Profile Unification

Configure profile unification to anchor all agent memories to a single resolved identity per data space. Profile unification uses Identity Resolution to link multiple source individual records to one Unified Individual. This ensures that memories from different conversations, channels, and agents associate with the same person.

REQUIRED EDITIONS

Available in: All Editions supported by Data 360. See Data 360 edition availability.

How Profile Unification Works

When you enable profile unification for Agentic Memory & Context, Data 360 performs these operations.

You select a Profile DMO (Unified Individual DMO) for your data space during agent registration.
When a conversation is ingested, Data 360 identifies the individual using the owner ID from the Conversation API.
Identity Resolution maps that individual to a Unified Individual, a single resolved profile that represents multiple source records.
Data 360 links extracted memories to the Unified Individual through the Individual record.
The GetContext API traverses from the Unified Individual through all linked individuals to assemble the complete memory picture.

For example, if a customer contacts support via chat and later calls sales via phone, both interactions resolve to the same Unified Individual. The sales agent accesses profile facts and preferences learned during the support conversation.

Configure the Profile DMO

Set the Profile DMO at the data space level. The configuration applies to all agents in that data space.

Using the UI

In Data 360 under Agent Configuration, click Configure Agent.
In the Profile DMO field, select the Unified Individual DMO for your identity resolution ruleset.
Click Save.

Note: This field appears only if your data space has an Identity Resolution ruleset configured.

Using the API

Include the Profile DMO in the agent configuration when you register via the API. Provide the DMO developer name. See Agentic Memory & Context API Reference on Salesforce Developer.

Considerations

You can’t change the Profile DMO after you set it.
The Profile DMO selection applies to the entire data space. All agents in the same data space use the same profile unification logic.