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Retriever Support in Data Cloud One
Learn about retriever capabilities and limitations when you work with Data Cloud One home and companion orgs.
Understanding how retrievers work across Data Cloud One environments is based on two fundamental rules.
- You can edit or delete a retriever only in the org where you created it.
- Data Cloud One metadata synchronization happens in only one direction, from the home org to the companion org, not in reverse or between companion orgs.
Constraints and Impacts
These constraints affect how you create and manage retrievers in Data Cloud One.
- Retrievers don't sync from Line of Business (LOB) orgs to home orgs or between LOB orgs. Each LOB org is isolated for locally created retrievers.
- Ensemble retrievers created in the home org are visible in companion orgs. When you create an ensemble retriever in the home org, it syncs to the companion orgs. You can create an ensemble retriever in a local LOB org with retrievers in the same data space.
- Agent actions can't reference remote retrievers. LOB agents must use locally created retrievers for actions.
- Edit is possible only in the owning org. Switch between home and LOB orgs to tune and test retrievers.
Retrievers Created in the Home Org
This table shows what actions you can perform on retrievers created in the home org, depending on where you access them.
| Action | In Home Org | IN LOB OR Companion Org | In Other LOB Orgs |
|---|---|---|---|
| View (AI Models) | Yes | Yes | Yes |
| View (Prompt Builder / Flow picker) | Yes | Yes | Yes |
| Use at run time (Prompt Builder, Flow) | Yes | Yes | Yes |
| Use in Agent Action | Yes | No | No |
| Edit | Yes | No | No |
| Delete | Yes, unless remote references exist in companion orgs. | No | No |
| Create new version | Yes | No | No |
Retrievers Created Locally in a Line of Business or Companion Org
This table shows the actions you can perform on retrievers created in a LOB or companion org.
| Action | In that LOB Org (owner) | In Home Org | In Other LOB Orgs |
|---|---|---|---|
| View | Yes | No | No |
| Use at runtime | Yes | No | No |
| Edit | Depends on the creation method. | No | No |
| Delete | Yes | No | No |
If the retriever was created by Agentforce Data Library (ADL) in the LOB org, it isn’t editable in AI Models. Edit the ADL to change it. If a retriever was created using the retriever Connect API (pro-code), you can edit it directly.
Ensemble Retrievers
This table shows the visibility and run-time capabilities for ensemble retrievers.
| Action | In Home Org | In LOB OR Companion Org |
|---|---|---|
| Visibility | Yes | Yes |
| Run-time use | Yes | Yes |
| Managing Ensemble Retrievers | Create, Edit, and Delete: Yes for retreivers owned by the home org. | Create, Edit, and Delete: Yes for retrievers owned by the LOB or Companion org. |
