Your distributor KPIs are buried in dashboards nobody checks
Channel leaders need immediate operational clarity. Instead of waiting days for custom BI reports, ask questions directly against real-time Data Cloud feeds.
Sales teams manage dozens of distributors across regions. The data exists — in Data Cloud, in Salesforce, in Flows — but extracting a meaningful answer requires knowing which report to pull, which field to filter, and which chart to read.
The KPI Forecasting Assistant removes that barrier entirely. Ask in plain English: “Which distributors are at stockout risk?” or “What's the demand forecast for D025?” and the agent queries Data Cloud's Real-Time DataGraph, runs the appropriate Flow or Apex action, and returns a structured, readable answer — with follow-up questions to keep the analysis going.
Built as an Agentforce Employee Agent on Salesforce using the ReAct planner pattern, it works inside Salesforce Messaging without any external integration.
Five specialised domains, eleven actions
Each topic has its own scope, instructions, and action set. The ReAct planner routes every question to the right topic automatically.
Question to answer in three steps
The ReAct planner routes each question, fetches live Data Cloud data, and returns a structured response — all inside Salesforce Messaging.
cdpRtdgStatus and cdpRtGetIdMap standard actions to resolve the entity, then fetches the live KPI data.What you can ask
Real utterances from the agent's training — ask these in Salesforce Messaging and get a data-backed answer from Data Cloud in seconds.
Bring us the problem you cannot hand off.
We start every engagement with an architectural deep dive, not a generic pilot. Tell us where your enterprise systems stand, and we will map clear, high-ROI AI deployment paths.