Salesforce partners report no meaningful Agentforce revenue two years after launch.
While Salesforce claims $1 billion in annual recurring revenue, surveys show weak adoption and customer skepticism.
One-third of partners see strong interest; most others need time or saw little demand.
What happened
A TD Cowen survey of Salesforce partners across the US, Europe, and Asia found that none were seeing Agentforce—Salesforce's AI platform for building AI agents—drive bookings activity. While a third of partners reported strong interest and buying/trial activity, 11 percent saw little immediate interest and 56 percent expected interest only after initiatives matured.
Why it matters
Salesforce CEO Marc Benioff claimed Agentforce annual recurring revenue now exceeds $1 billion and positioned the platform as central to helping Salesforce beat the "SaaSapocalypse" (where AI agents perform common tasks and reduce software upgrade demand). Yet partner feedback suggests adoption remains subdued, and a separate KeyBanc CIO survey found customers viewed the Agentforce plan unfavorably, citing concerns that enterprise data was not coherent enough for meaningful AI work and that "Agentforce, as a product, just isn't there."
What to watch
Salesforce reported its current remaining performance obligation—a measure of future contract values—grew 14 percent year-over-year to $33.6 billion in Q1 FY2027 (ended April 30), with Agentforce cited as a driver, though commerce and Tableau softness partially offset gains. A third of partners met or beat commercial targets, down from 43 percent in the previous quarter.
Ask the AI about this article →
Salesforce launched Agentforce as a flagship bet against the "SaaSapocalypse"—a strategic shift where AI agents automate common enterprise tasks, potentially reducing demand for traditional software upgrades. The platform is designed to let users build, test, deploy, manage, and orchestrate AI agents. Two years in, however, the gap between Salesforce's public claims and partner reality has widened. While Benioff told analysts that Agentforce annual recurring revenue exceeded $1 billion and cited the platform as a driver of the $33.6 billion current remaining performance obligation (up 14 percent year-over-year), on-the-ground feedback paints a different picture. The TD Cowen survey of partners across three continents found zero evidence of Agentforce bookings growth, and only a third reported strong interest with early buying activity. The broader picture is sobering: commercial growth across Salesforce's partner base slowed, with only a third meeting or beating targets versus 43 percent in the prior quarter. A separate KeyBanc CIO survey compounded the pressure, flagging that enterprise customers saw fundamental problems—data coherence insufficient for AI work and product readiness gaps—rather than feature adoption curves that simply need time.
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