Salesforce AI Advisory

Salesforce Agentforce / AI ROI Assessment

Answer 7 questions to evaluate whether Agentforce and Einstein AI add-ons deliver sufficient ROI at current pricing.

$2
Per Conversation
7
Questions
3 min
To Complete
Question 1 of 7Salesforce AI Advisory
Question 1 of 7
🤖
Which AI products are you evaluating?
Agentforce ($2/conversation), Einstein GPT ($50-75/user/mo), Data Cloud ($65K+/year).
One product with clear use case
2-3 AI products
Broad AI adoption planned
SF pushing multiple into renewal
Bundled spend risk
Question 2 of 7
📂
How clean is your Salesforce data?
AI output quality depends directly on data quality. Poor data = poor results = low adoption.
Excellent — deduplicated, governed
Good — minor gaps
Fair — significant quality issues
Poor — duplicates, no governance
Question 3 of 7
🎯
Have you identified specific, measurable AI use cases?
Without defined use cases and KPIs, ROI is impossible to demonstrate.
Specific use cases with KPIs
General productivity improvement expected
AI is strategic but no defined cases
Purchasing because SF recommends it
Question 4 of 7
💰
Have you modelled total AI adoption cost?
Beyond licences: Data Cloud, implementation, training, consumption charges.
Full cost model including dependencies
Licence costs known, dependencies unclear
Only list price reviewed
No cost modelling done
Question 5 of 7
📊
Expected Agentforce conversation volume?
At $2/conversation: 10K/month = $240K/year.
Under 1,000/month
1,000-10,000/month
10,000-50,000/month
Annual cost: $240K-$1.2M
Very high or unpredictable
Question 6 of 7
🎓
Change management plan for AI adoption?
Without structured support, AI tools see low usage and poor ROI.
Dedicated program with champions
Training being developed
Self-service adoption expected
No adoption plan
Question 7 of 7
🔒
Assessed data privacy implications?
AI processes customer data. Data residency, PII handling, and regulations must be evaluated.
Security review completed
Legal and security reviewing
Not started but aware
Not considered

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