Salesforce Q1 FY26 Earnings: What AI (AgentForce), Data Cloud & Informatica Mean for Customers
May 30, 2025•10 min
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Episode description
Salesforce just released its Q1 FY26 earnings, and it’s clear: Agentforce (Salesforce’s AI offering), and Data Cloud are at the heart of its future growth strategy. In this episode, Adam Mansfield, Advisory Practice Leader at UpperEdge, unpacks the financials and the implications for current and future Salesforce customers.
From 8000 Agentforce customers (1/2 paying customers) to CEO, Marc Benioff’s vision to make all customers AI + DATA + CRM” customers, Adam explains what you need to do now to lock down pricing, define terms, and protect against the coming consumption push.
Highlights include:
- The real reason behind Salesforce’s Informatica acquisition
- What AgentForce adoption (paid or unpaid) means for your deal
- Why Data Cloud, Tableau, and Slack will soon follow
- What to commitments need to be gained from Salesforce before saying yes to free AI (Agentforce) pilots
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