{"componentChunkName":"component---src-templates-documentation-js","path":"/docs/using-common-room/how-to-use-dataagent/","result":{"data":{"doc":{"_type":"documentation","_id":"54403b8f-b775-40a5-bdfd-c26b7c33279b","id":"-2ea6fe56-c0ff-5ea9-976a-f67490a1f522","_updatedAt":"2026-04-08T19:36:26Z","_createdAt":"2026-02-04T20:42:45Z","menu":"using-common-room","menuParent":null,"categories":[],"title":"How to Use DataAgent","menuTitle":"DataAgent","slug":{"current":"how-to-use-dataagent"},"status":"published","_rawExcerpt":[{"markDefs":[],"children":[{"text":"DataAgent acts as a health check for your Salesforce CRM. It analyzes your synced contacts and accounts to surface gaps, inconsistencies, and outdated information. By comparing your Salesforce records against Common Room’s real-time identity data, DataAgent helps you identify exactly where your CRM is \"drifting\" so you can take action.","_key":"297322b4a0c3","_type":"span","marks":[]}],"_type":"block","style":"normal","_key":"1014fd4ccf44"}],"_rawBody":[{"_type":"block","style":"normal","_key":"d33484a31476","markDefs":[],"children":[{"_type":"span","marks":[],"text":"DataAgent acts as a health check for your Salesforce CRM. It analyzes your synced contacts and accounts to surface gaps, inconsistencies, and outdated information. By comparing your Salesforce records against Common Room’s real-time identity data, DataAgent helps you identify exactly where your CRM is \"drifting\" so you can take action.","_key":"8e486e28e1d8"}]},{"_key":"4d7d205f82fa","markDefs":[],"children":[{"marks":["strong"],"text":"Before You Begin","_key":"0bfc13be0478","_type":"span"}],"_type":"block","style":"h2"},{"children":[{"_type":"span","marks":[],"text":"To access DataAgent, ensure the following are configured in your workspace:","_key":"53e7d80d53d0"}],"_type":"block","style":"normal","_key":"a345a087fe00","markDefs":[]},{"_type":"block","style":"normal","_key":"2b149d43cfe4","listItem":"bullet","markDefs":[{"href":"https://www.commonroom.io/docs/signals/business-integrations/salesforce-crm/","_key":"5b053e205220","_type":"link"}],"children":[{"text":"Salesforce Connection:","_key":"bc7bfc66b765","_type":"span","marks":["strong"]},{"text":" Your Salesforce instance must be connected through ","_key":"b84f55483d80","_type":"span","marks":[]},{"marks":["strong"],"text":"Settings > Integrations","_key":"59c16f93832c","_type":"span"},{"_type":"span","marks":[],"text":". A Salesforce admin will need to complete the configuration within your room. 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