Slack
Approve a judgment call
Adopt a headless CRM architecture
Your CRM was supposed to track the work. It became the work.
The future of CRM replaces old browser interfaces and manual processes with agents that interact with your CRM for you. Agents update records, clean data, and run reporting, so your people spend more time with customers and less time messing with the CRM.
~90% renewal rate1
Agentforce & Headless 360 Experts
Our point of view
The browser tax
Your people should be growing customer relationships, not maintaining your CRM.
Updating records. Fixing bad data. Running reports. Chasing teammates for missing updates. A CRM that waits for someone to click and type keeps your business waiting, too.
Headless CRM replaces that manual work with AI agents that keep records current, clean data, and prepare reports—with rules and human oversight built in. Give your people more time with customers, accelerate growth, and reduce the cost of keeping the business running.
“Why should you ever log into Salesforce again?” — Parker Harris, Salesforce Co-Founder
What is it costing you now?
Annual browser tax$796,15411,040 hours a year spent updating the system instead of doing the work it measures
$398,077potentially reclaimed
5,520hours returned
2.7full-time equivalents
Loaded cost estimated at 1.25 times salary across 46 working weeks. This is a back-of-envelope figure to size the problem, not a projection of results.
Where the work happens now
Headless processes let agents move between systems and execute work far faster than humans.
AI can update your systems of record, pull relevant data, manage organizational context, analyze performance, build reports, and carry routine work across the business.
Teams
Ask where a renewal stands
Claude
Draft the QBR from live data
Capture a field update
Your app
Serve a customer on real records
Other Tools
Trigger the next governed action
Direction + oversightYour teamSets priorities, approves judgment calls, handles exceptions, and retains oversight across the agent workforce.
Routine work + coordinationGoverned AgentsFrontier Agents and integrated agents work across your tech stack, update systems of record, prepare decisions, and escalate when a person should decide.
Identity + permissions + rules
SalesforceHolds the governed customer record, business rules, history, and audit trail.
SalesforceHolds the governed customer record, business rules, history, and audit trail.Your everyday toolsSlack · Teams · Claude · Your apps
Agents do the workYour people set the rules and approve decisions.
SalesforceOne trusted record. Permissions preserved.
Sales
Agents use recorded calls to update the CRM automatically, so the pipeline reflects what was actually said.
Service
Agents resolve cases faster and lift satisfaction, and route to the right human sooner when a human touch is needed.
Marketing
Segments stay clean continuously, because agents maintain them instead of a quarterly project.
Finance
Quote-to-cash stops needing reconciliation, because the handoff stops breaking.
Operations
Agents coordinate handoffs, follow-ups, and routine approvals so work keeps moving across teams and systems.
- SalesAgents use recorded calls to update the CRM automatically, so the pipeline reflects what was actually said.
- ServiceAgents resolve cases faster and lift satisfaction, and route to the right human sooner when a human touch is needed.
- MarketingSegments stay clean continuously, because agents maintain them instead of a quarterly project.
- FinanceQuote-to-cash stops needing reconciliation, because the handoff stops breaking.
- OperationsAgents coordinate handoffs, follow-ups, and routine approvals so work keeps moving across teams and systems.
See the work change
Your team does the customer work. Agents handle the updates.
The call ends. Your CRM catches up.
Illustrative workflow · fictional data
From the conversation
“Move our next conversation to Thursday. We’ll include the finance team.”
Agent prepares the work
Your system of recordProposed follow-up · ready for your review
- Next step
- Meet with finance on Thursday
- Follow-up task
- Prepare the business case
- Opportunity stage
- Unchanged
Your rep reviews the proposed changes before they are saved.
A current record. A clear next step.
Find the gaps before they slow the work.
Illustrative workflow · fictional data
From a data-quality check
Two contact records share an email address. One is missing an account.
Agent prepares the work
Your system of recordProposed correction · confirm the match
- Possible duplicate
- Two records flagged
- Account relationship
- Suggested for review
- Record merge
- Awaiting approval
A person confirms the match. The workflow preserves the required history and relationships.
A reviewable correction, not another cleanup list.
Get the answer with the records behind it.
Illustrative workflow · fictional data
From your team
“Which renewals need our attention this month?”
Agent prepares the work
Your system of recordDraft briefing · linked to source records
- Renewals this month
- 8 illustrative accounts
- Follow-up needed
- 3 missing next steps
- Evidence
- Source records attached
The team reviews the briefing against its source records before using it.
Less report preparation. More time to act.
The plan
From executive decision making to successful deployment and business ROI.
AI Agents drive speed, Experts bring judgement. One embedded team carries the work from executive decisions into production.
- Direction
Define your AI-native vision
A fractional Chief AI Officer works with your executive team to set the vision, redesign roles and decision rights, and prioritize the work that should change.
AI Consulting → - Foundation
Prepare the foundation
We help put the permissions, tools, training, oversight, and incentives in place so your people can adopt the new way of working and your agents can operate safely.
Transformation model → - Execution
Execute with your team
Our embedded Agents and Experts work in rapid cycles, use Headless 360 and the right tools to redesign workflows, guide human change and learning, and carry each priority into production.
Embedded teams →
Choose a workflow worth improving.
FAQs
What is Salesforce Headless 360?
Headless 360 exposes Salesforce data, workflows, business logic, and permissions as APIs, MCP tools, and CLI commands, so humans and AI agents can work against Salesforce from any surface without using the browser UI. It was announced at TDX in April 2026 and expanded in August 2026.
Do users still need to log into Salesforce?
Not for the work agents can carry. People still use the UI for judgment-heavy and exploratory work. The goal is not to remove Salesforce, it is to stop paying people to retype into it.
Is headless only for developers?
The architecture is technical. The outcome is not. Headless is how your reps stop doing data entry and your leadership gets reporting without a reporting project. We handle the architecture and your team gets the hours back.
We are not ready for agents writing to production. Now what?
That is the right instinct, and most orgs are not ready. Readiness work means governance at the schema level, agents tested and scored before launch, human approval on judgment calls, and full session tracing afterward. It makes ready a project instead of a leap of faith.
Take the Headless 360 readiness assessmentDo our existing Salesforce clouds have to be replaced before we go headless?
No. Current Salesforce products and customizations can continue running while selected capabilities are exposed to agents through Headless 360. The work is to decide what should remain in its current interface, what should become available through a new surface, and what no longer creates enough value to keep.
See the Salesforce products we supportTechnical details and product availability
Technical FAQs
Is Headless 360 the same as Agentforce?
No. Agentforce is where you build, deploy, and govern agents. Headless 360 is what makes the whole platform reachable by those agents and by anything else, including your own applications and third-party AI tools. They are designed to work together.
What is the Headless 360 MCP Server?
A metadata-aware MCP server that gives an agent four tools: Discover, Describe, Dispatch, and a read-only Dispatch. The agent searches for available Salesforce operations and invokes them as the authenticated user, so permissions, field-level security, and sharing rules are enforced. It is in open beta as of August 2026.
How do I connect Claude or ChatGPT to Salesforce safely?
Through MCP, using a narrowly scoped connected app, each person’s existing permissions, safeguards that keep retries from creating duplicate work, and a trace of every session. Salesforce in Claude is the new packaged option for select pilot customers. A custom Headless 360 connection remains useful when the workflow, model, or work surface needs to differ.
Read how Salesforce in Claude worksWhat is Claudeforce, and how does it relate to Headless 360?
Claudeforce is the Salesforce and Anthropic partnership. Its first product is Salesforce in Claude, a plugin with 37 prebuilt sales skills. Headless 360 is the architecture underneath that lets Claude reach Salesforce capabilities over MCP while Salesforce continues to enforce permissions and business rules.
Read the Claudeforce field noteIs Salesforce in Claude generally available?
As of September 5, 2026, Salesforce lists Salesforce in Claude for select pilot customers, with open beta planned for September 2026—not general availability. Additional prebuilt skills are planned from late 2026. Availability depends on region, customer agreements, and product eligibility.
See the full availability contextWhat has Salesforce announced ahead of Dreamforce 2026?
Salesforce has expanded Headless 360 across every major cloud, released more than 100 reusable Agent Skills, made the Data 360 MCP Server and Slackbot MCP Client generally available, and put the Headless 360 MCP Server and Headless Experience Layer into open beta. Claudeforce adds Salesforce in Claude with 37 sales skills for select pilot customers and a planned September 2026 open beta. Dreamforce itself is scheduled for September 15–17, 2026, so announced availability can still change.
Read the Claudeforce field noteGive your people less CRM work and your agents a foundation they can trust.
Start with a fit conversation, or take four minutes to score your Salesforce foundation first.