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Comparison

Caddi vs. Agentforce

Agentforce makes Salesforce more capable. Caddi runs the work that spans Salesforce and everything else. The distinction decides which one you actually need.

Both are called agents, and they solve different problems. Agentforce is Salesforce's agent layer: conversational, grounded in Salesforce data, configured by an admin, and strongest on customer-facing service and sales work inside the platform. Caddi is back-office automation across systems: you record the task, and it runs as deterministic code over your whole stack, from the shared inbox to the DMS to the billing system.

The cost shapes are different

AgentforceCaddi
Pricing modelFlex Credits: $500 per 100,000, about $0.10 per action and $0.15 per voice actionOutcome-based, scaling with the work rather than the action count
Platform prerequisiteProduction grounding generally needs a paid Data Cloud subscriptionNone. Caddi connects to the systems you already run
Who configures itA Salesforce admin or developer defines the actions and groundingWhoever does the work today walks Caddi through it
Free entry pointSalesforce Foundations includes an allocation of Flex CreditsPilots start small and scale with usage
Agentforce pricing per Salesforce's published Flex Credit rates. The Data Cloud line is the one most often missed in early budgeting.

Where each one is stronger

AgentforceCaddi
Scope of workInside Salesforce, grounded in Salesforce dataAcross systems: inbox, DMS, CRM, billing, custodians
Interaction modelConversational. The agent chooses actions from the exchangeUnattended. The same steps run on every execution
Unstructured inputStrong on text and knowledge grounded in the platformBuilt to read varied PDFs and triage shared-inbox email
SetupAdmin or developer configures actions, topics and groundingRecord the task once; Caddi writes and maintains the code
Best-fit use caseCustomer service, sales assistance, in-platform Q&AIntake, filing, reconciliation, imports, bulk updates
Cost driverActions consumed, plus the platform underneathThe work completed
This is a division of labor more than a head-to-head. The overlap is smaller than the shared word suggests.

The determinism question

Agentforce is designed to decide: the agent reads the situation and picks which configured action to take. That is exactly right for a conversation, and it is a poor fit for a process where the requirement is that the same thing happens every single time and you can prove it afterwards.

Caddi splits those concerns deliberately. AI is used at setup, to understand the workflow you recorded. Production runs as deterministic code, so the tenth run matches the first, and any model step inside a run is scoped and logged. In a law firm or an RIA, that distinction is usually the whole argument.

Which fits your situation?

Best fit

Agentforce

Conversational, customer-facing, grounded in Salesforce data. This is Agentforce's home ground.

Agentforce is a good reason to be on Salesforce and a poor substitute for cross-system automation. If your back-office work spans the DMS, the inbox, billing and the custodians as much as it touches Salesforce, that is the work Caddi does, and the two coexist without competing.

Related: Agentforce alternatives, before you hire a Salesforce developer, and Salesforce for financial advisors.

Do more with less

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Frequently asked questions

What is the difference between Caddi and Agentforce?

Agentforce is Salesforce's agent layer for work that happens inside Salesforce, grounded in Salesforce data and configured by a Salesforce admin or developer. Caddi is cross-system automation for the back office: you record a workflow across your DMS, CRM, billing system and inbox, and Caddi runs it as deterministic code. Agentforce makes Salesforce more capable. Caddi runs the work that spans Salesforce and everything else.

How much does Agentforce cost?

Agentforce is priced in Flex Credits: $500 per 100,000 credits, with a standard action consuming 20 credits, so about $0.10 per action and $0.15 for a voice action. Production deployments generally also need a paid Data Cloud subscription for grounding and unified profiles, which is a materially larger line item. Salesforce Foundations includes a free allocation of credits to start.

Do we need Data Cloud for Agentforce?

For limited use, no. For production grounding, unified profiles and retrieval at scale, most buyers end up on a paid Data Cloud subscription. Budget it as part of the platform decision rather than as an add-on discovered later.

Is Agentforce deterministic?

Agentforce actions are configured, but the agent decides which actions to take from the conversation, which is the point of it. Caddi is the other shape: AI is used at setup to understand a recorded workflow, and production runs as deterministic code, the same steps every time, which is what regulated back-office work usually needs.

Should we use Caddi or Agentforce?

Many Salesforce-heavy firms use both. Agentforce fits customer-facing and in-Salesforce work where a conversational agent adds value. Caddi fits the recurring, document-heavy, cross-system work where the requirement is that the same thing happens every time and the run is logged. If your work sits outside Salesforce as much as inside it, start with Caddi.