Dreamforce Shifts Focus to Measurable Customer Spending

Salesforce's AI push is under scrutiny as investors look for measurable customer spending. At Dreamforce, the cloud-based customer-management software provider opened its conference on Tuesday with a focus on AI across its product roadmap.

The company is shifting its AI story from product launches toward measurable customer spending. This change in direction comes as investors want to see Salesforce's AI push translate into faster and more durable growth.

Salesforce is rolling out AIforce, an interface connecting corporate data and workflows with outside AI agents. The company is also introducing Koa, a model built with Nvidia's Nemotron technology and Salesforce CRM data.

The shift to consumption-based pricing could reshape how customers pay for Salesforce products. This change ties revenue increasingly to actual AI usage rather than traditional software seats.