Salesforce is seeing rapid growth in its AI agent-related business, but a survey of its partners suggests that demand for Agentforce still far more often results in a pilot than a large-scale implementation.
A TD Cowen survey of Salesforce partners in the US, Europe and Asia reveals that none of those surveyed considered Agentforce to be a significant source of new contracts. 11 per cent report little customer interest, whilst 56 per cent expect interest in the future but believe the projects still require time. Around one-third are already seeing clear demand, with initial purchases and trials taking place.
This does not, however, mean that Agentforce is not growing. Salesforce reported that, at the end of April 2026, the platform’s annual recurring revenue reached $1.2 billion, up 205 per cent year-on-year. The combined ARR of Agentforce and Data 360 stood at nearly $3.4 billion. The value of contracts from which revenue is due to be recognised over the next 12 months rose by 14 per cent to $33.6 billion.
The discrepancy between Salesforce’s results and the experiences of its partner channel highlights one of the problems facing the current AI agent market. The technology may already be generating revenue for the vendor, particularly in the largest existing contracts, before it becomes a widespread implementation market for integrators and consultants.
Data remains an additional barrier. A KeyBanc survey in July indicated that some customers do not yet have sufficiently organised data assets to launch advanced AI agent projects. If similar issues persist for any length of time, the ability to translate pilot projects into repeatable, revenue-generating deployments will become more important for the AI market than the sheer number of pilots.
