Agentforce Sales
Salesforce, Inc.External reviews
10,028 reviews
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External reviews are not included in the AWS star rating for the product.
Sales Force Keeps All My Clients Organized in One Easy Database
What do you like best about the product?
I love that Sales Force organizes all my clients into one easy database.
What do you dislike about the product?
Whenever I am writing notes on a client and another call comes in it knocks me off that file and clicks over to the new call without me able to save my notes
What problems is the product solving and how is that benefiting you?
It keeps the business side of this job organized
Streamlined Sales Tasks with Effective Reminders
What do you like best about the product?
I like being able to see what tasks are done and getting reminders for upcoming tasks. I also like being able to quickly find accounts and see what jobs still need to be completed.
What do you dislike about the product?
I would like to find a way to be notified of completion of specific tasks so that any other tasks awaiting those can instantly begin moving forward.
What problems is the product solving and how is that benefiting you?
Agentforce Sales helps ensure tasks are assigned and completed for new sales, with reminders for upcoming tasks. I can quickly find accounts and see pending jobs, which makes managing sales tasks much more efficient.
Agentforce Sales: All-in-One CRM, Automation, and AI That Boosts Sales Efficiency
What do you like best about the product?
What I like best about Agentforce Sales is how it combines CRM, automation, and AI into a single platform that helps sales teams work more efficiently. Features like automated activity tracking, AI-powered insights, pipeline management, and lead prioritization reduce manual work and let sales reps focus more on closing deals and building customer relationships. The platform is also highly customizable and integrates well with other business tools, making it useful for organizations with complex sales processes.
What do you dislike about the product?
One thing I dislike about Agentforce Sales is that the platform can feel overly complex, especially during the initial setup and customization process. Many users report that configuring workflows, automations, and reports often requires dedicated admin support or technical expertise. The large number of settings and menus can also make troubleshooting difficult for new users.
What problems is the product solving and how is that benefiting you?
Agentforce Sales helps solve common sales challenges such as manual data entry, inefficient lead follow-ups, poor pipeline visibility, and time-consuming account research. Its AI-powered automation handles repetitive tasks like updating CRM records, prioritizing leads, generating personalized outreach, and summarizing sales conversations, which allows sales teams to spend more time building customer relationships and closing deals.
Smart, Agentic Actions That Trim Down Manual Work
What do you like best about the product?
It has become smart, agentic actions really trims down the manual tasks
What do you dislike about the product?
I do not have anything particular to say
What problems is the product solving and how is that benefiting you?
Territory management was difficult, with sales cloud it is benefitting the entire business operations
Salesforce Sales Cloud: Mobile Access and a User-Friendly Dashboard for Tracking Sales
What do you like best about the product?
I like about salesofce sales cloud is that it's mobile application as it allows me to access all data instantly.Also the user friendly dashboardales it more easier to track performance opputimity wise and track sales.
What do you dislike about the product?
Requires proper traing to use features. Sometimes lags while using heavy files.
What problems is the product solving and how is that benefiting you?
overall Agentforce sales help us to improve productivity as customer tracking, task management, approvals foolwups and forecasting is very much easier and effective. Also improves customer relationships and overall performance.
Great for Interacting Across Multiple Sites
What do you like best about the product?
Good to interact with the multiple sites
What do you dislike about the product?
Not easy on freshers who are starting as new in it
What problems is the product solving and how is that benefiting you?
Not really sure on this
Agentforce Sales: Proactive, Context-Aware Automation with Strong Security and Easy Setup
What do you like best about the product?
Perhaps the most distinctive aspect of Agentforce Sales is how it has evolved from a reactive CRM into a proactive, “agentic” ecosystem powered by the Atlas Reasoning Engine. The ability to ground autonomous agents through Data Cloud integration with third-party applications such as Shopify or Zendesk helps ensure the AI outputs are highly contextualized and actionable.
From a usability standpoint, it’s straightforward to work with thanks to the drag-and-drop Agentforce Builder. At the same time, being able to quickly configure “Topics” and “Instructions” has saved me countless hours each week, without giving up the advanced capabilities that support custom Apex execution.
On the automation side, implementing Agentforce sales automation tools has allowed us to fully automate repetitive, high-volume administrative work like lead generation, qualification, and research, and it has become a key driver of ROI. What stood out to me most, though, is the Einstein Trust Layer, which adds security by deidentifying personal information during generative processes without negatively affecting performance or latency.
Finally, the UI/UX integration with Lightning Experience, along with the strong onboarding program and the documentation available through Trailhead, makes this tool not only a system of record but also an intelligence layer that can scale 24/7.
From a usability standpoint, it’s straightforward to work with thanks to the drag-and-drop Agentforce Builder. At the same time, being able to quickly configure “Topics” and “Instructions” has saved me countless hours each week, without giving up the advanced capabilities that support custom Apex execution.
On the automation side, implementing Agentforce sales automation tools has allowed us to fully automate repetitive, high-volume administrative work like lead generation, qualification, and research, and it has become a key driver of ROI. What stood out to me most, though, is the Einstein Trust Layer, which adds security by deidentifying personal information during generative processes without negatively affecting performance or latency.
Finally, the UI/UX integration with Lightning Experience, along with the strong onboarding program and the documentation available through Trailhead, makes this tool not only a system of record but also an intelligence layer that can scale 24/7.
What do you dislike about the product?
The primary challenge is the significant dependency on Data Cloud and the prerequisite of near-perfect data hygiene. In order to leverage the power of Atlas Reasoning Engine, you will need to map your entire data architecture because the agents sometimes lack context or produce unclear results. The other issue here is the learning curve involved in the move from deterministic logic (as implemented by Flow Builder) to 'Agentic' reasoning. This solution definitely isn’t plug-and-play-friendly for corporate environments due to the necessity to develop Topics and Instructions with an eye to avoiding actions overlap. Finally, I really wish we could see usage and credits monitoring in the Agent Management panel.
What problems is the product solving and how is that benefiting you?
The core issue we needed to solve was the overwhelming administrative load placed on our sales staff, which was clogging the pipeline. Before this, our reps spent countless hours bouncing between different systems to research accounts, manually qualify incoming leads, and write cold email messages.
The biggest advantage has been a major improvement in pipeline efficiency and in how quickly we can qualify a lead. By using automated agents to handle top-of-funnel work—qualifying leads, answering a basic set of questions, and scheduling meetings—we’ve essentially created a “force multiplier” for our account executives. The agents take care of the boring, repetitive tasks around the clock, so our reps can focus more of their time on higher-level activities.
The biggest advantage has been a major improvement in pipeline efficiency and in how quickly we can qualify a lead. By using automated agents to handle top-of-funnel work—qualifying leads, answering a basic set of questions, and scheduling meetings—we’ve essentially created a “force multiplier” for our account executives. The agents take care of the boring, repetitive tasks around the clock, so our reps can focus more of their time on higher-level activities.
Salesforce Streamlines Case Management, Reporting, and Team Collaboration
What do you like best about the product?
Salesforce has become a key part of my day-to-day work, especially for managing customer cases and keeping track of interactions. I use the case management view, activity tracking, and reporting tools regularly. Being able to customise my views and reports makes a big difference, as I can quickly get to the information I need without digging around.
It’s really improved my workflow by cutting down on manual work. Instead of tracking things across emails or spreadsheets, everything is in one place and updated in real time. The reporting tools in particular save me a lot of time each week, and the case history timeline makes it much easier to understand what’s already happened so I can respond faster.
One thing I didn’t expect was how much it helps with teamwork. It’s easy to loop in colleagues, leave updates, and keep everything visible within a case, which avoids duplicate work and speeds things up. Overall, it’s made things more organised and a lot more efficient.
It’s really improved my workflow by cutting down on manual work. Instead of tracking things across emails or spreadsheets, everything is in one place and updated in real time. The reporting tools in particular save me a lot of time each week, and the case history timeline makes it much easier to understand what’s already happened so I can respond faster.
One thing I didn’t expect was how much it helps with teamwork. It’s easy to loop in colleagues, leave updates, and keep everything visible within a case, which avoids duplicate work and speeds things up. Overall, it’s made things more organised and a lot more efficient.
What do you dislike about the product?
There are a few things I don’t like about Salesforce. It can feel quite slow at times, especially when loading cases or switching between tabs, which can be frustrating when you’re trying to move quickly. The interface can also feel a bit cluttered, and it’s not always obvious where certain settings or information are located without clicking around.
Another downside is the level of customisation — while it’s a strength, it can also make things confusing. Different teams can have slightly different setups, which sometimes makes it harder to follow processes or pick things up quickly. I’ve also found that some updates or changes take time to reflect, which can cause a bit of uncertainty.
Lastly, creating or adjusting reports isn’t always as straightforward as it could be. It can take a bit of trial and error to get exactly what you need, especially if you’re not using it every day.
Another downside is the level of customisation — while it’s a strength, it can also make things confusing. Different teams can have slightly different setups, which sometimes makes it harder to follow processes or pick things up quickly. I’ve also found that some updates or changes take time to reflect, which can cause a bit of uncertainty.
Lastly, creating or adjusting reports isn’t always as straightforward as it could be. It can take a bit of trial and error to get exactly what you need, especially if you’re not using it every day.
What problems is the product solving and how is that benefiting you?
There are a few things I don’t like about Salesforce. It can feel quite slow at times, especially when loading cases or switching between tabs, which can be frustrating when you’re trying to move quickly. The interface can also feel a bit cluttered, and it’s not always obvious where certain settings or information are located without clicking around.
Another downside is the level of customisation — while it’s a strength, it can also make things confusing. Different teams can have slightly different setups, which sometimes makes it harder to follow processes or pick things up quickly. I’ve also found that some updates or changes take time to reflect, which can cause a bit of uncertainty.
Lastly, creating or adjusting reports isn’t always as straightforward as it could be. It can take a bit of trial and error to get exactly what you need, especially if you’re not using it every day.
Another downside is the level of customisation — while it’s a strength, it can also make things confusing. Different teams can have slightly different setups, which sometimes makes it harder to follow processes or pick things up quickly. I’ve also found that some updates or changes take time to reflect, which can cause a bit of uncertainty.
Lastly, creating or adjusting reports isn’t always as straightforward as it could be. It can take a bit of trial and error to get exactly what you need, especially if you’re not using it every day.
Effortlessly Easy and All-Encompassing
What do you like best about the product?
I like how easy it is to use Agentforce Sales (formerly Salesforce Sales Cloud). It makes life easier by having everything in one place. The initial setup was very easy, even though it was a long time ago.
What do you dislike about the product?
I have no dislikes
What problems is the product solving and how is that benefiting you?
Agentforce Sales makes life easier by having everything in one place. I use it to check updates, and find forms and info.
Amazing Platform with Powerful Automation and Customization
What do you like best about the product?
It’s an amazing platform that helps bring everything into one place, without making the workflow feel complicated. Most importantly, I like its automation features, which save a lot of manual effort—especially when managing multiple leads, follow-ups, and customer interactions. I also appreciate the customization options, because the team can adapt it to their own sales process instead of changing the way they work just to fit the software.
What do you dislike about the product?
For users who aren’t familiar with Salesforce products, it can feel a bit overwhelming at first. It offers a lot of features and customization options, so there’s definitely a learning curve before you get comfortable with it.
What problems is the product solving and how is that benefiting you?
It has basically resolved the problem of manual work in the sales process. Earlier, the sales team was spending a lot of time updating CRM records, preparing meeting notes, tracking follow-ups, and managing spreadsheets instead of actually selling. But once we started using Agentforce, it automated those repetitive tasks, which helps save time and keeps the data more accurate.
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