Let dx0 Query Live CRM Data
dx0 can now answer a new class of Salesforce questions that metadata alone can’t solve — questions about what is actually happening in live records.
Examples:
- “Why didn’t this lead assignment run?”
- “Why is this duplicate rule still letting records through?”
- “What changed in production today?”
When this feature is on, the agent can run read-only Salesforce queries automatically when needed. You don’t have to tell it when to query — it decides as part of its normal reasoning flow.
How it works
- Read-only only: the agent can query data, never modify it.
- Automatic, not manual: the agent chooses when live data is required.
- Scoped to your connected orgs: it only runs in your configured dx0 environment.
- Built-in safety limits: results are bounded so responses stay focused.
If live data access is off, the agent can still help by writing the query for you to run manually.
How to enable it
Data access is off by default.
There are 2 steps:
- Support enablement (dx0 side): contact us first so your account can use the feature.
- Account activation (your side): once unlocked, the account owner can turn it on in Account Settings → Data Access.
After that, it’s live.
Privacy and trust layer
Before anything reaches the LLM, data passes through dx0’s trust layer:
- PII-like fields are automatically redacted on dx0 servers
- Sensitive values are replaced before model processing
- The agent cannot expose raw sensitive values, even if asked
This is not a separate configuration you need to maintain — it is enforced by default whenever data access is enabled.
Need access?
If you want this enabled for your account, contact help@happysoup.io.
Updated on: 13/07/2026
Thank you!