Connectors
Salesforce Data Cloud
Enabling Agentforce agents to query and leverage insights from Salesforce Data Cloud.
The Salesforce Data Cloud Connector for ACP empowers Agentforce agents to tap into the rich, unified customer data managed within Salesforce Data Cloud. This allows agents to access harmonized profiles, query vast datasets, and utilize calculated insights to inform actions and personalize interactions.
Purpose and Capabilities
This Connector enables Agentforce agents to interact with Data Cloud entities and services, including:
| Tool Name | Description | Example Inputs |
|---|---|---|
data_cloud_query_dlo | Accesses raw data ingested into Data Cloud from various sources. | dlo_name, filters, fields_to_retrieve |
data_cloud_list_dlos | Lists available Data Lake Objects (DLOs). | (optional filters) |
data_cloud_query_dmo | Retrieves data from harmonized Data Model Objects (DMOs). | dmo_name, filters, fields_to_retrieve, joins |
data_cloud_query_dmo_aggregate | Performs aggregate queries on DMOs. | dmo_name, group_by_fields, aggregate_functions, filters |
data_cloud_list_dmos | Lists available Data Model Objects (DMOs). | (optional filters) |
data_cloud_get_calculated_insight | Utilizes pre-computed metrics from Calculated Insights (CIs). | calculated_insight_name, dimensions, measures |
data_cloud_list_calculated_insights | Lists available Calculated Insights (CIs). | (optional filters) |
data_cloud_get_unified_profile | Accesses unified customer profiles. | profile_id, id_type |
data_cloud_get_segment_membership | Checks if a profile is part of specified segments. | profile_id, segment_api_names (list) |
data_cloud_list_segments | Lists available segments in Data Cloud. | (optional filters like status='active') |
data_cloud_trigger_activation | Triggers actions based on Data Cloud insights or segments. | activation_target_api_name, profile_id or segment_api_name, activation_payload |
Prerequisites
- Data Cloud Provisioned and Configured: Your Salesforce org must have Data Cloud provisioned, set up with data streams, data models, and any relevant calculated insights.
- User Permissions for Data Cloud: The authenticated Salesforce user (whose context the agent uses) must have the necessary permissions to access Data Cloud objects (DLOs, DMOs, CIs) and execute queries. This typically involves Data Cloud permission sets (e.g., Data Cloud Admin, Data Cloud User).
- API Access: Ensure the user has API access enabled in Salesforce.
- Understanding of Data Cloud Concepts: Familiarity with Data Cloud terminology (DLO, DMO, Calculated Insights, Segments, Activation) is crucial for effective Tool usage.
Setup Instructions
The Salesforce Data Cloud Connector leverages the underlying Salesforce Platform connection. The primary setup involves ensuring:
- Core Salesforce Platform Connection: The agent must be able to authenticate to Salesforce as a user (as detailed in the Salesforce Platform Connector setup).
- Data Cloud Permissions:
- Assign the appropriate Data Cloud permission sets to the Salesforce user whose credentials the agent will use.
- Verify object-level permissions for specific DLOs, DMOs, and CIs that the agent needs to access.
- Named Credentials (if applicable): If Data Cloud itself needs to connect to external systems for certain data actions initiated by the agent, ensure those are configured correctly within Data Cloud’s setup.
No separate installation package is typically required for the Data Cloud Connector beyond the core ACP setup and proper Salesforce user permissions.
Common Use Cases
- Personalized Recommendations: Agent queries a customer’s profile and calculated insights (e.g., product affinities) from Data Cloud to offer tailored recommendations.
- Next Best Action: Agent uses Data Cloud insights (e.g., churn risk, propensity to buy) to suggest the next best action for a sales or service interaction.
- Audience Insights: Agent retrieves aggregated data or specific attributes from DMOs to provide insights about customer segments.
- Data-Driven Service: Agent accesses a customer’s unified profile from Data Cloud to understand their complete history and provide more contextualized support.
- Proactive Engagement: Agent uses insights from Data Cloud to identify customers who might need proactive outreach, potentially triggering an activation.
Troubleshooting Tips
- Permission Errors: The most common issue. Double-check that the Salesforce user has the correct Data Cloud permission sets AND specific access to the DLOs/DMOs/CIs being queried.
- Query Errors (SOQL/API): Data Cloud queries often use Salesforce Object Query Language (SOQL) against DMOs or specific Data Cloud APIs.
- Ensure query syntax is correct.
- Verify the API names of DMOs, DLOs, and their fields.
- Be aware of Data Cloud specific query limitations or patterns.
- No Data Returned:
- Confirm data exists in the queried DLO/DMO for the given filters.
- Check if data ingestion and harmonization processes in Data Cloud are running correctly.
- Verify that Calculated Insights are up-to-date and have produced results.
- API Limits: Be mindful of any API call limits associated with Data Cloud or the underlying Salesforce platform.
- Data Latency: Understand that data in Data Cloud might have varying levels of freshness depending on ingestion schedules.
The Salesforce Data Cloud Connector unlocks powerful capabilities for Agentforce agents by allowing them to leverage the comprehensive, unified customer data available in Data Cloud.