Explore how Salesforce engineered a cross-org aggregation engine that resolves identity gaps and complex hierarchies within strict API limits.

The Salesforce Engineering Blog offers a deep dive into Salesforce technologies, providing technical insights, best practices, and real-world examples. Developers can explore topics such as Salesforce development, architecture, and integrations, gaining  knowledge to build innovative solutions on the Salesforce platform. With contributions from Salesforce engineers and industry experts, the blog serves as a resource for the Salesforce community.

Salesforce Engineering

Salesforce's Deal Agent team built a Customer Footprint capability using Agentforce that replaced a manual process consuming 1,000 hours per month. The system uses a centralized aggregation layer with DUNS and Global Company identifiers for cross-org identity resolution, fuzzy matching for incomplete records, and Snowflake-backed datasets to ensure data accuracy. Delivered in two weeks by decoupling data aggregation from conversational rendering and using declarative Agentforce configuration, the solution generated 391 footprint reports in its first two weeks, captured 54% of total company footprint volume, and reduced manual handling by 90% while eliminating multi-day queue backlogs.

How Agentforce Automated Customer Footprints, Cut 90% Manual Work