Agentic Platform
Provides a unified platform connecting data, models, and workflows with integrated trust, designed to run the entire business.
← Back to directory
Agency
ELIYA
MarketingOps
Analytics & attribution
Salesforce is a provider of CRM solutions, recently focusing on integrating AI through its 'Agentic Enterprise' concept. This involves using pre-built AI agents to enhance productivity across various business functions, working within existing tools and systems. The platform aims to connect data, models, and workflows to enable agents and humans to collaborate effectively.
Visit website ↗Our read
Section 01Handles aI/data science firm for measurement and AI marketing agents; ask them directly how they handle post-launch support once the build is done.
“Salesforce's approach centers on unifying various business functions through an AI-powered platform, enabling both human and artificial agents to operate cohesively.”
Value proposition
Section 02Salesforce offers a Customer Relationship Management (CRM) platform, which is now heavily integrated with AI capabilities to support what it terms the 'Agentic Enterprise'. This system utilises pre-built AI agents designed to understand and operate within a business's existing tools and processes, aiming to increase productivity across functions such as sales, service, marketing, and commerce. The platform's objective is to enable seamless collaboration between human teams and AI agents.
The core of the offering is built around a unified platform that connects data, models, and workflows with built-in trust and security. Key components include Customer 360 for business logic, Agentforce for deploying scalable AI agents, Tableau for data interpretation, Slack for team and agent engagement, and Data 360 for comprehensive customer context. Salesforce also provides Headless 360 for integrating with external AI models and systems, and AgentExchange, a marketplace for applications, agents, and integrations.
Core competencies
Section 03Customer 360
Offers a system of work that incorporates proven business logic, workflows, and processes to guide AI agent actions.
Agentforce
Enables deployment of scalable AI agents trained on business data, built for industry-specific needs, and governed by business rules.
Data and Analytics
Utilises Tableau for converting data into actionable insights for both humans and AI agents, and Data 360 for unifying customer context.
Collaboration and Integration
Leverages Slack for team and agent engagement, and Headless 360 for connecting with external applications, infrastructures, and AI models.
Ecosystem Marketplace
Manages AgentExchange, a marketplace featuring Salesforce apps, Slack apps, and Agentforce agents, tools, and integrations.
Products & services
Section 04- Sales Cloud
- A core CRM service focused on sales automation and management.
- Service Cloud
- A CRM service for customer service and support operations.
- Marketing Cloud
- A platform for marketing automation and customer journey management.
- Commerce Cloud
- A service providing e-commerce solutions for businesses.
- Tableau
- A data visualisation and business intelligence platform for analytics and insights.
- Slack
- A collaboration hub designed to facilitate communication and engagement among teams and AI agents.
Key takeaways
Section 05- AI Integration
- Salesforce is significantly investing in AI, framing its offerings around 'Agentic CRM' and the 'Agentic Enterprise' to enhance productivity and automate tasks.
- Unified Platform Approach
- The company positions its platform as a cohesive environment where various business functions, data, and AI agents work together rather than in silos.
- Human-Agent Collaboration
- A core theme is enabling seamless interaction between human employees and AI agents, with agents handling routine tasks to free up humans for more strategic work.
- Data-Driven Decisions
- Emphasis is placed on turning data into actionable insights, ensuring AI agents and humans have comprehensive business context for decision-making.
- Openness and Extensibility
- The platform supports integration with various third-party AI models (e.g., Claude, ChatGPT) and applications, offering a marketplace for ecosystem expansion.
- Values-Driven Business
- Salesforce highlights its core values of Trust, Customer Success, Innovation, Equality, and Sustainability as foundational to its operations and product development.
FAQ
Section 06- What is an Agentic Enterprise?
- An Agentic Enterprise is a business model where trusted AI agents work alongside humans to serve customers, generate pipeline, and handle routine tasks at scale, allowing human employees to focus on judgment, relationships, and growth. This model is supported by a unified platform connecting data, models, and workflows.
- How does Salesforce integrate AI?
- Salesforce integrates AI through its 'Agentic CRM' by deploying pre-built AI agents that understand business processes and work within existing tools. It uses components like Agentforce for deploying AI agents, Data 360 for context, and Tableau for data-driven insights.
- What is Agentforce?
- Agentforce is a component of Salesforce's platform that allows for the deployment of scalable AI agents. These agents are designed to reason, act, and improve processes across a business, trained on internal data and governed by specific rules.
- What is AgentExchange?
- AgentExchange is a unified marketplace for the Agentic Enterprise. It aggregates Salesforce apps, Slack apps, and Agentforce agents, tools, and MCP servers from various partners, discoverable via AI-guided search and activated with one click. It aims to connect existing data lakes, models, and applications.
- Does Salesforce support integration with other AI models?
- Yes, Salesforce supports integration with various AI models through its Headless 360 offering, including Claude, ChatGPT, Perplexity, Windsurf, Notion, and Amazon Bedrock, allowing businesses to use their AI of choice.