Salesforce Introduces 7 Job-Ready Agentforce Agents: Casey, Paige, Carter, Hunter, Marshall, Piper, and Fin

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Author

Tanisha Kumawat
Tanisha Kumawat

Date

Tanisha Kumawat
Sep 21, 2026

Salesforce Introduces 7 Job-Ready Agentforce Agents: Casey, Paige, Carter, Hunter, Marshall, Piper, and Fin

Building an AI agent is one thing. Giving it a real job, the right context, and enough autonomy to keep working is another.

Salesforce is trying to close that gap with seven new job-ready Agentforce agents built for specific roles across sales, service, commerce, employee support, and back-office operations.

Instead of starting from a blank canvas, businesses can begin with agents that already come with the skills, actions, and data models needed for the job, then tailor them to how their teams actually work.

Meet Casey, Paige, Carter, Hunter, Marshall, Piper, and Fin, seven specialized agents with very different jobs to do. Here’s what each one brings to the Agentforce team.

What Are Salesforce’s Job-Ready Agentforce Agents?

Salesforce’s job-ready Agentforce agents are prebuilt agents created to handle specific jobs across a business.

Each agent comes with a defined role along with the skills, actions, and data models required for that work. They use business data and context from Salesforce to understand what needs to be done and take the right actions.

Businesses can configure these agents according to their existing processes, permission sets, business rules, security requirements, and brand.

So instead of defining everything from the beginning, teams get an agent that already understands the type of work it is expected to handle and can then adapt it to their own Salesforce environment.

Meet the 7 New Job-Ready Agentforce Agents

Salesforce introduced seven job-ready agents for different areas of business, including service, employee support, commerce, sales, inbound pipeline generation, supply chain, and customer experience. Each comes with skills, actions, and data models designed for its role.

Here is what each agent does.

1. Casey, the Help Agent

Casey is Salesforce’s Help Agent for customer service. It is built to resolve customer issues using Salesforce Knowledge, customer data, uploaded files, and approved web content.

Casey can answer questions, take service actions, and bring in a human representative when needed.

Capabilities of Casey

  1. Grounded customer answers: Casey uses Salesforce Knowledge, uploaded files, and approved web content to answer questions using company-specific information.
  2. Case management and service actions: It can manage customer cases and support actions such as order management and appointment scheduling.
  3. Cross-channel support: Casey can support customers across voice, web, portals, SMS, WhatsApp, and other messaging channels.
  4. Human escalation: It can transfer complex requests to a service representative along with the existing conversation context.
  5. Response testing: Teams can preview and test Casey’s responses before making the agent available to customers.

Casey takes care of common service requests while giving human representatives the context they need when a conversation requires their involvement.

2. Paige, the IT and HR Service Agent

Paige is Salesforce’s employee service agent for IT and HR support. It helps employees get answers and complete requests from the tools they already use.

Paige can handle routine requests directly and coordinate more complex workflows when several steps or systems are involved.

Capabilities of Paige

  1. IT request resolution: Paige can handle routine IT incidents, service requests, and other common employee technology needs.
  2. HR support: It can support frequent HR requests such as leave balance and expense-related queries.
  3. Support inside work tools: Employees can get help through tools such as Slack and Microsoft Teams without switching between multiple service portals.
  4. Multi-step workflows: Paige can coordinate specialized subagents when a request requires several steps to complete.
  5. Around-the-clock support: It can handle routine employee requests even when an IT or HR representative is not immediately available.

Paige brings common IT and HR support into one employee service experience while routing more complex work through the right processes.

3. Carter, the Shopper Agent

Carter is Salesforce’s Shopper Agent for Commerce Cloud. It works directly on the storefront and helps customers throughout the shopping journey.

Carter can use the shopper’s current page and account context to make product assistance more relevant.

Capabilities of Carter

  1. Product discovery and comparison: Carter helps shoppers find products, get answers, and compare different options within the conversation.
  2. Page awareness: It can use product, category, and cart context to understand what the shopper is currently viewing.
  3. Product recommendations: Carter can suggest complementary or higher-value products at relevant points in the shopping journey.
  4. Shopper context: For signed-in customers, it can use information such as previous orders and saved preferences.
  5. Storefront customization: Brands can customize Carter’s chat experience and interface elements to better match their storefront.

Carter brings product assistance into the shopping experience so customers can get help while they continue browsing and buying.

4. Hunter, the Outbound Sales Agent

Hunter is Salesforce’s outbound sales agent designed to work across the sales cycle. It can research prospects, engage buyers, progress opportunities, prepare proposals, and support pipeline activities.

Hunter can also continue working toward a sales goal over time while keeping its plan, progress, and customer context in view.

Capabilities of Hunter

  1. Prospect research and prioritization: Hunter can identify target accounts, research buyers, and prioritize the prospects sellers should focus on.
  2. Outreach and follow-up: It can prepare outreach and coordinate follow-ups based on the sales rules and approval settings configured by the business.
  3. Opportunity management: Hunter can create and update Salesforce opportunities as deals move through the sales cycle.
  4. Proposal, pipeline, and forecast support: It can assist with proposal preparation, pipeline reviews, and forecasting workflows.
  5. Sales playbook learning: Hunter learns from Salesforce data, customer conversations, enablement content, seller activity, and approved third-party signals.
  6. Long-running execution: It keeps track of its goals, plan, progress, and customer context across multiple interactions.

Hunter stays involved beyond the first prospecting task and can continue supporting sellers as opportunities move through the sales process.

5. Marshall, the Supply Chain Agent

Marshall is the super agent behind Agentforce Operations. It is designed for supply chain, finance, and other middle and back-office processes involving multiple systems, agents, and people.

Users can describe a process to Marshall, and it can help build and coordinate the workflow needed to run it.

Capabilities of Marshall

  1. Process creation: Marshall can build the steps, forms, sequence, and system connections required for an operational process.
  2. Specialized back-office agents: It can use specialized agents for tasks such as contract review, invoice checks, reconciliation, and supplier record creation.
  3. Process orchestration: Marshall routes work to the right person or agent and keeps different parts of the process moving.
  4. Exception and escalation management: It can follow up on stalled work and escalate items when predefined conditions are breached.
  5. Deterministic execution: Processes can follow fixed, approved paths when the same input needs to produce a consistent result.
  6. Human involvement: Marshall can combine automated actions and specialized agents with human decisions where judgment is required.

Marshall focuses on completing the full operational process rather than automating one isolated task within it.

6. Piper, the Inbound Pipe Gen Agent

Piper is an AI SDR agent built for inbound pipeline generation. It engages buyers, qualifies them, and helps move relevant prospects toward meetings and sales pipeline.

It can use CRM and marketing context while the buyer is actively interacting with the business.

Capabilities of Piper

  1. Multimodal engagement: Piper can interact with website visitors through text, voice, and video and switch formats during the conversation.
  2. Real-time qualification: It can qualify prospects while they are interacting instead of waiting for a later sales follow-up.
  3. Meeting booking: Piper can book meetings with sales teams directly during buyer conversations.
  4. Personalized engagement: Teams can adapt Piper’s messaging and content for different customer segments, industries, and account types.
  5. CRM and marketing context: Piper can use CRM and marketing automation data to make buyer conversations more relevant.
  6. Product-led growth workflows: It can support trial enrollment, onboarding, activation, re-engagement, product-qualified lead identification, and conversion workflows.

Piper covers the gap between inbound interest and qualified pipeline by staying involved through engagement, qualification, and sales handoff.

7. Fin, the Customer Agent

Fin is Intercom’s Customer Agent and is now part of Salesforce’s job-ready agent portfolio. It is built for complex customer experience workflows across service, sales, and ecommerce.

Fin can use customer history, business knowledge, and connected systems to answer questions and take actions during customer interactions.

Capabilities of Fin

  1. Complex issue resolution: Fin can handle tasks such as updating accounts, processing payments and refunds, and troubleshooting technical issues.
  2. Connected business actions: It can connect with external systems through APIs, Data Connectors, and MCP to retrieve information and complete actions.
  3. Omnichannel support: Fin works across channels including voice, chat, email, Slack, and social messaging.
  4. Multi-step procedures: It can follow business policies, rules, and operating procedures to work through more complex customer requests.
  5. Human handoff: Fin can transfer a conversation to a human team while retaining the customer context already gathered.
  6. Configurable behavior: Teams can configure Fin’s tone, behavior, knowledge, and other settings based on how they want the agent to operate.

Fin goes beyond answering support questions and can work across different customer interactions while keeping context connected throughout the experience.

How Are Job-Ready Agents Different From Building an Agent From Scratch?

The main difference is the starting point.

With a job-ready Agentforce agent, Salesforce has already defined the role and included the skills, actions, and data models needed for that type of work. Businesses can then adapt the agent to their processes, data, permissions, and requirements.

Building a custom agent gives businesses more control over what the agent is designed to do. In Agentforce Builder, teams can define the agent’s purpose, configure subagents and actions, connect data sources and channels, add business logic and guardrails, and test the agent before deployment.

Basis of Difference Job-Ready Agent Custom-Built Agent
Starting point Starts with a predefined business role Starts with a specific business requirement or use case
Setup Comes with relevant skills, actions, and data models Teams configure the required actions, data, logic, and agent behavior
Customization Can be adapted to existing business processes and requirements Can be designed around more specific or unique processes
Development effort Reduces the amount of setup needed at the beginning Requires more configuration and design work
Flexibility Best suited to roles already covered by Salesforce’s job-ready agents Gives teams more control over how the agent is built and what it does
Business logic Uses the predefined role as the foundation and can be adjusted further Business logic, guardrails, workflows, and actions are defined based on the use case
Best fit Common business roles such as service, sales, commerce, and employee support Specialized workflows or business requirements that need a more tailored setup

Job-ready agents do not replace Agentforce Builder or custom agent development. They give businesses another starting point. Teams can use a prebuilt agent when its role matches the work they need to handle, or build and configure their own agent when the requirement is more specific.

Availability of Salesforce’s Job-Ready Agents

As of September 2026, six of the seven job-ready agents are generally available. Hunter is currently in pilot, with general availability planned for November 2026.

Agent Availability
Casey Generally available
Paige Generally available
Carter Generally available
Hunter Pilot now, GA planned for November 2026
Marshall Generally available
Piper Generally available
Fin Generally available

Casey, Paige, Carter, Marshall, Piper, and Fin are available now. Hunter is the only agent in the lineup that has not yet reached general availability.

Salesforce also states that availability can vary by region and customer agreement, so businesses should confirm access for their Salesforce environment before planning a deployment.

Conclusion

Seven agents. Seven very different jobs. And that is probably the most interesting part of Salesforce’s new Agentforce lineup.

Instead of treating every AI agent like a blank slate, Salesforce is giving businesses a more practical starting point with agents already built around real roles across sales, service, commerce, employee support, and operations.

The next step is making them work with your actual Salesforce setup.

At MIDCAI, we help businesses design and implement Agentforce around the way their Salesforce environment already works.

See an agent that fits your use case? Let’s get it working in your Salesforce environment.

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About the Author

Tanisha Kumawat

5+ years of experience in content strategy, marketing, and technical communication. At MIDCAI, I focus on turning ideas around Salesforce, data, and AI into clear, actionable insights that help enterprises attract the right audience and drive real adoption.

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