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What is Salesforce Agentforce Life Sciences?

Agentforce Life Sciences is Salesforce’s AI-powered CRM platform purpose-built for pharmaceutical, MedTech, consumer health, and animal health organizations. Previously known as Life Sciences Cloud, it delivers end-to-end engagement capabilities across clinical, medical, commercial, and patient services functions. The platform integrates data from across the healthcare ecosystem to create a unified, compliant operational environment. AI agents support clinical trial acceleration by automating participant matching, onboarding, and predictive enrollment tracking. Medical affairs teams can streamline scientific inquiry management with automated responses and comprehensive audit trails. Commercial teams gain intelligence-driven tools for personalized healthcare provider engagement across sales and marketing channels. Patient services functions benefit from automated insurance verification, adherence tracking, and proactive outreach programs. Built-in compliance ensures governance remains embedded directly in workflows. Real-time analytics surface insights to improve decision-making and operational efficiency. Integration with Data 360 enables harmonized data activation across systems. MuleSoft connectors facilitate secure integration with legacy and third-party applications. Agentforce Life Sciences enables organizations to speed innovation, enhance stakeholder relationships, and deliver therapies and devices to patients more efficiently.

What is Agentforce 360 for Financial Services?

Agentforce 360 for Financial Services is Salesforce’s comprehensive AI CRM platform tailored for the financial industry. It helps institutions become agentic enterprises by embedding autonomous AI into everyday workflows. The platform unifies data across banking, insurance, lending, and wealth management operations. Financial Services Cloud centralizes customer profiles, financial goals, and life events into a single connected experience. AI-driven automation enhances productivity for advisors, bankers, producers, and service representatives. Real-time insights enable teams to proactively recommend products and services aligned with customer needs. The system streamlines onboarding, compliance, and digital lending processes. Industry-specific solutions support retail banking, commercial banking, credit unions, property and casualty insurance, life insurance, and asset management. Built-in analytics measure ROI and uncover performance improvements. Agentforce empowers employees to focus on relationship-building rather than administrative tasks. The platform integrates seamlessly with Salesforce’s broader ecosystem and partner network. Agentforce 360 enables financial institutions to deliver personalized, data-driven experiences while accelerating growth.

Media

Media

Integrations Supported

Pillar Security
QuickBooks Online
QuickBooks Online Advanced
Refold
SAP Concur
Sage Intacct
Salesforce
Salesforce Agentforce
Salesforce Agentforce Health
Slack
Workato
Xero

Integrations Supported

Pillar Security
QuickBooks Online
QuickBooks Online Advanced
Refold
SAP Concur
Sage Intacct
Salesforce
Salesforce Agentforce
Salesforce Agentforce Health
Slack
Workato
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/life-sciences/cloud/

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/financial-services/

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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