Set Up Data 360 for Complaint Management Assistance
Build the data foundation required for Complaint Management Assistance to search and reference historical complaint records.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
Before you begin, understand how Data 360 powers Complaint Management Assistance.
The data foundation relies on a continuous data stream, standardized data models, and a search index. The data kit bundle automates the creation of these components, simplifying the setup process. Together, these components form a dedicated data library that helps the agent to understand the context and intent behind past complaints. By establishing this architecture, you give the agent the exact context it requires to be a highly accurate, reliable tool for your complaint handling team.
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Enable Data 360.
Turn on Data 360 in Setup to activate the data pipeline infrastructure required for Complaint Management Assistance.
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Create a data stream for Complaint Management
Assistance.
To create a data stream for the Public Complaint object, the Data Lake Object (DLO), and the Data Model Object (DMO), upload the file-based Complaint_Management_Data_Bundle bundle.
For Spring ’26, after uploading the bundle, manually map the Public Complaint DLO fields to the Public Complaint DMO. Select the Public Complaint DLO as the source and map its fields to the target Public Complaint DMO.
For Summer ’26 and later, the bundle handles the mapping automatically.
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Create a search index configuration from a data
kit.
Use the data kit to create a search index configuration for the Public Complaint object. The search index enables the agent to perform both keyword and semantic matches when searching historical complaint records.
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Create a data library for your Complaint Management Assistance
agent.
Create a data library of type file to connect the agent to your historical complaint data so that the agent has a reliable reference point for every complaint-related query.
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Assign a data library to your Complaint Management
Assistance.
Connect the configured data library to the agent so that it can answer customer queries based on the standard operating procedures you upload.
