Salesforce announces the integration of Agentforce Sales into ChatGPT.
Salesforce has integrated Agentforce Sales into ChatGPT, allowing salespeople to work with their CRM directly from a ChatGPT conversation. The integration should reduce switching between different tools and allow sales teams to work more efficiently.
Agentforce Sales was announced earlier this year at Dreamforce. The company wants to deploy autonomous
CRM context in ChatGPT
ChatGPT no longer uses only general knowledge, but now also live CRM data from Salesforce that it can consult and edit, within the rights of the user. For example, salespeople can retrieve uncontacted leads, have account plans drawn up, and update Salesforce records directly.
This happens from a single conversation, without manually copying data between tools.
Combination of internal and external data
According to Salesforce, the added value lies in combining internal CRM information with external context, such as market signals or news. As a result, AI agents can not only summarize, but also make proposals that match the current sales context.
Unlike classic chatbots, Agentforce Sales can also perform actions. Salespeople can delegate tasks to other AI agents, adjust opportunities, or have strategies generated and stored in Salesforce via natural language. This should mainly reduce administrative tasks and give salespeople more time for customer interaction.
Security and governance
Although the integration runs within ChatGPT, the data remains under the control of Salesforce. The exchange takes place via the Agentforce Trust Layer, which respects existing access rights and security rules. ChatGPT only gets access to information for which the user is already authorized.
The Agentforce Sales integration with ChatGPT is now available to customers who use both platforms.