Salesforce's Silent Shift to Agent-First Work

Salesforce's next growth opportunity may come from customers spending less time in its interface and having agents do more of the work. Coming out of Dreamforce 2026, we believe that is the shift that is worth exploring. We've seen the progression from command lines to graphical interfaces to browsers and mobile, and that's now entering another phase. An agent can generate an interface around the task inside Cloud, Slack, or another client. The customer no longer has to start with the application's screen. The starting point becomes a customer outcome. But generating an interface, well, that's not the same as understanding the business.