Tool
Salesforce
Agentforce Sales (AI sales agent / SDR): Autonomous Agentforce agents in Sales Cloud that prospect, nurture and help close pipeline, integrated with Salesforce data. Vendor page
Agentforce: Platform to build autonomous agents for employees and customers 24/7 on Salesforce. Vendor page
Revenue Cloud / CPQ: Revenue management and CPQ across the revenue lifecycle on Salesforce. Vendor page
35 use cases
Salesforce Agentforce Sales: Get a daily prospect list ranked by intent signals
Agentforce can rank prospects using intent signals from enrichment data, and is designed to give reps a focused starting list each day.
How: Connect enrichment and intent data to Sales Cloud → Review the prioritized list in Salesforce or Slack → Start outreach with the top accounts
Source · Checked Oct 24, 2026
Salesforce Agentforce Sales: Research and enrich prospects from CRM, calls, and the web
Agentforce can research and enrich prospects across Salesforce, call recordings, the web, and third-party data, and is designed to reduce manual prospect research.
How: Open a prospect record → Review the agent's research and insights → Use the insights in your first message
Source · Checked Oct 24, 2026
Salesforce Agentforce Sales: Generate personalized, on-brand outreach for each prospect
Agentforce can generate brand-aligned, personalized outreach for each prospect. Salesforce positions it to help reps reach buyers while interest is high.
How: Select prospects from your list → Generate outreach with Agentforce → Review and edit before sending
Source · Checked Oct 24, 2026
Salesforce Agentforce Sales: Greet website visitors and capture leads
Agentforce can greet site visitors, create lead records, and answer product questions in real time. Salesforce says this works without adding extra workload to your team.
How: Deploy the agent on your website → Ground answers in your product content → Route captured leads to sellers
Source · Checked Oct 24, 2026
Salesforce Agentforce Sales: Follow up on every inbound lead within guardrails
Inbound leads can be routed to Agentforce, with guardrails you set for when and how it reaches out, so inbound leads can get a timely first response.
How: Route inbound leads to Agentforce → Set guardrails for timing and messaging → Hand qualified leads to reps
Source · Checked Oct 24, 2026
Salesforce Agentforce Sales: Answer lead questions and objections from CRM data
Agentforce can answer lead questions and handle objections, grounding responses in CRM data and company content such as product FAQs, case studies, and sales plays.
How: Connect approved company content → Set which questions the agent may answer → Review transcripts for accuracy
Source · Checked Oct 24, 2026
Salesforce Agentforce Sales: Keep opportunity stage and next steps updated automatically
Agentforce can update fields like stage and next steps, either in suggestive mode (you review and approve) or automatically, to help keep pipeline data current.
How: Turn on pipeline management → Choose suggestive or automatic mode → Review updates before forecast calls
Source · Checked Oct 24, 2026
Salesforce Agentforce Sales: Research accounts and update account plans
Agentforce researches accounts, builds a point of view, updates account plans, and preps meetings, supporting long-term account growth.
How: Open a key account → Ask the agent to research and draft a POV → Update the account plan and review next steps
Source · Checked Oct 24, 2026
Salesforce Agentforce Sales: Log calls, emails, and meetings to Salesforce automatically
Conversation capture can log calls, emails, texts, and calendar events in Salesforce, and is designed to reduce manual CRM updates.
How: Turn on conversation capture → Connect email and calendar → Spot-check that activity lands on the right record
Source · Checked Oct 24, 2026
Salesforce Agentforce Sales: Prepare account briefs before meetings
Salesforce says Agentforce Sales agents prepare account briefs and recommend next best actions, giving sellers more time with customers.
How: Ask the agent for an account brief before the meeting → Review recommended next actions → Add your own talking points
Source · Checked Oct 24, 2026
Salesforce Revenue Cloud (CPQ): Create and modify quotes with Agentforce
Revenue Cloud lets reps create, modify, and summarize quotes with Agentforce while keeping role-based access permissions.
How: Open the opportunity → Ask Agentforce to create or change the quote → Review pricing and send
Source · Checked Oct 24, 2026
Salesforce Revenue Cloud (CPQ): Route discounts through automatic approval chains
Revenue Cloud can run automated, cross-functional approval chains for discounts, based on rules and conditions you design. Salesforce positions this as a way to protect margins.
How: Define discount thresholds and approvers → Set approval sequences → Monitor approval times
Source · Checked Oct 24, 2026
Salesforce Revenue Cloud (CPQ): Configure complex product bundles correctly
The product configurator supports rules-based and constraint-based configuration and is designed to help reps build accurate configurations when quoting complex deals.
How: Select the products in the configurator → Follow rules-based prompts → Generate the quote
Source · Checked Oct 24, 2026
Salesforce Revenue Cloud (CPQ): Amend or renew customer contracts from asset records
Asset lifecycle management shows what each customer owns and lets sellers amend, renew, or cancel contracts at any time.
How: Open the customer's assets → Choose amend or renew → Generate the renewal quote
Source · Checked Oct 24, 2026
Salesforce Sales Cloud Revenue Intelligence: Model what-if scenarios to close a forecast gap
The Commit Calculator lets leaders add or remove deals and estimate late-quarter opportunities to see how to close the gap to target.
How: Set the revenue goal → Add or remove deals in the calculator → Agree on actions for the deals that close the gap
Source · Checked Oct 24, 2026
Salesforce Sales Cloud Revenue Intelligence: Act on stuck, overdue, or stagnant deals
The Sales Rep Command Center flags opportunities that are stuck, overdue, or stagnant so reps act before quarter end.
How: Open your command center → Filter to flagged deals → Set a next step on each
Source · Checked Oct 24, 2026
Salesforce Sales Cloud Revenue Intelligence: Find upsell and cross-sell based on similar accounts
AI account management suggests expansion based on what similar accounts are buying.
How: Open the account insights → Review products similar accounts buy → Plan an expansion conversation
Source · Checked Oct 24, 2026
Salesforce Sales Cloud Revenue Intelligence: Coach reps using win rate, pipeline, and activity metrics
Revenue Insights shows rep metrics like win rate, open pipeline, and activities so managers can target coaching.
How: Open Revenue Insights → Compare reps on win rate and pipeline → Pick one coaching focus per rep
Source · Checked Oct 24, 2026
Salesforce: AI SDR
Two agents work every in-scope inbound lead (software downloads, trade shows): an engagement agent emails within minutes and follows up twice; a qualification agent chats with the prospect, captures BANT into Sales Cloud, and applies ~50 Siemens-defined rules. Leads with at least two positive BANT answers go to the right seller with a summary; guardrails keep the agent off products and competitors.
Siemens (Smart Infrastructure) · Source · Published Sep 14, 2026
Salesforce: post-call notes
Selected Salesforce Agentforce Life Sciences for a global rollout over five years. Near-term uses named: rep dictates post-call notes and an agent drafts the summary; flagging potential medical inquiries for logging.
Novartis · Source · Published Jan 5, 2026
Salesforce: next-best-action
Selected Agentforce Life Sciences for Customer Engagement as its unified global HCP engagement platform: consolidated medical-commercial HCP insights, next-best-action recommendations for key account, reimbursement and field teams, automated multichannel campaigns, and MCP-based orchestration of internal and external agents.
AstraZeneca · Source · Published Dec 4, 2025
Salesforce: rep copilot
Rebuilt HCP engagement on Life Sciences Cloud with Data Cloud/Data 360, MuleSoft and Agentforce so reps see what a physician has researched, opened and asked before a visit; Agentforce gives leaders a view of interactions across reps and hospitals. Building 'utility agents', some via MCP.
Takeda · Source · Published Oct 13, 2025
Salesforce: AI SDR
Since July 2025 an Agentforce SDR agent follows up on every inbound/dormant lead (previously only one in four got human follow-up), sends personalized emails grounded in CRM and Data 360, answers questions from product docs, books meetings and copies the human rep. Every email discloses it comes from Agentforce.
Salesforce · Source · Published Oct 9, 2025
Salesforce: AI SDR
CEO built an Agentforce SDR agent to respond instantly to thousands of trade-show leads (up to ~10,000/year), score them, answer basic questions, book meetings in multiple languages, and hand high-priority leads to human reps; also built a technical-support chatbot.
AUM BioTech · Source · Published Sep 18, 2025
Salesforce: chat/service agents
Agentforce service agent on Salesforce's help site handles support requests, with lessons on tone (added empathy), loosening over-strict competitor guardrails, and cleaning conflicting knowledge articles.
Salesforce · Source · Published Sep 18, 2025
Salesforce: chat/service agents
Deployed an Agentforce service agent connected to the ERP that gives logged-in customers real-time order status (even without an order number), explains delays, and tracks specific items, 24/7 and multilingual; implemented in five weeks. Voice channel planned.
Henry Schein Australia · Source · Published Mar 12, 2025
Salesforce: chat/service agents
First Agentforce tester in Germany: launched AI agents to selected customers and supply partners for 24/7 answers to sales-order and product inquiries, proactive order-update follow-ups, and recommended next actions, with plans to expand to more regions.
Brenntag · Source · Published Nov 5, 2024
Salesforce: seller copilot
Integrated Microsoft Copilot for Sales with Salesforce so sellers get email-thread and Teams-meeting summaries (with translation) and create CRM contacts from email signatures in Outlook/Teams.
Schneider Electric · Source · Published Oct 15, 2024
Salesforce: account research
Rolled out Microsoft Copilot for Sales to several thousand sellers and service staff for customer research before outreach, meeting summaries, follow-up drafts and syncing Outlook email into Salesforce; used champions and a prompt library to drive adoption.
Lumen Technologies · Source · Published May 21, 2024
Salesforce: AI SDR (website)
Website AI SDR agent ('Eli') tailors conversations by specialty and on-site behavior, qualifies visitors, books meetings in-session, routes chats to SDRs, and emails high-intent visitors who leave before booking.
NextGen Healthcare · Source
Salesforce: white-space opportunity generation
Built a "Digital Opportunity Factory" on Sales Cloud and CRM Analytics that uses AI to find white-space opportunities, assign them to reps, score them at each stage with Einstein Discovery, and show AI recommendations for progressing each one.
Schneider Electric · Source
Salesforce: inbound reply drafting
BDR team runs Claude Cowork skills: an hourly inbox skill drafts replies from a curated sales knowledge base in each rep's voice; an overnight skill researches 100+ accounts per rep (Salesforce, Apollo, Common Room, Gong, warehouse) and leaves a brief, score and outbound play; a pipeline skill proposes Salesforce stage changes with evidence and waits for approval; a call-coach skill scores Gong discovery calls against the playbook.
Anthropic · Source
Salesforce: forecast roll-up
Moved forecasting off spreadsheets into Clari to manage 6-12 month capital-equipment sales cycles: one-view opportunity updates, quarter/stage filtering, weekly forecast, and dashboards for finance and executives.
Singular Genomics · Source
Salesforce: AI forecasting
Standardized on an AI forecasting and deal-guidance platform across business units (connected to Salesforce), flagging low-probability commit deals and pull-in candidates, later adding conversation and relationship intelligence for inside sales.
Honeywell · Source
Salesforce: rep copilot
Early adopter of Salesforce Life Sciences Cloud for Customer Engagement (agent-first rep app with voice account prep, smart summaries, talk-to-text meeting wrap-ups) to prepare field colleagues for HCP engagement.
Pfizer · Source
From the field
- Follow up on every inbound lead within guardrails · practitioner post by @jasonlk