Agentforce and Data 360: trusted context instead of guesswork.

From a source system to a grounded answer and action.

Data design starts with what the agent genuinely needs to know and do. A service agent may require case history, contract status, order data and approved knowledge. A sales agent may need account context, opportunity activity, intent signals and qualification rules.

We assess CRM records, custom objects, Knowledge, files, transactional systems and warehouses. We then choose between native Salesforce access, APIs, MuleSoft, zero-copy patterns and an implemented Data 360 foundation.

• Context and data model
• Structured data and documents
• Identity, permissions and filtering
• Freshness, quality and provenance

The agent should know what evidence supports an answer.

Grounding constrains model output to approved business context. Reliable retrieval requires more than attaching files: content segmentation, metadata, filters, ranking and rules for conflicting sources all shape the result.

We test missing data, stale knowledge, contradictory documents and attempts to retrieve information outside a user’s access. The agent must know when to answer, clarify or hand work to a person.

Use Data 360 where it creates measurable value.

Data 360 becomes especially valuable when Agentforce needs a unified profile, multiple sources, near-real-time context or customised RAG. A bounded use case may be served by Salesforce records, Knowledge, Flow and controlled actions.

The design also covers consumption, retention, quality monitoring and data ownership. The operating team needs a clear view of where context comes from, how current it is and who can access it.