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Salesforce

AI-201 · Question #40

Universal Containers (UC) wants to limit an agent's access to Knowledge articles while deploying the "Answer Questions with Knowledge" action. How should UC achieve this?

The correct answer is C. Assign Data Categories to Knowledge articles, and define Data Category filters in the Agentforce. Salesforce Knowledge uses Data Categories as the native mechanism for organizing and controlling access to articles. By assigning relevant Data Categories to Knowledge articles and then configuring Data Category filters within the Agentforce Data Library (or the Answer…

Knowledge Management and Self-Service

Question

Universal Containers (UC) wants to limit an agent's access to Knowledge articles while deploying the "Answer Questions with Knowledge" action. How should UC achieve this?

Options

  • ADefine scope instructions to the agent specifying a list of allowed article titles or IDs.
  • BUpdate the Data Library Retriever to filter on a custom field on the Knowledge article.
  • CAssign Data Categories to Knowledge articles, and define Data Category filters in the Agentforce

How the community answered

(14 responses)
  • A
    7% (1)
  • B
    7% (1)
  • C
    86% (12)

Explanation

Salesforce Knowledge uses Data Categories as the native mechanism for organizing and controlling access to articles. By assigning relevant Data Categories to Knowledge articles and then configuring Data Category filters within the Agentforce Data Library (or the Answer Questions with Knowledge action configuration), UC can precisely scope which articles the agent is allowed to retrieve. This is the platform-recommended approach for access control on Knowledge content within Agentforce. Choice A is incorrect because hardcoding article titles or IDs in agent instructions is brittle and unscalable. Choice B is incorrect because the Data Library Retriever does not support custom field-based filtering as a built-in feature.

Topics

#Knowledge Management#Data Categories#Access Control#Agent Console

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