Salesforce is seeing 33% faster meeting prep and a 10% increase in win rates thanks to Agentforce.
Learn howAI Sales Agents
Transform every stage of the sales cycle — from lead engagement and pipeline management to account growth and partner success — with Agentforce. Deliver personalized, trusted interactions powered by your customer and deal data. Get started in minutes with prebuilt actions, then customize effortlessly to fit your business.
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 Cloud for even more personalized, relevant engagement. Ensure data security and compliance with the Trust Layer while the Atlas Reasoning Engine helps agents learn, adapt, and drive smarter outcomes.
Generate new leads on your website, 24/7.
Lead Generation
Welcome prospects the moment they land on your site. Automatically greet visitors, answer product questions in real time, and guide them toward the right solutions with Agentforce to help you capture interest and boost conversion without adding extra workload to your team.
Never miss an opportunity. Capture visitor details and instantly create new lead records in Salesforce, working around the clock to keep your pipeline full with Agentforce powering it all. Every lead is logged, tracked, and ready for follow-up.
Go beyond simple data capture. Rely on Agentforce to ask the right qualifying questions, gather key details, and even book meetings directly from your website. Empower sales reps to start every conversation with context — so they can focus on closing, not chasing.
Nurture inbound leads — 24/7.
Lead Nurturing
Never miss an inbound lead. Route inbound leads to Agentforce and set clear guardrails for when and how to reach out. 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 FAQ, case studies, and sales plays.
Seamlessly transition interested leads to your sales team by providing real-time calendar availability for easy meeting scheduling.
Get a centralized view of Agentforce in action. See how many leads are assigned, emailed, have responded, or have requested meetings, all in one place. Monitor performance, optimize outreach, and stay aligned with your sales strategy — without lifting a finger.
Keep your pipeline accurate — automatically.
Pipeline Management
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.
Synthesize your unstructured conversation data — like calls, meetings, emails, and seller notes — into structured, objective opportunity field updates.
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.
Stay on top of every account.
Account Management
Instantly bring account intelligence into your workflow. Surface company overviews, key performance indicators, competitive insights, and industry trends with a single click. Give reps the context they need without switching tools.
Get instant meeting briefs in Slack. These account briefs are packed with company summaries, recent conversations, marketing activity, and service history. Equip reps to step into every call informed, confident, and ready to move the relationship forward.
Give every rep a dedicated coach.
Sales Coaching
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.
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.
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.
Create accurate quotes in seconds.
Quoting
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 summarize 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.
Quote the right products at the right price — every time. Automatically select products, apply pricing and discounts, and optimize every quote with Agentforce — all guided by your product catalog and business rules.
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.
Scale Your Partner Ecosystem with Real-Time Guidance
Partner Success
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 summarize 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.
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 programs.
Provide partners with always-available answers that instantly resolve questions about program incentives, tier requirements, portal access, and partnership policies, eliminating delays, creating transparency and trust with them, and keeping them focused 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 prioritized and moving forward.
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.
Bring Agentforce to every touchpoint across Salesforce, Slack, and customer channels. Insights, guidance, and automation flow seamlessly, with no extra clicks.
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 personalize outreach, update opportunities accurately, and tailor coaching.
Conversation Data
Use conversation data from calls, emails, and meetings to uncover customer intent and deal context. Help agents personalize 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.
External and Unstructured Data
Bring in external data like web engagement, product usage, and unstructured content like product FAQ with Data Cloud. Help agents respond more accurately and stay aligned with your brand and business.
See the impact of Agentforce through the eyes of our customers.
The real magic is in the partnership between our digital and human SDR. Together they operate as one team, adapting in real time and letting us act like a company 10x our size while keeping costs in check and our people energized.
Brandon MetcalfCEO & Founder, Asymbl
We’re now able to reach referring physicians when it’s most convenient for them, automatically share the benefits of our protocols and immediately provide more information as needed. We expect to sign up more providers, faster and with less manual effort.
Dr. John ObergCEO, Precina Health
Our sellers now have a coach with them, at all times, helping to close deals faster and improve their sales skills. This will completely change our enablement strategy.
Marcie LadermanEVP, Global Business Strategy & Ops, Salesforce
Now our managers can see exactly where deals stand—no more chasing reps or updating spreadsheets. It’s all right there in Salesforce.
Julien DelvecchioDirector, Salesforce Operations, FourKites
What’s new with Agentforce Sales?
Learn more about the latest innovations to help you sell more, faster.
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 FAQ
An AI sales agent uses advanced artificial intelligence to understand and respond to inquiries, 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.
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 Cloud, and the Einstein Trust Layer. Unsecured tools can result in loss of privacy, misuse of data, and inaccurate agent outputs.
Chatbots are one way of conversing with AI. Before generative AI stormed the scene, chatbots relied on scripts without much personalization, 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, personalized, and relevant to the moment or circumstance.
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.
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.
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.