Loading
Partner Cloud
Create Data Library for Partner FAQ

You are here:

  1. Salesforce Help
  2. Docs
  3. Partner Cloud

Create Data Library for Partner FAQ

Summary of the configuration steps required to make the Partner FAQ topic work with the partner context in the authentication-based MIAW setup.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Partner Ecosystem Management (PEM) add-on and Agentforce for Service add-on.

The Agentforce Data Library (ADL) supports the following data types:

  • Files
  • Knowledge
  • Web
  • Custom Retriever

Configure Files with ADL

  1. Create a Data Library with Files as the data type in a data space.
  2. Upload the required documents.
  3. Note
    Note Use data governance policy to control data access for your external users. For more details, see Controlling External User Access in Data 360.
    Enable the Show Sources checkbox to include Source information in the agent response.

Authentication Scenarios:

  • Unauthenticated: Utterances work fine without changes.

  • Authenticated: Provide the partner user with access to the dataspace by adding it to the Agentforce for Partners permission set.

Configure Knowledge with ADL

  1. Create a Data Library with Knowledge as the data type that references Salesforce Knowledge Articles.
  2. Enable the Show Sources checkbox to include Sources information in the agent response.
Note
Note Partner users can query only the articles they have access to, even if the retriever is created for the entire Knowledge Library.

Unauthenticated Scenario Requirements:

  • Add the following access and permissions to the Einstein Service Agent user associated with the agent:

    • Read access on the Knowledge object.

    • Enable Field-Level Security (FLS) on all fields selected in Agentforce Data Libraries.

    • Allow View Knowledge.

  • Create a Custom Permission Set and assign the above permissions.

Authenticated Scenario Requirements:

  • Provide partner user:

    • Read access on the Knowledge object.

    • Enable FLS on all fields selected in Agentforce Data Libraries.

  • Update sharing settings for the Knowledge object to Public Read Only for Default External Access.

  • Enable Topics for Objects on the Knowledge object (Setup → Search for Topics for Objects).

  • Update the Visible to Partner field to true for relevant Knowledge Articles.

  • Optionally add to data categories for more granular access control.

Configure Web Search with ADL

Configure web search with ADL in two ways.

  1. Create a Data Library with Web as the Data Type
    1. Create a new library, select Web as the data type.
    2. Enable Show Sources to include citations.
  2. Use the Recommended General Web Search Topic
    1. Salesforce suggests creating a General Web Search topic.
    2. This provides more granular control and web-specific configuration options.

Configure a Custom Retriever with ADL

Configure a custom retriever with ADL.

  1. Create a Data Library with Custom Retriever as the data type.
  2. Specify the Retriever ID.
  3. Enable Show Sources to include citations.

Only active retrievers are available for selection.

Retrievers can link to Files, Knowledge, or Web data libraries.

After you select it, the retriever fetches data from the designated data type.

 
Indlæser
Salesforce Help | Article