Salesforce News vs Clari
Side-by-side trajectory, velocity, and editorial themes.
Salesforce is using Informatica to position itself as the cross-cloud data layer for every agentic AI deployment.
On May 20, Salesforce released a coordinated set of Informatica announcements: headless data management available on AWS, Microsoft Foundry/Fabric, and Google Cloud simultaneously, plus the industry's "first unified agent and context catalog" and autonomous data management agents (CLAIRE Agent skills, MCP servers in AWS Agent Registry). In parallel, Agentforce Life Sciences crossed 140 industry-leading customers including Chiesi, Moderna, and Merck Animal Health, and the U.S. Air Force/Space Force signed a $72M Enterprise License Agreement under the $5.6B IDIQ contract. The cadence is heavy enterprise-deal news plus a structural platform repositioning of the Informatica acquisition.
Salesforce is reframing Informatica from a legacy data integration business into the trusted-data substrate beneath every agentic AI workload — explicitly cross-cloud (AWS, Microsoft, Google) rather than Salesforce-only. The MCP servers in AWS Agent Registry signal a willingness to be useful inside competitor platforms. Agentforce is consolidating in regulated verticals (life sciences, federal) where Salesforce's compliance posture beats horizontal AI platforms. The combination is a serious enterprise agentic-AI play: data quality + agent orchestration + vertical depth.
Expect a SAP-side equivalent of the Informatica cross-cloud announcement and continued vertical Agentforce launches (financial services, retail, healthcare beyond life sciences). The next directional move is likely Informatica's catalog becoming the discovery layer for Agentforce agents themselves, not just data.
Post-Salesloft merger, Clari is fusing two GTM stacks into one AI-driven revenue platform.
Following its late-2025 merger with Salesloft, Clari is consolidating two overlapping go-to-market products into a single revenue platform. Recent releases have shifted from parallel Clari/Groove notes into unified Clari+Salesloft release notes, and Clari Copilot has been promoted to the platform's conversation-intelligence layer, displacing Salesloft Conversations. Groove, the older acquisition, is now in wind-down mode with migration notices and a scheduled maintenance window.
The arc is steady integration and consolidation: cross-product workflows (AI emails, tasks, follow-ups) shipped first, then Copilot absorbed Conversations as the unified intelligence engine, and now the data layer is being opened to external AI agents via MCP. Legacy plumbing is being retired in parallel — the Salesforce Connected App is being replaced with a managed AppExchange package, and Groove is being folded in. The direction points toward one platform, one intelligence layer, and increasingly agent-accessible revenue data.
The next moves are likely the phased migration of existing Salesloft Conversations customers onto Clari Copilot and broader MCP/agent connectivity, extending the pattern set by the Copilot MCP Server and the Claude connector.
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