Unified, governed context for agents

Data 360 & AI-Ready Data

Unify, clean and govern the data that grounds your agents with Data 360, Informatica and Zero Copy access to your data lake.

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Overview

How we approach Data 360 & AI-Ready Data.

Agents make decisions from context. When customer records are duplicated, incomplete or locked in other systems, even a well-designed agent gives confident but wrong answers. We build the data foundation first.

Using Data 360, Zero Copy federation and Informatica data quality and governance, we create unified profiles and trusted datasets, then expose them to agents, to analytics in Tableau and to teams in the flow of work.

Platforms

Data 360InformaticaTableauMuleSoft

What’s included

AI data readiness assessment and data strategy
Data 360 ingestion, identity resolution and unified profiles
Zero Copy access to Snowflake, Databricks and other lakes
Data quality, catalog and governance with Informatica
Knowledge and document preparation for grounding
Tableau dashboards for agent and business performance

Outcomes

What we design for.

OUTCOME 01

Trusted context

Agents and people working from the same accurate data.

OUTCOME 02

Less data movement

Zero Copy access instead of fragile copies.

OUTCOME 03

Measurable AI

Analytics that show what agents deliver.

Delivery

Discover. Ground. Build. Observe.

01

Discover

Find the jobs where agents create measurable value, and capture baseline metrics before anything is built.

Use-case scoringBaseline KPIsRisk review

02

Ground

Prepare the data, knowledge and permissions agents depend on, so answers are accurate and access is safe.

Data 360Knowledge cleanupLeast privilege

03

Build & Test

Design agents in Agentforce Builder, lock critical steps with Agent Script and test against real scenarios.

Agent ScriptTesting CenterGuardrails

04

Launch & Observe

Roll out in stages, monitor every session and keep tuning with managed AgentOps.

ObservabilityA/B testingAgentOps

Where this fits

Industries we apply this to.

Healthcare & Life Sciences

Patient access agents, care coordination and life sciences engagement, grounded in governed data and designed for privacy.

Patient access agents for scheduling and referrals
Care coordinator summaries and next-best actions
Patient support programs and hub services

Nonprofit & Associations

Agents that support donors, members and volunteers, so lean mission teams spend more time on impact.

Donor and member service agents
Volunteer onboarding and scheduling
Program and outcome tracking

Related

Explore other practices.

Agentforce Strategy & Readiness

Find the agent use cases worth building, assess data and trust readiness, and leave with a costed roadmap to production.

Agent Design & Development

Design, build and test AI agents in Agentforce Builder, with Agent Script for the steps that must run exactly as written.

Agentic Service & Contact Center

Resolve more customer and employee requests with AI service agents, Agentforce Contact Center and Agentforce Voice, with people one handoff away.

Let’s talk

Let’s put your first agent to work.

Tell us where Salesforce and AI stand today. A 30-minute call with an architect is the fastest way to find the agent use cases worth building first.

Book an AI readiness call +1 703-828-5577