Salesforce partners not seeing meaningful revenue from Agentforce AI platform, report says

Salesforce partners have not yet seen significant revenue from their Agentforce AI platform, despite the CRM giant's launch of the product two years ago. A recent TD Cowen report, which surveyed partners in the US, Europe, and Asia, found that while interest in Agentforce is growing, there is currently no revenue generated from it.

Of the respondents, 11% stated they had not seen much immediate interest, while 56% expected interest but needed more time for initiatives to mature. A third of partners reported strong interest, as they were beginning to see buying and trial activity, but none were experiencing Agentforce becoming a driver of bookings activity.

The report also highlighted weaker commercial growth across Salesforce's overall portfolio, with only a third of partners meeting or beating targets, compared to 43% in the previous quarter. Salesforce has not yet commented on the findings. In its Q1 FY2027 results, ended April 30, the company reported a 14% year-over-year growth in remaining performance obligation, driven by Agentforce, Data 360, and Slack, partially offset by softness in commerce and Tableau.

CEO Marc Benioff claimed Agentforce has achieved annual recurring revenue greater than $1 billion, stating that the platform helps customers build, test, deploy, manage, and orchestrate AI agents in the enterprise. However, a report by KeyBanc Capital Markets suggested that enterprise data is not coherent enough for meaningful AI work, and customers do not view Salesforce's Agentforce plan favorably.

The report found that customers have not been strong in their feedback on Agentforce, and KeyBanc sees the CRM strategy as a standout for the wrong reasons, citing a lack of coherent enterprise data as a barrier to AI adoption.