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Salesforce Personalization
Agents and Data Usage in Personalization

Agents and Data Usage in Personalization

When using Agentforce along with Salesforce Personalization, review this table to understand the type of data used by agents.

Required Editions

Available in: Lightning Experience in Enterprise, Unlimited, Professional, and Developer editions with Data 360.

The table lists both the Customer Data that is used, which is data submitted by the Customer to our services as defined in our Main Services Agreement (MSA), and the usage data that is used, which is data relating to users’ interactions with Salesforce. Data submitted to an agent may be used to train AI models, to improve your services and features, or to develop new features that you can access without additional cost.

feature Customer data and salesforce objects used generative ai model used global model used
Agent Action: Understand User Intent NA Yes No
Agent Action: Get Personalized Recommendations

User engagement data from DMOs

Yes No
Agent Action: Get Personalized Context Data graphs and related objects Yes No
 
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