This is just banging the drum for vendor focused product training, at its most basic level.

www.bbc.co.uk/news/article...

Finally, this product naming is a utter mess and is going to end up causing everyone headaches trying to track products, revenues etc in the future. Spraying the Agentforce brand on everything - old and new - is beyond dumb.

2 final things here of note; this is interesting commentary from Benioff on the earning call. This is something we wrote about in 2024, but it's hard to know whether this is just part of Salesforce's messaging focus on LLM shortcomings, or they're agreeing with our thesis from back then.

Or put another way, of the 9500 paid deals, we estimate ~2210 are in production, which is ~24% of those customers paying something for Agentforce.

Let's focus Agentforce numbers; right away, we can see that 51% of reported deals are actually being paid for. On top of that, extrapolating from our calculations last Q, 12% of those customer deals are projects in production right now.

Also worth noting "Agentforce and Data 360 ARR reached nearly $1.4bn" in the Q; helpful if you want to get a rough split out on respective revenues there. IMHO, that pegs Agentforce a light higher and Data 360 a little lower than I would have judged them.

"Agentforce ARR surpassed half a billion in Q3" (Benioff cited $540m on the earnings call) and - critically for our adoption commentary - "Agentforce accounts in production increased 70% quarter-over-quarter".

This time, the data is actually a bit easier to pull together, as it's mainly spread across the PR and earnings presentation and less from the earning call itself. "18,500 Agentforce deals closed since launch", 9,500 of which are "paid.

(that's not an edit, that was literally the first result below the summary... yet I still get raised eyebrows when I suggest Google is a terrible research tool)