Salesforce is seeing 33% faster meeting prep and a 10% increase in win rates thanks to Agentforce.

Learn how

Agentforce for Sales

Scale your sales team from pipeline to paycheck. Automate lead nurturing, deal updates, rep coaching, and quoting with Agentforce. Personalize every interaction, and ensure accurate, trusted responses using your deal and customer data. Get started in minutes with prebuilt actions, and easily customize to fit your business needs.

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

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Equipter

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.

Windows show lead information like past activityand configuration and a personalized email based on that info.

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.

Agentforce answers a leads 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.

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.

A table displays agent monitoring information, including outreaches, next outreach, reply, and lead score.
Windows show lead information like past activityand configuration and a personalized email based on that info.
Agentforce answers a leads emailed question based on an editions comparison and pricing guide uploaded to train the agent.
Agentforce sends a lead times to meet with a member of the sales teams via email.
A table displays agent monitoring information, including outreaches, next outreach, reply, and lead score.

Keep your pipeline accurate — automatically.

Pipeline Management

Use Agentforce to 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.

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

Synthesize 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. Agentforce can automatically update opportunities in autonomous mode or users can review, edit, and approve updates in suggestive mode. Know exactly where the data came from with source context for each mode.

A dashboard provides information on sales opportunities and agent activity.
A table shows data for sales opportunities, agent activity, and stages.
A screen shows a video call, transcript, and deal stage information.
A dashboard provides information on sales opportunities and agent activity.

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.

 A window prompts a rep to practice 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. Agentforce generates real-time, contextual responses, simulating real-world sales conversations.

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.
 A window prompts a rep to practice her pitch with the reps pitch recording and transcript and option to submit for feedback.
A window prompts a rep to roleplay a negotiation with a video of the call and agentforce response.
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

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.

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. Use Agentforce to automatically select products, apply pricing and discounts, and optimize every quote — all guided by your product catalog 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.
An Agentforce quote creation prompt tells the user what it can do as well as user created quote parameters for a deal.
An Agentforce window shows a quote with a user generated prompt to add a discount, with a popout showing the amended quote.
An Agentforce window has an option to create a quote-based email and an email window shows the email and attached quote pdf.

Smarter agents powered by unified data.

Keep opportunity details up to date, personalize follow-ups, and help seller take action faster with Agentforce, powered by real-time data from sales calls, emails, and meeting notes captured by Einstein Activity Capture and Conversation Insights.

A graphic shows various data sources feeding into business opportunities.

Unify data across sales, service, marketing, and commerce to give agents a complete view of the customer. Help agents take precise, impactful action at every stage of the journey by giving them the context they need to make smarter decisions.

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

Make agents more accurate by giving them access to external data, such as web engagement and product usage. Use unstructured content like PDFs and product guides to personalize outreach, keep records up to date, and deliver coaching aligned with your best practices.

A screen displays a mail application, data cloud sources, and two documents that are used to train AI.
A graphic shows various data sources feeding into business opportunities.
A graphic displays customer data with links to an email, webinar registration, and analytics integration.
A screen displays a mail application, data cloud sources, and two documents that are used to train AI.

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

Brandon Metcalf headshot

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 Metcalf
CEO & Founder, Asymbl
Dashboard view of Sales Cloud with an overlay to zoom in on AI-generated lead scoring within a CRM view.

Calculate your ROI with Agentforce.

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

Join the Salesblazer Community.

Looking to meet and learn from fellow sales professionals? Our Salesblazer Community is the place for you.

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.