Configure search indexes for Agentforce IT Service to help IT support reps efficiently
find data and resolve issues. The search indexes are used by Agentforce during chat
conversations and proactive assistance to retrieve accurate and relevant results
quickly.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, and Unlimited Editions with Agentforce IT
Service.
Create a Search Index for Change Request for IT Services Create a data stream from your Salesforce org, map the data to the appropriate data model, and then create a search index to make your change request data usable for AI features that use Data 360.
Create a Search Index for Incident for IT Services Create a data stream from your Salesforce org, map the data to the appropriate data model, and then create a search index to make your incident data usable for AI features that use Data 360.
Create a Search Index for Problem for IT Services Create a data stream from your Salesforce org, map the data to the appropriate data model, and then create a search index to make your problem data usable for AI features that use Data 360.
Create a Search Index for Product2 for IT Services Create a data stream from your Salesforce org, map the data to the appropriate data model, and then create a search index to make your product2 data usable for AI features that use Data 360.
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