Two years following the CRM titan’s introduction of its artificial intelligence platform, channel collaborators for Salesforce mention they have not yet witnessed any significant financial returns originating from Agentforce. This insight stems from a recent study by TD Cowen, which polled collaborators within the Salesforce network and uncovered lukewarm enthusiasm for the offering, built to enable clients to construct AI bots for customer engagements. While customer interest is growing, partners report that booking activity remains stagnant.
The Gap Between Enterprise Interest and Bookings
Salesforce designed Agentforce to let users build, test, deploy, manage, and orchestrate AI agents for customer interactions. However, the commercial reality for channel partners tells a different story. According to the TD Cowen survey of partners across the US, Europe, and Asia, a third of respondents observed strong interest with initial buying and trial activity. Yet, none of those surveyed reported that Agentforce had become a driver of bookings activity.
The sentiment is reflected in the numbers: 11 percent of respondents reported seeing not much immediate interest, while 56 percent stated they expected to see interest but needed time for initiatives to mature. This hesitation coincides with weaker commercial growth across the broader Salesforce portfolio. A third of partners reported meeting or beating targets, down from 43 percent in the previous quarter, with TD Cowen noting that “Agentforce adoption [is] still subdued.”
Contrasting Metrics: Annual Recurring Revenue Versus Partner Reality
The partner outlook contrasts with Salesforce’s corporate earnings reports. During its Q1 FY2027 results for the period ending April 30, the CRM vendor reported that its current remaining performance obligation—a measure of future contract values—grew 14 percent year-over-year to $33.6 billion, propelled by Agentforce, Data 360, and Slack. Marc Benioff told analysts that the company is seeing incredible demand with annual recurring revenue for Agentforce now greater than $1 billion.
To shield itself against the so-called SaaSapocalypse—a scenario where artificial intelligence agents execute routine business duties and render software upgrades unnecessary—Salesforce has placed its support behind Agentforce.
External CIO Surveys Signal Deeper Skepticism
The TD Cowen findings are not isolated. Last month, an assessment released by KeyBanc Capital Markets highlighted findings from its chief information officer polling, which revealed that buyers held an unfavorable perspective regarding the CRM strategy. KeyBanc analysts stated that their checks and customer conversations have not been strong, nor has the feedback been on Agentforce, and that the disclosed numbers do not signal building momentum.
Based on KeyBanc’s findings, enterprise information lacked the necessary uniformity to execute effective artificial intelligence projects, leading stakeholders and buyers to conclude that Agentforce, “as a product, just isn’t there.”
The 30-Second Verdict for Enterprise IT
For organizations evaluating the platform, the dichotomy between top-line corporate milestones and ground-level partner feedback highlights a crucial operational truth. Until internal data achieves structural coherence, autonomous AI agents may remain in prolonged pilot phases rather than driving immediate commercial revenue.
