AGENTFORCE CAPABILITIES
AI Features
Autonomous AI agents and intelligent tools built natively inside Salesforce to handle outreach, coaching, and engagement at scale.
Agentic AI
AI agents are smart systems that can understand and respond to customer questions without needing human help. They are built using tools like Agentforce and use machine learning and natural language processing (NLP) to perform many different tasks — from answering FAQs and processing returns to resolving basic service issues.
Call Insight
Captures meeting recordings in Salesforce, transcribes and analyzes them, and automatically generates AI-powered meeting insights — making it easy to review key moments and takeaways from every call.
Sales Coach
An AI-powered sales coach that helps reps prepare for customer interactions. Reps can role-play with an AI persona, receive real-time feedback on objection handling or pitch clarity, and improve their techniques before speaking with real prospects. Includes Practice Your Pitch & Practice Negotiating by Role Playing.
Draft an Email with Einstein
Uses AI to automatically generate personalized sales email content within Salesforce, helping reps craft effective emails faster using the Agentforce Prompt Template.
Agentforce SDR
An AI-driven autonomous agent that automates lead outreach and qualification by sending personalized emails, managing follow-ups, answering prospect questions, and booking meetings. It streamlines top-of-funnel activities so sales reps can focus on closing deals while the agent handles prospect engagement around the clock.
EINSTEIN AI
Einstein Features
Predictive AI baked into every layer of your Salesforce CRM — scoring leads, capturing activity, generating quotes, and delivering actionable analytics.
Einstein Lead Scoring
Uses AI to analyze historical lead conversion patterns and automatically score new leads based on likelihood to convert — continuously improving accuracy as more CRM data is generated.
BUSINESS IMPACT
- →Improves lead-to-opportunity conversion rates
- →Enables sales teams to focus on high-intent prospects
- →Reduces time spent on low-quality leads
- →Increases overall sales productivity
Einstein Opportunity Scoring
Predicts the probability of an opportunity closing based on historical data and current activity. Identifies key factors influencing the score such as changes in close date and engagement frequency.
BUSINESS IMPACT
- →Enhances pipeline visibility and forecasting accuracy
- →Focuses sales attention on opportunities most likely to close
- →Helps sales managers identify deals that need additional support
Einstein Quoting Agent
AI-assisted quote creation that accelerates quote generation and reduces manual effort in the CPQ process.
BUSINESS IMPACT
- →Accelerates quote generation
- →Reduces manual CPQ effort
Einstein Activity Capture
Automatically captures emails and calendar events, linking activities to Leads, Contacts, Accounts, and Opportunities — keeping your CRM up-to-date without manual logging.
BUSINESS IMPACT
- →Saves significant time for sales representatives
- →Improves CRM data accuracy and completeness
- →Provides reliable activity visibility for management
Einstein CRM Analytics
Self-service data discovery with reusable analytics apps, mobile-ready dashboards, AI-enhanced insights via Einstein Discovery, and secure sharing and collaboration on analytics assets.
BUSINESS IMPACT
- →Accelerates data-driven decision-making across teams
- →Improves visibility into sales, service, and operational performance
- →Reduces dependency on IT teams for reporting and analysis
- →Enables proactive decision-making using trends and patterns
- →Aligns stakeholders using a single source of truth
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