Overview
- Salesforce detailed an expanded OpenAI tie-up that embeds Agentforce 360 inside ChatGPT, enabling users to query sales data, analyze conversations, and generate Tableau visuals directly in ChatGPT.
- The integration lets customers tap OpenAI frontier models, including GPT-5 as described by Salesforce, to build AI agents and prompts within the Salesforce platform.
- A new commerce experience will let Salesforce customers sell to millions of U.S. ChatGPT users while retaining control of their data, processes, and customer relationships.
- D.A. Davidson’s Gil Luria argued on CNBC that Salesforce rushed its AI rollout and “bet the farm on Agentforce” before it was ready, saying the core business suffered as a result.
- Monness kept a Neutral rating citing modest growth and a tough competitive backdrop, while Vulcan Value Partners highlighted Salesforce’s embedded position and long-term AI upside as the company’s near-term guidance came in slightly below some expectations.