I compared 10 of the best Salesforce AI tools for 2026 — here’s my verdict

Organizations that use AI within their customer relationship management (CRM) tools are 83 percent more likely to exceed their sales goals thanks to smarter lead scoring, predictive analytics, and personalized customer interactions. So it’s no surprise that leading CRM platforms like Salesforce are going all in on AI.

Salesforce’s AI journey started with automation — getting AI to do the busywork. From there, it expanded into predictive and generative AI. Today, Salesforce offers agentic AI, with intelligent assistants handling tasks end to end. 

AI is now woven into every part of Salesforce’s ecosystem, with features embedded across Sales, Service, Marketing, Commerce, Slack, Tableau, and its development platform. From Einstein to Agentforce, native AI tools are transforming how teams work inside Salesforce. 

But that’s not all. Beyond Salesforce’s built-in AI, there are many new third-party tools and add-ons — like Jotform Salesforce Agent, which can further enhance your use of the platform. 

Sounds great, right? But with so many AI options on the table, it’s easy to feel overwhelmed. How do you know which Salesforce AI tools to focus your energy on?

To untangle the seemingly endless possibilities, I took a deep dive into the best Salesforce AI tools of 2026. Here are my picks for the top 10, with summaries of the features, benefits, limitations, and real problems that each AI tool solves. By the end, you’ll have a pretty good idea of how you’re going to transform your use of Salesforce with AI tools. 

10 best Salesforce AI tools in 2026

This list includes both Salesforce native tools and external solutions. I recommend checking out the summary in the table first and then scrolling down to get an in-depth look at each tool. 

Tool	Best for	Key AI features	Plans/pricing
Jotform Salesforce Agent	Handling everyday Salesforce tasks such as capturing leads, creating records, automating case handling, and delivering personalized support	No-code setup, so building and deployment are simple and intuitive Real-time sync to instantly capture data like leads, cases, and responses into Salesforce Conversational workflows that use natural language to automate repetitive CRM actions Human takeover option enabling team members to jump into live chats when needed Custom branding to fit your organization’s style and tone	Free plan available, paid plans start at $34 per month (higher usage and advanced automation)
Einstein AI	Generating sales and relationship-building content	Built-in conversational AI agent Lead scoring AI for marketing tools like content drafting for emails, cases, responses, summaries, and more	Einstein is built into the Salesforce platform, although certain Einstein AI features come as an add-on
Agentforce	High-volume customer-facing support automation	Enterprise-grade reasoning Strong guardrails Wide range of use cases	Pricing is based on conversations, Flex Credits, or per-user licensing
Slack and Slack AI	Helping teams keep up with fast-moving customer-related conversations	Channel and thread summaries Enterprise-level search Channel recaps at the end of the day	Paid plans start at $7.25 per user per month
Data 360	Unifying your data	Seamless integration of all data regardless of its source 360-degree view of customers based on data Calculated customer insights Grounded AI prompts for agents	Pricing is based on consumption with Consumption Credits
Einstein for Developers	Salesforce-native code enhancement and generation	Natural language-to-code processes Code autocomplete suggestions Code analyzer for large amounts of code	Einstein for Developers is bundled within Salesforce plans and packages
Tableau	Helping you understand your data through visual reporting	Multi-dimensional and easy-to-understand data visualizations Data prep with drag-and-drop transformations Over 100 pre-built business dashboards tailored to unique use cases Flexible deployment in cloud, on-premises, or within your CRM	Free trial available, paid plans start at $75 per user per month
Gong	Capturing and analyzing customer interactions	Single source of truth for sales interactions with detailed transcriptions and indexes Interaction analysis Call sharing internally and externally for enhanced collaboration	Contact Gong for information on plans and pricing
GitHub Copilot	General-purpose code development, automating repetitive coding tasks, and increasing coding productivity	Ability to explain concepts, complete code, propose edits, and more Autonomous functionality to write code Natural language understanding and response	Free plan available, paid plans start at $10 per month
Spinify	Automatically engaging and motivating your sales team to achieve KPIs	Automated achievement celebrations Comprehensive coaching tools Thorough performance tracking Interactive collaboration tools	Free trial available; paid plan is $99 per month

1. Jotform Salesforce Agent

Jotform Salesforce Agent is an industry-leading no-code AI assistant from Jotform that connects directly with Salesforce to automate lead capture, customer support, and CRM data updates — all in real time. 

Unlike Salesforce’s Einstein or Agentforce, which operate inside the Salesforce platform, Jotform Salesforce Agent works externally — on websites and forms — to engage users and feed clean, structured data back into Salesforce. With Jotform Salesforce Agent, you can create chat-based, conversational workflows that sync instantly with your Salesforce records, without any developer setup. 

Best of all, Jotform Salesforce Agent works seamlessly with Jotform forms, Tables, Approvals, and Reports, making it the fastest and easiest way to extend Salesforce automation beyond the CRM itself. No wonder it was voted one of the best Salesforce apps.

It’s a great choice for businesses of all sizes and in all industries, and an excellent add-on for any organization that relies on online forms. 

• Best for: Handling everyday Salesforce tasks — such as capturing leads, creating records, automating case handling, and delivering personalized support — outside of Salesforce, so your team can focus on higher-value work
• Key features: Real-time sync to instantly capture data like leads, cases, and responses into Salesforce; conversational workflows that use natural language to automate repetitive CRM actions; human takeover option to enable team members to jump into live chats when needed; custom branding to fit your organization’s style and tone 
• Pros: No-code setup, so building and deployment are simple and intuitive
• Cons: Jotform Salesforce Agent lives outside of Salesforce and requires separate deployment (although implementation is easy and painless)
• Plans/pricing: Jotform Salesforce Agent is available on a free plan with flexible paid tiers starting at $34 per month for higher usage and advanced automation

2. Einstein

Einstein is a sophisticated artificial intelligence layer that’s built directly into the Salesforce platform. It offers generative and predictive capabilities across the CRM in Sales, Service, Marketing, and Commerce. 

With Einstein’s Salesforce AI features, users can automate tasks, generate content, personalize experiences, and more without ever leaving Salesforce. It’s a great overall productivity enhancer.

• Best for: Generating sales and relationship-building content using clean CRM data from Salesforce, enabling customer-facing teams to do more in less time 
• Key features: Built-in conversational AI agent; lead scoring that helps prioritize leads for conversion; AI for marketing tools like content drafting for emails, cases, responses, and summaries, so you can focus on more strategic work
• Pros: The conversational AI agent is easy to customize
• Cons: Relies on Salesforce data to generate content and predict insights (if data isn’t clean, results can be inaccurate) 
• Plans/pricing: Salesforce Einstein is built into the platform, but certain AI features come as an add-on; contact Salesforce for information on plans and pricing 

3. Agentforce (formerly Einstein Copilot/Einstein Copilot Assistant)

Agentforce is an agentic AI solution built into Salesforce that brings together humans, applications, AI agents, and data. 

With it, you can build, test, deploy, manage, and orchestrate AI agents at scale to complete a range of tasks — such as engaging with customers and working alongside internal teams. It’s like building your own AI workforce. 

• Best for: High-volume customer-facing support automation, such as answering questions and guiding troubleshooting
• Key features: Enterprise-grade reasoning to act autonomously, so there’s no need to micromanage; strong guardrails that combine user-defined safeguards and Salesforce-managed protections so that you can maintain control over agent behavior
• Pros: Wide range of use cases including customer support, sales development, employee support, deep research, and product recommendations, so you can improve productivity all around 
• Cons: Requires clean data, strong governance, and consistent internal processes to run effectively, which can be difficult for some organizations 
• Plans/pricing: Agentforce is available through conversation-based pricing, Flex Credits, or per-user licensing; pricing can be complex and difficult to decipher, so contact Salesforce for more information

4. Slack (and Slack AI)

Salesforce, Slack’s parent company, announced Slack AI as a set of generative AI experiences inside Slack in 2023. That has since evolved into agent-powered productivity with artificial intelligence included in various parts of the team communication platform. 

Organizations can automatically unite Salesforce data and conversations within Slack, and get AI-powered insights, summaries, and customer-related content. 

• Best for: Helping teams keep up with fast-moving customer-related conversations and reducing the overwhelming number of conversations that teams have to go through
• Key features: Channel and thread summaries that highlight key points in conversations, so you don’t need to read through them when you’re in a time crunch; enterprise-level search that queries all connected systems for relevant findings
• Pros: The channel recaps at the end of the day are a massive advantage for busy teams 
• Cons: Possibility of misinterpreting sarcasm or nuance, which can impact conversation summaries 
• Plans/pricing: Slack is available as a standalone product as well as with Salesforce — for use with Salesforce, paid plans start at $7.25 per user per month 

5. Data 360 (formerly Salesforce Data Cloud)

Salesforce’s Data 360 helps organizations unify their data in Salesforce without building any complex data pipelines. 

With it, you can enable trusted AI solutions powered by your own data and fuel real-time, data-driven decisions. (Note that Salesforce’s Agentforce runs on the data from Data 360.) 

• Best for: Unifying your data so you can enable further AI layers in Salesforce
• Key features: 360-degree view of customers based on data; calculated customer insights such as customer lifetime value, propensity to buy, engagement scores, and more; grounded AI prompts for agents, which result in more reliable, consistent, and trustworthy results 
• Pros: Seamless integration of all data regardless of its source
• Cons: Consumption of Data 360 can be difficult to predict, which can make it difficult to estimate pricing; might be too advanced for smaller organizations that are at the beginning of their AI journey
• Plans/pricing: Data 360 uses a flexible, consumption-based pricing model with Consumption Credits, so you only pay for what you use — Salesforce offers a handy pricing calculator you can try

6. Einstein for Developers

Einstein for Developers is Salesforce’s AI assistant for building on the Salesforce platform. With it, developers can use generative AI to customize Salesforce more efficiently within their coding environment. 

The assistant makes suggestions, provides guidance on industry best practices, and more. It’s like having your very own productivity-enhancing developer by your side. 

• Best for: Salesforce-native code enhancement and generation directly within the platform
• Key features: Code autocomplete suggestions, which save a lot of time; code analyzer for large amounts of code to ensure your work is on the right track
• Pros: Natural language-to-code processes empower all levels of developers
• Cons: Works as a pair programmer in tandem with human developers, not as a developer AI agent; can’t support code development outside of Salesforce 
• Plans/pricing: Einstein for Developers is bundled within Salesforce plans and packages 

7. Tableau

Tableau is Salesforce’s AI-powered analytics platform that helps you see, understand, and act on your CRM data. 

It empowers users to drive better business outcomes through data management, data governance, data visualization, and more. If data is important to your business, you’re going to want to learn more about this tool.

• Best for: Helping you understand your data through visual reporting  
• Key features: Multi-dimensional and easy-to-understand data visualizations, data prep with easy drag-and-drop transformations, more than 100 pre-built business dashboards tailored to unique use cases
• Pros: Flexible deployment in cloud, on-premises, or within your CRM 
• Cons: Steep learning curve — you need to have strong data literacy to use it effectively; might be too advanced for organizations that don’t have a lot of data 
• Plans/pricing: Tableau offers a free trial, with paid plans starting at $75 per user per month; a Tableau+ bundle is also available

8. Gong

Gong is an AI operating system for revenue teams, helping organizations grow with confidence. 

It integrates seamlessly with Salesforce to capture customer interactions across phone, web conferencing, and email. Gong can understand what was said within these interactions to deliver more insights to your team. It’s a great way to turn conversations into dollars.

• Best for: Capturing and analyzing customer interactions to determine the next steps that lead to revenue
• Key features: Interaction analysis to determine what lead sales reps are doing, call sharing internally and externally for enhanced collaboration 
• Pros: Acts as a single source of truth for sales interactions with detailed transcriptions and indexes — no more guesswork
• Cons: Transcriptions not always accurate or able to capture relevant organizational and customer terminology; if most of your customer interactions are in person, this tool likely isn’t right for your needs
• Plans/pricing: Contact Gong for information on plans and pricing

9. GitHub Copilot

GitHub Copilot is an AI pair programmer that works alongside developers directly in their editor, providing suggestions to improve code. 

It can significantly reduce manual typing and context switching, helping developers increase productivity. However, it’s worth keeping in mind that, unlike Einstein for Developers, GitHub Copilot isn’t Salesforce-specific.

• Best for: General code development, automating repetitive coding tasks, and increasing coding productivity 
• Key features: Autonomous functionality to write code when assigned, natural language understanding and response so you can have helpful conversations
• Pros: The ability to explain concepts, complete code, propose edits, and more enhances your efficiency; you can use it with Salesforce and with many other applications
• Cons: Not specifically for Salesforce development, so there may be misalignment in the code at times; if you use Einstein for Developers, you may not need this tool for use with Salesforce
• Plans/pricing: GitHub Copilot has a free plan as well as paid plans starting at $10 per month

10. Spinify

Spinify is an AI-powered sales gamification app that integrates with Salesforce, helping keep teams engaged and motivated. 

Use it to drive competition in real time and track progress through leaderboards, scorecards, and other powerful features. If your teams are uninspired by daily sales reports, this tool can make things livelier and more fun.

• Best for: Automatically engaging and motivating your sales team to achieve KPIs
• Key features: Automated achievement celebrations for important milestones; comprehensive coaching tools that identify opportunities for improvement; interactive collaboration tools to help teams work better together
• Pros: Performance tracking is thorough, enabling you to spot trends and uncover insights; ideal if you’re a high-volume sales organization
• Cons: Not a deep sales analytics tool as it’s focused on sales engagement 
• Plans/pricing: Spinify has flat pricing of $99 per month for Salesforce users, with a free trial

How to select the best Salesforce AI tool for your business

There’s no shortage of Salesforce AI tools on the market, so how do you find the right ones to reach your business goals? Here are a few things to keep in mind as you carry out your research: 

• Align the Salesforce AI tools with your business objectives: Want to generate more leads? Consider AI marketing tools. Looking to increase productivity? Check out generative AI solutions that work at lightning speed. Ensure whatever tool you choose is focused on the specific goals you’re trying to achieve. 
• Consider overall costs: Some internal Salesforce AI tools come as part of your Salesforce plan, while other internal tools are available with additional licensing costs. External tools like Jotform Salesforce Agent are available with monthly plans, including a free plan. 
• Determine user readiness for AI adoption: For some users, AI can seem scary or overwhelming — which means they may be hesitant to incorporate it into their workflows. Evaluate how ready your team is to adopt a Salesforce AI tool, and what you can do to ensure a high adoption rate. 
• Evaluate the ease of integration: Internal Salesforce AI tools work seamlessly with Salesforce, while external solutions require integration. Some tools like Jotform Salesforce Agent use a no-code integration process, so developer experience isn’t required.

What’s the right Salesforce AI tool for your organization?

Salesforce offers a full suite of AI tools for sales, service, analytics, and beyond — from marketing cloud software to developer tools to generative chat. And in addition to Salesforce’s native tools, there are plenty of leading third-party options, like Jotform’s Salesforce Agent. 

Jotform Salesforce Agent is a leading AI assistant for Salesforce, combining user-friendly automation with powerful CRM integration for superior results. When you bring together internal AI productivity through tools like Einstein and Agentforce with external automation solutions like Jotform Salesforce Agent, you create a complete CRM ecosystem that enables you to reach your business goals more effectively. 

I sifted through tons of Salesforce AI tools to find the top 10, but it’s important to do your own research, too. Explore Salesforce’s AI tools today, and build a smarter, end-to-end CRM strategy that works for you.