows a sales opportunity for "Omega, Inc." with a value of 900K. The screen summarizes activities and next steps.
Einstein opportunity scoring indicates high likelihood that a lead will close, including recent positives and negatives.
A UI showing sales forecast predictions for a customer. A waterfall chart shows a breakdown of the forecast and a prediction.

Drive growth with AI-powered sales planning.

Easily digest changes to the sales plan with a natural language summary of recent territory optimizations. Surface change drivers and highlight top changes such as key account moves and growth and shrink areas.

A sales territory planning map. The "Optimization Summary" displays annual revenue, growth areas, and key record changes.

Build plans faster with AI to create formulas. Describe the business goal with natural language, and apply formulas to configure new plan attributes or modify existing ones. Preview the values to deploy updates with confidence.

A software UI for configuring a calculated attribute. A user interacts with an agent to create a formula for project revenue.

Model revenue strategies easily with AI that can add, edit, and summarize segments. Use natural language to create logical groupings and define rules based on any account field.

A Segment Builder shows an organizational chart and a "Segment Assist" panel for generating segments.
A sales territory planning map. The "Optimization Summary" displays annual revenue, growth areas, and key record changes.
A software UI for configuring a calculated attribute. A user interacts with an agent to create a formula for project revenue.
A Segment Builder shows an organizational chart and a "Segment Assist" panel for generating segments.

Get smarter agents, powered by unified data.

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

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 sellers and agents personalize follow-ups and keep opportunities current based on what actually happened.

A graphic displays customer data with links to an email, webinar registration, and analytics integration.

Customer Data

Unify sales, service, marketing, and commerce data for a complete customer view. Give sellers and 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 FAQ with Data 360. Help sellers and agents respond more accurately and stay aligned with your brand and business.

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What’s new with Agentforce Sales?

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.

Become a Salesblazer with free, guided learning on Trailhead.

Laurent Farci

We use Einstein Opportunity Scoring to measure the probability of opportunities being converted to sales and to identify at-risk pipelines. In conjunction with Sales Cloud and Forecasting, it has improved win rate by 14%.

Laurent Farci
SVP, media.monks

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Accelerate revenue growth with thousands of prebuilt and consultant offerings on AppExchange. Check them out today.

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Frequently asked questions about AI for Sales

Artificial Intelligence (AI) is the development of computer systems that can perform tasks typically requiring human intelligence. This includes abilities like learning, reasoning, problem-solving, and understanding natural language.

Generative AI for sales uses simple prompts to create copy (like prospecting emails) and make recommendations (like suggestions for quick-win deals) that are critical to efficient sales processes. It does this by analyzing existing sales and customer data to help draft emails, or determine which messages or resources would help advance a sales conversation.

Sales automation is the process of using technology to perform often tedious human tasks, reducing manual time, effort, and error. Learn how sales automation software can help.

There are many applications of AI in sales. Common ones include lead scoring, allowing reps to focus on deals most likely to close; customer segmentation, which can improve the success rate of prospecting; personalization, delivering tailored communication that speaks to audiences' unique needs and pain points; and sales forecasting, showing trends and making recommendations for strategy based on predicted performance.

Artificial intelligence is changing sales by enabling businesses to optimize various sales activities, from lead generation to customer communication, with limited human intervention. This frees up reps' time to focus on relationship-building, while also delivering outputs (like forecasts and recommendations) that aren't vulnerable to human error. Ultimately, this improves overall sales performance and helps increase revenue.

Sales technology is important because it streamlines processes, enhances efficiency, and provides valuable insights to drive sales growth and improve customer relationships. The best sales technology allows you to consolidate your data and efforts to avoid disjointed work experiences.