Businesses store customer information in different places—Salesforce, databases, and cloud storage. A big question is: Can Agentforce get data from those places?
The answer is yes, but it needs help. Agentforce doesn’t pull in data by itself—it relies on Salesforce Data Cloud to do that.
Let’s break it down.
Agentforce uses Data Cloud to bring in up-to-date customer information from sources like:
“Data Cloud works like a bridge, pulling in data from other systems so Agentforce can use the best version.” – Joseph Espiritu, SOLVD ConsultantÂ
Once Data Cloud collects the data, it cleans it, removes duplicates, and makes sure it’s accurate before sharing it with Agentforce.
Sometimes, different systems have different details for the same customer. One system may have an old email, while another has a new one. How does Data Cloud pick the right one?
It follows three simple rules:
“With Data Cloud, businesses can make sure Agentforce always uses the most reliable data.”Â
– Joseph Espiritu, SOLVD ConsultantÂ
This keeps customer information accurate and easy to use.
Imagine a customer wants to check their order status. Instead of looking in different databases, Agentforce asks Data Cloud for the best answer.
Example:
🛒 Customer asks: “Where’s my order?”
📊 Agentforce looks in Data Cloud → Finds order details from Snowflake.
📩 Customer gets an instant update.
“Because Data Cloud collects and organizes information, Agentforce gives fast, accurate answers.” – Joseph Espiritu, SOLVD ConsultantÂ
“Good AI needs good data. Data Cloud helps Agentforce always have the right information.”
– Joseph Espiritu, SOLVD Consultant
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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