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            Grounding with Data Graphs

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            Grounding with Data Graphs

            Unify multiple data sources into a centralized dataset to access a 360-degree view of customer data.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Platform, or Einstein or Agentforce for Sales or Service add-on, or Agentforce Foundations
            User Permissions Needed
            To create and manage prompt templates in Prompt Builder:

            Prompt Template Manager permission set

            • Manage Prompt Templates
            • Execute Prompt Templates

            OR

            Customize Application permission set
            To create and manage retrievers: Data Cloud permission set
            To run prompts with Einstein Search: Data Cloud User permission set
            To access models in AI Models (formerly Einstein Studio) in Prompt Builder: AI Models permission set

            If you’re new to Data 360, check out the Trailhead trail, Get Hands on with Data 360. To learn about data consolidation with Data 360, see Unify Source Profiles.

            Create a data model object (DMO) that pulls data from multiple sources, including Salesforce objects and third-party entities like Amazon Web Services. This data consolidation enables a comprehensive dataset within your data graph. Next, Identity Resolutions unify matching data across all the sources, providing a complete view.

            Note
            Note Data Graphs are supported on DMOs that are associated with CRM data streams for Salesforce sObjects and custom objects.

            To reference an active data graph in Prompt Builder, create a prompt template. In the Prompt section, click Insert Resources or select a data graph from the Resources field, organized by object type. When you select the data graph, it’s added to the prompt template in the format: DataGraph:InputName:DataGraphName. You can then preview the data in JSON format during prompt testing. Sensitive data is masked before sending it to the LLM.

            Users see data graphs they have permission to access within a data space. If a referenced data graph is deleted, users receive an alert showing the prompt templates that are referencing it.

            To use data graphs in Prompt Builder, see Add Data Graphs to a Sales Email Prompt Template.

            Considerations and Limitations

            Consider these points when grounding your prompts with Data Graphs.

            • Only data graphs associated with the object inputs within the prompt template are supported.
            • Data graphs on DMO template inputs or lookup fields aren’t supported.
            • To move prompts between organizations using change sets, verify the referenced data graphs are present in the target organization before deployment.
            • Prompt Builder only supports whole data graphs and doesn’t support subgraphs within a larger data graph.
            • The DMO associated with the Object Input must be either the root of the data graph or connected to a Unified Profile DMO at the root of the graph.
             
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