In the US, Salesforce partners have reported a lack of meaningful revenue from the Agentforce AI platform, launched two years ago. A survey by TD Cowen indicated that while there is growing interest in the technology, actual revenue generation remains absent. Concurrently, a report from KeyBanc Capital Markets highlighted negative feedback from customers regarding Salesforce's AI strategy, raising concerns about the platform's effectiveness and the impact of AI-related layoffs on employee productivity.
We’ll perform a deep-dive analysis of all sources and publicly available external materials, then prepare a structured timeline of events, an in-depth report explaining the background and context, and multiple perspectives.