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OrgGenius and Salesforce's own AI. The honest one-to-one.

Where they win, this page says so. A comparison that flatters us is a sales call, not a document. Statuses and prices are as of 1 September 2026 and will move.

Three things, not one

NameWhat it isStatus
Agentforce CoworkerSalesforce's employee-facing assistant, inside the Salesforce UIBeta, per Salesforce's developer documentation
Salesforce in ClaudeA Salesforce plugin for Claude — prebuilt sales skills over MCP; the work happens inside ClaudeSelect pilot; open beta announced for September 2026
ClaudeforceThe umbrella partnership. Claude becomes the default reasoning model across AgentforceAnnounced 26 August 2026
OrgGeniusA managed package in your org. Utility bar, record page, mobileAvailable now, direct install, in beta

The three facts that decide it

Everything else is nuance.

Nothing to provision

OrgGenius builds no index and runs no embedding pipeline. Coworker's unmetered tier covers CRM and Slack; reading anything else goes through Data 360, which Salesforce's own documentation says “consumes credits as it processes data and creates search indexes.” Ask them which of the three you would be buying, and what that costs.

Available, not announced

Coworker is beta. Salesforce in Claude is a select pilot. Claudeforce pricing is not published — their own executive: “You can't buy this on one piece of paper at the moment.” OrgGenius installs this week.

Your admin configures it

Coworker needs Data 360 where grounding is needed, then Agentforce configuration. Salesforce in Claude has Salesforce's list of skills. OrgGenius has an admin, a wizard, and about ten minutes — on the custom objects nobody outside your company has heard of.

Capability by capability, against Coworker

Coworker is the closest analogue: employee-facing, inside Salesforce, answering questions about the org's own data.

CapabilityCoworkerOrgGenius
Natural-language record searchYes, grounded through Data 360Yes — 90 tools, user modeEven
Aggregates and analyticsYesYes — totals computed in Apex, never by the modelOurs, on trust
Record summaries, account questions, follow-upsYesYes, citedEven
Cross-source: files, email, KnowledgeVia Data 360Shipped — Salesforce's own index, no provisioningEven, minus Slack
Risk identificationYesSignals reported as facts, never an invented scoreOurs, on honesty
Trends and time seriesYesPartial — rollups, no time-series baselineTheirs, narrowly
SlackNativeNoTheirs
Record updatesBuilt in, one at a timeOnly via a Flow your admin wrote. The package ships noneDifferent philosophies
Email draftingDraft and reviseDraft, revise and send — address read from the record, never chosen by the modelOurs
Task and meeting creationYesYes — 13 actions, every one confirmedEven
Permission questions — “why can't Maria see this?”NoProfile, permission sets, sharing, View All, and the fixOurs, uncontested
Field-level maskingIn Salesforce's gatewayNamed fields, patterns, blocked terms — configured by youEven, different placement
Admin-built toolsAgent Builder, low codeA wizard on your own objects, including customEven
External web researchMarketedDeliberately refusedDifferent products
MobileSalesforce appSalesforce app, record pages, dictationEven

The invoice question

Ask about the meters before the pilot, not after.

Independent buyer-side advisors are now flagging Claudeforce's commercial structure as the part nobody has priced: Salesforce consumption on one invoice, Anthropic inference contracted separately on another — “two vendors, two separate meters, and no single contract,” as WG Advisory put it in August 2026. Add Flex Credits and Data Cloud where they apply, and the spend sits on up to four meters no one person owns.

Questions worth asking any vendor

Who owns the aggregate number when consumption sits on two invoices? What happens at renewal when the lever is agent traffic rather than seat count? Which terms survive growth — rollover, true-down, rate protection?

The forecast trap

Consumption commitments get sized against aspirational usage. Advisors report first-year reality landing well below the modelled rates — leaving buyers over-committed on unused capacity, or under-committed and paying list price on the overage.

Our answer is structural

One annual number for the whole org, sized on active users, trued up at renewal, never billed retroactively. The only meter is your own token bill, on your own card, with a per-user daily cap you control. There is no second contract because there is no second vendor relationship to manage — you already hold the one with your model provider.

Claudeforce packaging was not final as of August 2026 — advisors' own caveat, and ours. Confirm current figures before committing to anything, including us.

Where the work happens

Salesforce in Claude is a different bet.

Their bet: the seller lives in Claude, and Salesforce becomes the system of record Claude reaches into. Ours: the person is already in Salesforce, and the assistant should meet them there — utility bar on desktop, record page on a phone. Neither is obviously right.

Three things follow. A field rep in a truck is not opening Claude desktop. Prebuilt skills are Salesforce's list; ours is 90 tools plus whatever your admin builds this afternoon. And it is a sales tool — nothing announced reads a permission model or answers a support desk.

Where they win outright: if your org has already standardised its knowledge work in Claude, the plugin is a better fit than an assistant in the utility bar, and you should choose it.

What is genuinely theirs

  • Slack, now Claude-powered by default
  • Channels — WhatsApp, SMS, voice, web chat
  • The ecosystem: MuleSoft, Data 360's connectors, and the gravity of being Salesforce
  • The Claude surface itself, for any org whose people already work there

Claudeforce is what you buy when you want Salesforce data inside Claude, on Enterprise licensing, with consumption pricing and two vendor contracts. Coworker is what you get when you are already paying for Agentforce. OrgGenius is what you install when you want your team asking their own CRM questions this afternoon — nothing to provision, your own admin configuring it, in the utility bar they already have open, with your own model key, at one flat number, and with a written answer to “prove it can't rewrite my data.”

Product names are trademarks of their respective owners. Descriptions of Salesforce products are drawn from Salesforce's public documentation and press releases as of 1 September 2026; if we have something wrong, tell us and we will fix it.

Ask it something your team asks every week.

The beta is free, installed with you in a sandbox first, and everything is included. What we want back is the questions it gets wrong.