Core Insights - Salesforce is increasing partnerships with generative AI leaders to mitigate business risks associated with rapid AI growth [1][4] - The company is integrating AI models from OpenAI and Anthropic into its Agentforce 360 software, expanding its capabilities beyond text to include voice calls [2][3] Group 1: Financial Performance - Salesforce shares have decreased by approximately 26% this year, contrasting with a 13% gain in the S&P 500 index, as investors seek faster revenue growth [4] - Revenue from Agentforce has been described as "modest" by Morgan Stanley analysts, who maintain a buy rating on Salesforce [4] Group 2: AI Integration and Partnerships - Salesforce will allow customers to access corporate information and create charts in Tableau via the ChatGPT assistant, which has over 800 million weekly users [6] - Companies collaborating with both OpenAI and Salesforce will be able to utilize ChatGPT's instant checkout feature for product sales starting in 2025 [7] - Salesforce plans to deepen its collaboration with Anthropic, particularly in regulated industries like financial services [7][8] Group 3: Strategic Vision - The CEO of Salesforce's AppExchange business emphasized a fundamental shift in how users will interact with software, potentially through platforms like ChatGPT and Slack [3] - Salesforce's CEO Marc Benioff highlighted that many next-generation AI companies operate on Slack, showcasing its importance as a platform for these businesses [9]
Salesforce's Agentforce software is coming to OpenAI's ChatGPT later this year