As a Salesforce user, you have access to Salesforce’s native AI tools. Salesforce Einstein and Agentforce are automated tools that can elevate how your team uses your CRM. But what is Salesforce Einstein, and how is it different from Agentforce? Do you need one, both, or neither?
We’ve demystified key details of Salesforce Einstein and Agentforce to help you decide which AI solution is right for your business workflow and customer engagement goals. Check out this guide to learn more.
What is Salesforce Einstein?
Salesforce Einstein is Salesforce’s native AI suite. This platform is integrated directly into the Salesforce CRM and provides users with access to features such as
- Predictive analytics
- Content recommendations
- Campaign optimization
- Insight generation
- Task automation
While Salesforce Einstein can help drive automation at scale, it is not autonomous itself. This AI platform can use internal data to provide insights and assistance, but it still requires significant manual setup, approval, and guidance to operate effectively.
Pro Tip
While Salesforce Einstein is native to the Salesforce platform, the Jotform Salesforce Agent can do all these actions more easily through its streamlined native integration.
What is Agentforce?
Agentforce is Salesforce’s agentic AI system. It enables users to create and manage AI agents that can independently handle various business processes. These agents act autonomously with little manual input by connecting to any data source you prefer and using it to adapt in real time. The data sources the agents can access include unstructured data such as
- Emails
- Images
- Text documents
- Audio
This flexibility allows Agentforce to work across a broader range of functions and applications. Agentforce can also be used in external applications such as your ERP, communication tools, and HR tools. Agents can be custom-built to fit your exact needs and deployed where you need the most assistance.
Pro Tip
Interested in an AI agent solution for Salesforce? The Jotform Salesforce Agent can do all the actions of Einstein and Agentforce and more with the help of Jotform’s AI platform.
Agentforce vs Einstein: Key differences
While both Agentforce and Salesforce Einstein offer advanced capabilities for Salesforce users, their differences make them uniquely useful. Let’s compare these tools side by side to see how they stack up.
 Agentforce |  Salesforce Einstein | |
|---|---|---|
| Autonomy | Highly autonomous; can act independently | Acts in tandem with manual inputs |
| Data handling | Structured and unstructured data | Primarily structured data; requires Data 360 for unstructured data use |
| Integration scope | Cross-platform | Salesforce only |
| Ease of use | Simple; user-friendly; background operation | Requires complex manual setup for most functions |
| Learning curve and control | Easy to learn; more autonomous | Higher level of control but more difficult to learn |
Each of these tools offers different benefits to businesses using Salesforce. To take full advantage of the Salesforce AI ecosystem, consider looking beyond choosing one or the other; combining these tools may create a more cohesive AI environment for your business.
That said, some users prefer to bypass Salesforce’s native AI tools altogether. Whether because of Agentforce’s high, usage-based pricing or the complexity of Einstein, you may find a more suitable option in third-party solutions such as the Jotform Salesforce Agent.
Explore Jotform Salesforce Agent today
If you’re looking to elevate your user experience in Salesforce with AI but want to avoid the headache of choosing between Salesforce Einstein and Agentforce (or simply don’t think either solution works for your needs), the Jotform Salesforce Agent can help. This solution is an accessible, user-friendly, intelligent, and natively integrated Salesforce AI agent available on the Salesforce AppExchange.
This Salesforce AI tool stands out from the competition thanks to its no-code platform, ease of use, and seamless integration with Salesforce. Using this AI assistant, you can perform a variety of Salesforce business functions such as
- Lead and opportunity management, including intelligent routing
- Case management from creation to resolution, and even escalations or updates
- Order tracking, management, claims handling, and delivery updates
- Automated appointment scheduling and rescheduling
- Knowledge access and FAQ assistance
- Employee and HR support for internal process guidance
These capabilities are made possible by an extensive catalog of advanced features, including
- Predefined agent skills and actions
- Compatibility with any Salesforce objects
- Auto-retrieval of Salesforce Knowledge articles
- Omnichannel deployment
- AI-powered interactions with natural language processing
- Tracking and visibility with detailed integration logs
- Easy-to-use customization, testing, and fine-tuning tools
When comparing Jotform AI Agents, Agentforce, and Einstein, Jotform offers many benefits not available through Salesforce’s native AI platforms. For example, Jotform AI Agents is free and provides more than 7,000+ AI agent templates that can be launched in just a few clicks.
Which AI tool is right for you?
If you need general automation capabilities and have the skills to build these functionalities yourself, Salesforce Einstein may be your best choice. If, however, you prefer a more independent AI solution and want to stay in the Salesforce ecosystem, Agentforce may be better suited to your needs. Need a bit of each? These tools can easily work together to create a cohesive AI platform, but for a price.
Prefer something that doesn’t require choosing between Agentforce and Einstein (and is friendly to your wallet)? Try the Jotform Salesforce Agent and get the advanced automation you need without the headache of using Salesforce’s in-house tools.
FAQ
Yes. These two tools can work together to create a fully functional AI platform capable of executing automated analysis and workflows.
No. While Agentforce is the next evolution of Salesforce AI, it is a standalone product that offers its own capabilities and benefits.
Neither Einstein nor Agentforce is better for marketing automation. They each work in different ways to support your marketing efforts.
While special training to use Agentforce is not required, those who want to use certain advanced functions could benefit from additional training.
This article is for CRM decision-makers, marketing technologists, automation strategists, and anyone who wants to understand the functional differences between Salesforce Einstein and Agentforce to choose the right AI tool for their business workflows and customer engagement goals.
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