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            Prepare Data for Compliance Management with Agentforce

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            Prepare Data for Compliance Management with Agentforce

            Upload the policy documents and obtain the retriever ID.

            Required Editions

            Set Up Policy Documents in Salesforce

            To ensure the AI agent provides accurate, informed responses, upload your policy document to the Agentforce Data Library. It uses grounding to index the document's content.

            Required Editions

            User Permissions Needed
            To set up Agentforce Data Libraries: Data Cloud Admin permission set
            1. From Setup, in the Quick Find box, enter Data Library, and then select Agentforce Data Library.
            2. Create a new library in the Agentforce Data Library. See Create a Data Library.
            3. Upload the policy document. See Use Uploaded Files.
            4. Wait for some time.
            5. Verify that the upload document is chunked and indexed.
              1. From App Launcher, enter and select Query Editor.
              2. Create a new workspace.
              3. Click Data Lake Objects, and select FileUDMO_SI_chunk__dlm.
              4. Click Create Query and in the query text box, enter this query: 
                SELECT "ChunkSequenceNumber__c", "Chunk__c", "RecordId__c","SourceRecordId__c"
FROM "FileUDMO_SI_chunk__dll"
WHERE "SourceRecordId__c" LIKE '%/article_12.pdf'
LIMIT 10

                Replace article_12.pdf with the name of the policy document that you uploaded.

              5. Run the query.
            6. Get the retriever ID.
              1. From App Launcher, enter and select AI Models (formerly Einstein Studio).
              2. Click Retrievers.
              3. Open the retriever record with the name File_data_library_name.
              4. Note down the API Name of the record to be used as the retriever ID.

            See Also

             
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