Turn Off, Remove, or Rename a Data Source in Agentforce Coworker (Beta)

Turn off or remove a data source to control whether it appears in Agentforce Coworker search results. Turning off a data source temporarily hides it from search results while preserving its configuration — you can turn it back on at any time. Removing a data source permanently deletes its configuration from Coworker. To include it again later, you need to re-add and reconfigure it.

REQUIRED EDITIONS
Available in:Enterprise, Unlimited, and Agentforce 1 Editions
ROLE & PERMISSIONS NEEDED
To turn on, configure, or grant access to Agentforce Coworker:Salesforce Admin Role and Agentforce Coworker Admin Permission Set
  1. To prevent a data source from appearing in search results, find the source in the Enabled for Agentforce Coworker column.
  2. Turn off the toggle. This action doesn’t delete the data source, DMOs, or indexes. CRM data can’t be turned off.
  3. To remove or rename a data source, select the down arrow at the end of the source’s row.
    • To remove the data source, select Remove from Agentforce Coworker. This action deletes only the Agentforce Coworker data source. It doesn’t delete the DMOs or search indexes.
    • To change a data source’s name, click Review Data Source Settings. In the window that opens, change the name of the data source.