Customize the Agentforce Coworker Results and Layout (Beta)
To make changes to search, result fields, search index fields, or search layout for Data Model Objects (DMOs), go to Search Manager. In Search Manager, configure other search configurations to tailor the search experience.
| 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 |
- On your org setup page, enter Search Manager in the Quick Find box.
- Under Search Manager, click Search Setup.
- Under Configure Search Metadata, select the DMO to modify.
- To learn how to use Search Manager, see Customize Search with Search Manager.
To modify the preview you see when you hover or click search results, edit specific object layouts. To learn how, see Edit Your Search Layout.