I followed Dreamforce 2026 online. I watched the keynotes, worked through the session videos and then went to the documentation to check the details. One idea ran through almost everything: Salesforce wants to work wherever you work. You might be in Claude, in Slack or in Lightning, but the data, permissions and processes stay the same.

Here are the nine announcements I think matter most for architects, developers and admins. Each one gets a short what, why and what changed, plus a diagram. Status and pricing are as of November 2026. Some details are still in beta, so check the linked docs before you design around them.

Part ASalesforce, everywhere

01 SIforce (formerly AIforce)

Announced Sep 2026Headless 360 MCP Server: betaArchitects · Developers
💡 What is it?

A layer that lets any AI tool or app use Salesforce data, workflows and actions through APIs and MCP, with the user’s security carried along on every call. It was introduced at TDX 2026 as Headless 360, launched at Dreamforce as AIforce, and renamed SIforce by Marc Benioff in October. The engine underneath is the Headless Toolkit.

🎯 Why & where

Use it when your users live in Claude, Slack or your own app and shouldn’t have to switch to a Salesforce tab. It has three surfaces out of the box: Claude (Claudeforce), Slack (Slackforce) and Lightning (Agentforce Coworker).

🧪 Example

A sales leader asks Claude, “Which deals over $100k have no next step?” Claude queries Salesforce as that leader, so they only see their own territory.

⏪ Before this

Every AI tool needed its own custom integration, often running as an all-powerful integration user. Enforcing each person’s access was hard, and auditing it was even harder.

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SIforce: one layer, three surfacesClaude, Slack and Lightning surfaces connect through the SIforce layer (Headless Toolkit: APIs, hosted MCP servers, CLI), which enforces a trust layer of Agentic Identity, user permissions and audit, on top of Salesforce Platform, Data 360 and Tableau. SURFACES — WHERE PEOPLE WORK ✳️ Claude Claudeforce · Salesforce in Claude 💬 Slack Slackforce · Slackbot · Surfaces ⚡ Lightning Agentforce Coworker SIforce (formerly AIforce) Powered by the Headless Toolkit 🔌 APIs 🧭 Hosted MCP servers ⌨️ CLI ⏱ Metering (coming) Each registered-agent call = Headless Platform Interaction → Flex Credits 🔐 Trust: Agentic Identity · the user's permissions, FLS & sharing · audit trail Salesforce Platform records · flows · Apex Data 360 unified & unstructured data Tableau analytics & semantics Same data, same permissions — whichever surface you use
Figure 1 · SIforce — one layer, three surfaces
Architect’s noteTwo changes to plan for. First, Agentic Identity: every agent that calls Salesforce must be registered and given its own, narrower permissions. Second, metering: each successful registered-agent call will count as a Headless Platform Interaction and draw down Flex Credits. The rates aren’t published yet, Salesforce will give 30 days’ notice, and only production orgs are charged.

MCP in 60 seconds

The Model Context Protocol lets an AI client (such as Claude) talk to a server (such as Salesforce). The server advertises tools, the client lists them, and the model decides which ones to call. Salesforce’s Headless 360 MCP Server (beta) deliberately keeps this to four tools instead of one tool per feature:

  • discover: semantic search for operations that match the request
  • describe: the exact steps, inputs and dependencies for one operation
  • dispatch: runs it, after checking the user’s access
  • dispatch_readonly: runs read-only (GET) operations only
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How an AI model uses the Salesforce Headless 360 MCP serverThe MCP client calls discover to find candidates, describe to learn steps and inputs, then dispatch or dispatch_readonly to act after an access check; results return to the model. 🤖 MCP client AI model (e.g. Claude) ☁️ Salesforce runs as the signed-in user discover Find candidate operations 1 describe Learn steps & inputs 2 dispatch Act — access- checked first 3 dispatch_readonly = GET only, never changes data 4 · result returned to the model Salesforce’s four-tool pattern (Headless 360 MCP Server, beta) — a design choice, not an MCP requirement
Figure 2 · MCP in practice — discover → describe → dispatch
TipIn SIforce, a user’s permission set becomes the AI’s tool list. Tidy up profiles and permission sets before you switch on MCP access, and require approval in the client for any tool that changes data.

02 Claudeforce — “Salesforce in Claude”

Open beta since 15 Sep 2026Admins · Architects
💡 What is it?

Claudeforce is the Salesforce and Anthropic partnership. Its first product, Salesforce in Claude, is a plugin built by both companies that brings live CRM data and 37 ready-made sales skills into Claude. It connects through Salesforce-hosted MCP servers via SIforce.

🎯 Why & where

For sellers and managers who already plan their day in Claude. An admin connects the plugin once. Each user signs in to Salesforce with their own login (OAuth), so their own permissions decide what Claude can read or change.

🧪 Example

“Prep me for tomorrow’s call with Acme.” Claude pulls the opportunity, open cases and recent activity, drafts a call brief and offers to update the next step on the record.

⏪ Before this

You copied data into a chat window or built your own connector. Per-user security was hard to guarantee, and nothing could be written back safely.

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Claudeforce sequenceSequence between User, Claude, the Salesforce MCP server and Salesforce/Data 360: one-time setup, then a request flows through discover, describe and dispatch with a permission check, and an optional write-back. 🧑‍💼 User ✳️ Claude 🧭 Salesforce MCP server ☁️ Salesforce + Data 360 ⓪ One-time: admin connects the plugin · each user signs in with OAuth (their own identity) ① “Prep me for my call with Acme” ② picks a sales skill ③ discover → describe ④ dispatch (as the user) ⑤ permission check ✓ · records ⑥ opportunity, cases, activity ⑦ call brief + next step ⑧ optional: “update the next step” → written back as the user 💳 You pay: Claude plan (Anthropic) + Salesforce usage metering for agent access (Flex Credits, rates TBA)
Figure 3 · Claudeforce — a request, end to end

03 Slackforce & Slackforce Surfaces

GA October 2026Admins · Business teams
💡 What is it?

Slackforce is the Slack part of SIforce. Slackbot, powered by Claude, reads and acts on Salesforce, Data 360 and Tableau data within your permissions, and it now also sits in Lightning as a chat panel next to the record. Slackforce Surfaces are dashboards, reports, decks or microsites that Slackbot builds from a plain-language request.

🎯 Why & where

For teams that run their day in Slack. You can pin a Surface to a channel, where the team can filter it, comment on it and act on it together. Each person sees only what they are allowed to see, and live data refresh started rolling out in October.

🧪 Example

“Build a pipeline review for this quarter.” Slackbot creates an interactive dashboard pinned in #sales-leadership, and the team discusses the at-risk deals right there.

⏪ Before this

Salesforce for Slack gave you record previews and alerts. Real dashboards meant leaving Slack, and building them took an admin’s time.

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Slackforce hub and spokeSlackbot in the centre reads Sales and Service Cloud, Data 360, Tableau and Slack history under the user's permissions, and produces a Slackforce Surface pinned to a channel and a Slackbot panel inside Lightning. ☁️ Sales & Service Cloud 🗄️ Data 360 📊 Tableau 💬 Slack history 🤖 Slackbot powered by Claude your permissions only “pipeline review” beside a record # sales-leadership 📌 Surface Pipeline $4.2M Win rate 31% At risk 6 💬 “Push the Q4 deals?” filter · comment · act together ⚡ Lightning · Case 00123 🤖 Slackbot Order shipped late. Draft resolution ready ✓ Slackforce = Slackbot + Surfaces + Salesforce data in the conversation
Figure 4 · Slackforce — Slackbot at the hub, Surfaces as the output
Licensing in one lineSlackbot is included in Slack Business+ and Enterprise+. Surfaces work wherever Slackbot is enabled. Salesforce customers without Slackbot can use it in Lightning by paying with Flex Credits.

04 Agentforce Coworker

GA (announced Dreamforce 2026)Admins · Every employee
💡 What is it?

A ready-to-use AI teammate in the Lightning search bar. It is also available in Microsoft Teams, on mobile, and in Claude and ChatGPT via MCP. It answers questions, explains why something happened, builds a plan, calls your existing agents and flows, and turns repeated work into reusable Skills.

🎯 Why & where

For every employee, without building a single agent. It is grounded in Salesforce data and enterprise data through Data 360, works within the signed-in user’s permissions, and an admin can set it up in minutes.

🧪 Example

“Why did the Acme renewal slip, and what should I do?” Coworker reads the account, cases and emails, explains the cause, then uses your existing renewal flow to draft a recovery plan for your approval.

⏪ Before this

Each assistant had to be designed, configured and tested one by one as a task-specific agent, with its own topics, actions and tests.

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Task agent versus Agentforce Coworker A task agent does one job and is built in Agentforce Builder. Agentforce Coworker takes a question, is grounded in CRM data, Data 360 and enterprise data (arrows flow into Coworker), and orchestrates task agents, flows and Skills (arrows flow down to each), whose results converge into a recovery plan for your approval. TASK AGENT 🎯 One job, done well Built & configured in Agentforce Builder e.g. “Renewal agent” e.g. “Case triage agent” You design topics, actions & tests Renewal agent one workflow AGENTFORCE COWORKER 🔍 “Why did the Acme renewal slip, and what should I do?” 🧑‍💼 Coworker reasons & plans GROUNDED IN → CRM data Data 360 Enterprise data ORCHESTRATES ↓ Task agents Flows Skills ✅ Recovery plan ready for your approval calls
Figure 5 · Task agent vs Agentforce Coworker
Part BBuild & run agents

05 Koa — Salesforce’s CRM reasoning model

Pilot · GA expected Winter 2026 (US)Architects · Developers
💡 What is it?

Salesforce’s first CRM reasoning model. It is built on NVIDIA Nemotron 3 Super and post-trained by Salesforce on a synthetic CRM dataset covering 14+ industries, with no customer data. Salesforce owns the model weights and runs it inside its own trust boundary.

🎯 Why & where

Choose it for agents that do multi-step CRM work: picking the right tool, in the right order, with the right inputs. You can select it for any agent, subagent or agent router in Agentforce Builder, or set it as the model for the whole org.

🧪 Example

A service agent checks entitlement, then order history, raises a replacement order and routes the case. Fewer wrong tool calls means fewer escalations.

⏪ Before this

General-purpose models are excellent at language but aren’t trained on CRM workflows, so tool-calling mistakes were more common. Salesforce reports 3× fewer errors on CRM actions with Koa (on its own benchmark).

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How Koa is built and where you choose itNVIDIA Nemotron 3 Super is post-trained on synthetic CRM scenarios using supervised fine-tuning and reinforcement learning to produce Koa, which runs inside the Salesforce trust boundary and can be selected per agent, subagent or router in Agentforce Builder. 🟩 Nemotron 3 Super NVIDIA open model 🧪 Synthetic CRM scenarios · 14+ industries no customer data 🏋️ Post-training SFT + RL (GRPO) NVIDIA NeMo SALESFORCE TRUST BOUNDARY 🧠 Koa CRM reasoning model weights owned by SF ⚙️ Agentforce Builder · Model Agent 🧠 Koa ▾ Subagent 🧠 Koa ▾ Agent Router 🧠 Koa ▾ or set org-wide in Setup 3× fewer errors on CRM actions · Salesforce benchmark Pilot now → GA Winter 2026 US regions first
Figure 6 · Koa — from Nemotron to your agent

06 Builder Central (Beta)

Beta · orgs with Agentforce enabledAdmins · Builders
💡 What is it?

A new no-code workspace where you describe what you need in plain language. It generates the app, agent or experience, then tests and deploys it, with safety checks, automated testing and deployment controls built in. It is built on SIforce, so it respects your data, metadata and security.

🎯 Why & where

For admins turning a business request into a working solution quickly. Developers who want code and source control have Agentforce Vibes, while Builder Central is the admin’s equivalent.

🧪 Example

“Replace the spreadsheet we use to track equipment loans.” Builder Central proposes the data model, pages and an approval flow, writes tests and stages the deployment.

⏪ Before this

Admins assembled each piece separately in Object Manager, Flow Builder and Lightning App Builder, then tested and deployed by hand.

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Builder Central loopA five-step loop: describe, generate, test, review and deploy, built on SIforce using your data, metadata and security; compared with Agentforce Vibes for developers. Builder Central beta 💬 Describe plain language 🏗️ Generate data · pages · flows · agents 🧪 Test automated tests 🛡️ Review safety checks 🚀 Deploy deployment controls 🧱 Built on SIforce · your data, metadata & security WHO BUILDS WITH WHAT 🧑‍🔧 Builder Central for admins & builders no code · natural language included, with usage limits 👩‍💻 Agentforce Vibes for developers code & source-driven IDE / CLI workflow Same platform, two ways to build
Figure 7 · Builder Central — describe to deploy, in one loop
CostSalesforce says Builder Central is included at no cost in every org, “with very reasonable usage limits”. The exact limits haven’t been published.

07 Agentforce Observability, Agent Optimizer & Agent Router

Observability: GAOptimizer: GA Oct 2026A/B Experimentation: betaArchitects · Developers · Admins
💡 What is it?

Observability (in Agentforce Studio) records every agent session in Data 360: user inputs, reasoning steps, actions, LLM calls and guardrail checks. It adds dashboards, health monitoring and, new this year, voice observability. Agent Optimizer reads those traces, ranks failure patterns and proposes configuration fixes along with regression tests. The Agent Router is the start_agent block in Agent Script, the default entry point that works out what the user wants and passes them to the right subagent.

🎯 Why & where

Use these to run agents in production with confidence: see what happened, understand why, fix it and prove the fix. The router is the default, but it isn’t mandatory. You can make another subagent the starting point, and you can set Koa as the router’s model.

🧪 Example

Refunds over $200 keep escalating to humans. Optimizer traces this to a routing gap in the router, proposes a structural fix and generates tests to prove it.

⏪ Before this

Debugging meant reading raw logs one conversation at a time. Improvements were guesswork, and regressions slipped through unnoticed.

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Agentforce Observability, Optimizer and Router cycleUser requests enter the Agent Router, which routes to subagents. Sessions are traced into Data 360, shown in Observability dashboards, analysed by Agent Optimizer, and fixes return to Agentforce Builder. 🧑 User “Refund my $250 order” 🔀 Agent Router start_agent classify → route Subagent · Refunds Subagent · Orders Subagent · Returns 🩺 Health Monitoring 16+ built-in metrics custom alerts 🗄️ Session Tracing inputs · reasoning · actions LLM calls · guardrails stored in Data 360 📈 Observability Agentforce Studio health · voice · custom scores ✨ Agent Optimizer ranks failure patterns proposes fix + regression tests every session traced fix applied in Agentforce Builder + tests Observe → explain → fix → test → ship, continuously
Figure 8 · Observability, Optimizer & Router — the agent improvement loop
Don’t waitOptimizer can only learn from sessions that were traced. Turn on session tracing and Trust Layer audit before you go live. Audit data can’t be backfilled.
Part CGovern & secure

08 Salesforce Security Mesh

Available via Security CenterArchitects · Security teams · Admins
💡 What is it?

A native security capability delivered through Security Center. It brings in security data from Salesforce and partner tools, normalises it into one schema (OCSF, the Open Cybersecurity Schema Framework) in Data 360, and correlates the streams to detect threats that cross systems.

🎯 Why & where

For security teams protecting Salesforce alongside identity and endpoint tools. Sources available today are Real-Time Event Monitoring, Okta (identity security), CrowdStrike (endpoint security), DigitSec (code scanning) and WithSecure (file threat detection).

🧪 Example

CrowdStrike flags a user’s laptop while the same user is exporting dozens of reports in Salesforce. Security Mesh links the two events into one alert.

⏪ Before this

Security Center gave security-posture views across orgs (health checks, permissions, configuration drift), and activity logs lived in Event Monitoring. Linking those to external tools meant exporting everything to a separate security platform.

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Security Mesh flowSecurity data from Real-Time Event Monitoring, Okta, CrowdStrike, DigitSec and WithSecure is normalised to OCSF in Data 360, correlated by detections such as Impossible Travel, Data Exfiltration and endpoint compromise, and surfaced as alerts in Security Center. 1 · SOURCES Real-Time Event Monitoring Okta · identity CrowdStrike · endpoint DigitSec · code scanning WithSecure · files 2 · NORMALISE OCSF in Data 360 one schema 3 · DETECT 🌍 Impossible Travel built in 📤 Data Exfiltration custom 💻 Endpoint compromise custom 4 · ACT 🚨 Security Center Laptop flagged by CrowdStrike while user exports 40 reports → session reviewed 🔑 Needs Security Center + Data 360
Figure 9 · Security Mesh — connect, normalise, detect, act

09 MuleSoft Agent Fabric

GA · Scanners GA Jan 2026Architects · Integration teams
💡 What is it?

A control plane for every agent, API, MCP server and model call across the company, whichever platform built it. It has seven parts: Scanners, Agent Registry, Agent Broker, Omni Gateway (formerly Flex Gateway), Agent Visualizer, Governance and Monitor.

🎯 Why & where

For architects facing agent sprawl: AI agents piling up across teams and clouds with nobody keeping track of what exists, what it can reach or what it costs. Scanners crawl Agentforce, Amazon Bedrock, Google Vertex AI, Microsoft Copilot Studio and others, on a schedule or on demand, and record what they find in the Registry as A2A agent cards.

🧪 Example

Scanners find 40 agents across three clouds and catalogue them. From then on, their traffic goes through Omni Gateway, which enforces identity, policies, token limits and a kill switch. Agent Visualizer shows who calls what, with latency and errors.

⏪ Before this

Each platform kept its own list of agents. Flex Gateway governed APIs, but agent, MCP and LLM traffic had no single place for policy or visibility.

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MuleSoft Agent Fabric architectureAgents on Agentforce, Bedrock, Vertex AI, Copilot Studio and custom platforms are discovered by Scanners into the Agent Registry alongside Agent Broker; all traffic passes through Omni Gateway to APIs, MCP tools and LLMs; Agent Visualizer and Monitor show live flows. AGENT PLATFORMS ACROSS THE ESTATE Agentforce Amazon Bedrock Vertex AI Copilot Studio Custom agents 🔎 Scanners · scheduled / on-demand 📚 Agent Registry one inventory of everything agentic A2A agent cards MCP servers APIs 🔀 Agent Broker routes work across A2A agents (Agent Script) 🛡️ Omni Gateway (formerly Flex Gateway) identity · policies · token limits · kill switch · audit · federated across Kong, Apigee, AWS, Azure agent traffic agent traffic 🔌 APIs 🧭 MCP tools 🧠 LLMs 👀 Agent Visualizer & Monitor live request flows latency · errors throughput alerts → Slack / Teams logs can also go to Splunk · New Relic Agent sprawl, contained: see every agent, route every call, govern every token
Figure 10 · MuleSoft Agent Fabric — discover, register, govern, observe
Where the telemetry goesIn connected mode, Omni Gateway reports to MuleSoft’s control plane, and you watch live flows in Agent Visualizer and Monitor. Self-managed gateways can also ship logs to Splunk, New Relic or Sumo Logic.

Licensing at a glance

As of November 2026. Pricing is moving fast, so items marked TBC hadn’t been published at the time of writing. Check with your Salesforce account team.

ProductStatusWhat you pay for
SIforceAnnounced · MCP server betaRegistered-agent calls metered as Headless Platform Interactions → Flex Credits (rates TBC, 30 days’ notice). Traditional integrations keep current pricing.
ClaudeforceOpen betaClaude plan from Anthropic + Salesforce usage metering for agent access.
SlackforceGA Oct 2026Slackbot included in Slack Business+ / Enterprise+; Slackbot in Lightning via Flex Credits for others.
Agentforce CoworkerGA$50 / user / month Coworker licence (unlimited searches, 30 MB indexing / user / month). Extra consumption TBC.
KoaPilot · GA Winter 2026TBC (Salesforce-hosted model option in Agentforce)
Builder CentralBetaIncluded in every org with usage limits (limits TBC).
Observability & OptimizerGAPart of Agentforce. Traces stored in Data 360. Optimizer consumption TBC.
Security MeshAvailableRequires Security Center + Data 360. Data 360 consumption likely TBC.
MuleSoft Agent FabricGAMuleSoft / Anypoint subscription. Contact MuleSoft.

What I’d do next

The UI is becoming optional. The data model, the permissions and the processes are not, and they matter more than ever.

Sources I used

Dreamforce 2026SIforceAgentforceMCPMuleSoft
Pranav Sanvatsarkar

Pranav Sanvatsarkar is a Solution Architect with 14+ years across telecom, healthcare, public sector and non-profit, focused on AI, agentic automation and Salesforce architecture. Want to talk about this? →