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  • Support customers across channels 24/7 using natural responses
  • Resolve cases with speed and accuracy by grounding every answer in trusted data
  • Define clear security guardrails and seamlessly escalate interactions to human support reps

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key name nameAbbr description legal
sdr-roi Sales Development Rep (SDR) SDR Save time by automating lead outreach and nurturing. It can send tailored emails, manage timely follow-ups and instantly answer common prospect questions using your knowledge base. Calculation assumes 40 hour work week and 50 weeks worked every year. The % of leads prospected and nurtured by agents desired Year 3 is ramped evenly year over year, after assuming 28% of desired return Year 1.
sales-coach-roi Sales Coach Sales Coach Offer personalised coaching and real-time feedback to improve sales rep effectiveness. The Sales Coach agent provides pitch practice and interactive role-playing to enhance skills and prepare for customer interactions. Calculation assumes 40 hours worked per week, 50 weeks worked every year and an US$100,000 average annual fully loaded salary of a sales rep manager. The productivity rate desired Year 3 is ramped evenly year over year, after assuming 1/2 of desired return Year 1.
service-roi Service Service Automatically resolve common questions and handle routine tasks, freeing up service reps for complex issues. The Service Agent can triage requests, suggest relevant articles and provide step-by-step instructions. Calculation assumes 260 work days every year per service rep. The % of cases desired to shift to agents Year 3 are ramped evenly year over year, after assuming 1/2 of desired return Year 1.
field-service-roi Field Service Agent Field Service Agent Enhance first-time fix rates by offering troubleshooting during appointments and reduce manual admin by automating job wrap-up summaries. Calculation assumes US$150 cost per repeat service appointment, US$60,000 average fully loaded salary per technician, 40 hours worked per week and 50 weeks worked every year. The % improvement in fix rate and reduction in admin time desired Year 3 are ramped evenly year over year, assuming 1/3 of desired return Year 1.
field-service-back-roi Scheduling Agent Scheduling Agent Empower customers to schedule appointments 24/7 on any channel using natural language. Calculation assumes US$70,000 average fully loaded salary of a dispatcher. The % increase in scheduling desired to shift to agents Year 3 are ramped evenly year over year, after assuming 60% of desired return Year 1. The desired amount of time spent scheduling appointments % in Year 3 is ramped evenly year over year, after assuming 1/2 of desired return Year 1.

Results Table Copy

key row1 row2 row3 row4 flex
sales-coach-roi Productivity Benefits Agentforce Investment Net Benefit Estimated Flex Credits for Agentforce
field-service-back-roi Autonomous Scheduling Benefits Agentforce Investment Net Benefit Estimated Flex Credits for Agentforce
sdr-roi Productivity Benefits Qualified Leads Benefits Agentforce Investment Net Benefit Estimated Flex Credits for Agentforce
service-roi Productivity Benefits Agentforce Investment Net Benefit Estimated Flex Credits for Agentforce

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key title tooltip
sdr-roi-1 Estimate Current Sales Rep Productivity
sdr-roi-2 Project Increased Lead Qualification with Agents
sales-coach-roi-1 Estimate Sales Manager Productivity
service-roi-1 Estimate Service Rep Productivity
field-service-back-roi-1 Autonomous Scheduling
field-service-back-roi-2 Increase in Back Office Productivity
field-service-roi-1 Estimate First Time Fix Rates
field-service-roi-2 Estimate Admin Support

Calculator Input

key name tooltip
numberOfSalesManagers Number of Sales Managers Enter the number of sales managers who will use the coaching system
timeSpentOnCoaching Time spent coaching sales activities (%) What percentage of time do managers spend on coaching activities?
yearThreeProductivityTarget Improvement in manager productivity with autonomous agent in 3 years (%) What percentage improvement in productivity do you target for year 3?
averageSalesManagerSalary Average annual full compensation per sales manager, including salary and benefits
coachingConversationsPerWeek Current number of coaching conversations per manager per week How many coaching sessions does each manager conduct weekly?
numberOfSalesReps Number of sales reps Enter the number of sales reps in your organisation
timeSpentOnLeadProspecting Time spent on prospecting and nurturing leads (%) What percentage of time do reps spend on prospecting?
averageSalesRepSalary Average annual full compensation per rep, including salary and benefits Include base salary, benefits and other compensation
leadsPerRepPerWeek Number of leads contacted per sales rep per week How many leads does each rep process weekly?
yearThreeTargetPercentage Leads prospected and nurtured by digital agents in Year 3 (%) What is your target improvement percentage for year 3?
unengagedLeadsPerYear Number of leads generated every year that don't get engaged by a human rep How many leads go unengaged each year?
leadConversionRate Lead conversion rate for incremental lead volumes What percentage of leads convert to opportunities?
averageDealSize Average deal size What is the average monetary value of a closed deal?
opportunityCloseRate Current opportunity close rate for human sellers What percentage of opportunities result in closed deals?
grossMargin Gross margin What is your gross margin percentage?
serviceEmployees Current number of service reps Enter the total number of service employees
costPerEmployee Average annual full compensation per rep, including salary and benefits Include salary, benefits and other employee costs
conversationsPerDay Average daily number of cases handled by a service rep How many customer conversations does each employee handle daily?
serviceAgentCases Target percentage of cases shifted to Agentforce agents by the end of Year 3 Total number of cases handled by service agents annually
annualServiceAppointments Number of field service appointments annually across all service reps
firstTimeFixRate First time fix rate
improvementInFixRate Improvement in Fix Rate
averageVisitsPerAppointment Average number of visits per service appointment
repeatVisitRate Repeat visits due to lack of right inventory instructions (%)
costPerRepeatAppointment Cost per Repeat Appointment
onsiteAdminTime Current average technician admin support time per service visit (in minutes)
reductionInAdminTime Reduction in Admin Time
mobileWorkerSalary Mobile Worker Salary
annualServiceAppointmentsBackOffice Current annual number of service appointments scheduled by dispatchers
increaseInSchedulingInteractions Increase in Scheduling Interactions
numberOfDispatchers Total number of dispatchers
dispatcherSalary Dispatcher Salary
dispatcherTimeSpentScheduling Amount of time spent scheduling appointments per dispatcher (%)
numberOfBackOfficeEmployees Number of back office employees
backOfficeTimeSpent % of time spent on scheduling and co-ordination of mobile workforce
reductionInBackOfficeTime Reduction in Back Office Time
backOfficeSalary Back Office Salary

New calc values

key value
oblroi_headerEyebrow Agentforce
oblroi_header ROI Calculator
oblroi_headerBottom See what AI agents can do for your business.
oblroi_sticky_active_copy Active Agentforce Skills:
oblroi_sticky_total_copy Your total saving
oblroi_sticky_withAgentforce_copy with Agentforce
oblroi_sticky_inactive_copy Inactive
oblroi_resultsHeadline Based on your settings, we estimate that you'll see
oblroi_resultsDescription 3-year total net benefits with Agentforce
oblroi_resultsTable_year Year
oblroi_resultsTable_your_savings Your Savings
oblroi_resultsTableAnnualCost Potential annual cost without Agentforce
oblroi_resultsTable_agentforce_investment Agentforce Investment
oblroi_resultsTable_human_cost Agent-related Cost
oblroi_cta1Label Request a deeper dive
oblroi_cta2Label Learn more about Agentforce
oblroi_cta3Label Download report
oblroi_all_legalDisclaimer The results of this tool are provided for illustrative purposes only to help you to consider Agentforce as a business solution and should not be relied upon. Actual results may vary and are not a guarantee or commitment regarding any potential or actual financial results or other benefits you may achieve. Individual results depend on factors including but not limited to implementation practices user adoption configurations business practices market conditions and external economic factors.
oblroi_all_legalDisclaimer_2 Initial benefits of Salesforce Agentforce achieved within weeks, full transition assumed to happen over three years. Implementation costs not included. Actual Agentforce costs may vary based on architectural design, data requirements and specific use case. All calculations above done in US dollars unless otherwise noted.
oblroi_chart_intro Costs and savings over 3 years
oblroi_chart_human_cost human cost
oblroi_chart_agentforce_cost cost for Agentforce and
oblroi_chart_net_savings Net Savings
oblroi_chart_year_0 Year 0
oblroi_chart_year_1 Year 1
oblroi_chart_year_2 Year 2
oblroi_chart_year_3 Year 3
oblroi_chart_total Total
oblroi_chart_in in
oblroi_service_agent_handling With Agentforce for Service handling
oblroi_conversations % of conversations you will save
oblroi_over_years over 3 years total net savings.
oblroi_error_service_employees Customer service employees is required
oblroi_error_cost_per_employee Cost per employee is required
oblroi_error_conversations_handled Conversations handled is required
oblroi_resultsHeadline_part1 With Agentforce, your business could save
oblroi_resultsHeadline_part2 of conversations you will save
oblroi_form_required All fields are required
oblroi_results_table_year Year
oblroi_results_table_productivity Productivity Benefits
oblroi_results_table_qualified_leads Benefits From Qualified Leads
oblroi_results_table_agent_cost Agent-related cost*
oblroi_results_table_net_benefit Net Benefit
oblroi_results_table_total_agentforce_benefits Agentforce Benefits
oblroi_no_calculators_headline You are missing out on potential savings.
oblroi_no_calculators_description Enable at least one Agentforce calculator to see your potential savings.
oblroi_calculator_toggle_info Disabling the Agentforce skill will keep the total out of the calculations.
oblroi_app_legal1 The results of this tool are provided for illustrative purposes only to help you to consider Agentforce as a business solution and should not be relied upon. Actual results may vary and are not a guarantee or commitment regarding any potential or actual financial results or other benefits you may achieve. Individual results depend on factors including but not limited to implementation practices, user adoption, configurations, business practices, market conditions and external economic factors.
oblroi_app_legal2 Initial benefits of Salesforce Agentforce achieved within weeks; full transition assumed to happen over three years. Salesforce licences, Data Cloud credit cost and implementation costs not included. The Flex Credits for Agentforce use are estimates. Actual Agentforce costs may vary based on architectural design, data requirements and specific use case.
oblroi_app_legal3 All calculations above done in US dollars unless otherwise noted.
oblroi_formHeadline Tell us about your business.
oblroi_event_remove_text Remove
oblroi_use_case_selector_headline Add agents to your calculation
oblroi_use_case_selector_headline_edit Add or remove use cases from your calculation
oblroi_use_case_accordion_header_description 3-year total benefits:
oblroi_use_case_remove Remove
oblroi_use_case_select Select Use Cases
oblroi_use_case_update Apply
oblroi_use_case_add Add Use Cases
oblroi_use_case_updating Updating...
oblroi_use_case_adding Adding...
oblroi_use_case_cancel Cancel
oblroi_use_case_skip Skip
oblroi_use_case_count oblroi_use_case_count_selected out of oblroi_use_case_count_total use cases selected
oblroi_use_case_count_short oblroi_use_case_count_short_selected out of oblroi_use_case_count_short_total
oblroi_use_case_sticky_active_pill Active Use Cases
oblroi_use_case_edit_cta Edit use cases
oblroi_use_case_add_copy Add use cases to get started
oblroi_estimated_flex_credits Estimated Flex Credits for Agentforce

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Frequently Asked Questions

An AI agent is more than just intelligent software. It's designed to learn and adapt to user interactions autonomously. This flexibility and continuous learning capability enable it to drive efficiencies while providing increasingly better support and solutions, making digital assistants an invaluable tool for improving customer experiences.

Agentforce enhances customer success by enabling humans and AI agents to work together seamlessly.

With Agentforce, you can build and customise autonomous AI agents to support your employees and customers 24/7, boosting efficiency, scalability and satisfaction.

Conversational AI enables machines to communicate with humans using natural language, facilitating interactions through chatbots, virtual assistants and other automated systems to improve customer service and engagement.

Pre-built skills or jobs that Agentforce can perform, are ready-to-use packaged topics and actions, all grounded on the data and metadata of your org. These pre-built skills are tasks like lead development, customer service or generating data visualisations and span CRM, Slack, Tableau, Partners and more.

With the Agentforce ROI calculator, select the use cases you would like to have Agentforce help with, and then enter the details about your use cases and the Calculator will show you an estimated number of Flex Credits needed for that use case.

Currently, Flex Credits are used to pay for the consumption of Agentforce. Data Cloud Credits are used to pay for the consumption of Data Cloud.

Currently, Flex Credits and Conversations cannot be combined in the same Salesforce org.

The free Salesforce Foundations product includes a bundle of Flex Credits to help you to get started.