The Agentforce AI technology provides exceptional capabilities to deliver customer success. This blog post shows how RealZips immediately generates business-ready AI results, eliminating the need for costly data cleanup projects.
Thanks to our data enrichment technology and deep datasets, the RealZips app provides instant shortcuts to improve your customer data. This blog post will outline what happens when you add trusted and verified RealZips data to an email prompt in Agentforce.
But first, let’s have a look at how the RealZips GeoData Platform works:
Prepare Salesforce records for AI
The RealZips app adds contextual data to your current and future Salesforce records. The Zip code is the key, allowing endless datasets to be related to each record. Notice how the Lead below is automatically assigned to a territory, the closest logistics center, and geographical dimensions such as county, time zone, and more:
Add RealZips data to Agentforce prompts
Let’s say your team needs to send thousands of introductory emails to Leads using an Agentforce prompt template:
- Start with a very well-written Agentforce prompt template provided by Salesforce.
- Next, add data from the RealZips app to the Agentforce prompt.
- The time needed to link the RealZips data and edit the prompt is about 10 minutes.
Email output comparison
The goal is to make Agentforce less reliant on incomplete Salesforce records. Instead, we’re using trusted and verified data in RealZips to produce business-ready outputs. The data points from RealZips in the example below are County, State Region, Solar Hours, Available Tax Incentive, Closest Demo Location, and local Installation Partner.
- The left side shows the email using an Agenforce prompt template.
- The right side shows the same email, enhanced with RealZips data.
| Generated with Agentforce Prompt | Generated with Agentforce Prompt + RealZips data |
|---|---|
| Subject: Achieve Energy Savings and Sustainability with RealSolar SolutionsHi Nick, I’m Cyra Solebello from RealSolar Solutions, and I wanted to reach out to show how our commercial solar panels can help Customer Inc reduce energy costs and reach your sustainability goals. Our solar solutions are designed to maximize energy efficiency while offering long-term savings. I’d love to hear more about your energy needs and explore how RealSolar Solutions can support your company’s goals.Let me know if you’re available for a brief meeting to discuss further. Looking forward to your reply! Best regards, Cyra Solebello |
Subject: Reduce Energy Costs and Maximize Solar Benefits in Miami Dade CountyHi Nick, I’m Cyra Solebello from RealSolar Solutions, and I wanted to share how our solar panels can help Customer Inc achieve sustainability goals while reducing energy costs. Miami Dade County benefits from very high solar hours, making it an ideal region in South Florida for solar energy, especially with available federal tax credits and county incentives. I’d love to hear more about your energy needs and explore how we can assist.You can also reach out to our local installation partner, Solar Installs Inc, and speak with Jose Aguilera (jag@solarinst.com / 305-555-1234) for further details. We’re offering a demo at Walmart Hialeah, located just 7 miles from your area, and I’d be happy to schedule a short meeting there to show you how our technology can work for you.Looking forward to hearing from you! Best regards, Cyra Solebello |
AI-generated evaluation
We asked ChatGPT: “Compare the two versions of an introductory email sent to a prospective customer (Version A and Version B). Evaluate which email will most likely trigger a positive reaction from the recipient and why”.
ChatGPT answer: “Version B with RealZips data is most likely to trigger a positive reaction from the recipient. It’s more targeted and provides locally relevant details (high solar hours, local tax incentives, nearby demo location) that are directly tied to the prospect’s specific geography. These details make the email more credible, practical, and actionable. The inclusion of a local partner with contact information also adds a personal touch, increasing the likelihood of engagement. Overall, Version B stands out for its personalization and clear next steps, making it a stronger introduction email than Version A.”
Available datasets
RealZips enhances all records with virtually endless datasets. The Agentforce technology can immediately reference contextual data, such as territory, territory team members, closest locations, demographics, risk profiles, local incentives, competitive activity, and more. You can add datasets anytime and further refine your AI model. Here’s is a sample data available for a single zip code in South Florida:
Deliver instant value from Agentforce with RealZips
RealZips GeoData unlocks your data for immediate business impact from Agentforce, bypassing costly data cleanup projects and lacking contextual geographic data. RealZips provides trusted and verified data, delivering instant results from AI. Over time, add virtually endless datasets to your records to further improve results and automate processes.
Next Actions
The RealZips team is your trusted partner in navigating the AI landscape. These are the steps we believe your team should consider:
- Define AI Objectives and Use Cases: Clearly outline your organization’s goals for AI and identify specific use cases where AI can add the most value.
- Evaluate Data Quality and Sources: Review existing data sources to ensure they are comprehensive and suitable for feeding into Agentforce. Identify missing data, need for metadata, and data quality issues.
- Run RealZips Free Trial: Install the free trial of RealZips, combine it with Agentforce in your Salesforce Sandbox, and check out the results.