External Storage Search with Agentforce

Help users, such as investigators, caseworkers, and employees find relevant files stored in Amazon S3 by using natural-language queries. Create an Agentforce agent that can locate and then retrieve PDFs, images, audio files, and videos associated with records, such as cases, complaints, and inspections.

Create an agent with the prebuilt External Storage Search subagent. The agent helps users to complete these tasks:

• Search files stored in Amazon S3 by using natural language.
• Find files associated with a specific Salesforce record.
• Return file details, relevant excerpts, and source citations.
• Search supported file types, including PDFs, images, audio, and video.

• External Storage Semantic Search Agent Actions
  The External Storage Semantic Search subagent helps users find files stored in external storage systems by searching images, audio recordings, video footage, and PDF documents.
• Configure Prerequisites for External Storage Search Skills
  Before you set up the agent to assist with the search, verify that your Salesforce org meets the requirements and that external storage is configured.
• Set Up an External Storage Search Agent
  Enable users, such as investigators, caseworkers, and employees to quickly find files stored in Amazon S3 using natural language. Set up an agent to streamline file searches and provide instant access to PDFs, images, audio, and video associated with records.
• Set Up an External Storage Search Agent for Experience Cloud Site Users
  Enable Experience Cloud site users to quickly search and retrieve information from Amazon S3 files.
• Set Up an External Storage Search Agent for Employees
  Enable employees to quickly search and retrieve information from Amazon S3 files.