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.
Highly Adaptable Tool for Nonprofits
What do you like best about the product?
It is capable of nearly anything! You can adapt it to suit the needs of your nonprofit.
What do you dislike about the product?
Sometimes it is a bit complicated, and the reporting system is difficult to remember.
What problems is the product solving and how is that benefiting you?
Management and tracking of donors, management of field trip booking and details, and the same for our virtual reality program.
Intuitive Sales Management Tool with Seamless Onboarding
What do you like best about the product?
I used Agentforce Sales in a commercial role to manage all sales-related information. It helped me organize customer data, interactions, and track opportunities, ensuring no important detail or activity was missed. I like that it's very easy to use and intuitive. The interface feels straightforward, making navigation through customer information, opportunities, and tasks simple and efficient. It doesn't take long to get comfortable with the platform, which is great when you need to move fast in a sales role. The setup was easy, with training sessions and support provided, making onboarding smooth. Everything was centralized, allowing my team to access key details during meetings or calls without searching through different tools.
What do you dislike about the product?
Nothing
What problems is the product solving and how is that benefiting you?
I use Agentforce Sales to manage sales information, track opportunities, and unify team data. It helps me stay organized and ensures no detail is missed. I can access key details easily, which streamlines meetings and calls, making the process efficient.
Helpful for Navigating Customer Profiles, but a Clunky Interface
What do you like best about the product?
Using Agentforce Sales has made it easier for my team (customer marketing) to find customer profiles and determine whether a customer might be a good reference for our business.
What do you dislike about the product?
The interface can be quite clunky and less intuitive. There's a LOT of information stored on our Agentforce Sales, and it's easy for things to get disorganized or out-of-date.
What problems is the product solving and how is that benefiting you?
Agentforce Sales allows our customer marketing team to easily find customer and company profiles and connect with our sales/account team to determine which will be a good fit for our reference programs.
Great Visibility, But Updating Ops Is Painfully Manual
What do you like best about the product?
It keeps my current ops in one place, and it’s quick enough for me to see everything at a glance.
What do you dislike about the product?
Painful to update. There are so many fields that have to be created manually. You have to create a contact, then add it to an account, and then use that contact to create an opportunity. Multiple gates at each level.
What problems is the product solving and how is that benefiting you?
Provides leadership with an easy rollup of everything across the team.
Robust Features Yet Challenging Setup
What do you like best about the product?
I like that all the information I need is on the customer record and in one place. The automation features are great, especially for moving deal stages and sending templated emails. The reporting features and dashboards are really important to me. It helps me stay organized, manage follow-ups, and set tasks and reminders efficiently, especially for complex sales cycles. Automation for deal stages, along with automated follow-ups and emails based on triggers, is very helpful. From a team management perspective, it's valuable in keeping track of how many sales calls my team makes, ensuring they're hitting their targets, and identifying gaps where management is needed.
What do you dislike about the product?
I find Agentforce Sales a bit clunky in terms of setting up workflows on your own. It's very much a developer code-based platform versus an intuitive self-designed platform, requiring a lot of initial help from setup and onboarding. The initial setup was definitely time-consuming and laborious, requiring a lot of help from an external agency and a huge investment of time to set up all of the structure and understand the logic. It’s also very expensive compared to other platforms.
What problems is the product solving and how is that benefiting you?
I use Agentforce Sales to track my sales team and manage my deals through a pipeline. It helps me stay organized with customer records, automation for deal stages, templated emails, and reporting, making it easier to follow up on complex sales cycles and manage team performance.
Easy-to-Use Lightning Interface that works well for our Sales/BD Needs
What do you like best about the product?
The reporting capabilities and object features in SF make it very handy for us. We can define the architecture for the types of records we want to save, and the flexibility of the platform is a big plus. The Lightning interface is also very easy to use. We’ve completed various internal integrations with SF, especially with our higher ed tools.
When it comes to SF support, they always notify us if any upgrades need to take place, and we haven’t experienced any downtime. Pricing is on the higher end, but it does what we need it for, so overall it’s a good tool for us.
When it comes to SF support, they always notify us if any upgrades need to take place, and we haven’t experienced any downtime. Pricing is on the higher end, but it does what we need it for, so overall it’s a good tool for us.
What do you dislike about the product?
Bulk uploads have to be done using an APEX loader, which isn’t very user-friendly for all stakeholders, and that ends up increasing the ticket count. Also, some of the reports that are generated require a lot of hand-holding because it’s not always easy to understand what filters and logic are in place. Overall, the main issue for me is that a lot of user training is involved.
What problems is the product solving and how is that benefiting you?
We’re able to accurately track our payments and incentives, along with measurable, trackable insights. Its reporting features have also helped us target the right marketing segment.
Great for CRM Management, Needs Better Reporting
What do you like best about the product?
I use Agentforce Sales to track opportunities, contacts, and leads. It makes it easier to store and manage complex data, see how deals are progressing, and communicate with clients effectively.
What do you dislike about the product?
I think the reporting aspect could be improved. There's limitations on what can be reported at this point of time, and we need to leverage other tools like Power BI in order to do the reporting. So I think, advancement in reporting would be great.
What problems is the product solving and how is that benefiting you?
I use Agentforce Sales to track opportunities, contacts, and leads. It makes storing and managing complex data easy, helps me see deal progress, and improves communication. We integrate it with other tools to enhance our reporting capabilities.
Agentforce Sales Turns CRM Into an Autonomous Teammate
What do you like best about the product?
Agentforce Sales stands out because it evolves the CRM from a passive database into an autonomous teammate. By using the Atlas Reasoning Engine and real-time Data Cloud integration, it independently qualifies leads and automates administrative tasks, allowing reps to focus entirely on high-value relationship building.
What do you dislike about the product?
While Agentforce Sales is powerful, the primary drawbacks are its steep price point and the high technical complexity required for a successful setup. Smaller teams often struggle with the "Agentforce tax"; the cost per conversation or action, and the fact that the AI’s effectiveness is entirely dependent on having a perfectly clean, integrated Data Cloud, which can take months to configure.
What problems is the product solving and how is that benefiting you?
Agentforce Sales addresses the “human scale” problem by going beyond basic automation and into autonomous execution. For example, rather than having a rep spend hours manually vetting inbound leads, the Agentforce SDR can use the Atlas Reasoning Engine to independently research a prospect’s company background, handle technical product questions around the clock, and book meetings directly on an AE’s calendar.
The value is that it shifts the CRM from a passive database into an active “digital coworker.” Because the AI is grounded in your specific Data Cloud, it can pull together detailed account briefs and “Next Best Action” prompts that stay contextually accurate instead of reading like generic summaries. In practice, this helps a lean team maintain a 24/7 global presence and deliver high-touch personalization that would typically require an organization five times its size.
The value is that it shifts the CRM from a passive database into an active “digital coworker.” Because the AI is grounded in your specific Data Cloud, it can pull together detailed account briefs and “Next Best Action” prompts that stay contextually accurate instead of reading like generic summaries. In practice, this helps a lean team maintain a 24/7 global presence and deliver high-touch personalization that would typically require an organization five times its size.
knowledge Bases and expert guidance
What do you like best about the product?
I love the fact that it is very user friendly but more importantly it is full of KB's to learn as you go
What do you dislike about the product?
This I cannot think of, I do think the lag time can be improved but that is all
What problems is the product solving and how is that benefiting you?
It is giving me real time data that can be used immediate
Excellent Integration for Tracking Performance and Placement Success
What do you like best about the product?
I truly appreciate the integration and ability to track performance and assist with our placement achievements
What do you dislike about the product?
The ability to cross integrate with employer job orders and orientation groups
What problems is the product solving and how is that benefiting you?
We would be able to see how many candidates from each workshop group was hired for job orders entered.
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