Step-by-Step Guide to Agentforce Data Library Using Files

Agentforce Data Library is a Salesforce feature that lets you upload and store content—such as PDFs, knowledge articles, or web search – so your AI agents can read, understand, and respond to questions in natural language through a conversational interface.

Think of it like giving your AI agent a handbook. Just like a support rep might refer to a policy document or help guide to answer a customer query, the AI agent uses the data library to pull relevant information and respond intelligently.

For example, if you upload your airlines company’s ticketing terms and conditions policies as a PDF, the AI agent can answer questions like:

• “Can I cancel a business class ticket?”
• “What is the baggage allowance for economy?”

All without you having to sift through heaps of information to find the answers.

Data Sources for Agentforce Data Library

When you configure a data library, you can use knowledge articles, file uploads or web search for the library’s data source.

In this blog post and guide, we’ll focus on how to configure the Agentforce Data Library using files.

How Does Agentforce Data Library with Files Work?

1. You Upload a File Start by uploading a document like a PDF or HTML that contains useful information (e.g., company policies, FAQs, product guides).
2. Salesforce Processes the Content As soon as you save the data library, Salesforce kicks off a process to:
   • Read and break the document into smaller pieces (this is called chunking)
   • Store it in a structured format inside Data Cloud
   • Create a search index so it can quickly find relevant parts later
3. The Agent Uses This Knowledge When someone asks the agent a question, it checks the search index to find the most relevant chunk of information from the document. Then, it combines that with Generative AI to generate a clear and helpful response.
4. No Coding Required You don’t need to write code or create complex flows. Just upload the content, and the system takes care of the rest.

In short, Agentforce Data Library turns your documents into smart, searchable knowledge that your AI agent can use to deliver accurate, concise answers through a human-like conversational interface.

Technicalities

1. You can upload up to 4 MB for text or HTML files, or 100 MB for PDF files.
2. When you add files to the search index and click Save, the Agentforce Data Library becomes temporarily unavailable. Downtime depends on the number and size of the files and can range from 30 minutes to several hours.

Business Use Case: Making Company Policies Instantly Searchable with AI

SIAA Airlines maintains a 50-page document about the terms and conditions of carriage for passengers and baggage. The service reps need to spend a significant amount of time going through this document to find the information they’re looking for. By uploading this document to the Agentforce Data Library, reps can now simply ask questions in natural language—like “What’s the cancellation policy for Super Saver fares?”—and get instant, accurate answers through an AI-powered conversational interface.

Here is how that looks like:

Step-by-Step Guide: Agentforce Data Library Using Files

This process is simple and should take 15-20 minutes to configure and test. Here’s what we are going to cover this guide, step-by-step:

1. Set Up Agentforce Data Library
2. Understand What Happens When a Data Library Is Created
3. Review the Data Cloud Components Automatically Created by Salesforce
4. Assign the Data Library to an Agent
5. Test the Agentforce Data Library

NOTE: Certain sections of the guide will appear as locked in the free preview. You can download the unlocked version of the guide in PDF format by subscribing to our “All Access” Pass through the link below.

Conclusion

Agentforce Data Library is a powerful way to unlock the value of your organization’s documents by making them accessible through natural language conversations. By uploading files and connecting them to your AI agent, you eliminate the need for manual searches and enable your teams to get accurate, real-time answers instantly. Whether it’s customer service, HR, or operations, this approach can significantly improve productivity, consistency, and response times. If you haven’t explored it yet, now’s the perfect time to put your documents to work with Agentforce.

References & Useful URLs

• Salesforce documentation – Agentforce Data Library
• Salesforce help article – Guide : Setup & Troubleshoot Agentforce Data Libraries & Answer Question with Knowledge