Salesforce May Recap
First off: yes, the podcast and newsletter have been a little quiet lately. I’ve been down with a nasty flu and needed to take some time to recover. But while I’ve been on pause, Salesforce has been full throttle.
Let’s catch up on some massive updates from Salesforce because a lot has happened.
Major Acquisition: Informatica ($8 Billion Deal)
The biggest headline? Salesforce just announced its largest acquisition since Slack in 2021; a massive $8 billion purchase of Informatica, a top-tier cloud data management company.
Why this matters:
Informatica brings data integration, governance, and quality tools to the table.
This plugs right into Salesforce’s growing AI + Data strategy.
The goal? Build a stronger, cleaner, more governed data foundation for Salesforce AI.
This acquisition makes Salesforce’s Data Cloud + AI platform far more competitive and scalable.
AI on the Rise: Agentforce & Data Cloud
Salesforce’s AI agent platform, Agentforce, has already landed 4,000+ paid deals since launching in October. Combined with Data Cloud, these two are becoming the core of Salesforce’s unified AI experience.
Quick hits:
AI + Data Cloud recurring revenue hit $1 billion last quarter
Customers are using Agentforce for things like service automation, sales enablement, and internal productivity
This isn’t just a flashy add-on, it’s now a core product line
AI for Industry Use Cases
Starting Summer 2025, Salesforce will launch industry-specific AI tools for verticals like healthcare and financial services.
This means out-of-the-box functionality for:
Customer service workflows
Clinical trial matching
And other highly specialized use cases
It’s a smart play: AI adoption tends to soar when it’s purpose-built, not one-size-fits-all.
Internal Restructuring & Strategic Focus
Behind the scenes, Salesforce has been cleaning house:
They’ve cut 10% of their workforce
Dissolved their M&A committee
And are returning capital to shareholders (including dividends)
Smaller strategic acquisitions, like Convergence.ai, are helping to supercharge Agentforce, showing that Salesforce is still buying but in a more focused, product-driven way.
What's Next for Some Salesforce Guy?
I’m recovering, and that means the podcast and newsletter will be back on track soon. I’ll be diving into:
What the Informatica acquisition really means for orgs using Education Cloud
How schools and nonprofits can prepare for Agentforce and industry-specific AI
And what this all signals for the future of Salesforce in mission-driven sectors
Thanks for sticking around. Salesforce might be moving fast, but we’ll keep breaking it down, one blog post at a time.
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Catch you in the next episode. And drink your fluids. This flu is no joke.