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Set Up Semantic Search

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Set Up Semantic Search

Configure AWS services, connect them to your Salesforce org, and add semantic search to record pages and Agentforce agents.

  • Prerequisite: Prepare Your AWS Environment — Set up the AWS account, region, source bucket, and metadata convention that search requires.
  • Step 1: Enable External Storage Search — Turn on the feature and grant access in your Salesforce org.
  • Step 2: Set Up a Search Index — Configure Amazon Bedrock or Amazon Kendra to index your S3 files.
  • Step 3: Set Up the Search API Gateway — Expose the search service through an API your org can call.
  • Step 4: Connect the Search Service to Your Org — Add a named credential and configuration so your org can run searches.
  • Step 5: Add Semantic Content Search to a Record Page — Place the search component where users need it.
  • Step 6: Set Up External Storage Skills with Agentforce — Configure an Agentforce agent to help users search through a chat interface.

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