Add Existing Data Sources to Agentforce Coworker (Beta)

When you turn on Agentforce Coworker, your Salesforce CRM data is automatically added to Agentforce Coworker. However, the existing external sources that you've set up in Data 360 are added separately to make sure that all the search metadata has been defined.

REQUIRED EDITIONS
Available in: Enterprise, Unlimited, Agentforce 1 Editions
USER ROLES NEEDED
To configure Agentforce Coworker:Data 360 Admin or Data 360 Architect
USER PERMISSIONS NEEDED
To use Agentforce Coworker:Access_Ai_Search Permission Set Group, AI Search Permission Set License
To configure Agentforce Coworker:Agentforce Coworker Admin Permission Set, AI Search Setup Permission Set License

  1. On the Agentforce Coworker setup page, find Manage Agentforce Coworker Data.

    Image shows the Manage Agentforce Coworker Data section of the setup menu

  2. Select Add Data Source.

  3. Select a single connector as a data source, such as Google Drive or SharePoint, or select Data 360 to select from any Data Model Object (DMO) in Data 360.

  4. Click Next.

    Image shows the modal to select a data source

Some data sources, such as Google Drive and Microsoft SharePoint, have fixed settings, meaning you can't modify the object. If preconfigured settings aren't available, define the search metadata to turn on the DMO for search.
  1. On the next page, select data to include in search from the available DMOs. Select all DMOs that you want to be grouped as a source.
  2. Click Next.

  1. For each selected DMO, define the search result fields and choose the specific fields to index and make searchable. Here's some more information on what the fields do in your search results:

    • Title Field: Automatically indexed and acts as the title for search results and suggestions. If a title field isn't selected, the record ID displays, and the object is excluded from typeahead.
    • Supporting Field: Appears as the secondary field of the record in suggestions and search results, if the data source doesn't have preconfigured settings.
    • URL Field: Defines the target URL when a user clicks a search result title. It's hidden unless the layout is customized to include the field. If undefined, the user is redirected to the record page in Data 360.
    • Searchable Fields: Indexed fields you can search to retrieve results. For example, if the City field is searchable for the Person DMO, search for a person by city name. Only text fields can be indexed.

    Image shows the modal to define searchable DMO fields

  2. For each additional DMO, select it in the left-side panel and repeat the field definitions above. Click Next when done.

  3. Name the Agentforce Coworker data source. The name is visible to end users. Click Save to begin processing indexes, metadata, and result layout.

  4. After the configured data source completes indexing, it automatically turns on. Processing time depends on the amount of data ingested in Data 360. See the Add Existing Data table for status updates.