Every Salesforce AI feature, in one place. We’ll tell you which ones you need.
Grouped by cloud. Most companies need three to five to start, and the right ones depend on your goals, data and licences. For each one we choose, we check the licence, prepare the data, configure and ground it, build custom actions where needed, then test and monitor it.
Sales Cloud AI
Is this for you? Your reps spend more time on admin than on selling.
Talk to us about Sales Cloud AIPrebuilt AI sales agents
A Sales Development (SDR) agent that qualifies and follows up leads and books meetings, and a Sales Coach agent for deal feedback and role-play.
Conversation intelligence
Einstein Conversation Insights: call recording, transcription, keyword tracking and sentiment.
Call and meeting summaries
Summaries with next steps, written back to the record.
Lead and opportunity scoring
Einstein Lead Scoring and Opportunity Scoring, with the factors behind each score.
AI-written sales emails
Drafts and follow-ups grounded in the record.
Pipeline and forecast insights
Risks and changes in the pipeline, explained.
Salesforce in Claudebeta
The Claudeforce plugin: 37 prebuilt sales skills inside Claude, which we can tailor or extend with your own.
Service Cloud AI
Is this for you? Your support backlog keeps growing.
Talk to us about Service Cloud AIAI service agents
Self-service over chat, messaging and voice, handing over to a person when needed.
Service Replies
Suggested replies that reps review, edit and send.
Case and conversation summaries
Summaries for reps picking up a case and for handovers.
Case Classification and routing
Predicts priority, reason and type, and sends the case to the right person or queue.
Knowledge creation
Drafts help articles from resolved conversations.
Service planning
Step-by-step resolution plans for agents.
Einstein Bots to Agentforce
Upgrading existing bots without losing what works.
Marketing Cloud AI
Is this for you? Campaigns take weeks to build and launch.
Talk to us about Marketing Cloud AIAI-assisted campaigns and journeys
Briefs, audiences and journeys drafted from a goal.
Generated email content and subject lines
Conversational email
Email replies handled by an agent, in your brand voice.
Segments from a plain-language description
Engagement scoring and send-time optimization
Commerce Cloud AI
Is this for you? Shoppers can't find what they want.
Talk to us about Commerce Cloud AIGuided Shopping
An AI shopping assistant.
Contextual Search
Search that understands what shoppers mean, not just the words they type.
AI product descriptions and merchandising help
Conversations over email, SMS and WhatsApp
Shopping and service conversations on the channels customers use.
Field Service AI
Is this for you? Technicians lose time on paperwork and scheduling.
Talk to us about Field Service AIVoice to Form
Technicians fill in forms by voice.
AI scheduling optimization
Dynamic Scaling for large schedules.
Briefings before a job, summaries after it
Slack and Coworker
Is this for you? People work in Slack, not in Salesforce.
Talk to us about Slack and CoworkerSlackforce
Salesforce context and actions inside Slack conversations and workflows.
Agentforce Coworker
An AI teammate inside Salesforce that reasons across accounts, activities and history.
Slackbot
AI help in Slack itself.
Thread and channel summaries, AI search answers
Tableau and analytics
Is this for you? Dashboards exist, but nobody acts on them.
Talk to us about Tableau and analyticsTableau Next
Agentic analytics.
Tableau Pulse
Metric insights delivered automatically.
AI explanations of trends and outliers
Building on the platform
Is this for you? Your team wants to build its own agents and apps.
Talk to us about Building on the platformAgentforce Vibes
Build apps, flows and dashboards by describing them.
Prompt Builder
Reusable, grounded prompts, with testing.
Agent Builder and Agent Script
Custom agents.
AI Skills and job-ready agents
Prebuilt agents and skills for common jobs, to start from instead of building from scratch.
Einstein for Developers
AI help writing Apex and Lightning Web Components.
Agent testing, A/B experiments, health monitoring and Agent Optimizer
Checking agents before and after they go live.
Data, trust and models
Is this for you? You need AI to follow your rules and protect your data.
Talk to us about Data, trust and modelsData 360
Formerly Data Cloud: unified data and the context agents rely on.
Einstein Trust Layer
Data masking, zero data retention and audit.
Trusted Enterprise AI Harness and AI Control Plane
Registering, governing and monitoring agents.
Models
Claude in Agentforce, Salesforce's own Koa model, and others.
Which of these are worth it for you?
Tell us your goals. Not sure what you’ve licensed? We’ll check it with you, and come back with the few features to start with, and why.
Book a callFeature names and availability follow Salesforce’s releases and can change. Some features need specific editions or add-on licences.