At this point, artificial intelligence is a necessity for companies hoping to stay competitive.
For business leaders, the question is all about how and where to adopt it most effectively. Salesforce has responded to this need with a fast-growing suite of AI tools. Whether you want to automate routine tasks, personalize customer interactions, or empower your teams with data-informed insights, Salesforce offers a powerful and evolving landscape of AI possibilities.
But with all of this innovation happening so quickly, it can be tough to keep track of what’s available and what’s worth your time. Some solutions, like Agentforce, are still rapidly evolving. There are still kinks to be worked out, and many capabilities remain in their early stages. That said, we see huge potential here. This is bleeding-edge technology with plenty more use cases still to be discovered.
At the heart of each of Salesforce’s AI innovations is Einstein. It’s better and smarter than ever, acting as the brain behind much of the AI logic you’ll see across the platform. In fact, without Einstein, there would be no Agentforce. Salesforce’s answer to ethical, compliant, and secure AI is the Einstein Trust Layer. Whether you're building prompts, deploying agents, or integrating predictions into workflows, the Trust Layer guarantees that your data stays protected and your AI remains accountable.
In this guide series, we’ll explore the full spectrum of Salesforce AI products. We’ll be breaking down the features, business value, and use cases of each product to help leaders like you navigate this landscape with confidence.
Let’s start with a basic overview of what’s available:
Salesforce AI Products
Agentforce
Agentforce is Salesforce’s intelligent agent framework, made to help businesses automate complex, multi-step tasks across their CRM and operations. Agent Builder helps users create either role-specific or function-specific agents using natural language, prompt templates, and a library of actions and flows. While it’s still a relatively new offering, we can see that it has the potential to transform how teams work. We believe we’re just starting to unlock what Agentforce can do. As use cases grow and performance improves, it's sure to become a central part of the Salesforce experience for many organizations.
AI for Business
These are Salesforce’s out-of-the-box AI capabilities, available across Sales, Service, Marketing, and other clouds. AI for Business includes tools like predictive lead scoring, case classification, opportunity insights, and automated service replies. These features drive immediate value without needing custom development. For teams looking to improve productivity or make smarter decisions fast, this suite offers a high-impact starting point.
Low Code AI Builders
Salesforce’s low-code tools empower Salesforce Admins and business users to create AI-driven workflows and experiences without needing to write any code. Tools like Copilot Builder, Prompt Builder, and Model Builder make it easier to customize how AI shows up across your Salesforce org. These builders allow for user-friendly customization and scalable deployment from within a secure environment. They’re especially valuable for businesses that want flexibility without the overhead of full custom development.
Dev and Admin AI
For more technical users, Salesforce provides powerful tools to customize and extend AI functionality. Developers can use Apex, APIs, and metadata frameworks to embed AI in custom apps or integrate with external systems. Admins can tailor how AI behaves in standard workflows and user interfaces. This level of control is crucial for organizations with complex requirements or highly regulated environments.
The Einstein Trust Layer
The Einstein Trust Layer is the unsung hero of Salesforce AI.
It ensures every interaction with AI is protected by enterprise-grade security, data masking, and compliance standards. As more businesses turn to AI, trust becomes essential. That’s why the Trust Layer is built into everything Salesforce offers. It’s what allows Einstein and Agentforce to operate safely, responsibly, and transparently within your Salesforce implementation.
Summary
Think of Salesforce AI as a flexible, multi-layered toolkit, designed to meet your business where it is, and grow with you as your needs evolve. From off-the-shelf intelligence to highly customized agent workflows, Salesforce offers a range of options for applying AI strategically and securely.
Throughout this series, we’ll go deeper into each of the Salesforce AI categories. You’ll get a better idea of what each tool does, how to use it, and when it makes the most business sense. Whether you’re just starting out or already experimenting with AI in your Salesforce, we’re here to help you navigate the journey, starting with a closer look at Agentforce.
