rewrite this title Salesforce Q4 Earnings: Record Quarter Puts Slack at the Heart of the Agentic Enterprise – UC Today

Slack now carries one billion messages every single day. That is double the volume of X, and every one of those messages, according to Salesforce CEO Marc Benioff, is about work getting done.

Slackbot, which reached general availability earlier this year after debuting at Dreamforce 2025, now functions as a context-aware agent across an employee’s entire working environment: CRM data, files, calendar, Google Workspace, and even Microsoft Teams. In one year of internal deployment across Salesforce’s 80,000-plus employees, Agentforce in Slack saved more than 500,000 hours. The Service Agent handled 2.8 million support requests. These are the numbers Salesforce is now taking to customers, and the market, it seems, is listening.

Salesforce’s Q4 earnings revealed full-year revenue was $41.5 billion, up 10% year-over-year, with Q4 delivering $11.2 billion, up 12%. Total remaining performance obligation passed $72 billion, up 14%. But the figure worth pulling out of the segment breakdown is this: the “Agentforce 360 Platform, Slack and Other” category grew 37% in constant currency in Q4: more than four times the rate of Sales Cloud or Service Cloud, and well ahead of a Marketing and Commerce segment that contracted.

Agentforce Is Now a Serious Business

Fifteen months after launch, Agentforce has reached $800 million in ARR, up 169% year-over-year. Combined with Data 360, that figure climbs to $2.9 billion, up more than 200%. More than 60% of Agentforce and Data 360 bookings in Q4 came from existing customers expanding their commitments.

Chief Revenue Officer Miguel Milano reported twelve deals above $10 million in Q4, including one above $50 million, with every one of Salesforce’s top ten wins in the quarter including Agentforce. “We’ve found the formula to monetise AI,” he told the earnings call, outlining three revenue streams: upgrading existing seats to premium SKUs, expanding into previously unaddressed seat opportunities where improved ROI now justifies the spend, and selling consumption-based credits for customer-facing agent deployments.

This quarter Salesforce also introduced a new internal metric, the Agentic Work Unit, to track discrete tasks completed by agents in production: a record updated, a case closed, a workflow triggered. The company has logged 2.4 billion AWUs to date, growing 57% quarter-over-quarter, across both Agentforce and Slack.

Slack Growth Outpaces Sales and Service Cloud in Q4

The segment revenue figures tell a straightforward story. Sales Cloud up 8%, Service Cloud up 7%, Marketing and Commerce negative, Slack and the platform up 37%. The Informatica acquisition, which closed in November, sits within the Slack and platform segment and contributes to that figure, but even discounting for it, the gap between this part of the business and the rest is hard to ignore.

Benioff’s case on the call was that this reflects something structural rather than cyclical, saying:

“The more intelligence moves to where work happens, the more valuable Salesforce becomes.”

Patrick Stokes, Salesforce’s Chief Marketing Officer, made the product argument plainly: “What makes Slackbot so unbelievably powerful is you never have to leave. It knows all of the context of your business: not just your systems of record, but all of the conversations happening inside Slack. It might be our most important piece of data.”

The underlying logic is that enterprise software interfaces were designed around human navigation. When agents start operating in those same environments, the friction multiplies. A shared surface where people and agents can both work, communicate and hand things off without switching between systems becomes genuinely useful in a way it previously was not.

Enterprise Customers Report Measurable ROI From Agentforce and Slack

The earnings call featured three customer interviews. Wyndham Hotels has deployed Agentforce across more than 5,000 of its 8,300 locations. CEO Jeff Ballotti reported zero hold times, a 400 basis point improvement in guest satisfaction, and a 200 basis point increase in direct bookings from AI voice agents: revenue that would otherwise have gone to third-party online travel agencies.

“We’re generating millions of dollars of increased ancillary revenues for these small business owners. It’s not costing them anything.”

SharkNinja deployed a guided shopping agent in eight weeks and handled 250,000 consumer engagements in a single quarter. Salesforce’s own internal numbers are similarly pointed: Agentforce in Slack saved employees more than 500,000 hours over the past year, while its Service Agent handled 2.8 million support requests.

For UC and enterprise communications buyers, the quarter’s results carry a clear signal. The 37% growth in Salesforce’s platform and Slack segment, the AWU figures spanning both Agentforce and Slack, the Wyndham voice agent results, and Benioff’s pointed framing of Slack’s message volume all point in the same direction. As SaaStr founder Jason Lemkin, one of the customer guests on the call, put it: “The value of Salesforce with our agents is not a little more valuable. It’s ten times more valuable.”

With $72 billion in contracted future revenue and Agentforce still scaling, that assessment is one Salesforce’s FY26 numbers do little to contradict.

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