Vector Search Unstructured Data. In today’s data-driven economy, businesses generate and collect data at unprecedented rates.
es. While structured data has long been the foundation of business intelligence, unstructured data — such as emails, social media, customer reviews, images, videos, documents, and sensor logs — now makes up over 80% of all enterprise data. Despite its volume and richness, unstructured data remains largely untapped in many organizations. Unlocking its potential is no longer optional — it’s a competitive necessity.
Significant innovation in Data 360 has focused on Generative AI and Agentic AI, which empowers autonomous decision-making and task execution. While these technologies offer powerful on-demand capabilities, there remains a critical need for solutions that allow businesses to detect and act on changes in unstructured data in near real time across diverse use cases.
The need to efficiently search, understand, and act on the unstructured data has become critical to discovering new opportunities. Vector search combined with near real-time Data Actions make those discoveries possible.
Vector Search
Vector search uses LLM models to represent unstructured data as high-dimensional vectors (embeddings). This allows systems to understand semantic meaning, find conceptually similar content across varied formats and sources, enable natural language queries, and retrieve contextually relevant results.
Data Actions
Salesforce Data 360’s Data Actions empower customers to leverage the rich data and insights within Data 360 in both near real time and real time. It utilizes advanced change detection mechanisms, grounded in Change Data Capture (CDC), to identify data updates as they occur. By integrating these change detection events with intuitive visualizations, Data Actions can deliver significant business value by enabling timely, precise, and actionable insights that drive operational efficiency, elevating customer experiences, and supporting data-driven decision-making.
Here are a few key business scenarios from our customers where this powerful combination can make a real difference:
- Proactive Property Risk Assessment for Real Estate Sector
A real estate firm analyzes data from house inspection reports to assist buyers in making informed decisions by providing detailed diagnostic reports on seller properties. Among the various assessments they generate, like gas, termite, and electrical inspections, an asbestos diagnosis report is a critical component. These reports are stored as PDF files in cloud storage. Prospective buyers want to analyze these documents in near real time to determine whether asbestos was detected during the inspection. If asbestos is found, the company aims to proactively create a Case to address the issue promptly and reach out to the homeowner to explore potential opportunities for remediation, decoration, and budgeting for necessary work.
- Automated RFP Evaluation for Energy Sector
An energy company processes high volumes of complex RFPs in unstructured PDF formats. To reduce manual effort and improve decision-making, the company automates scorecard extraction and analysis, enabling near real-time “Go/No Go” CRM updates. This streamlines vendor management and enhances operational efficiency.
- Loan Eligibility Automation for Financial Services
A financial institution analyzes CIBIL reports in PDF format to assess loan eligibility. By extracting credit scores and automating CRM updates and customer notifications, the bank accelerates lending decisions, reduces risk, and improves customer communication.
- Contract Management Automation for Insurance
An insurance company uses DocuSign to send home insurance contracts in PDF format. It automates CRM updates based on signing status by due date, marking contracts as “Active” or “Terminated.” The contract data also supports smarter, faster responses to customer service cases.
- Near Real-Time Compliance Monitoring with Watcher Agent
Salesforce Industries Cloud is developing a “Watcher Agent” to detect and flag high-risk customer interactions in near real time. By proactively correcting interactions and monitoring for policy violations, the solution helps automate compliance to reduce risk, cost, and regulatory exposure in highly-regulated industries.
Vector search in Data Actions offers a powerful combination for efficiently searching, understanding, and acting on unstructured data. By enabling timely, precise, and actionable insights, businesses can drive operational efficiency, elevate customer experiences, and support data-driven decision-making.
To get started with data actions in Vector Search, follow these steps:
1. Ingest data into Salesforce Data 360.
2. Create the search index.
3. Create a Data Action target and Data Action using the Vector Search Data Action capability.
4. Configure the search context, results limit, score threshold, and other relevant parameters.
5. Integrate with Salesforce CRM to extract payload and trigger events.
Vector search in Data Actions has the potential to unlock the full value of unstructured data for businesses. By enabling rapid discovery and action, organizations can drive innovation, enhance customer experiences, and achieve a competitive edge.
Learn how Vector search in Data Actions can enhance your business outcomes by reading the source article.
