Salesforce Platform Architect Portfolio

Governance, Architecture, and Living Documentation

ADR-011: Context Grounding Strategy (Direct CRM vs. Data 360)

Status

Accepted

Context

Need for a Retrieval-Augmented Generation (RAG) source for Agentforce that avoids tight coupling with transactional data.

Decision

Utilize Data 360 as the Trusted Context Layer.

Rationale

Establishes separation of concerns and supports hybrid search (Vector + Semantic) across structured and unstructured data.

Implications

Requires a provisioned Data 360 instance and manual configuration of data streams.