Integration guide
Productivity and Collaboration
Ground Agentforce answers in a governed knowledge vault
VaultOS is Emerge Digital's knowledge vault: your team's documents, decisions, and playbooks structured in Google's Open Knowledge Format — markdown, YAML frontmatter, and cross-links that both people and machines can read. When we connect it to Salesforce Agentforce, an agent stops improvising and starts answering from a source of truth your team actually maintains. Retrieval is grounded, answers trace back to real notes, and the knowledge stays governed rather than scattered across inboxes and wikis.
Discuss your VaultOS integrationThe opportunity
What the connection unlocks
- Agents retrieve from OKF-structured notes — markdown with YAML frontmatter and explicit cross-links — so an answer traces to a specific, current source instead of a stale copy.
- Knowledge stays owned by your team in the vault, not buried in a model's training data or a black-box index you cannot inspect.
- Governance travels with the content: what an agent may read follows from how the vault is structured and permissioned, not from how a prompt happens to be worded.
- New material — a changed policy, a resolved ticket pattern, a product note — becomes answerable as soon as it lands in the vault, with no retraining step.
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.
Support that cites the real policy
A service agent handling a case pulls the current refund or warranty wording straight from the vault, and the reply reflects the exact note — so the customer gets today's answer, not last quarter's.
Onboarding that reads the playbook
When a new hire's questions route to an assistant, it draws from the same onboarding vault your team wrote, so the guidance matches how the company actually works rather than a generic template.
One source across CRM and knowledge
Agentforce reads the customer record in Salesforce and the surrounding know-how in VaultOS in the same turn, so a recommendation reflects both who the customer is and what your team has learned.
Journey fit
Connect the workflow to the outcome.
VaultOS sits on the knowledge side of every agent interaction. Early in the journey it keeps sales and marketing answers consistent with what is true today; through service it gives support a governed place to answer from; and over time the vault becomes the record of what worked, feeding better-grounded answers into the next conversation.
Delivery
Built around your environment.
Emerge Digital builds and governs the connection between VaultOS and Salesforce Agentforce as a consulting engagement — this is not a one-click app you install. We structure your knowledge into the Open Knowledge Format, stand up retrieval so agents can ground their answers in it, and set the rules for what each agent is allowed to read. Because the vault is OKF-compliant, the same knowledge is ready for Google Cloud tools such as BigQuery and Vertex AI when you choose to extend it. You own the vault; we make it answerable.
Explore AI and automationPractical questions
Before we connect.
Does Agentforce run on VaultOS?
No. Agentforce runs on Salesforce; VaultOS is the knowledge layer it reads from. Emerge integrates the two so agents can ground their answers in your vault, but each system keeps its own role.
Is VaultOS a pre-built connector we can install ourselves?
No. VaultOS is Emerge Digital's knowledge vault, and connecting it to Agentforce is a services engagement — we design the structure, retrieval, and governance around your content rather than shipping a self-install plugin.
What is OKF, and why does it matter here?
OKF is Google's Open Knowledge Format — an open convention for structuring knowledge as markdown with YAML frontmatter and cross-links. Because VaultOS follows it, your knowledge is readable by agents today and portable to tools like BigQuery's Knowledge Catalog later.
Keep exploring
Related integrations
Start with one useful connection.
Tell us which workflow needs to improve. We will map the systems, access rules and success measures with you.
Talk to Emerge