{"id":11823,"date":"2026-04-21T16:31:59","date_gmt":"2026-04-21T08:31:59","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=11823"},"modified":"2026-04-21T16:32:00","modified_gmt":"2026-04-21T08:32:00","slug":"prepare-your-data-for-ai-crm","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/ap\/blog\/prepare-your-data-for-ai-crm\/","title":{"rendered":"5 Steps to Prepare Your Data For an AI CRM"},"content":{"rendered":"\n<section class=\"key-takeaways wp-block-salesforce-blog-key-takeaways\" aria-label=\"Key Takeaways\">\n\t<div class=\"wp-block-salesforce-blog-key-takeaways__inner\">\n\t\t<div class=\"wp-block-salesforce-blog-key-takeaways__header\">\n\t\t\t<div class=\"wp-block-salesforce-blog-key-takeaways__title\">\n\t\t\t\t<h2 class=\"wp-block-salesforce-blog-key-takeaways__title-text\">\n\t\t\t\t\tKey Takeaways\t\t\t\t<\/h2>\n\t\t\t<\/div>\n\t\t<\/div>\n\n\t\t<button \n\t\t\tid=\"wp-block-salesforce-blog-key-takeaways-button\"\n\t\t\tclass=\"wp-block-salesforce-blog-key-takeaways__button\"\n\t\t\taria-controls=\"wp-block-salesforce-blog-key-takeaways-content\"\n\t\t\taria-expanded=\"false\"\n\t\t\taria-label=\"\n\t\t\tToggle Key Takeaways content\t\t\t\"\n\t\t>\n\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"22\" height=\"22\" fill=\"none\" viewBox=\"0 0 22 22\" aria-hidden=\"true\"><path fill=\"url(#a)\" d=\"M17.401 6.445a1.525 1.525 0 0 1 2.153 0 1.517 1.517 0 0 1 0 2.149l-7.977 7.961a1.526 1.526 0 0 1-2.154 0L1.446 8.594a1.517 1.517 0 0 1 0-2.149 1.524 1.524 0 0 1 2.153 0l6.9 6.886z\" \/><defs><linearGradient id=\"a\" x2=\"10.5\" y2=\"17\" gradientUnits=\"userSpaceOnUse\"><stop stop-color=\"#BA01FF\" \/><stop offset=\"1\" stop-color=\"#0250D9\" \/><\/linearGradient><\/defs><\/svg>\n\t\t<\/button>\n\n\t\t\t\t\t<div id=\"wp-block-salesforce-blog-key-takeaways-content\" class=\"wp-block-salesforce-blog-key-takeaways__content\" aria-hidden=\"true\">\n\t\t\t\t\n\n<ul class=\"wp-block-list\">\n<li>AI CRMs are now available to small and medium businesses (SMBs) through Salesforce.<\/li>\n\n\n\n<li>To get ready for an AI CRM, you need to centralise, cleanse, and organise your data.<\/li>\n\n\n\n<li>With an employee agent, small teams now have an AI assistant that can help with communication and collaboration.<\/li>\n<\/ul>\n\n\t\t\t<\/div>\n\t\t\t\t\t\t\t<footer class=\"wp-block-salesforce-blog-key-takeaways__footer\">\n\t\t\t\t\tThis summary was created with AI and reviewed by an editor.\t\t\t\t<\/footer>\n\t\t\t\t\t\t<\/div>\n<\/section>\n\n\n\n<p>Historically, <a href=\"https:\/\/www.salesforce.com\/ap\/blog\/ai\/\">artificial intelligence (AI)<\/a> seemed exclusive to large corporations with extensive IT resources. That has changed. Salesforce Suites \u2014 the <a href=\"https:\/\/www.salesforce.com\/ap\/crm\/what-is-crm\/crm-systems\/\">leading customer relationship management (CRM)<\/a> platform for growing teams \u2014 now includes built-in AI capabilities. This makes AI-driven productivity accessible to small businesses and startups across every industry.<\/p>\n\n\n\n<p>But for any AI tool to perform its magic, it needs a reliable, clean source of truth: which is, you guessed it, your data \u2014 from your team to your customers, it\u2019s time to get it ready. This guide will walk you through how you can prepare your data to successfully deploy an <a href=\"https:\/\/www.salesforce.com\/ap\/agentforce\/agentforce-for-employees\/employee-agents\/\">employee agent<\/a> in your CRM before dinner tonight.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-ai-and-crm-work-together-for-smbs\">How AI and CRM work together for SMBs<\/h2>\n\n\n\n<!-- Parallax Container -->\n<div class=\"parallax-container\" data-parallax-speed=\"0.5\" tabindex=\"-1\">\n\t\n\t<div class=\"parallax-summary\" style=\"opacity: 0; visibility: hidden;\" data-summary=\"An agentic enterprise represents a fundamental restructuring of business operations, defined by the deep integration of AI agents into core workflows and platforms. In this model, conversational inputs are seamlessly converted into automated actions, enabling an u0022elastic workforceu0022 that can scale dynamically to meet demand. This framework is underpinned by a foundation of trusted data, rigorous performance monitoring for AI agents, and a strategic focus on enhancing the customer experience. Ultimately, it requires a corporate culture that embraces continuous experimentation and a commitment to fundamentally re-engineering processes for a new era of efficiency and growth.\" data-hasSummary=\"true\">\n\t\t<div class=\"parallax-summary__header\">\n\t\t\t<div class=\"parallax-summary__title\">\n\t\t\t\t<h2>AI Synopsis<\/h2>\n\t\t\t<\/div>\n\t\t\t<button class=\"parallax-summary__close\">\n\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"22\" height=\"22\" fill=\"none\" aria-hidden=\"true\"><path fill=\"url(#a)\" fill-rule=\"evenodd\" d=\"m11.793 14.13 7.16 7.159a.944.944 0 0 0 1.302 0l1.301-1.302a.944.944 0 0 0 0-1.302l-7.159-7.16c-.26-.26-.26-.607 0-.867l7.16-7.16a.944.944 0 0 0 0-1.301L20.254.895a.944.944 0 0 0-1.302 0l-7.16 7.16c-.26.26-.607.26-.867 0L3.766.895a.944.944 0 0 0-1.301 0L1.163 2.197a.944.944 0 0 0 0 1.302l7.16 7.159c.26.26.26.607 0 .868l-7.16 7.16a.944.944 0 0 0 0 1.301l1.302 1.302a.944.944 0 0 0 1.301 0l7.16-7.16c.26-.26.607-.26.867 0Z\" clip-rule=\"evenodd\" \/><defs><linearGradient id=\"a\" x2=\"1.814\" y2=\"20.638\" gradientUnits=\"userSpaceOnUse\"><stop stop-color=\"#BA01FF\" \/><stop offset=\"1\" stop-color=\"#0250D9\" \/><\/linearGradient><\/defs><\/svg>\n\t\t\t<\/button>\n\t\t<\/div>\n\t\t<div class=\"parallax-summary__loading-text\">\n\t\t\t<div class=\"slds-spinner_container\">\n\t\t\t\t<div role=\"status\" class=\"slds-spinner\">\n\t\t\t\t\t<span class=\"screen-reader-text\">Loading<\/span>\n\t\t\t\t\t<div class=\"slds-spinner__dot-a\"><\/div>\n\t\t\t\t\t<div class=\"slds-spinner__dot-b\"><\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t<span>\n\t\t\t\tGathering AI Synopsis&#8230;\t\t\t<\/span>\n\t\t<\/div>\n\t\t<p><\/p>\n\t<\/div>\n\t<div class=\"parallax-content\">\n\t<div class=\"wp-block-salesforce-blog-parallax-container alignnone\">\n<p><a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/starter\/\">Salesforce&#8217;s Suites<\/a> are scalable CRM solutions designed specifically for small and growing businesses. They combine core business tools for sales, service, marketing, and commerce into one trusted platform.<\/p>\n<p>Small businesses no longer need a complex, custom setup to use AI. The CRM provides the unified platform, and <a href=\"https:\/\/www.salesforce.com\/ap\/agentforce\/\">Agentforce<\/a> provides the <a href=\"https:\/\/www.salesforce.com\/ap\/artificial-intelligence\/what-is-intelligent-automation\/\">intelligent automation<\/a>, right out of the box. This combination means that as soon as you have a handle on your customer data, you can activate powerful AI to make your small team work smarter, not just harder. Welcome to <a href=\"https:\/\/www.salesforce.com\/ap\/artificial-intelligence\/embedded-ai\/\">embedded AI<\/a>, right where you work.<\/p>\n<p>An <a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/modules\/agentforce-for-employees-quick-look\" target=\"_blank\" rel=\"noreferrer noopener\">employee agent<\/a> is a specialised, autonomous AI tool built to assist your team with basic tasks. Unlike customer-facing chatbots, these agents live inside your internal systems, in this case, your CRM. And now, Salesforce Suites offers this agent to help you get business done (better\u2026faster\u2026.smarter\u2026). Here\u2019s how to get your data ready for these agents.\u00a0<\/p>\n<\/div>\n\t<\/div>\n<\/div>\n\n\n\n<!-- Parallax Container -->\n<div class=\"parallax-container\" data-parallax-speed=\"0.5\" tabindex=\"-1\">\n\t\n\t<div class=\"parallax-summary\" style=\"opacity: 0; visibility: hidden;\" data-summary=\"In contrast to previous business technologies that required specialized training, AI is highly accessible due to its intuitive, conversational interface. This ease of use is the primary driver behind its rapid adoption, as it removes the traditional barriers of a learning curve. Much like how the internet democratized information, AI is now making intelligence a widely available resource for everyone.\" data-hasSummary=\"true\">\n\t\t<div class=\"parallax-summary__header\">\n\t\t\t<div class=\"parallax-summary__title\">\n\t\t\t\t<h2>AI Synopsis<\/h2>\n\t\t\t<\/div>\n\t\t\t<button class=\"parallax-summary__close\">\n\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"22\" height=\"22\" fill=\"none\" aria-hidden=\"true\"><path fill=\"url(#a)\" fill-rule=\"evenodd\" d=\"m11.793 14.13 7.16 7.159a.944.944 0 0 0 1.302 0l1.301-1.302a.944.944 0 0 0 0-1.302l-7.159-7.16c-.26-.26-.26-.607 0-.867l7.16-7.16a.944.944 0 0 0 0-1.301L20.254.895a.944.944 0 0 0-1.302 0l-7.16 7.16c-.26.26-.607.26-.867 0L3.766.895a.944.944 0 0 0-1.301 0L1.163 2.197a.944.944 0 0 0 0 1.302l7.16 7.159c.26.26.26.607 0 .868l-7.16 7.16a.944.944 0 0 0 0 1.301l1.302 1.302a.944.944 0 0 0 1.301 0l7.16-7.16c.26-.26.607-.26.867 0Z\" clip-rule=\"evenodd\" \/><defs><linearGradient id=\"a\" x2=\"1.814\" y2=\"20.638\" gradientUnits=\"userSpaceOnUse\"><stop stop-color=\"#BA01FF\" \/><stop offset=\"1\" stop-color=\"#0250D9\" \/><\/linearGradient><\/defs><\/svg>\n\t\t\t<\/button>\n\t\t<\/div>\n\t\t<div class=\"parallax-summary__loading-text\">\n\t\t\t<div class=\"slds-spinner_container\">\n\t\t\t\t<div role=\"status\" class=\"slds-spinner\">\n\t\t\t\t\t<span class=\"screen-reader-text\">Loading<\/span>\n\t\t\t\t\t<div class=\"slds-spinner__dot-a\"><\/div>\n\t\t\t\t\t<div class=\"slds-spinner__dot-b\"><\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t<span>\n\t\t\t\tGathering AI Synopsis&#8230;\t\t\t<\/span>\n\t\t<\/div>\n\t\t<p><\/p>\n\t<\/div>\n\t<div class=\"parallax-content\">\n\t<div class=\"wp-block-salesforce-blog-parallax-container alignnone\">\n<h2 class=\"wp-block-heading\" id=\"h-how-to-prepare-your-data-for-employee-agents\">How to prepare your data for employee agents<\/h2>\n<p>The success of any AI tool relies on the quality, cleanliness, and structure of the data it draws from. Think of your data as the script and knowledge base for your AI assistant. To ensure your employee agent performs reliably, follow these five steps:<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-step-1-unify-and-centralise-your-customer-data\">Step 1: Unify and\u00a0centralise\u00a0your customer data<\/h3>\n<p>Unifying and\u00a0centralising\u00a0customer data involves consolidating information from various sources \u2014 such as sales, marketing, and service \u2014 into your CRM platform. This creates a unified \u201c<a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=release-notes.rn_c360_truth.htm&amp;language=en_US&amp;release=232&amp;type=5\" target=\"_blank\" rel=\"noreferrer noopener\">source of truth<\/a>,\u201d ensuring that every team member has access to the same up-to-date customer insights and interactions.<\/p>\n<p>All relevant data must live in your CRM. The Suites are designed to do this,\u00a0centralising\u00a0sales, service, marketing, and commerce data.<\/p>\n<p><strong>Action:<\/strong>&nbsp;Ensure all customer touchpoints \u2014 website form submissions, support emails, sales calls, and even payment links \u2014 are logged and linked to a single Account and Contact record within your CRM.<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-step-2-cleanse-and-deduplicate-your-records\">Step 2: Cleanse and deduplicate your records<\/h3>\n<p>Duplicate or conflicting records confuse employee agents. For example, if the agent finds two different phone numbers for one contact, it won\u2019t know which one is current, leading to misfires in outreach or follow-up \u2014 so\u00a0<a href=\"https:\/\/www.salesforce.com\/ap\/blog\/data-cleaning-how-to\/\">cleaning your data<\/a>\u00a0is key.<\/p>\n<p><strong>Action:<\/strong>&nbsp;Cleanse your data. Run deduplication jobs monthly and implement clear merge rules to ensure you always retain the most accurate, recent information. Use list views and reports in your Suite to quickly identify incomplete or inconsistent records, like Contacts missing an email address, for example.<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-step-3-standardise-and-tag-what-matters\">Step 3:\u00a0Standardise\u00a0and tag what matters<\/h3>\n<p>Next,\u00a0standardise\u00a0and structure your data. Unstructured text is hard for an employee agent to interpret; structure gives it context. You can achieve this by using\u00a0standardised\u00a0picklists, validation rules, and proper tagging.<\/p>\n<p><strong>Action:\u00a0<\/strong>Enforce consistent formatting for fields like phone numbers, addresses, and dates. Convert open text fields into\u00a0standardised\u00a0picklists (like \u201cLead Source\u201d should have fixed values like \u2018Website\u2019 or \u2018Referral). Use\u00a0<a href=\"https:\/\/www.salesforce.com\/ap\/data\/what-is-metadata\/\">metadata<\/a>\u00a0to tag records with key context (like tagging a lead as decision-maker or churn-risk).\u00a0<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-step-4-structure-and-organise-your-knowledge-base\">Step 4: Structure and\u00a0organise\u00a0your knowledge base<\/h3>\n<p>Employee agents need access to your knowledge to generate accurate, helpful responses. This is often done through a data library that sources information. The quality of the agent\u2019s answer is directly related to the quality of the source content. A well-structured\u00a0<a href=\"https:\/\/www.salesforce.com\/ap\/service\/knowledge-base\/\">knowledge base<\/a>\u00a0ensures the agent provides accurate, instant responses for your team.<\/p>\n<p><strong>Action:<\/strong>\u00a0Review your sources \u2014 knowledge articles, product documentation, and FAQs. Ensure they\u2019re up-to-date, clearly written, and\u00a0organised\u00a0by topic. For example, if you\u2019re using a\u00a0<a href=\"https:\/\/www.salesforce.com\/ap\/service\/customer-self-service\/portals\/\">self-service portal<\/a>, make sure all articles are relevant,\u00a0categorised\u00a0correctly and published.<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-step-5-activate-ai-for-your-sales-service-and-marketing-teams\">Step 5: Activate AI for your sales, service, and marketing teams<\/h3>\n<p>Once your data is unified, clean, structured, and your knowledge base is ready, the final step is to turn on the embedded AI features for your various business units in the Salesforce Suites. Agentforce is designed to work across these functions, simplifying tasks like lead\u00a0prioritisation, instant customer service, and targeted campaign creation.<\/p>\n<p><strong>Action:<\/strong>\u00a0Within your Suite settings, review the AI and automation features available. Activate the employee agent relevant to each team (like Lead Scoring for sales, Case\u00a0Summarisation\u00a0for service). The good news is that it\u2019s already activated when you sign in, you don\u2019t need to take any action.<\/p>\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\">\n<div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How an AI CRM Scales With You | Salesforce Explained\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/N2z5swelQTM?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe>\n<\/div>\n<\/figure>\n<\/div>\n\t<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-future-is-now-ai-crm-smb-success\">The future is now: AI CRM = SMB success<\/h2>\n\n\n\n<p>Getting your data ready for AI is less of a one-time project and more of an ongoing commitment to data quality. But the effort pays off. With embedded AI and employee agents, small businesses can finally simplify operations, delight customers, and accelerate growth.<\/p>\n\n\n\n<p>When you\u2019re ready to grow with AI, here are some more resources to get started:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.salesforce.com\/ap\/agentforce\/how-it-works\/\">How Does Agentforce Work<\/a>?<\/li>\n\n\n\n<li><a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/modules\/ai-for-salesforce-suites-quick-look\" target=\"_blank\" rel=\"noreferrer noopener\">AI for Salesforce Suites: Quick Look<\/a>\u00a0<\/li>\n\n\n\n<li><a href=\"https:\/\/www.salesforce.com\/ap\/blog\/agentforce-for-small-business\/\">Agentforce 360 for Small Business<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/modules\/agentforce-for-employees-quick-look\" target=\"_blank\" rel=\"noreferrer noopener\">Agentforce for Employees: Quick Look<\/a>\u00a0<\/li>\n\n\n\n<li><a href=\"https:\/\/www.salesforce.com\/ap\/blog\/employee-agents-are-helping-smbs\/\">8 Ways Employee Agents Are Helping Small Businesses<\/a>\u00a0<\/li>\n<\/ul>\n\n\n\n<p>Start your journey with the\u00a0<a href=\"https:\/\/www.salesforce.com\/ap\/crm\/free-crm\/\">Free<\/a>\u00a0or\u00a0<a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/free-trial\/starter-suite-v2\/\" target=\"_blank\" rel=\"noreferrer noopener\">Starter Suite<\/a>\u00a0today. Looking for more customisation? Explore\u00a0<a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/pro-suite\/\">Pro Suite<\/a>. Already a Salesforce customer? Activate\u00a0<a href=\"https:\/\/www.salesforce.com\/ap\/crm\/foundations\/\">Foundations<\/a>\u00a0to try\u00a0<a href=\"https:\/\/www.salesforce.com\/ap\/platform\/agentforce-platform\/\">Agentforce 360<\/a>\u00a0today.<\/p>\n\n\n\n<p><em>AI supported the writers and editors who created this article.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Historically, artificial intelligence (AI) seemed exclusive to large corporations with extensive IT resources. That has changed. Salesforce Suites \u2014 the leading customer relationship management (CRM) platform for growing teams \u2014 now includes built-in&hellip;<\/p>\n","protected":false},"author":663,"featured_media":11826,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"sf_justforyou_enable_alt":true,"optimizely_content_id":"692f321fbdaf39b158cb5466AP","post_meta_title":"","ai_synopsis":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"sf_topic":[214,26,665,776],"sf_content_type":[707],"coauthors":[846],"class_list":["post-11823","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","sf_topic-startups","sf_topic-small-business","sf_topic-agentforce","sf_topic-agentic-ai","sf_content_type-blog"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>5 Steps to Prepare Your Data For an AI CRM - Salesforce<\/title>\n<meta name=\"description\" content=\"Learn how to centralise, organise, and prepare your data for an AI CRM, now equipped with an employee agent.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.salesforce.com\/ap\/blog\/prepare-your-data-for-ai-crm\/\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"5 Steps to Prepare Your Data For an AI CRM\" \/>\n<meta property=\"og:description\" content=\"Learn how to centralise, organise, and prepare your data for an AI CRM, now equipped with an employee agent.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.salesforce.com\/ap\/blog\/prepare-your-data-for-ai-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Salesforce\" \/>\n<meta property=\"article:published_time\" content=\"2026-04-21T08:31:59+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-21T08:32:00+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/04\/Agentforce-in-Suites-7.webp\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"1080\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/webp\" \/>\n<meta name=\"author\" content=\"Carl Gayle\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Carl Gayle\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/prepare-your-data-for-ai-crm\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/prepare-your-data-for-ai-crm\/\"},\"author\":[{\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/#\/schema\/person\/image\/ce38b21b2fda70240f3b33bafd406b72\"}],\"headline\":\"5 Steps to Prepare Your Data For an AI CRM\",\"datePublished\":\"2026-04-21T08:31:59+00:00\",\"dateModified\":\"2026-04-21T08:32:00+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/prepare-your-data-for-ai-crm\/\"},\"wordCount\":1012,\"commentCount\":0,\"image\":{\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/prepare-your-data-for-ai-crm\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/04\/Agentforce-in-Suites-7.webp\",\"inLanguage\":\"en-SG\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.salesforce.com\/ap\/blog\/prepare-your-data-for-ai-crm\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/prepare-your-data-for-ai-crm\/\",\"url\":\"https:\/\/www.salesforce.com\/ap\/blog\/prepare-your-data-for-ai-crm\/\",\"name\":\"5 Steps to Prepare Your Data For an AI CRM - 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