Salesforce News vs Twenty
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.
Twenty is turning its open-source CRM into an AI-native, app-extensible platform.
Twenty is an open-source CRM shipping on a weekly cadence — five tagged releases (v2.15 through v2.19) in about three weeks. The work clusters into three arcs: AI chat and agent tooling that operates on workflows and data, a third-party app SDK with a partner marketplace, and email/calendar sync via webhook push. A credit-and-entitlement billing model is being wired through the product in parallel.
The direction is a programmable CRM platform where third-party apps are first-class, AI agents act on records and workflows, and cloud usage is metered by credits while self-host relies on an enterprise license. Recent releases have moved this from scaffolding toward production hardening — declarative app metadata sync, row-level security on API and application principals, and a rebuilt AI streaming pipeline. The open-core split is sharpening: capability stays open, cloud consumption and enterprise entitlements become the paid surface.
Expect the app SDK to keep maturing toward a stable marketplace GA and more product surfaces to move behind credit metering, following the email-metering pattern just shipped. The AI agent toolset should continue expanding from workflow inspection toward more write/act capabilities.
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