Salesforce CRM Q&A Assistant (RAG)

Grounded answers over CRM export snippets with field-level citations, ACL assumptions, and tests for “unknown” when data is missing.

Year 2026

What was my role?

I was the sole implementer for this coursework module: scoped requirements, wrote the code and experiments for “Salesforce CRM Q&A Assistant (RAG),” and produced the write-up with metrics and limitations.

Situation

Course lab for “Salesforce CRM Q&A Assistant (RAG)”: short deadlines, public or synthetic data, and rubrics that reward reproducible notebooks and honest limitations.

Task

Produce a small credible artifact—clean repo or notebook—with baselines, evaluation, and a crisp story of what would change in production.

Action

Implemented end-to-end (Grounded answers over CRM export snippets with field-level citations, ACL assumptions, and tests for “unknown” when data is missing.), logged experiments, compared alternatives, and documented dependencies plus failure cases.

Result

Submitted a runnable deliverable with metrics, repeatable setup commands, and a trade-off section suitable for extending to real systems.