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Salesforce Agentforce Open Web Search
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Aug 28, 2025
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0:04
Hello everyone. In this video, we are
0:07
going to see how we can make external
0:11
website information
0:14
and assist the users whenever they are
0:18
using agent force. Let's say I have
0:22
sales representatives
0:25
and uh they wanted to search using agent
0:29
force within Salesforce lightning
0:31
experience. Uh they they have to use
0:34
agent force employee agent for this use
0:38
case and then the
0:41
use case is they have to search
0:44
something. It has to go to the public
0:47
websites that are available. search it
0:49
and then it has to be displayed in agent
0:52
force agent chat widget.
0:55
For that we can make use of
0:59
agent force data library and the data
1:02
type for the data library should be web.
1:06
First let's see a demo and then we will
1:08
deep dive into the configuration side of
1:12
data library and also agent force.
1:21
I am a sales representative. I'm going
1:25
to make use of agent force employee
1:28
agent. This is my employee agent force
1:32
uh agent type. I'm going to ask who is
1:36
the
1:38
prime
1:40
minister of India.
1:43
This will search the external website
1:47
and then it will try to find out who is
1:51
the current prime minister of India. So
1:54
it is giving the information and all
1:56
this information
1:58
are from
2:00
public sites which are available for
2:04
everyone.
2:07
If you wanted to ask more questions, we
2:08
can ask.
2:24
So it is bringing in all the information
2:28
from the public websites. Let's see how
2:30
to set this up or configure it.
2:33
We have to create agent force data
2:36
library. For this go to agent force data
2:39
library in Salesforce setup. Click new
2:41
library.
2:43
Give a library name. The API name will
2:46
be automatically getting populated. Give
2:49
a description for it. In the data
2:52
sources, select web as the data type.
2:56
If you are having multiple data spaces,
2:58
you can select the data space. uh I
3:02
haven't uh created any data space
3:05
management in my data cloud. So I'm I
3:07
have selected the default data space.
3:11
Toggle turn on web search. Read the
3:14
instructions carefully here. Because of
3:17
turning on you should know the impact of
3:20
it. So make sure you are reading the
3:23
full content of it. And for the web
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source use search the web.
3:29
Click save. The data library will be
3:32
available.
3:36
So now if you go to data library again,
3:41
you should be able to see the data
3:44
library which we created,
3:46
it should be in ready status.
3:51
Okay, once the status is ready, it
3:54
should be ready in uh few seconds. If it
3:57
if it is taking some time, wait for it.
3:59
Make sure the status is ready. Once the
4:02
status is ready, now open your uh agent
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force in agent force builder in the data
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select the data library which we created
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with the web as the data type.
4:20
If you want you can select show sources
4:22
so that it will show the sources. Okay,
4:25
I won't be able to activate it.
4:29
Okay, let me activate it.
4:33
Okay, this is for citation purpose. If
4:36
you enable show sources, it will uh
4:40
display the sources from which it took
4:42
the information which will be very handy
4:45
for uh uh you to see from which source
4:48
it took that information.
4:52
Next step is you have to create a custom
4:55
topic.
4:57
uh you can make use of any uh label but
5:00
I have made use of a general web search
5:05
and you have to follow all the steps
5:08
that are available in this Salesforce
5:10
help article. I have shared this help
5:12
article in my blog post. From the blog
5:15
post, you should be able to get this
5:16
help article. So that you should be able
5:18
to complete uh uh creating the topic and
5:22
also you have to add a action. The
5:26
action uh should be answer questions
5:28
with knowledge.
5:30
So make sure you are creating a custom
5:33
topic
5:35
for description, scope and instructions.
5:38
make use of the Salesforce help
5:40
particle. You can definitely customize
5:42
it. You can do some enhancements. If you
5:45
wanted to add some guard rails, if you
5:47
wanted to add some uh restrictions, all
5:50
these things can be done via the
5:52
instructions. So, you can uh customize
5:54
it or enhance it also.
5:59
Once the action and once the topic is
6:01
created, add the action. Once it is
6:03
done, you should be able to test it.
6:21
Yeah,
6:24
please check the video description. In
6:27
the video description, I have shared my
6:28
blog post. You can use my blog post for
6:31
your reference.
6:39
I hope it was helpful.
6:48
Thank you for watching.