Salesforce Agentforce Open Web Search

Hello everyone. In this video, we are

going to see how we can make external

website information

and assist the users whenever they are

using agent force. Let's say I have

sales representatives

and uh they wanted to search using agent

force within Salesforce lightning

experience. Uh they they have to use

agent force employee agent for this use

case and then the

use case is they have to search

something. It has to go to the public

websites that are available. search it

and then it has to be displayed in agent

force agent chat widget.

For that we can make use of

agent force data library and the data

type for the data library should be web.

First let's see a demo and then we will

deep dive into the configuration side of

data library and also agent force.

I am a sales representative. I'm going

to make use of agent force employee

agent. This is my employee agent force

uh agent type. I'm going to ask who is

the

prime

minister of India.

This will search the external website

and then it will try to find out who is

the current prime minister of India. So

it is giving the information and all

this information

are from

public sites which are available for

everyone.

If you wanted to ask more questions, we

can ask.

So it is bringing in all the information

from the public websites. Let's see how

to set this up or configure it.

We have to create agent force data

library. For this go to agent force data

library in Salesforce setup. Click new

library.

Give a library name. The API name will

be automatically getting populated. Give

a description for it. In the data

sources, select web as the data type.

If you are having multiple data spaces,

you can select the data space. uh I

haven't uh created any data space

management in my data cloud. So I'm I

have selected the default data space.

Toggle turn on web search. Read the

instructions carefully here. Because of

turning on you should know the impact of

it. So make sure you are reading the

full content of it. And for the web

source use search the web.

Click save. The data library will be

available.

So now if you go to data library again,

you should be able to see the data

library which we created,

it should be in ready status.

Okay, once the status is ready, it

should be ready in uh few seconds. If it

if it is taking some time, wait for it.

Make sure the status is ready. Once the

status is ready, now open your uh agent

force in agent force builder in the data

select the data library which we created

with the web as the data type.

If you want you can select show sources

so that it will show the sources. Okay,

I won't be able to activate it.

Okay, let me activate it.

Okay, this is for citation purpose. If

you enable show sources, it will uh

display the sources from which it took

the information which will be very handy

for uh uh you to see from which source

it took that information.

Next step is you have to create a custom

topic.

uh you can make use of any uh label but

I have made use of a general web search

and you have to follow all the steps

that are available in this Salesforce

help article. I have shared this help

article in my blog post. From the blog

post, you should be able to get this

help article. So that you should be able

to complete uh uh creating the topic and

also you have to add a action. The

action uh should be answer questions

with knowledge.

So make sure you are creating a custom

topic

for description, scope and instructions.

make use of the Salesforce help

particle. You can definitely customize

it. You can do some enhancements. If you

wanted to add some guard rails, if you

wanted to add some uh restrictions, all

these things can be done via the

instructions. So, you can uh customize

it or enhance it also.

Once the action and once the topic is

created, add the action. Once it is

done, you should be able to test it.

Yeah,

please check the video description. In

the video description, I have shared my

blog post. You can use my blog post for

your reference.

I hope it was helpful.

Thank you for watching.