How to ground Salesforce AI in custom-field context
Coming soon· 1 min read· Salesforce
A coming guide to storing CRM AI context in Salesforce custom metadata, retrieving it with Apex, and serving it through an MCP-aware workflow.
Planned.
This spoke will cover the Salesforce implementation of the CRM AI context layer:
- storing field definitions in custom metadata types;
- retrieving the relevant entries with Apex;
- wiring context into an MCP server or prompt-serving layer;
- handling custom fields, record types, formula fields, and related lists;
- where Agentforce grounding helps, and where field-level semantics still need to be owned by the business.
No fake implementation code yet. This page publishes when the build is written against a real sandbox.