Moving Forward with Outcome-based Pricing

研报英文原文证据摘录

Moving Forward with Outcome-based Pricing

Deutsche Bank

Research

Rating Company Date

Buy Salesforce 26 June 2026

North America Reuters Bloomberg Rating Buy

United States CRM.N CRM US Price target (USD) 255.00 Price at 24 Jun 26 152.76

52-week range 273.65 – 150.12

TMT

Software Valuation & Risks

Brad Zelnick

Salesforce announced Agentforce Help Agent, a prepackaged customer service Research Analyst

+1-212-250-8563 agent built on Agentforce designed to resolve customer support issues

autonomously and be deployed faster than prior, more custom Agentforce Bhavin Shah, CFA

implementations. The offering is grounded in Salesforce knowledge, can Research Analyst

incorporate additional files or web content, includes prebuilt service actions such +1-212-250-6775

as answering questions and managing cases, and can be deployed across voice,

Chris Fountain web, portal, and messaging from a single setup flow. Salesforce is also Research Associate

introducing pay-per-resolution pricing, where customers are charged only when +1-212-250-1575

Help Agent resolves an issue autonomously to completion. For example, if the

customer escalates to a human or gives negative feedback, there would be no Nick Giovacchini

charge. Agentforce Help Agent and pay-per-resolution pricing are expected to be Research Associate

+1-212-250-9075

generally available in July 2026. This sits alongside Salesforce’s existing

Agentforce pricing options, including Flex Credits, per action, per conversation,

Agentic Enterprise Licensing Agreement (AELA), and seat-based Agentforce

add-ons for employee-facing use cases.

Our take: We view the announcement as another step in the right direction, as

Salesforce appears willing to disrupt its own seat-based service model in favor of