Salesforce’s new Agentforce is full of potential, but to get the most from it, you need data—and not just real-time data. You need troves of historical data.
Agentforce relies on robust, time-series data to recognize patterns, identify trends, and make accurate predictions. While Salesforce captures some data in real-time, a significant portion of valuable historical data remains untracked, creating a challenge for admins trying to deliver consistent insights. Without this context, your Agentforce initiatives could fall short, delivering outputs that don’t fully capture long-term trends or customer behavior patterns.
By leveraging comprehensive historical data snapshots, it becomes much easier to feed AI models with rich datasets. This added context enables Agentforce to produce smarter, more reliable predictions, giving your business the competitive edge it needs.
Using Historical Data to Drive Agentforce Performance
Our newest product, Own Discover, helps make historical Salesforce data readily accessible for AI models—fueling platforms like Agentforce and accelerating AI-driven innovation. Discover is a secure, scalable data service that empowers Salesforce admins to tap into the full value of their historical data.
By using time-series data from backups, admins can provide Agentforce with a rich source of information that enhances its ability to:
- Track and Forecast Trends: Data like opportunity amounts, case status changes, and pipeline values often go untracked in real-time. Historical snapshots ensure Agentforce has a timeline of trends, enabling it to generate reliable forecasts and uncover hidden patterns.
- Enable On-Demand Analysis: Business needs evolve, and so do data requirements. With Discover, admins can flexibly analyze data, retrieving historical data as if they had always been tracking it with the latest requirements. This adaptability speeds up data-driven decisions without bottlenecks.
- Enhance Customer Insights: Discover integrates with Data Cloud through the Zero Copy Partner Network, combining historical Salesforce data with other sources for a unified view of customer behavior over time. This integration helps Agentforce understand key metrics like how engagement rates or other key metrics evolve, informing targeted marketing or customer retention strategies.
For Salesforce admins, historical data is no longer a “nice-to-have”—it’s essential for driving effective AI initiatives. By integrating tools like Discover, admins can boost Agentforce performance, streamline data analysis, and establish themselves as strategic players in their company’s Agentforce journey.
Ready to turn historical data into your organization’s Agentforce advantage? Download the full guide to learn more about leveraging Own Discover to fuel smarter decision-making, faster innovation, and strategic Agentforce success.
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