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            Manage Data Sources in Agentforce Supply Chain

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            Manage Data Sources in Agentforce Supply Chain

            Add and update external data sources in Agentforce Supply Chain.

            Required Editions

            License Required

            This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Supply Chain license.

            To purchase an Agentforce Supply Chain license, contact your Salesforce account executive.
            User Permissions Needed
            To manage data sources in Agentforce Supply Chain: Admin role or Data Source Admin role

            Add a Data Source by Using a CSV File in Agentforce Supply Chain

            Upload a CSV file to create a data source that users can reference in blueprints and workflows.

            Before uploading, prepare your CSV file.

            • The CSV file can contain a maximum of 100,000 rows.
            • The CSV file must have column header labels in the first row and data in the rest of the rows.
            • Only text values are supported.

            For example:

            Supplier ID Supplier Site Supplier Name
            SP0000891 155 3MPP Mexico
            SP0002315 259 Ability Industrial Products
            1. In the navigation sidebar, click Admin, then click the Data Sources tab.
            2. Click + Add data source.
            3. Select File, and then click Continue.
            4. Select your CSV file and click Continue.
            5. Enter a name for the data source.
              This name is what shows in blueprints and workflows.
            6. Select one or more primary fields.
              Primary fields uniquely identify each row. Primary field values are used to match rows when you update the data source later. You can select up to three fields as a combined primary key. The selected value or combination must be unique across all rows.
            7. Click Continue.
            8. If AI agents can use this data source, select Allow AI agents to access this data source.
            9. Click Continue.
            10. Optionally, in the SMART SEARCH section, add one or two columns for the AI agents to use for searching and reasoning. Columns that have long text values are best. For example, a description or comments column.
              1. Click Select fields.
              2. Select up to two columns.
              3. Click Select.
            11. Click Continue.
            12. Optionally add other users that can view or edit the data source.
              1. Click +Grant access.
              2. For Grant to, select a user.
              3. Set the level of access by selecting View or Edit.
              4. Click Add.
            13. Click Continue.
              The data source is now available in blueprints and workflows.

            Update Data in a Data Source in Agentforce Supply Chain

            Upload a new CSV file to add, edit, or delete records in an existing table data source.

            Update a data source by uploading a new CSV file. The new or update file's column header labels must match and be in the same order as the original. The data from the new file is merged with the existing data by using the primary field to match records.

            Important
            Important The update file has to include all row data you want to keep, both existing and new. Any row data not found in the new file is deleted.

            Use the same process to add rows, edit rows, or delete rows.

            Update Data Options
            Update Type Description Example
            Add rows Include all existing rows plus the new rows in the CSV file. Then, upload the CSV file. Add a fourth supplier to a list of three. Upload a CSV file with all four suppliers.
            Edit rows Change any column value except the primary column value. Upload the CSV with the updated values. The new values replace the existing ones across all workflows. Update the amounts of product line items. Update the values of the Amount column, then upload the CSV file.
            Delete rows Remove the row from the CSV file and upload it. After it is deleted, users can no longer select that row data from the data source picker in tasks and workflows. Remove a customer from a customer list. Remove the customer's row in the CSV file and upload it.
            1. In the navigation sidebar, click Admin, then click the Data Sources tab.
            2. Click the three dot menu for the data source you want to update, and then click Update.
            3. Select the new or updated CSV file.
              The file has to have the same column header labels in the same order as the original. If the header labels are different, the update fails.
            4. Click Next: Configure Object.
            5. Review the Basic info page and click Continue.
              You can't modify the Basic info page.
            6. Optionally, make updates to the AI agent access and SMART SEARCH columns.
            7. Click Continue.
            8. Optionally, make updates to user access.
            9. Click Continue.
              The data source is updated. If any selected row values changed, those changes are automatically reflected in any workflow where a user has selected the row.

            Update AI Agent Access for a Data Source in Agentforce Supply Chain

            Update AI agent access and manually trigger AI agent indexing for data sources.

            1. In the navigation sidebar, click Admin, then click the Data Sources tab.
            2. Click the three dot menu for the data source you want to work on, and then click Edit.
            3. Choose whether to allow AI agents to use the data source by selecting or deselecting Allow AI agents to access this data source.
            4. Click Continue, and then click Continue again.
             
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