Open Planner
2026 Unified Credit Model

Size Salesforce Data 360 and Agentforce in minutes — not weeks.

A wizard-driven sizing tool for Solution Engineers, Architects and Procurement teams. Translate a customer's data sources, profiles and AI use cases into an audit-ready credit and license estimate aligned to Salesforce's 2026 commercial structure.

Free · No login · Runs entirely in your browser

How it works

Three guided steps. One audit-ready blueprint.

1

Discover

Industry, org scale, primary data sources, profile counts, identity rules. Pre-loaded benchmarks fast-track common shapes (B2C retail, telco, FSI, healthcare).

2

Configure

Pick from 7 standard Data 360 use cases plus 45 Salesforce-published Agentforce templates. Choose Flex Credits or Profile-Based pricing, license SKU and seats.

3

Review

Walk through a Business Summary or Technical Detail blueprint live in the planner — credit pillars, capacity check, rollout roadmap and an itemised USD breakdown all on one page, ready for the procurement conversation.

Coverage

Everything that drives the bill.

Aligned to Salesforce's 2026 Unified Credit Model and the public Data 360 + Agentforce price list. No black-box multipliers.

Ingest

Salesforce-native + custom sources, ingestion mode, data quality multipliers (Custom Mapping / Standard / Direct Ingest).

Unify

Identity Resolution, Household Graph, data spaces, real-time cache, vector knowledge base.

Intelligence

Predictive AI (CLV, churn, NBO, sentiment), Agentforce templates with seat-based licensing, BYOM.

Activate

Marketing automation, paid ads, Zero-Copy storage, custom DataShares, real-time event journeys.

Built for

Sales engineering, architecture, and procurement.

Solution Engineers

Run a deal-quality sizing in a customer call. Industry presets and the Agentforce template catalog cut discovery time in half.

Architects

Get a per-pillar breakdown with formulas, dependency guardrails, and a phased rollout roadmap aligned to scope.

Procurement

Itemised USD breakdown of Flex Credits, Profile-Based subscription and Agentforce seat licenses ready for the price book conversation.

Open the planner — no signup needed.

A blueprint takes about ten minutes. Wizard inputs persist locally so you can pick up where you left off.