The comparison table
Start with what you already own. We compare the existing options before recommending a custom agent, and separate product facts from our judgement about fit.
Where the work belongs.
Salesforce in Claude is in beta. Eligibility, features and pricing can change. We confirm your access before an engagement.
| Your question | Native Agentforce | Salesforce in Claude | AgentExchange | Arkeforce custom agent |
|---|---|---|---|---|
| What is it? | Salesforce agent types and configurable actions. | Salesforce's prebuilt sales plugin for Claude. | Marketplace applications, integrations and agent components, with scope and terms set by the vendor. | An Arkeforce engagement scoped to a recurring job. |
| Who starts the work? | The permitted user, customer or configured automation, depending on agent type. | The seller, including personal workflows they schedule. | Depends on the installed product and configuration. | The trigger or user agreed in the scope. |
| What you pay Salesforce | Applicable licences and consumption. | The eligible Salesforce edition and any applicable Salesforce services. | Applicable Salesforce licences and consumption. | Applicable Salesforce licences and consumption. |
| What you pay anyone else | Depends on connected services selected. | Claude seats and any additional services selected. | A vendor charge where the listing is paid. | Other services only when agreed in scope. |
| What you pay Arkeforce | Assessment or configuration if commissioned. | The published Claude rollout tier. | Assessment, mapping or testing if commissioned. | The published setup tier or written Complex quote. |
| When we recommend it | Existing capabilities meet the job and permissions. | Sellers need help with their own accounts and opportunities. | A maintained listing fits the required job and operating model. | The fit report identifies a recurring gap worth building. |
| When we recommend against it | Required behaviour cannot be achieved safely at reasonable scope. | This workflow's permissions, data or required execution are not supported. | Fit, support, data use or total cost fails the assessment. | The native product, plugin or an existing listing already suffices. |
| Ownership and licence | Licensed access to Salesforce and your configuration under its terms. | Licensed vendor product plus your organisation's configured skills, under applicable terms. | Vendor licence and your configuration, under listing terms. | A licence to the code we install, under the agreed contract. |
Verified on 2026-10-28. Agent types · Salesforce pricing · Salesforce in Claude · Our terms
When we’d use each.
Native Agentforce
If your edition includes an agent that meets your process, use it. We check what you already own, including its configurable fields and actions, before quoting anything.
Salesforce in Claude
If your Salesforce edition is eligible and your sellers want help with their own deals, start here. It is Salesforce's own plugin and a capable admin can set it up. We help with tuned skills, access review, a written change policy and training. Personal scheduled workflows are supported; that is different from an unattended policy on every record. Teams beyond sales are scoped case by case.
AgentExchange
A suitable listing can save a build. We tell you which ones we would test first, and we charge for mapping and testing. Check the vendor’s licence, support and data-use terms as part of the decision.
Arkeforce custom agent
Only when the job is recurring and your definitions matter. If native or the Claude plugin does it, we say so.
One job at a time.
Each offer shows the existing option worth checking. These are fit comparisons, not feature rankings.
| Job | Native Agentforce | Salesforce in Claude | AgentExchange / elsewhere | Arkeforce |
|---|---|---|---|---|
| Data StewardVerified on 2026-10-28 | Duplicate and matching rules identify duplicate accounts, contacts and leads.Source ↗ | Sales skills can inspect a seller's account data. Scheduled duplicate governance and approved merges need a separately scoped workflow.Source ↗ | clearMDM Data Steward Agent offers conversational duplicate review and stewardship inside Salesforce. It is a paid marketplace listing.Source ↗ | Find and fix duplicate and incomplete records in any Salesforce object, with changes approved by your team. |
| Org Health + ConciergeVerified on 2026-10-28 | Setup with Agentforce answers admin questions about access, storage, permissions and org health.Source ↗ | This job is not among the sales skills verified for the plugin. A separate Claude workflow would need its own assessment.Source ↗ | Org Check is a free Salesforce Labs app for org and technical-debt analysis.Source ↗ | Know exactly what's risky, unused and fragile in your Salesforce org, get a prioritized list of what to fix first, and give your team someone to ask "how does this work here?" |
| RFP & Security QuestionnaireVerified on 2026-10-28 | Answer Questions with Knowledge grounds answers in Knowledge articles through Agentforce Data Libraries.Source ↗ | This job is not among the sales skills verified for the plugin. A separate Claude workflow would need its own assessment.Source ↗ | Loopio response management has a Salesforce integration, offered as a paid add-on.Source ↗ | Turn an RFP or security questionnaire into a reviewed first draft using only answers your team has already approved. |
| Deal InspectorVerified on 2026-10-28 | Agentforce Pipeline Management suggests opportunity field updates and meeting follow-ups using recent notes, calls and emails.Source ↗ | Built-in skills cover deal review, close plans, pipeline review and manager updates.Source ↗ | No equivalent listing verified on 2026-10-28. We check the current catalogue during the assessment.Source ↗ | Every open deal checked against your sales process every week, a score you can trust on every opportunity, and the clean-up done in bulk with a manager's approval, without anyone having to ask. |
| ICP & Lead ScoringVerified on 2026-10-28 | Einstein Lead Scoring learns from lead conversion history and shows contributing factors; a global model is available when scoring all leads with insufficient history.Source ↗ | The prebuilt sales plugin is not a verified substitute for this recurring record-level workflow.Source ↗ | No equivalent listing verified on 2026-10-28. We check the current catalogue during the assessment.Source ↗ | Lead and account scores your sales team can read and trust, built from your ideal customer profile, with a plain-language reason behind every score. |
| Inbound Lead Qualification & RoutingVerified on 2026-10-28 | Lead assignment rules assign incoming leads based on configured criteria; only one rule of each type is active at a time.Source ↗ | The prebuilt sales plugin is not a verified substitute for this recurring record-level workflow.Source ↗ | LeanData offers lead-to-account matching and routing as a paid marketplace product.Source ↗ | Every new lead matched, checked, de-duplicated and in the right rep's hands within minutes, with a summary that tells them why it matters. |
| Account Health & GrowthVerified on 2026-10-28 | Agentforce Account Management produces account briefs and account-plan suggestions from internal and external data.Source ↗ | Built-in skills cover account research, call preparation, renewal preparation and QBRs.Source ↗ | No equivalent listing verified on 2026-10-28. We check the current catalogue during the assessment.Source ↗ Elsewhere: ClientSuccess offers a Salesforce app that surfaces customer health, renewals and revenue.Source ↗ | Know which customers are drifting, which renewals are coming and where the next sale is, with a score on every account that updates itself and renewals in the forecast before anyone has to remember them. |
| Case Triage & RoutingVerified on 2026-10-28 | Einstein Case Classification predicts case fields; Einstein Case Routing runs assignment or skills-based rules after classification.Source ↗ | The prebuilt sales plugin is not a verified substitute for this recurring record-level workflow.Source ↗ | Distribution Engine lists case routing, reassignment, escalation and SLA rules.Source ↗ Elsewhere: Xebia ServiceAssistX offers case categorisation, deduplication and recommended resolutions.Source ↗ | Every new case classified, checked for duplicates and sent to the right team in minutes, with the reason written on the case. |
| Case CoachingVerified on 2026-10-28 | Einstein Conversation Insights analyses sales and service calls for insights.Source ↗ | Coverage for this workflow has not been verified. Other teams are scoped case by case.Source ↗ | No equivalent listing verified on 2026-10-28. We check the current catalogue during the assessment.Source ↗ Elsewhere: SearchUnify Case Quality Auditor shows closed-case quality scores and a manager team overview.Source ↗ | Review every closed case against your quality standard, and give team leads specific coaching notes instead of a spreadsheet of random samples. |
| SLA & Escalation WatchVerified on 2026-10-28 | Entitlement milestones provide time-based warning, success and violation actions.Source ↗ | The prebuilt sales plugin is not a verified substitute for this recurring record-level workflow.Source ↗ | Distribution Engine is listed on the Salesforce marketplace for work assignment and routing.Source ↗ Elsewhere: Distribution Engine includes case reassignment, escalation and SLA rules.Source ↗ | See which cases are about to miss their SLA while there's still time to save them, and get a suggested fix, not just a red flag. |
| Service Agent AcceleratorVerified on 2026-10-28 | Agentforce Service Agent supports customer conversations, Knowledge grounding and transfer to service representatives through Messaging and Omni-Channel.Source ↗ | Coverage for this workflow has not been verified. Other teams are scoped case by case.Source ↗ | No equivalent listing verified on 2026-10-28. We check the current catalogue during the assessment.Source ↗ | Launch Salesforce's own customer-facing AI service agent in weeks, on clean knowledge, with a safe handoff to your team and a test suite that tries to break it before your customers do. |
| MCAE Marketing OpsVerified on 2026-10-28 | Account Engagement supplies Agentforce actions to view and update prospects and manage nurture campaign membership.Source ↗ | Coverage for this workflow has not been verified. Other teams are scoped case by case.Source ↗ | No equivalent listing verified on 2026-10-28. We check the current catalogue during the assessment.Source ↗ | Catch bot-inflated clicks, messy lists and broken scoring before they mislead your sales team, with a weekly ops digest and fixes you approve. |
| Grant LifecycleVerified on 2026-10-28 | Nonprofit Cloud Grantmaking provides the grant data model; Applicant and Grantee Support Agent answers applicant questions on an Experience Cloud site.Source ↗ | Coverage for this workflow has not been verified. Other teams are scoped case by case.Source ↗ | No equivalent listing verified on 2026-10-28. We check the current catalogue during the assessment.Source ↗ | Spend your program team's time on the grants that matter: complete applications, eligible applicants, reviewers assigned and reports tracked. |
| Advancement / Gift OfficerVerified on 2026-10-28 | Philanthropic Research subagents support relationship officers and researchers, alongside built-in philanthropic records and flows.Source ↗ | Coverage for this workflow has not been verified. Other teams are scoped case by case.Source ↗ | No equivalent listing verified on 2026-10-28. We check the current catalogue during the assessment.Source ↗ | Walk into every donor visit prepared, spend your week on the right prospects, and keep thank-yous and impact reports in view. |
Checked against Salesforce release notes and Help, AgentExchange listings and vendor pages on the date shown. Rows are re-checked every 90 days, or every 30 days while Salesforce in Claude is in beta. Tell us if we missed one. Email us.
Check the fit first.
The Readiness Assessment turns this comparison into a recommendation for your org. You keep the report whether or not we build anything.