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Salesforce partners reportedly see no meaningful revenue from Agentforce despite claimed $1 billion annual recurring revenue
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A TD Cowen report finds Salesforce partners are not seeing meaningful revenue from the Agentforce AI platform two years after its launch.
For engineers, the gap between vendor claims and partner revenue highlights that enterprise data coherence remains a primary blocker for AI agent adoption. The platform stops working where underlying data infrastructure is fragmented, limiting practical utility despite vendor-reported growth.
Written by elseif from the cluster below · every claim links back to a sourceThe three things worth knowing
A TD Cowen survey of Salesforce partners found no meaningful revenue from Agentforce two years after launch.
Salesforce claims greater than $1 billion in annual recurring revenue for Agentforce, contrasting partner feedback.
A separate KeyBanc report found customers believe enterprise data is not coherent enough for meaningful AI work.
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