Markets
TD Cowen Survey: Zero Salesforce Partners Report Agentforce Driving Bookings, Two Years After Launch
A TD Cowen survey of Salesforce partners across the US, Europe and Asia found none seeing Agentforce become a driver of bookings activity. 11% reported little immediate customer interest, 56% expect interest but say initiatives need time to mature, and a third see strong interest with early buying and trial activity. That sits against Benioff's Q1 FY2027 claim of incredible demand and Agentforce ARR above $1 billion, making the channel the place where the agent-revenue story is failing to reconcile.
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