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Exercise 7 (Optional): Access Data 360 from an Agent Action ​

This exercise goes beyond the core Merchant Account Manager build. Every object the core agent reads (Account, Storefront__c, Review__c, Marketing_Event__c, Case, Promotion__c) lives in core CRM, so Data 360 isn't required. This optional exercise shows how you'd extend the agent to surface unified, cross-system data (like consolidated customer or order metrics from the Data 360 section) when account-health questions need data that lives outside CRM.

Step 1: Review the Data 360 Flow ​

TIP

This assumes a Flow that queries Data 360 (via a Data Cloud SOQL or Get Records node) has been built and deployed. The Data 360 section walks through ingesting and unifying this data.

  1. In Setup, search for Flows and open your Data 360 query flow.

  2. Review the Data Cloud query node and the Data Model Object (DMO) it targets, and note the output variables.

Step 2: Create the agent action ​

  1. In Agentforce Builder, select the Account Health Overview subagent.

  2. Click the plus icon besides Actions and select Create an action.

  3. Set the following values:

    FieldValue
    NameGet Merchant Order Insights
    DescriptionRetrieves unified order volume and delivery metrics for a merchant from Data 360.
    Reference Action TypeFlow
    Reference Action(your Data 360 query flow)

  4. Click Create and Open, then click Save.

Step 3: Configure inputs and outputs ​

  1. Map the Inputs so the LLM passes the resolved merchant identifier.

  2. Set the Outputs to Show in conversation.

  3. Click Save.

Step 4: Preview ​

  1. Click Preview and test:

    txt
    Include order volume and delivery performance in Harvest Table's health check.

  2. Confirm the agent blends Data 360 metrics into its account-health response.

Summary ​

  • Learned when Data 360 extends an account-health agent: unified, cross-system metrics that core CRM can't provide.
  • Connected a Data 360 Flow as an agent action, reusing the unified data from the Data 360 section.

This completes the Employee Agent chapter. Your Merchant Account Manager Agent reads and analyzes merchant data across five topics, manages cases with confirmed writes, and optionally extends into Apex, prompt templates, RAG, and Data 360.