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Salesforce – Agentification and Data
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Salesforce – Agentification and Data
  • Introduction
  • It’s (Still) All About Data
  • Data Quality as the Real Constraint on Agentification
  • The Hidden Risk: Compounding Failure
  • Conclusion

Introduction

It is undeniable that AI agents will play a growing and central role in CRM systems. The primary objective of introducing virtual agents should be simple: delivering faster, better, and more consistent service.

Yet despite strong vendor momentum, AI agent adoption across organizations is progressing more slowly than many expected. This raises an important question: what are the real blockers to large-scale AI agent deployment today?

While technology’s maturity is often cited, the more persistent challenges lie elsewhere.

It’s (Still) All About Data

Back in 1994, when I studied neural networks as part of my degree, the main barriers to real-world adoption were clear:

  • Limited processing power
  • Immature algorithms
  • Poor data availability and quality

Fast-forward to today, and the first two constraints have largely been addressed. Compute power has exploded, and AI models have reached unprecedented levels of sophistication. Data integration tools have also matured significantly.

In the Salesforce ecosystem specifically, platforms such as Data Cloud and MuleSoft provide strong capabilities for data ingestion, harmonization, and activation. For the purpose of this discussion, we can reasonably assume that organizations pursuing AI agent initiatives will treat these capabilities as prerequisites rather than differentiators.

What remains as the critical bottleneck is data availability and, more importantly, data quality.

Data Quality as the Real Constraint on Agentification

As organizations feel increasing pressure to deploy AI agents to boost productivity, automate interactions, and reduce costs, they must first ask a fundamental question:
Is our data fit for AI?

For AI agents to operate reliably, enterprise data must meet a number of core quality dimensions:

  • Accuracy
    Data must correctly reflect real-world entities. Inaccurate records lead directly to flawed reasoning, incorrect responses, and poor recommendations from AI agents.
  • Completeness
    AI models rely on rich context to detect patterns. Missing attributes or sparse records limit model effectiveness and reduce its ability to generalize across customer scenarios.
  • Consistency
    Data must be aligned across systems. Conflicting customer information between CRM, billing, and support platforms erodes trust and introduces errors into AI-driven workflows.
  • Timeliness and Freshness
    AI agents perform best when trained and prompted with current data. Outdated information accelerates model drift and results in recommendations that no longer reflect the business reality.
  • Uniqueness
    Duplicate records distort analytics, inflate KPIs, and lead to redundant or misdirected agent actions.

AI-Specific Data Considerations

Beyond traditional data quality dimensions, AI introduces additional requirements that many CRM organizations are still unprepared for:

  • Representativeness and Bias Mitigation
    Training data must reflect the full diversity of customers and scenarios, including edge cases. Poor representation increases the risk of biased segmentation and unfair outcomes.
  • Lineage and Traceability
    Trust, governance, and regulatory compliance (e.g., GDPR, EU AI Act) require clear visibility into where data originated, how it was transformed, and how it is being used by AI agents.
  • Historical Context
    Unlike operational CRM systems that focus on the current state, AI agents require historical snapshots to understand trends, behavior changes, and customer lifecycle evolution.

The Hidden Risk: Compounding Failure

As AI initiatives promise transformational productivity gains, many organizations continue to underestimate foundational data issues. This creates a dangerous double failure:

  • AI agents fail to meet expectations due to poor data
  • Additional human intervention is required to correct AI outputs, increasing costs rather than reducing them

In this context, weak data quality does not merely slow AI adoption — it actively undermines the business case for agentification.

Conclusion

As AI agent use cases multiply, organizations must allocate explicit budget, ownership, and effort to assessing and improving data quality before scaling agent deployments.

Stopping to analyze, prepare, and remediate data foundations early is not optional — it is the difference between AI agents becoming a strategic advantage or an expensive disappointment.

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