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            Turn On Agentic Enterprise Search for Agents

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            Turn On Agentic Enterprise Search for Agents

            Enable the search logic that allows your agent to summarize articles and resolve queries using your customer relationship management (CRM) data. This setup provides the foundation for the Agentforce Service agent to retrieve results from your Enterprise Knowledge data.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited editions for an additional cost. To purchase, contact your Salesforce account executive.
            Available in: Aura Experience Cloud sites that use Build Your Own Template
            Available in: LWR Experience Cloud sites that use Build Your Own Template
            User Permissions Needed
            To enable Autonomous Enterprise Search
            • Customize Application
            • Manage Agentforce Agents
              Manage Agentforce Agents

            Before you start make sure you have,

            • External Einstein Agent License: You must build your agent by using the Agentforce Service Agent template.
            • End-User Permissions: Salesforce admins must assign the API Enabled permission set to Customer Community Plus users. Without this, the search returns empty results.
            1. From Setup, enter Agentforce Coworker in the Quick Find box and select Get Started with Agentforce Coworker.
            2. To activate the feature, set the Agentforce Cowork toggle to On.
            3. Scroll to the Advanced Search Options section and select Go to Search Manager.
            4. In the Search Manager sidebar, locate and select Knowledge.
            5. On the Search Index Fields tab, identify the fields containing your core article content.
            6. Select the Search Result Fields tab and make sure Title and URL Name are selected.
              Note
              Note Selecting these fields allows the agent to provide clickable links and citations. To ensure users can actually see these AI-generated summaries and citation links in the chat window, they must be assigned the Agentforce Coworker User permission set.
            7. To review how Agentforce Coworker identifies users across integrated data sources, return to the search set up page and from the Agentforce Coworker setup page, select Go to User Mapping.
            8. Agentforce Coworker uses identity resolution to match user accounts across data sources, using email addresses or single sign-on IDs. This ensures search results reflect the permissions users have in each system. Review and manually resolve incorrect matches.
            9. From Setup, enter Agentforce Orchestrator in the Quick Find box and select Agentforce Orchestrator.
            10. Click the name of your specific Agentforce Orchestrator record from the list.
            11. Locate the Tool Settings section and make sure the Agentforce Service Agent is selected as the primary tool.
            Note
            Note The Orchestrator interacts directly with the ASA, which handles conversational intent and relies on its underlying search configurations to surface knowledge.
             
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