Salesforce with Agentforce

Salesforce with Agentforce

Salesforce stores opportunities and runs agents that engage leads and update records.

Oximy ResearchUpdated 18 September 2026

Overview

A+
Transparency
8 / 10
Trust
96 / 100
San Francisco, USSalesforce, Inc.

Trains on your data

Free
No
Paid
No
Opt-out
Not captured

Incidents

4
  • criticalShinyHunters claims 1.5 billion Salesforce records stolen in Drift hacks
  • lowUNITED STATES DISTRICT COURT NORTHERN DISTRICT OF CALIFORNIA
  • lowClass Action Complaint against Salesforce, Inc.
SOC 2ISO 27001GDPRHIPAAFedRAMPdisa_impact_levelsPCI DSS

Assessed SEP 21, 2026 · Checked by hand SEP 21, 2026

Agentforce no-training and third-party zero data retention, compliance, DPA and subprocessors were confirmed; one duplicate incident was removed and court dates and attribution were corrected.

Trust breakdown

A+

96 / 100

Overall trust score

Data safetyComplianceIncidentsLegal
Data safety100
Compliance100
Incidents80
Legal100

Data and privacy

Trains on your data

No training on user data

Storage regions

United StatesCanadaUnited KingdomGermanyFranceSwitzerlandIndiaJapanSingaporeAustraliaBrazilIndonesia

Sub-processors

Amazon Web Services, Inc.Google LLCMicrosoft CorporationOpenAI, L.L.C.WithSecure Inc.Projector.is, Inc.LiveKit, Inc.Deepgram, Inc.

Data retention

Salesforce operates a zero data retention policy which ensures no Customer Data is retained or used for model training by third-party LLMs.

Deletion: SFDC shall return Customer Data to Customer and, to the extent allowed by applicable law, delete Customer Data in accordance with the procedures and timeframes specified in the Security, Privacy and Architecture Documentation.

Privacy policyTermsTrust center

Incidents

Powered by

Salesforce KoaNVIDIA Nemotron 3 SuperHyperClassifierTextEvalMoirai
Proprietary modelNot a wrapper

Salesforce develops its own proprietary models like Koa, HyperClassifier, TextEval, and Moirai. Koa is post-trained on NVIDIA Nemotron 3 Super, an open model, but Salesforce controls the weights and runs it within its own infrastructure.

Integrations and access

Integrations

API: YesSlackJiraLinkedIn Sales NavigatorQuickbooksDocuSignMailChimpGoogle WorkspaceDropboxActiveCampaignMuleSoftAmazon QuickAWSGoogle CloudAnthropic Claude

Available on

Web
iOS
Android
macOS
Windows
Linux
Extension
CLI

Pricing

Starter Suite

$25 USD/User/Month

Turnkey AI + CRM for small businesses — automate sales, marketing, and service. Billed monthly or annually.

Pro Suite

$100 USD/User/Month

The CRM with advanced automation and deeper customization. Billed annually.

Core

$195 USD/User/Month

The CRM for sales with built-in AI, Slack, Tableau, and Agentforce skills to keep every deal moving. Billed annually.

Advanced

$395 USD/User/Month

The CRM for sales with enhanced security and agents that help you keep deals moving. Billed annually.

Max

$550 USD/User/Month

The most complete Sales platform uniting AI, CRM, and data to help every seller hit quota. Billed annually.

Enterprise and Unlimited plans

Custom

Salesforce offers Enterprise and Unlimited plans with varying features and capabilities. Contact sales for details.

Prices as listed on SEP 21, 2026; check the vendor's page.

Moat and openness

8/ 10
Moat 8 out of 10

Moat

  • Proprietary Model
  • Proprietary Data
  • Network Effects
  • Switching Costhigh
  • Unique UX
  • Distributionhigh

Salesforce possesses a strong moat primarily due to its dominant market position, extensive ecosystem, and high switching costs associated with its comprehensive CRM platform. The integration of proprietary AI models and a vast customer base further solidifies its defensibility, making it challenging for competitors to replicate its breadth and depth of offerings.

5/ 10
Openness 5 out of 10

Openness

  • Open model weights
  • Published research
  • Open source contributions
  • Transparency reports
  • Public safety evals

Salesforce demonstrates a moderate level of openness and transparency. They publish transparency reports detailing government access requests to customer data and have extensive documentation on their trust and compliance practices, including security, privacy, and architecture. They also emphasize transparency in their AI products, requiring disclosure when users interact with AI systems and providing audit trails for AI operations. While they do not explicitly state open-sourcing model weights or public safety evaluations, they do mention open-source notices for distributed components of their services.

Timeline

  1. 2024-04Einstein Copilot became generally available across Sales and Service Cloud as a conversational AI assistant.
  2. 2023-09Salesforce rebranded and unified its AI platform as Einstein 1 Platform, integrating Data Cloud and debuting Einstein Copilot and Trust Layer.
  3. 2023-06Salesforce's AI Cloud emphasized 'trusted' generative AI and provided the infrastructure for running AI in enterprise settings, including controls for data access and output handling.
  4. 2023-03Salesforce launched Einstein GPT, focusing on customer-facing uses and internal applications like code generation and analysis with 'Einstein for Developers'.
  5. 2017Salesforce unveiled Einstein Forecasting for Sales Cloud, using historical CRM activity to improve forecast accuracy and pipeline management.
  6. 2016-09Salesforce launched Einstein, an AI platform designed to democratize enterprise AI across sales, service, marketing, commerce, and IT teams.

Company

Salesforce, Inc.

Founded
1999
HQ
San Francisco, California, U.S.

Popularity

0

monthly visits

low tierlow risk

Notable customers

FedExPepsiCoSiemensABBGoodyearTrustpilotThames Valley PoliceHampshire & Isle of Wight Constabulary

Salesforce held 20.0% of the worldwide CRM market in 2025 and has been ranked the #1 CRM provider by IDC for the 13th consecutive year, also ranking #1 in Sales applications for 14 years, Customer Service for 13, and Marketing for 7.

Value and ROI

What it should move: It shortens lead response and records more sales work in the CRM.

Best fit

It fits companies whose pipeline already lives in Salesforce.

The catch

Agent pricing depends on usage and excludes seats. Estimate agent usage before wider use.

  • Equinox: Uses Agentforce Sales to engage digital leads and answer membership enquiries.[1]
  • Uber: Uses Agentforce to engage business leads with personalised outreach.[2]

In our stacks for

Customer supportSales

References

  1. 01Equinox: how it uses Salesforce with AgentforceSalesforceVendor-published
  2. 02Uber: how it uses Salesforce with AgentforceSalesforceVendor-published
  3. 03Privacy policySalesforce, Inc.Vendor-published
  4. 04TermsSalesforce, Inc.Vendor-published
  5. 05Trust centerSalesforce, Inc.Vendor-published
  6. 06Company siteSalesforce, Inc.Vendor-published
  7. 07SOC 2Salesforce, Inc.Vendor-published
  8. 08GDPRSalesforce, Inc.Vendor-published
  9. 09ShinyHunters claims 1.5 billion Salesforce records stolen in Drift hacksBleepingComputerIndependent
  10. 10UNITED STATES DISTRICT COURT NORTHERN DISTRICT OF CALIFORNIAUnited States District Court Northern District of CaliforniaIndependent
  11. 11Class Action Complaint against Salesforce, Inc.United States District Court Northern District of CaliforniaIndependent
  12. 12Whistleblower Retaliation Lawsuit against Salesforce, Inc.United States District Court District of MassachusettsIndependent