What it is
Calculated Insights are Data Cloud metrics defined with SQL over unified data, such as lifetime value or engagement score, that can be used in segments, activations and agents. They are defined once and reused, turning raw transactional data into business-ready metrics so agents reference them instead of recalculating logic in every prompt.
Why it matters
Without shared metrics, every team and every agent might define 'high-value customer' differently, creating inconsistent AI behavior. Calculated Insights keep answers consistent across every channel.
Key components
- SQL definitions
- measures and dimensions
- unified data
- reusable metrics
How it connects
Agentforce agents pull Calculated Insights from Data Cloud as grounding data when answering customer or rep-facing questions.
Good to know
Build your top 5-10 business metrics as Calculated Insights before launching an agent that references customer value or risk.
Related terms
Context Engineering
The discipline of structuring and delivering the right information to an AI agent at the right moment.
Customer 360
Salesforce's vision (and product suite) for having a complete, unified view of every customer across all touchpoints - sales, service, marketing, commerce.
Data Cloud
Salesforce's unified data platform that centralizes customer data from all sources, making it available for agents, analytics, and insights in real time.
Grounding
Connecting AI responses to your actual business data so agents answer with facts, not hallucinations.
