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Set Up an External Storage Search Agent

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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.

Required Editions

See Also

Create and Activate the Agent

  1. Create an agent by using the Agentforce Employee Agent template.
  2. Add the External Storage Semantic Search subagent.
  3. Review the subagent's topics and actions.
  4. Save and activate the agent.

For more information, see Set Up the Employee Agent.

Assign Agent Access

  1. From Setup, create a permission set for users who need the External Storage Semantic Search agent.
  2. In the permission set, select Agent Access.
  3. Click Edit.
  4. Add the External Storage Search agent to the enabled agents.
  5. Save the permission set.
  6. Assign the permission set to the appropriate users.
Note
Note Users must also have access to the Salesforce records and files included in their searches. Agent access doesn't override record-level or file-level access.
 
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