Analyst(s): Keith Kirkpatrick
Publication Date: January 15, 2026
Salesforce has announced its Spring ’26 Release, introducing new AI, data, and automation capabilities designed to help enterprises operate as “Agentic Enterprises.” The update emphasizes shared context across AI agents spanning sales, service, and commerce, positioning coordinated intelligence as a core requirement for scalable customer experiences.
What is Covered in this Article:
- Salesforce’s Spring ’26 Release and its focus on the Agentic Enterprise concept
- New agentic capabilities across sales, service, commerce, and data platforms
- The role of shared context in coordinating AI agents across customer journeys
- Early performance data cited around agentic commerce and retail outcomes
- Market skepticism surrounding Salesforce’s AI ambitions despite product momentum
The News: Salesforce announced its Spring ’26 Release on January 9, 2026, introducing a broad set of AI, data, and automation updates scheduled to become available starting February 23. The release unifies selling, service, and data intelligence under the company’s Agentic Enterprise framework, which Salesforce defines as an operating model where human expertise and AI agents work together to drive customer success.
Key updates include a new AI-powered Sales Workspace, Proactive Service capabilities, Two-Way Email, Agentic Order Routing, Agentic Enterprise Search, and expanded Agentforce tools for building, deploying, and coordinating AI agents. The release also introduces new agentic commerce capabilities within Agentforce 360, emphasizing shared context across customer interactions spanning email, messaging, search, and guided shopping.
Salesforce’s Agentic Enterprise Push Highlights the Role of Context
Analyst Take: Salesforce’s Spring ’26 Release represents the company’s most explicit articulation yet of its Agentic Enterprise strategy, tying together sales, service, commerce, and data capabilities under a single narrative centered on coordinated AI agents. The announcement combines platform-level updates such as Agentforce Builder and Data 360 with customer-facing capabilities like Two-Way Email, Proactive Service, and Agentic Order Routing.
Salesforce positions these capabilities as moving AI beyond assistive insights toward systems that can act autonomously across workflows. The emphasis throughout the release is not on deploying more agents, but on ensuring agents operate on a shared intelligence layer. This framing aligns the product launch closely with Salesforce’s stated goal of creating coherent, end-to-end customer experiences rather than isolated AI-driven interactions.
Shared Context as an Architectural Requirement
A central theme reinforced by both the product announcement is Salesforce’s focus on shared context across AI agents. The company highlights that deploying agents function by function often results in systems optimized locally around specific data sets, APIs, and workflows, leading to fragmented customer experiences.
Salesforce’s approach with Agentforce 360 is to place agents on a single shared intelligence layer, where context can be understood, interpreted, and acted on consistently across marketing, commerce, and service. New capabilities such as contextual search, two-way messaging across email, SMS, and WhatsApp, and guided shopping are explicitly designed to maintain continuity across channels.
The core objective is to avoid situations where customers repeat information or experience disconnected interactions across touchpoints. This emphasis positions shared context as a foundational requirement, rather than a feature-level enhancement.
Operationalizing Agentic Commerce
Within the Spring ’26 Release, agentic commerce capabilities are presented as a practical application of Salesforce’s broader Agentic Enterprise vision. Agentic Order Routing is designed to automatically identify and reroute orders that cannot be fulfilled by a given location, aiming to prevent delays before they affect customers.
Meanwhile, Two-Way Email extends conversational engagement into inboxes, enabling AI agents to answer questions, recommend products, and handle support cases directly. Guided shopping capabilities allow agents to assist customers proactively with availability checks, delivery timelines, and navigation within a single conversation.
These tools collectively shift commerce interactions away from static notifications and toward continuous, conversation-driven engagement. The common thread across these updates is the coordination of actions across systems rather than isolated automation of individual steps.
Evidence of Early Business Impact
Salesforce supplements its product narrative with performance data intended to demonstrate tangible outcomes from agentic deployments, particularly in retail. According to figures cited by Salesforce, companies that deployed AI agents experienced a 59% higher growth rate, averaging a 6.2% year-over-year increase in sales.
During the most recent holiday season, shoppers used retailers’ AI agents for customer service 126% more during the peak period than in the prior two months, according to Salesforce’s 2025 Holiday Shopping Report. Further data from the report revealed that overall global online retail sales reached $1.29 trillion, representing a 7% year-over-year increase, with AI agents accounting for 20% of those sales, or approximately $262 billion.
Additionally, buyers referred through AI-powered search channels reportedly converted at nine times the rate of those coming from social media. These data points are used to reinforce Salesforce’s claim that shared, context-aware agents can influence revenue outcomes, not just operational efficiency.
Market Skepticism and the Execution Question
Despite the scope of the Spring ’26 Release, skepticism around Salesforce’s AI strategy persists, centered on execution rather than feature breadth. The company has clearly articulated an Agentic Enterprise vision, but observers remain focused on whether agentic capabilities will move beyond pilots into broad, repeatable enterprise adoption.
The available evidence highlights strong engagement during peak retail periods, yet questions remain about how consistently these outcomes can be replicated across customers and industries. Attention is now shifting to how quickly enterprises operationalize shared-context agents within sales, service, and commerce workflows. Until adoption and usage patterns become clearer, the Agentic Enterprise narrative is likely to continue facing scrutiny around its practical impact.
What to Watch:
- Adoption rates of Spring ’26 agentic features as they become generally available starting February 23
- Customer uptake of two-way messaging, contextual search, and guided shopping within Agentforce 360
- Evidence that shared-context agent deployments translate into sustained subscription or usage growth
- Whether reported conversion and sales lift metrics extend beyond peak retail periods
- How effectively Salesforce balances governance, control, and autonomy as agent deployments scale
See the complete press release on Salesforce’s Spring ’26 Product Release, introducing tools to build an Agentic Enterprise on the Salesforce website.
Disclosure: Declaration of generative AI and AI-assisted technologies in the writing process: This content has been generated with the support of artificial intelligence technologies. Due to the fast pace of content creation and the continuous evolution of data and information, The Futurum Group and its analysts strive to ensure the accuracy and factual integrity of the information presented. However, the opinions and interpretations expressed in this content reflect those of the individual author/analyst. The Futurum Group makes no guarantees regarding the completeness, accuracy, or reliability of any information contained herein. Readers are encouraged to verify facts independently and consult relevant sources for further clarification.
Disclosure: Futurum is a research and advisory firm that engages or has engaged in research, analysis, and advisory services with many technology companies, including those mentioned in this article. The author does not hold any equity positions with any company mentioned in this article.
Analysis and opinions expressed herein are specific to the analyst individually and data and other information that might have been provided for validation, not those of Futurum as a whole.
Other insights from Futurum:
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Salesforce Launches Agentforce Commerce as AI Shopping Traffic Jumps 119%
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Author Information
Keith Kirkpatrick is Research Director, Enterprise Software & Digital Workflows for The Futurum Group. Keith has over 25 years of experience in research, marketing, and consulting-based fields.
He has authored in-depth reports and market forecast studies covering artificial intelligence, biometrics, data analytics, robotics, high performance computing, and quantum computing, with a specific focus on the use of these technologies within large enterprise organizations and SMBs. He has also established strong working relationships with the international technology vendor community and is a frequent speaker at industry conferences and events.
In his career as a financial and technology journalist he has written for national and trade publications, including BusinessWeek, CNBC.com, Investment Dealers’ Digest, The Red Herring, The Communications of the ACM, and Mobile Computing & Communications, among others.
He is a member of the Association of Independent Information Professionals (AIIP).
Keith holds dual Bachelor of Arts degrees in Magazine Journalism and Sociology from Syracuse University.
