Migrate from a Unified Knowledge Source to a Data Cloud Connector for Agentforce Grounding

Create a New Connector in Data Cloud 

To connect your external unstructured content to Data Cloud, create a new unstructured data connection and UDLO, following the relevant Data Cloud unstructured connector instructions.  

Note: In your UDLO, under Data Model Object Mapping, you can select the checkbox next to Enable semantic search with system defaults, to allow search indexing to take place automatically, helping Agentforce provide accurate responses. Enabling semantic search with system default creates a search index and retriever by default, allowing you to generate a prompt template.

Update Your Existing Prompt Template

Update your prompt template with your newly created Data Cloud connector details, to enable Agentforce to ground on content from your organizational source.

1. In Salesforce, click Setup.

2. In the Quick Find box, search for and select Prompt Builder. 

3. From All Prompt Templates, select your existing prompt template to open its prompt template workspace.

4. Under KNOWLEDGE:, Replace the retriever ID with the newly created Data Cloud retriever ID. You can find the new retriever ID under Resources on the top right.

5. Under Search Parameters, fill in Search Text with the type of input for which you want the agent to respond, for example: Query. 

6. Click Save As, select Save as a New Template, and give it a distinct name.

7. Save and activate the template. 
   
   

Create a New Version of the Agent

Create a new version of the agent and configure it to use the updated prompt template.

1. In Salesforce, click Setup. 

2. In the Quick Find box, search for and select Agentforce Agents. 

3. Under Agent Name, find your agent and a version of it. From the dropdown menu on the right, select Clone Version.

4. Click the new agent version to open it in the Agentforce Builder.

5. Under Topic Label, open the relevant topic. Switch to the tab This Topic’s Actions, and open the topic action you want to replace. Click Edit in Detail Page and keep the detail page open.

6. Back under This Topic’s Actions, click New to add a new action.

7. In the new action configuration, select Prompt Template as the action type and use the newly created prompt template as the reference. Click Finish.

8. Enter the details from the existing topic action in the open detail page, into the new action configuration. Click Finish.

9. Back under This Agent’s Actions, remove the previous action from the Agent using the dropdown menu on the right.

Test and Activate the New Agent

Test your new agent to confirm it works as expected with the Data Cloud unstructured data connector.

1. Prepare a list of frequently asked questions that your source content should answer.

2. Using the Conversation Preview, compare the responses from the current agent and the new version to ensure they align.

3. After you confirm your settings are configured correctly, click Activate to activate the new agent version. 

Delete the Old Unified Knowledge Source

When the new agent is active and using Data Cloud, remove the old Unified Knowledge source and ingested knowledge. 

1. In Salesforce, click Setup.

2. In the Quick Find box, search for and select Unified Knowledge. 

3. Under Unified Knowledge Sources, next to the source you want to delete, click Delete, and Delete Source and Content. 
   Note: Deleted Unified Knowledge articles and attachments are permanently lost. 

Your content now resides in Data Cloud, where it is used to generate Agentforce responses.