What is Agentforce made of?
Agentforce Coworker
The assistant your staff use from the Salesforce search bar. It answers questions from your Salesforce data, Slack and other connected sources, and hands tasks to agents. It only ever sees what the signed-in person can see. Included in many Salesforce editions and available in Salesforce Foundations; in beta during 2026. Since August 2026 its default model is Anthropic’s Claude.
Agents
Built in Agent Builder from topics, instructions and actions, each agent does a defined job: a Prospect Research Agent prepares donor briefings, a Volunteer Capacity and Coverage Agent fills shifts, a Participant Management Agent answers questions from the people you support. They run in Salesforce, in Experience Cloud chat and in Slack.
Agentforce Nonprofit
Nonprofit Cloud, with a library of more than 100 agent use cases for fundraising, grants, programmes, volunteers and supporter care: a handful prebuilt, the rest templates to adapt.
Data 360 and the engine underneath
Data 360 (formerly Data Cloud) brings data from other systems into reach; some use cases need it, many do not. The Atlas reasoning engine plans and runs each task using models including Anthropic’s Claude, served inside Salesforce’s own trust boundary. You never buy a separate Claude licence for this.
How does Agentforce work?
Step one
A person asks, or a trigger fires.
A question in the search bar, a message in chat, or a record changing.
Step two
The agent retrieves only what that person may see.
Your permissions and field-level security carry through unchanged.
Step three
The engine plans and acts within its instructions.
The model reasons over the retrieved data and the agent’s topics, and takes only the actions it has been given.
Step four
The result comes back, with a log.
Prompts, responses and actions are recorded so you can review them.
What does Agentforce cost a charity?
If you are on Salesforce, you may already have it. Agentforce Coworker is included in many Salesforce editions and available in Salesforce Foundations, with usage drawing on the credits in your edition. Agents consume flex credits per action, which replaced the original per-conversation price and brought the cost of a typical action down to pence. Editions are being renamed during 2026, so we check your edition and forecast consumption before anything is switched on. There are no surprises on the invoice.
America on Tech
days to under an hour
A grant-reporting agent cut the time to gather data for a single funder report by more than 90%.
Salesforce, December 2025.
YMCA of San Diego County
50%
Anticipated reduction in staff administrative time from supporter-service agents.
Salesforce, 2025 - anticipated result.
Prebuilt nonprofit agents already cover
Donor support
Volunteer capacity and coverage
Participant management
Step one
Readiness
Discovery and Planning assesses your data, governance, policy and highest-value use cases, and builds the case.
Step two
Pilot and adoption
A Programme block puts two or three agents live on your own data, with your team in the work from day one.
Step three
Governance and measurement
Your Managed Service keeps agents governed and measured against your success goals after every go live.
If you are not sure where to start, Explore is the place: two hours with our founder, at no cost to you. About the Explore session


