Is Data Cloud mandatory for deploying Agentforce?

SOLVD BLOG

Is Data Cloud mandatory for deploying Agentforce?

If you’re considering Salesforce’s Agentforce platform, one big question might come up: “Do I need Data Cloud to make it work?” The answer is yes, but don’t worry—it doesn’t have to be complicated or overwhelming to get started.

Here’s a simple breakdown of why Data Cloud is important, how it works with Agentforce, and how you can set it up easily.

What Is Data Cloud?

Think of Salesforce Data Cloud as a place where all your business data comes together. It pulls information from different sources—like your marketing tools, customer service platforms, and website—and puts it in one secure, organized space.

When you connect Data Cloud to Agentforce, it makes sure your data is clean, secure, and ready to use.

Why Data Cloud Is Important for Agentforce

Keeps Your Data Private
- Agentforce uses something called the Einstein Trust Layer to protect sensitive information.
- “It’s like a filter for your data,” says Evan from SOLVD. “It makes sure customer details, like names or emails, are safe and don’t leave your system.”
Secures AI Conversations
- When Agentforce interacts with AI tools like OpenAI, it goes through a secure process.
- The Einstein Trust Layer also checks the AI’s responses to make sure they’re accurate and appropriate.
Tracks Everything
- Every action the AI takes is recorded in Data Cloud. This way, you can always look back to see what happened and stay compliant.
- “It’s not just about protecting data—it’s about having a record of everything,” Evan adds.

Getting Started with Data Cloud

You don’t need a complex setup to start using Agentforce. A basic setup is enough:

Activate Data Cloud: This will get everything ready for tracking and scoring.
Turn on the Einstein Trust Layer: This ensures your data stays secure.
Build Your AI Agents: Once the basics are done, you’re ready to create and deploy agents.

What About Costs?

Salesforce makes it easy to start without spending too much. With the Salesforce Foundations package:

You get 1,000 free Agentforce conversations to use.
Data Cloud includes 10,000 segmentation credits, which is more than enough to cover what Agentforce needs at the start.

“If you keep it simple, these credits will last a long time,” Evan assures.

Why It’s Worth It

With Data Cloud, Agentforce works better and more securely. Whether you’re just starting or looking to scale up, this setup gives you everything you need to protect your data and make the most of your AI.

Let’s Get Started

If you’re ready to try Agentforce but aren’t sure how to set up Data Cloud, SOLVD is here to help. We’ll make it simple so you can focus on growing your business.

Ready to start? Let’s build smarter solutions together.

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