Salesforce AI agent platform hasn't delivered meaningful growth two years after launch, customers report finds
Salesforce is seeing huge revenue from its Agentforce strategy, but partners and customers are experiencing delays.
Salesforce's Agentforce AI platform has yet to generate significant growth two years after its launch, according to a new report from TD Cowen. Despite the platform's annual recurring revenue reaching $1.2 billion, customers are expressing dissatisfaction with data readiness and agent maturity. The survey found that only one-third of Salesforce partners currently have strong interest in Agentforce, while 56% anticipate upcoming interest but acknowledge customers need time for initiatives to mature.
Additionally, there has been a 10 percentage point drop in Salesforce partners meeting or exceeding commercial targets. This report aligns with findings from a prior KeyBanc Capital Markets study, which highlighted that customer data isn't ready to fully benefit from agentic AI. Experts suggest that the subpar adoption rate may be indicative of broader industry challenges, with Gartner predicting that over two in five AI projects will be canceled by the end of 2027 due to unclear business value.
Despite Salesforce's optimism and CEO Marc Benioff's label of agentic AI as the "biggest growth opportunity" for customers, the platform appears to be struggling to deliver on its promises.
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