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Using AWS S3 PDF Files in Salesforce Agentforce
Jan 19, 2026
Blog Post:
https://www.infallibletechie.com/2026/01/using-aws-s3-pdf-files-in-salesforce-agentforce.html
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0:07
Hello everyone. In this video, we are
0:10
going to see how to make use of PDF
0:13
files stored in Amazon S3 buckets
0:18
and answer questions which are
0:22
frequently asked using Salesforce agent
0:26
force agent.
0:28
The use case here was
0:32
the updated files
0:34
and uh the new files will be managed in
0:39
Amazon AWS S3 buckets.
0:43
I have to keep
0:45
those uh updated files in my Salesforce
0:50
data 360
0:52
so that I can make use of those
0:55
information
0:58
to answer all the requests using agent
1:01
force service agent.
1:04
So the first step is we have to make
1:06
sure the date the
1:10
files that are available in Amazon S3
1:13
buckets are up to date and it is
1:16
available in Salesforce data 360.
1:22
So the first step is we should create a
1:24
connector
1:26
for our Amazon S3 bucket.
1:29
Next you should create UDL
1:33
u because it is unstructured data. So we
1:36
have to create unstructured data lake
1:39
object.
1:41
When you create we can easily
1:44
map it to an existing DMO or you can
1:47
also create a new uh UDMO unstructured
1:50
data model object. Once that is done
1:56
when you create the data lake we can
1:59
automatically uh create the search
2:01
index. So I if you wanted to manually
2:05
create yes you can definitely create.
2:11
So the search index was automatically
2:13
created when I created the UDLO. Next is
2:17
you have to create
2:19
custom retriever. All these steps I have
2:23
thoroughly
2:25
uh um or I have create I have given all
2:28
the steps in this blog.
2:32
So if you make use of this uh blog link
2:35
you can use this as a reference and then
2:37
you can make sure the data is up to date
2:41
in Salesforce data 360 from Amazon S3
2:44
bucket.
2:47
Okay. The next step is we have to create
2:49
agent force data library. When you
2:51
create, make sure the source is custom
2:55
retriever and select the custom
2:56
retriever which you created as part of
2:58
this step one.
3:02
So I created
3:05
an agent force data library.
3:08
The data source is custom retriever.
3:13
Once that is done in your agent force
3:16
agent
3:19
go to data select the data library
3:23
make sure it has it is showing the
3:26
correct retriever selected
3:30
and then you can start testing your
3:32
agent force agent. So here I asked need
3:36
help to change the advertisement
3:37
location.
3:40
So this is the user prompt.
3:42
The topic selected was general FAQ.
3:46
The action that was selected
3:49
is answer questions with knowledge. This
3:52
is the standard topic standard action
3:55
from Salesforce.
3:56
It used the custom retriever. It used uh
4:01
the information available from the
4:04
Amazon S3 which is synced to data 360
4:07
and Salesforce. and then it was able to
4:09
assist the customer.
4:16
Please check this uh blog link in order
4:19
to sync the data between Amazon S3
4:22
bucket and Salesforce data 360. Um in
4:26
this uh blog post I made use of event
4:29
notification so that the updated files,
4:33
deleted files and even if they update or
4:36
even if they create those information
4:38
will be up to date in Salesforce data
4:40
360. So make sure to check this blog
4:44
link set up everything first then start
4:47
creating data library
4:49
and then you should be able to um
4:52
achieve this use case.
5:02
Please check the video description. In
5:04
the video description, I have shared my
5:06
blog post. From the blog post, you
5:08
should be able to get all the links and
5:10
also the steps whatever we discussed in
5:13
this video for your reference.
5:26
I hope it was helpful.
5:36
Thank you for watching.
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