Salesforce AI Flagship Product Accused of 'Pie in the Sky' Marketing, with Benchmark Customers' Features Largely Fabricated
A Bloomberg survey indicates that Salesforce has showcased several prominent companies as paradigms of "intelligent enterprise" in its launch events and promotional videos, but the reality is far removed from the demonstrations. Williams-Sonoma’s AI voice service has yet to integrate with Agentforce, and its chatbots are unable to complete orders without human intervention; Finnair's official website distinctly notes that the related automatic rebooking feature is "planned for the future"; multiple features of the University of Chicago Medical Center, which appeared in the promotional videos, have been delayed due to technical glitches and compliance approval delays, while this medical system pays Salesforce millions in software fees each year.
Faced with skepticism, CEO Marc Benioff defended the company, stating that forward-looking marketing is a common practice in the tech industry, "Every technology we have marketed has ultimately delivered on its promise." Executive Vice President Madhav Thattai, who oversees Agentforce, attributes the delay in deployment to the customers' own processes and compliance issues, not the technology itself. DA Davidson analyst Gil Luria pointed out that this issue is not unique to Salesforce, "Under pressure to deliver AI, many companies are promising far beyond their actual capabilities; Salesforce is just shouting the loudest."
Agentforce has demonstrated tangible value in some simpler scenarios. SharkNinja has seen a 20% reduction in service calls this year after implementing automatic troubleshooting through the product; PepsiCo reported a 10% increase in overall Salesforce spending after adopting it. However, analyst Rebecca Wettemann noted that Agentforce still falls short in complex operations, with the fundamental reason being that businesses are concerned about AI executing high-value operations autonomously, "People worry that AI will issue refunds on its own in the middle of the night or generate huge bills."
This exposure is particularly ill-timed for Salesforce. The company's annual revenue growth has dropped from 25% in the fiscal year 2022 to 10% in the most recent fiscal year, while its stock price has fallen 21% in 2025 and plummeted another 30% this year, becoming a typical victim of the "SaaS apocalypse." Salesforce has currently signed 29,000 Agentforce contracts, generating annual recurring revenue of $800 million, and is quietly adjusting its strategy—linking sales personnel compensation to actual customer usage rather than relying solely on the size of contract signings.
The core question from the market remains unanswered: Faced with the dual pressures of AI-native competitors and customers building their own technology teams, can traditional SaaS giants like Salesforce hold their ground? As the gap between marketing and reality is publicly exposed, the answer to this question will be even more difficult to convince investors.
Content is for reference only, not financial advice.