Skip to content
All videos

Salesforce

Make sure your agents share metric definitions

What it shows

What happens when the same question gets two answers — one analyst counts “qualified” as proposal stage or later, another as anything above 50% probability — and how a metric defined once, in one place, keeps every person and every AI agent answering from the same definition.

Why you need Datachef for this

An AI agent pointed at raw Salesforce objects invents a definition each time it is asked, and it will not tell you which one it chose. Stage probabilities and picklists are not definitions, and nothing in the CRM holds the one your business agreed on. Datachef models the metric in SQL, so the definition is a thing that exists, can be reviewed, and is what everything downstream reads.

More like this