---
schema_version: "1"
id: 7985efb961e599de030d02fbbeb8e9e40ea4ca3574e6421fbc62bee24b188acf
title: Grounding with Data Graphs
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/prompt_builder_ground_data_graphs.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.prompt_builder_ground_data_graphs.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6cb33ae28e16f135f42286ec0c01611cc9c7ecfa0f9f83ca52422f434dee9302
description: Unify multiple data sources into a centralized dataset to access a 360-degree view of customer data.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Grounding with Data Graphs

Unify multiple data sources into a centralized dataset to access a 360-degree view of customer data.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with the Einstein for Platform, or Einstein or Agentforce for Sales or Service add-on, or Agentforce Foundations</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d185398e67">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d185398e67 ">To create and manage prompt templates in Prompt Builder:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d185398e67 ">
            <p>Prompt Template Manager permission set</p>
            <ul>
              <li>Manage Prompt Templates</li>

              <li>Execute Prompt Templates</li>

            </ul>
            <p>OR</p>
            <p style="margin-bottom:0;">Customize Application permission set</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d185398e67 ">To create and manage retrievers:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d185398e67 ">Data Cloud permission set</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d185398e67 ">To run prompts with Einstein Search:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d185398e67 ">Data Cloud User permission set</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d185398e67 ">To access models in AI Models (formerly Einstein Studio) in Prompt Builder:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d185398e67 ">AI Models permission set</td>

        </tr>
      </tbody>
    </table>

If you’re new to Data 360, check out the Trailhead trail, [Get Hands on with Data 360](https://trailhead.salesforce.com/content/learn/trails/get-hands-on-with-data-cloud). To learn about data consolidation with Data 360, see [Unify Source Profiles](https://help.salesforce.com/s/articleView?id=data.c360_a_identity_resolution.htm&type=5&language=en_US).

Create a data model object (DMO) that pulls data from multiple sources, including Salesforce objects and third-party entities like Amazon Web Services. This data consolidation enables a comprehensive dataset within your data graph. Next, Identity Resolutions unify matching data across all the sources, providing a complete view.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/images/icon_note.png)

Note Data Graphs are supported on DMOs that are associated with CRM data streams for Salesforce sObjects and custom objects.

To reference an active data graph in Prompt Builder, create a prompt template. In the Prompt section, click **Insert Resources** or select a data graph from the Resources field, organized by object type. When you select the data graph, it’s added to the prompt template in the format: DataGraph:InputName:DataGraphName. You can then preview the data in JSON format during prompt testing. Sensitive data is masked before sending it to the LLM.

Users see data graphs they have permission to access within a data space. If a referenced data graph is deleted, users receive an alert showing the prompt templates that are referencing it.

To use data graphs in Prompt Builder, see [Add Data Graphs to a Sales Email Prompt Template](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_add_data_graphs_sales_email.htm&release=264.0.0&type=5 "Create and preview an example sales email prompt template that uses data graphs.").

## Considerations and Limitations

Consider these points when grounding your prompts with Data Graphs.

- Only data graphs associated with the object inputs within the prompt template are supported.
- Data graphs on DMO template inputs or lookup fields aren’t supported.
- To move prompts between organizations using change sets, verify the referenced data graphs are present in the target organization before deployment.
- Prompt Builder only supports whole data graphs and doesn’t support subgraphs within a larger data graph.
- The DMO associated with the Object Input must be either the root of the data graph or connected to a Unified Profile DMO at the root of the graph.