SOLVD BLOG

How does Agentforce integrate with external data sources?

Many businesses store customer information in different places like Salesforce, spreadsheets, and other software. But when data is spread out, teams waste time searching for the right information.

Agentforce fixes this problem by bringing all customer data together in one place. That way, your team always has the latest details when they need them.

The Problem with Scattered Data

When businesses use different systems, they run into problems like

  • Too much manual work. Teams have to switch between tools to find information
  • Old data. Some systems do not update right away, so details may be wrong
  • Confusing processes. Employees see different versions of customer records, leading to mistakes

When data is scattered, businesses struggle to provide fast and accurate service.

To solve this, companies need a way to connect all their data sources in one place.

How Agentforce Helps

Agentforce connects to different data systems using Salesforce Data Cloud. It collects and updates customer information automatically, so teams always have the right details.

Here is how it works

  • Salesforce Connect links outside systems to show real time customer data
  • MuleSoft moves data from different programs into one organized place
  • APIs connect external data without needing complex coding

Agentforce makes sure businesses always have up to date and correct customer information.

Once the data is gathered and cleaned, everyone in the company sees the same correct details. No more searching or second guessing.

Why Businesses Use Agentforce

By using Agentforce to connect data, companies

  • Save time. No more switching between tools to find customer details
  • Improve customer service. Teams always have the latest information
  • Make better decisions. Managers get accurate reports to guide business strategies

Having all your data in one place helps teams work faster and smarter.

Want to Set Up Agentforce for Your Business

At SOLVD, we help businesses connect their data sources so they can work more efficiently.
Call us today to get started. Let’s set up Agentforce to make your business run smoother.
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Testimonials

Our clients say

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!

Veronica Wong Director of Operations at Pathstream

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.

Matt Benzaquen Sr Manager, Sales Strategy at Instabug

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.

Tim Tuttle CFO at Relevate Health Group

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