Signal log.

The FIFA deal puts Salesforce's Agentforce AI workflows into a real-world, large-scale deployment context, directly evidencing the monetisation of CRM records via named agent SKUs (structural verbs/workflows). This aligns with the thesis that Salesforce is converting its owned records into agent infrastructure revenue.

Veeva's Falcon agentic AI platform targets structured clinical, regulatory, safety, and quality workflows — domain-specific named verbs operating over Vault records — directly supporting the thesis that SoR platforms become the control plane for agents. New enterprise commitments from Merck KGaA, Teva, and Kindeva signal expanding agentic monetization on top of existing records infrastructure.