Get More Done with Zenzap’s Salesforce Data Cloud AI Agent

Zenzap’s Salesforce Data Cloud AI agent works across your workflows and alongside your team, all through a familiar chat interface.

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How Zenzap AI Agents Work

Connected

Salesforce Data Cloud

Salesforce Data Cloud agent

Talk to Salesforce Data Cloud Like You Talk to Your Team

Tell your agent what you need in a message or voice note. It can work in Salesforce Data Cloud for you, finding information, taking action, and keeping track of tasks.

Dana Reyes

Works for me. Let’s lock that in.

You

Hey @Salesforce Data Cloud agent, follow up on our discussion and make the updates.

Salesforce Data Cloud agent

Done. It’s all in Salesforce Data Cloud.

Automate Workflows with Salesforce Data Cloud

Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Salesforce Data Cloud.

Your agent, your control

Choose what your agent can access and how it can act in Salesforce Data Cloud. Require approval before actions, keep access read-only, or allow approved work to run automatically.

What Can Zenzap’s Salesforce Data Cloud AI Agent Do?

Find customer profiles and events

Search Salesforce Data Cloud for supported customer profiles, events, segments, data models, and related records.

Query customer data

Run supported profile, event, or data-model queries in Salesforce Data Cloud and bring results into the chat.

Explore segments and insights

Retrieve supported segments, calculated insights, or customer attributes from Salesforce Data Cloud.

Flag meaningful changes

Check Salesforce Data Cloud for profile, segment, or customer-data changes that need attention.

Summarize customer context

Bring supported customer and audience information from Salesforce Data Cloud into a clear team summary.

Run recurring data checks

Monitor supported customer data and surface updated insights in the chat.

Security & Compliance

Zenzap’s AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams. Your data is never used to train AI models.

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About Salesforce Data Cloud

Salesforce Data Cloud is a customer data platform used to unify data from multiple sources, build customer profiles, query customer and engagement data, and work with segments and calculated insights across Salesforce.