Universal Containers has PDF maintenance guides in an external folder, not yet in Salesforce. The team wants a standard, clicks-only setup for the Service Agent to use these documents. Which…

Question

Options

• APaste external PDF links into topic instructions and rely on the model to follow them, avoiding
• BUpload the PDFs as File source in the Agentforce Data Library which will build a Search Index,
• CConfigure Data Cloud to ingest file attachments and create custom index and retriever for product

• A
  16% (6)
• B
  74% (28)
• C
  11% (4)

Explanation

The Agentforce Data Library supports uploading files (including PDFs) directly as a 'File' source, after which it automatically builds a Search Index that the Service Agent can query using RAG. This is a fully declarative, clicks-only setup requiring no code or custom configuration. Option A is unreliable because pasting links into topic instructions does not make the content retrievable - the model cannot follow external URLs to read documents at runtime. Option C (custom Data Cloud ingestion with a custom index and retriever) is a valid advanced approach but requires significant technical configuration, making it inappropriate when the requirement specifies a standard, clicks-only setup.

No community discussion yet for this question.