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Agentforce Data Library in Salesforce Prompt Builder
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Apr 25, 2025
We can make use of Agentforce Data Library in the Salesforce Prompt Builder or Template. We have to refer the Agentforce Data Library Retriever in the Prompt Template to invoke it. Blog Post: https://www.infallibletechie.com/2025/04/agentforce-data-library-in-salesforce-prompt-builder.html
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0:07
hello everyone in this video we are
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going to see how to make use of agent
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force data
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library in salesforce prompt builder
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first let's look at a demo and then we
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will deep dive into the configuration
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side of making use of agent force data
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library in salesforce einstein prompt
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template here i have a case record i am
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making use of a screen flow which will
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search the knowledge base then or the
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knowledge articles that are available in
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my salesforce or it is going to make use
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of agent force data library to do it i'm
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going to pass this cancel order
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um subject to my einstein prompt
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template which will
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invoke agent force data library and then
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it will get the
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response using the prompt template let's
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uh see
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that so as a service representative i'm
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going to click next it invo it is
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invoking uh prompt template in the
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prompt template it is invoking agent
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force data library and then this is the
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response so i was able to make use
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of einstein data library in the prompt
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template and then i'm able to display
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the response let's see the configuration
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behind it
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this is the ein agent force data library
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which i have created i am making use of
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knowledge for the ident identifying
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field i'm using
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title and summary so once you save it
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agent force data library will be set
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up this is the prompt template which i
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am using it's a flex prompt template
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i am making use of a free form text
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called str text and this is the prompt
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template content use the content from
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this free form text to help the customer
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by referring to the knowledge base and
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this is the retriever in order to get
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this
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uh data agent force data library
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retriever we have to go to
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resource we have to select einstein
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search
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if you are using files database in the
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in your data in your data library then
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you have to use a rag file udmmo but in
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my case i'm going to make use of
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knowledge articles so i have to make use
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of knowledge article version and from
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here you have to select the right
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retriever based on
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the api name you should be able to
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select the right retriever whenever we
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create agent force data library it
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creates data
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stream dlo dmo search index retriever
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etc so here we have to refer that
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retriever so that it will be able to
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pull the data
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in order to make use of this einstein
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prompt template i created a screen
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flow in this uh screen
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element i am displaying a text you can
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search knowledge
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base next
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using action element i'm invoking this
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uh prompt
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template for
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str form text i am passing the case
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record from the case record i have
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selected the subject i wanted to pass
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the subject so that the subject will be
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passed to the prompt
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template from the prompt template it
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will pass the subject along with the
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article to the llm and then it will
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retrieve the response
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next i have added
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another screen
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element in the screen
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element i'm making use of display text
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i'm getting the response from
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the llm and then i'm displaying
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it please check the video description in
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the video description i have shared my
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blog post from the blog post you should
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be able to get
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stepby-step instructions so that you
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should be able to refer agent force data
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library in your einstein prompt
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template i hope it was helpful
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thank you for watching
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