Salesforce partners not seeing meaningful revenue from Agentforce AI platform, report says
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Salesforce partners have not yet seen significant revenue from their Agentforce AI platform, despite its two-year existence, according to a recent report from TD Cowen. The survey of partners in the US, Europe, and Asia found that while customer interest in Agentforce is growing, no partners have reported seeing revenue from the technology.
Only 11 percent of respondents reported no immediate interest, 56 percent expected interest with time for initiatives to mature, and 33 percent noted strong interest as they started seeing buying and trial activity. However, none reported Agentforce becoming a driver of bookings activity. The report also highlighted weaker commercial growth among Salesforce's partners overall, with only a third meeting or beating targets compared to 43 percent in the previous quarter.
Salesforce's CEO, Marc Benioff, told analysts that Agentforce adoption is still subdued. Despite the lack of immediate revenue, Salesforce claims Agentforce is generating over $1 billion in annual recurring revenue, which grew by 14 percent year-over-year to $33.6 billion in its latest FY2027 results, propelled by other products like Data 360 and Slack.
However, a separate report from KeyBanc Capital Markets has also criticized Agentforce, citing customer feedback that enterprise data is not coherent enough for meaningful AI work, and questioning the product's overall capabilities.
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