Sales

Conversational account, CRM, and deal assistance

AI lets sales reps ask questions and take action across accounts, opportunities, meetings, and CRM records from one conversational workspace—retrieving context, updating fields, creating tasks, and surfacing next steps without manual navigation.

Why the human is still essential here

Reps still decide which accounts to prioritize, how to interpret deal context, and what actions to take with buyers. AI accelerates lookup and execution, but humans own judgment, customer communication, and account strategy.

How people use this

CRM account Q&A

A rep asks a chat assistant for account history, open opportunities, recent activity, and buying signals before deciding how to engage the account.

Outreach Omni / Salesforce Agentforce Assistant

Opportunity updates by chat

A seller uses natural language to update deal fields, log notes, and create follow-up tasks without clicking through multiple CRM screens.

Microsoft 365 Copilot for Sales / Salesforce Agentforce Assistant

Meeting context lookup

Before a customer call, a rep asks the assistant to summarize prior meetings, emails, and next steps from one conversational workspace.

Gong / Outreach Omni

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LLM Orchestration

Design and build LLM-powered products and agentic systems

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Go from idea to production with a clear implementation roadmap

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Related Prompts (4)

Latest community stories (2)

News
LinkedIn

Introducing Agentforce Coworker — your autonomous AI teammate.

1 billion. That's how many times our users click the global search bar inside Salesforce every month.

Today, we're turning those 1B lookups into instant actions.


Introducing Agentforce Coworker — your autonomous AI teammate.

✅ Knows your business from day one: Opportunities, cases, accounts, pipeline, service history, and your entire trusted enterprise context — ready before you ask.

✅ Takes action on your behalf: Orchestrates multiple agents, executes complex tasks, and drives work forward.

✅ Built headless-first, works everywhere: Salesforce, Slack, Microsoft Teams, Desktop, Mobile, ChatGPT, Claude. Wherever you work, Coworker is already there.


No copy/paste. No tab hunting. No context switching.


We went from concept to implementation at a speed that would have been unimaginable just a year ago. This is the pace we're setting at Salesforce — and we're just getting started.


When AI handles the operational burden, people get back to what they do best: driving customer success.


This is the Agentic Enterprise in action.

MB
Marc BenioffCEO of Salesforce
Jun 12, 2026
News
LinkedIn

Our Spring 2026 release is here.

Our Spring 2026 release is here. And it's one of the biggest we've had 🔥

There is something for every part of your revenue team.


Outreach Omni, our conversational agent, lets reps ask any question and take action across accounts, opportunities, meetings, and more. All in one place, with full chat history.


For RevOps, Agent Studio lets you deploy ready-to-run AI workflows from a visual canvas in minutes. No building from scratch.


This release also includes:


✅ Meeting Prep Agent briefs reps before every meeting

✅ Deal Agent sends AI-suggested updates directly to Slack

✅ Smart Kaia Coach automatically scores coaching opportunities at scale

✅ Outreach Knowledge grounds AI in your own sales content


Explore the full release: https://okt.to/E1uR3d

O
OutreachAgentic AI platform for revenue teams
Apr 27, 2026