Choose A Data Source for Your Library

When you configure a data library, you can use knowledge articles, file uploads, web search or custom retrievers for the library’s data source. The data source is indexed on Data Cloud where a search index and retriever are automatically created for you. When integrated with AI agents, the data library’s search index and retriever are used by the Answer Questions with Knowledge action.

A data library can’t support multiple data sources simultaneously. After you choose a library’s data source, you can’t change it later. You can create multiple data libraries and assign them to multiple features, but each feature can use only one data library at a time.

To use Agentforce Data Libraries, you must have Data 360 set up. Data libraries consume Data 360 credits.

• Use Salesforce Knowledge
  Select the knowledge fields for your data library to index.
• Use Uploaded Files
  Select the files to upload for your data library to index.
• Use Web Search
  Agentforce Data Library doesn't support new web-search data libraries. You'll still be able to view and use your existing web search data libraries.
• Use a Custom Retriever
  Use custom retrievers to connect to more types of data sources in Data 360 including ensemble retrievers, or, connect companion orgs to data libraries and search indexes configured in your home org.