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Integration guide

Operations and Data

Let Agentforce look up live app state in DynamoDB

Amazon DynamoDB is the serverless key-value and document store many AWS-built applications keep their hot state in: sessions, carts, orders, device records, customer profiles — items retrieved by key, fast enough to sit inside a page load. Emerge Digital connects DynamoDB to Salesforce Agentforce so an agent can make those same point lookups mid-conversation — fetch this customer's current order item, read this profile, check this session — while IAM policies define precisely which tables and actions it may touch.

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The opportunity

What the connection unlocks

  • Point reads by partition key put a single item — an order, a profile, a device record — in front of the agent quickly enough to feel like part of the conversation rather than a wait.
  • Because DynamoDB is serverless and scales on demand, agent lookups ride the same elasticity as your application; there is no cluster to size for a new consumer of the data.
  • IAM policies govern the connection at fine grain — down to specific tables, indexes, and read-only actions — so agent access is expressed in the same control language as the rest of your AWS estate.
  • Global secondary indexes your team already built become alternative lookup paths, letting an agent find an item by email or order number when the conversation does not supply the primary key.

Illustrative workflows

Where it can make a difference

These scenarios explain possible workflows. They are not claims of delivered client results; licensing, permissions and feasibility are confirmed during discovery.

Order status by key, mid-chat

A customer asks where their order stands; the agent fetches the order item from DynamoDB by its key and answers from the exact state the application itself would render on the order page.

Personalization from the profile store

Before recommending anything, the agent reads the customer's profile item — preferences, tier, recent activity — so the suggestion reflects what the app knows about them at this moment, not an attribute copied into the CRM some time ago.

Journey fit

Connect the workflow to the outcome.

DynamoDB belongs to the Engage and Convert stages, where the speed and currency of a lookup shape the interaction: is the cart still active, did the payment record land, what tier is this member. It is not an analytics layer — questions about trends belong in a warehouse — but for the single live item a conversation turns on, it is the store the application itself trusts.

Delivery

Built around your environment.

Emerge Digital integrates DynamoDB with Agentforce through a consulting engagement built around your table designs. DynamoDB serves the access patterns a table was modelled for, so the core of the work is mapping agent questions onto the keys and indexes that exist — and being candid when a question needs a pattern the table does not support. We define least-privilege IAM roles for agent access, keep those reads read-only unless a write path is explicitly designed and reviewed, and place a person in front of any step where a lookup drives real consequences.

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Practical questions

Before we connect.

Can an agent run ad-hoc queries across our DynamoDB tables?

Not the way it would against SQL. DynamoDB is built for designed access patterns, so Emerge maps agent questions to the key and index lookups your tables support — and tells you plainly when a question calls for a different store, such as your warehouse.

Is this something we install from the AWS Marketplace?

No. What Emerge delivers is an engagement: modelling which items agents need, writing the IAM policies that scope access, and building the lookup actions — because every one of those decisions depends on how your tables were designed.

How do we stop an agent reading tables it shouldn't?

With IAM, the same way you scope any AWS principal. The agent's role names the tables, indexes, and actions it is permitted, and everything else in the account stays invisible to it.

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Start with one useful connection.

Tell us which workflow needs to improve. We will map the systems, access rules and success measures with you.

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