Is Your Salesforce Data AI Ready?

On 5 March 2025, Salesforce announced an enhancement to Agentforce, Agentforce 2dx, their next-gen Agentic AI platform.  Agentforce 2dx is designed to go far beyond basic chat, using dynamic reasoning, decision-making, and automated action orchestration to drive business outcomes.

But here’s the catch: even the smartest AI can’t perform well if the data it relies on isn’t accurate, complete, or well-organized. That’s why Salesforce emphasizes the importance of trusted data, from CRM records and knowledge bases to external websites as the fuel for Agentforce 2dx.

So, how does your organization know if your Salesforce data is ready for AI? And what can your organization do if it’s not?

What Makes Data AI-Ready?

According to Gartner’s article, What Is AI-Ready Data? And How To Get Yours There, the first step is to evaluate your data based on your AI use cases. This step is vital because it helps your organization prioritize the data that matters most for AI outcomes. In other words, what do you want your AI to do?

For example, if AI needs to verify a customer before proceeding with a transaction, personal identification fields like customer number, email addresses or phone numbers, and others must be complete and accurate. If those fields are missing or contain incorrect information, the AI can’t perform properly, leading to errors or failed interactions.

Why Clean Salesforce Data Matters More Than Ever

Imagine your Salesforce records are missing key customer information such as email addresses, phone numbers, street addresses, and so forth,  or have the information stored in the wrong fields. In such cases, even the most advanced AI like Agentforce 2dx won’t be able to access the data it needs. This can cause the AI to fail at verifying users, delay processes, or even generate incorrect responses (commonly referred to as "AI hallucinations").

How ActivePrime Helps You Get AI-Ready

Once your organization has identified the data needed to support your AI use cases, ActivePrime can help your organization take the next step: identifying and fixing the data issues that could prevent AI from working properly.

Unlike some tools (including native Salesforce features) that focus only on duplicate record detection, ActivePrime offers a broader, AI-powered approach to data quality. It examines multiple dimensions of your data to ensure it's AI-ready.

ActivePrime supports seven data quality dimensions and three key dimensions essential to AI are discussed below.

1. Missing Data

ActivePrime automatically detects fields that are empty but required for your AI use cases.  ActivePrime doesn’t just find the missing values, it also helps to resolve issues when possible. For example, ActivePrime might suggest a value for a missing city or postal code based on trusted third-party sources.

2. Misplaced Data

Sometimes, data exists but is stored in the wrong field, like an email address saved in a notes field instead of the designated "Email" field. ActivePrime can detect and automatically correct these issues, moving the data to where it belongs with zero to minimal manual intervention.

3. Duplicate Records

Duplicate entries clutter your Salesforce, waste storage space, and make it harder to maintain a single, up-to-date customer profile. This confusion can impair AI decision-making.  ActivePrime helps your organization to easily identify and merge duplicates to ensure Agentforce 2dx or other AIs always works with clean, unique, reliable data.

Stay AI-Ready, All the Time

AI-readiness isn’t a one-time task, it requires ongoing attention. That’s why ActivePrime offers real-time monitoring of your Salesforce data. It can fix issues as they appear or alert your team before small problems turn into big ones.

With continuous data quality monitoring by ActivePrime, your organization ensures that Salesforce data remains a reliable foundation for Agentforce 2dx and any other AI tools you adopt in the future.

Final Thoughts

If you’re investing in AI, don’t let bad data hold your organization back. Take the time to assess, clean, and maintain your Salesforce data. Consider a tool like ActivePrime to help your organization stay ahead.