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Salesforce Agentforce: How Its AI Agents Work and What They Cost

Agentforce is Salesforce's platform for AI agents that answer customers and act on Salesforce data. Here is how an agent is built, what each pricing model costs in practice, what happened to Einstein, and how to introduce it one use case at a time.

Benjamin WagnerBenjamin Wagnerby Benjamin Wagner
AgentforceSalesforceSalesforce EinsteinAI AgentsCRM Comparison

Salesforce Agentforce is Salesforce's platform for AI agents that work on the data in your Salesforce org. Customer-facing agents answer on your website, in messaging channels and on the phone. Employee agents work inside Salesforce, for example by updating a record or summarizing a case. You pay per agent action with Flex Credits, per customer conversation, or per user through add-ons and the Max editions.

Agentforce does not run on its own. It needs a Salesforce org, and the free way in is Salesforce Foundations, a $0 add-on for Enterprise Edition and higher. Einstein, the older brand, now mostly names the layer underneath: the Einstein Trust Layer masks data and scores responses for toxicity, while the assistant once called Einstein Copilot is part of Agentforce.

Customermates, an open-source CRM, publishes this guide. Salesforce facts come from Salesforce's own pages, checked on 8 October 2026 and linked at the end. Customermates appears once, in its own labelled section.

At a glance

What it is
Salesforce's platform for AI agents that answer and act on Salesforce data, for customers and for employees.
What it needs
A Salesforce org. Salesforce's sales pricing page says AI can be added to Core and above, and its comparison table marks some Agentforce features as available for purchase on the smaller suites.
List prices
$0.10 per standard action in Flex Credits, $2 per conversation for customer-facing agents, $125 per user per month for the employee add-ons, Max editions from $550 per user per month.
Einstein
Einstein Copilot was renamed and folded into Agentforce. The Einstein Trust Layer keeps its name and handles masking, toxicity scores and the audit trail.
Who it fits
Organizations that already run Salesforce, keep their records and Knowledge articles in order, and have someone to build and test agents.

How an Agentforce agent works

An agent is a role, a set of topics, written instructions and the actions it may take, all configured in Agentforce Builder. When a request arrives, the Atlas Reasoning Engine works out what the person wants and which action to run next. Salesforce calls this hybrid reasoning, combining "deterministic logic and adaptive AI": Agent Script holds the steps that must run the same way every time, and the model handles the rest.

Building blockWhat it does
Agentforce BuilderWhere you define an agent's role, topics, instructions and permitted actions
Agent ScriptFixed logic for the parts of a conversation that must not vary
Atlas Reasoning EngineInterprets the request and chooses the next action
ActionsOne function an agent executes, such as updating a record, summarizing a case or answering a product question. Flex Credits are billed per action
Agentforce Data LibraryIndexes Knowledge articles, uploaded text, HTML and PDF files, and web search results, so answers rest on your content
Data 360 (formerly Data Cloud)Salesforce's data platform, which unifies data from other systems into one customer profile
Einstein Trust LayerMasks sensitive data, checks responses for toxicity and keeps an audit trail
Model BuilderLets you bring your own language model, for example from Anthropic, Google, OpenAI or Hugging Face

Salesforce lists the web, the phone, apps, self-service portals and messaging channels as places to deploy agents, and MuleSoft API connectors for reaching systems outside Salesforce.

One question, followed through

A customer types into your web chat: "Where is my order 4711?" The agent matches the topic "Order status", and the reasoning engine calls three actions: one finds the customer, one looks up the order, one reads the shipping status. Before the prompt goes to the language model, the Trust Layer can swap the customer's name and email address for placeholders. When the answer comes back, it is checked for toxicity, the real values are put back in, and the exchange is written to the audit trail.

Billed in Flex Credits, those three standard actions use 60 credits, which is $0.30. Billed per conversation, the same exchange costs $2. That gap is the main pricing decision: per-conversation pricing only comes out cheaper once an average conversation runs more than 20 standard actions.

The Einstein Trust Layer and its toxicity score

The Trust Layer sits between Salesforce and the language model. Salesforce lists secure data retrieval and grounding, data masking, zero data retention (prompts and responses are never stored or used to train the underlying third-party models), toxicity detection and security guardrails.

The toxicity score is what most people look for in the documentation. Salesforce's Trailhead module on the response journey explains that the overall score runs from 0 to 1, where 1 is the most toxic, and that it covers five categories: violence, sexual, profanity, hate and physical. The audit trail stores the prompt, the original unfiltered response, any toxicity scores and the feedback collected along the way. Review it after a pilot, before you let an agent answer customers unsupervised.

What Agentforce costs

These are Salesforce's list prices from the Agentforce pricing page, checked on 8 October 2026.

OptionList priceWhat you get
Salesforce Foundations$0 add-onAgentforce Builder, Prompt Builder, Agent Script, Agentforce Coworker, Agentforce Vibes and a starting allowance of Flex Credits. For Enterprise Edition and higher; availability varies by edition and region
Flex Credits$500 per 100,000 credits20 credits ($0.10) per standard action, 30 credits ($0.15) per voice action
Conversations$2 per conversationCustomer-facing agents only. Flex Credits and Conversations are not supported in the same org
Agentforce User License$5 per user per month, plus Flex CreditsAgentforce access for every employee, limited CRM objects, metered usage
Agentforce add-ons for Sales, Service, Field Service$125 per user per monthUnmetered Agentforce use for employees, plus Prompt Builder and AI analytics
Max editionsfrom $550 per user per monthThe add-on included, plus 2.75 million Flex Credits per org per year

The Foundations page currently lists 450,000 Flex Credits for Agentforce and Data 360 "to get started (restrictions apply)". Older Salesforce pages give smaller numbers, so confirm the figure for your org.

You buy usage up front for the contract term (Pre-Purchase), commit to a baseline with no upfront payment (Pre-Commit, which Salesforce says becomes widely available later this year), or pay only for what you use with no commitment (PayGo).

All of this sits on top of a Salesforce edition. On the Sales pricing page, Starter Suite costs $25, Pro Suite $100, Core $195, Advanced $395 and Max $550 per user per month. Starter Suite can be billed monthly or annually; the other four are billed annually.

A 10-person sales team, worked through

SetupPer monthPer year
Core plus the Agentforce for Sales add-on: 10 × $195 + 10 × $125$3,200$38,400
Max, which includes Agentforce for Sales and Agentforce Coworker: 10 × $550$5,500$66,000
A service agent with 2,000 customer conversations a month, priced per conversation$4,000$48,000
The same 2,000 conversations on Flex Credits, at an average of three standard actions$600$7,200

The last two rows are alternatives, because one org uses Flex Credits or Conversations, not both. None of these figures includes Data 360 usage beyond the included credits (Salesforce notes that overage fees apply), implementation work or any discount in your contract. Every Salesforce edition and add-on is listed in the Salesforce pricing guide.

Looking for an Einstein GPT price? Salesforce's current pricing pages list no product under that name. Generative features such as Prompt Builder come with Foundations, the add-ons and the Max editions, and agent actions are paid in Flex Credits.

Agentforce, Einstein and the other new names

Salesforce has renamed several products in a short time, which is why search results contradict each other.

Name you may seeWhat it is now
EinsteinThe older name for AI across Salesforce. It lives on in the Einstein Trust Layer
Einstein CopilotThe conversational assistant. It became Agentforce Assistant and was then upgraded to Agentforce
Einstein GPTNo separate product on today's pricing pages
Data CloudRenamed Data 360
Service CloudSalesforce's help documentation now calls it Agentforce Service
Agentforce 360 PlatformThe name of the platform the agents run on

Introducing Agentforce, one use case at a time

  1. Check your edition

    The sales pricing page says AI can be added to Core and above, while its comparison table marks some Agentforce features as available for purchase on Starter Suite and Pro Suite. Foundations is for Enterprise Edition and higher, and Salesforce says its availability varies by region, so ask your account executive what your org gets.
  2. Pick one use case with a number attached

    For example, order-status questions in web chat, or an opportunity summary before a sales call. Write down today's figure, such as weekly tickets on that topic, so the pilot has something to beat.
  3. Clean what the agent will read

    The Data Library grounds answers in your Knowledge articles, files and web sources. An outdated article becomes an outdated answer.
  4. Build the agent in Agentforce Builder

    Define the topic, the instructions and the actions. Put anything that must always happen the same way, such as checking who the customer is before showing order data, into Agent Script.
  5. Test with real past questions

    Run a batch of genuine customer or seller questions through the agent, then read the audit trail and the toxicity scores. Rewrite instructions where answers drift.
  6. Choose the pricing model before go-live

    Flex Credits or Conversations, not both in one org. Apply the 20-action break-even to your own volumes. PayGo suits a pilot; Pre-Purchase makes sense once volume is known.
  7. Go live on one channel

    Start with one channel and one topic, decide what happens when the agent cannot answer, and review the audit trail weekly before adding the next topic.

Without a Salesforce admin in-house, budget for a Salesforce consulting partner. The general rollout questions, from data cleanup to training, are in the CRM implementation guide.

When Agentforce fits, and when to look elsewhere

Your situationBetter fit
Your company runs on Salesforce and keeps Knowledge articles currentAgentforce. The agents work on records and content you already maintain
You need a service agent on web chat, messaging or the phone around the clockAgentforce Service, priced per conversation or in Flex Credits
You are on Starter Suite or Pro Suite and want to try agentsAsk Salesforce which Agentforce features your edition can buy; Foundations needs Enterprise Edition or higher
You want Claude or ChatGPT to work on your Salesforce data from your own AI clientAn MCP connection, covered in the Salesforce MCP guide
You have no CRM yet, or a small team with nobody to run SalesforceA smaller CRM whose AI is part of the plan; the agentic CRM guide explains what to look for

Where Customermates fits

This section is about Customermates, which publishes this guide. Customermates is an open-source, AI-native CRM built in Germany for small client-facing teams: consultants, agencies, other service businesses and founders. It is not a Salesforce add-on, and it has no agent for your website or phone line. It is a CRM in which AI does the record work around client relationships.

AgentforceClosest thing in CustomermatesDifference
Agents and actionsMate, the assistant in Customermates Cloud, which uses hosted AI credits, plus routines: saved instructions that run on a schedule or when a record changesOne assistant, no agent builder, no voice. Deletions and a few admin actions wait for your approval
Agentforce Data LibraryThe Knowledge Base, written by hand or imported from your website by MateMate cites the pages it used
Flex CreditsMonthly hosted AI credits per active user, part of each cloud planNo per-action price; see pricing
Bring your own modelClaude, ChatGPT and other clients connect through the MCP server and its 59 tools, on your own AI subscriptionWorks on every plan and on self-hosted installs
Einstein Trust LayerApproval cards for deletions, team invitations and a few other actionsNo data masking and no toxicity scores
Customer-facing service agentsNoneNo website chat, voice agent or telephony

A routine for a consultancy might run On a schedule, Every day at 08:00, with these instructions:

Look at the open deals assigned to me. For each deal, read the
latest conversation with its contacts. If the client wrote last
and has no reply yet, save a reply draft in that thread, in the
language of the conversation. Do not send anything.
End with a list of the drafts you saved.

A routine runs as its owner, with the owner's connected channels and permissions, and refuses anything that would need approval. Mate sends messages when asked to, which is why the instruction says "Do not send anything".

For the same 10 people, Pro costs €290 per month. That includes the unified inbox with 1 connected account per user (email, LinkedIn, WhatsApp, Instagram or Telegram), up to 5 routines per user and monthly hosted AI credits per active user. Starter costs €120 per month, with Mate and MCP but no inbox. Billing is monthly. Self-hosting gives you the AGPL core with REST, webhooks and MCP, without the inbox, Mate or routines.

Customermates has no high-volume service agent, no voice agent and no predictive AI for large sales teams. If you need those, or your company has already built its processes in Salesforce, Agentforce is the shorter path, and the Salesforce alternative comparison helps if you are weighing a move.

Frequently asked questions

Is Agentforce free on Salesforce?

Partly. Salesforce Foundations is a $0 add-on for orgs on Enterprise Edition and higher, with Agentforce Builder, Prompt Builder, Agent Script and a starting allowance of Flex Credits, under limits and terms. After that, actions cost $0.10 each in Flex Credits, or you switch to per-conversation pricing or a per-user add-on.

Has Salesforce been renamed to Agentforce?

No. The company is still Salesforce, and its sales pricing page still compares Sales Cloud editions. Agentforce is the name of the agent platform, and Salesforce has started using it in other product names, such as Agentforce Service.

What is the difference between Agentforce and Salesforce Einstein?

Einstein is the older name for AI across Salesforce. Agentforce is the platform for agents that act on their own. Einstein Copilot became part of Agentforce, and the Einstein Trust Layer handles masking, toxicity checks and the audit trail for Agentforce.

Is Agentforce the same as Copilot?

No. Copilot is Microsoft's brand. Microsoft's Sales agent, part of its Copilot offering for sellers, brings data from Dynamics 365 Sales or Salesforce into Outlook and Teams, where it drafts emails and captures action items from meetings. Agentforce runs inside Salesforce and can also answer your customers. Because the Sales agent can read Salesforce, the two can sit side by side. The Copilot for sales guide covers Microsoft's side.

What is RAG in Agentforce?

Retrieval augmented generation: before the model answers, relevant passages from your content are added to the prompt. In Agentforce, the Data Library indexes Knowledge articles, uploaded files and web search results for this. Adding a data library in Agentforce Builder sets up retrieval with default settings; Data 360 is where you fine-tune it.

Can Agentforce use Claude or OpenAI models?

Yes. Salesforce's page on Agentforce Assistant describes Model Builder, which lets you bring your own large language model from providers such as Anthropic, Google, OpenAI and Hugging Face. The Trust Layer's zero data retention refers to Salesforce's agreements with its third-party model providers, so check how it applies to a model you connect yourself.

Salesforce and Microsoft details checked on 8 October 2026 against Agentforce pricing, Sales pricing, Salesforce Foundations, What Foundations includes, the Agentforce overview, the Agentforce 360 Platform, the Einstein Trust Layer, Trailhead on the Trust Layer response journey and on RAG in Agentforce, Agentforce Assistant, formerly Einstein Copilot, Data 360, What Is Agentforce Service? and Microsoft's Sales agent documentation.

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