The end of screens: what AIforce is and how it changes working with Salesforce

If you work in sales, service or marketing, you probably spend much of your day opening tabs, updating fields and navigating CRM dashboards. AIforce proposes solving all of that by talking to an AI assistant.

It is the announcement Salesforce made at Dreamforce on 15 September 2026.

AIforce brings Salesforce data, workflows, business rules and permissions into any AI tool. You no longer need to open Salesforce to use Salesforce.

AIforce in two parts

Your company's Salesforce has two parts: the screens your team uses and, behind them, the data and rules that give those screens meaning. AIforce separates the two. The screens remain, now with other paths alongside them.

According to Salesforce, even someone who has never opened a dashboard can ask questions, update records and trigger flows based on system data. The person describes the screen they need and it is assembled on the spot, inside Slack, Claude or Coworker.

The value is in metadata and permissions

Many CRM rollouts stall at the same point: the sales team dislikes feeding the system, and the data stays incomplete.

In the keynote, Marc Benioff pointed to metadata, permissions and data models as the platform's real source of value. To open that content to other tools, AIforce uses the Headless Toolkit, which connects the platform through MCPs, APIs, plug-ins and skills. MCP (Model Context Protocol) is a standard that lets AI assistants reach external systems.

The three entry paths

• Claudeforce. The partnership with Anthropic, maker of Claude. The first product, Salesforce in Claude, entered beta in September 2026 for paid Claude plans. It ships 37 ready-made sales skills, such as preparing meetings, reviewing deals and updating the pipeline. The rep asks for the analysis inside the conversation, with no exporting of reports to spreadsheets. Records change only with the rep's approval.
• Slackforce. Brings Salesforce context inside Slack. The team gathers CRM and third-party data into interactive screens to review and comment on together. People who already work in chat now have the CRM in the same place.
• Agentforce Coworker. An AI assistant inside the Salesforce interface itself. It follows the permissions and business rules the company already set and calls the Agentforce agents it built. It works like a colleague who knows the house processes and fetches information for you.

AIforce also reaches beyond Salesforce's own tools. In Amazon Quick, a team can ask for a meeting summary with pipeline, recent activity and open cases without opening Salesforce. In Google's Gemini Enterprise, cited tasks include checking pipeline health and summarising accounts.

Agentforce, AIforce, Data 360: who is who

• Agentforce. Platform for building AI agents that carry out tasks.
• AIforce. Layer that brings Salesforce into any AI tool.
• Data 360. Unified data foundation that gives agents context.
• Customer 360. Sales, service and marketing applications.
• Headless Toolkit. Technical layer that connects the platform to other tools.

A note on names: with no formal announcement, Salesforce went back to the old application names on its site. Agentforce Sales is Sales Cloud again, and Agentforce Marketing is Marketing Cloud again.

Permissions hold across every channel

When any tool can query the CRM, the company needs certainty that access rules hold across every channel. It is the most common question about the launch.

Salesforce states that AIforce respects existing permissions and business rules. If a rep cannot see a customer's revenue in Salesforce, they will not see it in Slack or Claude either. Marc Benioff also stated that data is not retained and is not used to train the models.

Watch out: your company is the one that defines permissions. If they are misconfigured today, AIforce will reproduce the mistake in more places, and faster.

The effect on Brazilian B2B

• The CRM reaches people who never used it. Directors, field technicians and after-sales staff start pulling information through the channel where they already work.
• Bad data becomes visible. A duplicate record that used to stay hidden now shows up in the answer the board receives.
• It is a change of scale. Salesforce says Agentforce already has 30,000 customers, which suggests this model is on its way to becoming the platform standard.

Where to start

• Review CRM data quality. Find out what is complete and what is not.
• Check profiles and permissions. Do this before opening access through other tools.
• Start with a small case. For example, an automatic account summary before sales meetings.
• Define how you will measure results. Time saved, accuracy rate and team adoption.

Get your Salesforce ready for AI agents

These four steps are the Bunker Protocol applied to AIforce. If your company is evaluating AI agents on Salesforce, see our work in Salesforce Clouds and in Data and Artificial Intelligence.

Read also: The factor behind great marketing results, on how organised data changes campaign outcomes.

Get in touch

Frequently asked questions

Does AIforce replace Agentforce?

No. Agentforce builds the agents; AIforce brings Salesforce, those agents included, into other tools.

Will I stop using the traditional Salesforce screen?

Not necessarily. The screens remain available; AIforce adds other ways in.

Can Salesforce in Claude be used in Brazil already?

It is in beta for paid Claude plans. To unlock the full package, the Salesforce administrator has to request access through AgentExchange.

References: SALESFORCE. Salesforce Unveils AIforce, Bringing the Full Power of Its Platform to Any Interface, Sept. 2026. SALESFORCE. Salesforce and Anthropic Announce Claudeforce, 26 Aug. 2026. SALESFORCE BEN. Salesforce Launches AIforce at Dreamforce ’26, Sept. 2026. SILICONANGLE. Salesforce announces AIforce, unlocking the power of its platform using composable agents, 15 Sept. 2026.