---
schema_version: "1"
id: e8397774a95258e3edc1e6a2cb33a0f051865e9e993a3b3bbf87094de57bd942
title: Use Salesforce Knowledge
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/data_library_select_fields.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.data_library_select_fields.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4914622577bc75dbf0b338337aa9e09e0d980f7924d40145ef27eb648c826a7c
description: Select the knowledge fields for your data library to index.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Use Salesforce Knowledge

Select the knowledge fields for your data library to index.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with the Einstein for Platform or Einstein or Agentforce for Sales or Service add-on, or Agentforce Foundations</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col>
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d107910e68">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d107910e68 ">To set up Agentforce Data Libraries:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d107910e68 "><a href="https://help.salesforce.com/s/articleView?id=data.c360_a_setup_provision.htm&amp;type=5&amp;language=en_US" target="_blank">Data Cloud admin </a> AND <a href="https://help.salesforce.com/s/articleView?id=platform.admin_userperms.htm&amp;type=5&amp;language=en_US" target="_blank">System Administrator</a> permissions.</td>

          </tr>
        </tbody>
      </table>

To use Agentforce Data Libraries, you must have Data 360 [set up](https://help.salesforce.com/s/articleView?id=data.c360_a_setup_provision.htm&language=en_US&type=5). Data libraries consume Data 360 credits.

1. To configure a data library, select it and click **Edit**.
2. If you want to base a data library on your Knowledge articles, select the Knowledge tab.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/images/icon_note.png)
    
    Note
    
    A data library supports Knowledge, file uploads or web search as a data source. After you choose a library’s data source, you can’t change it later.
3. Under Knowledge Field Settings, select identifying fields for the knowledge articles. Identifying fields help Agentforce locate the right information in your index. Idenitfying fields must be a text or text area type fields and are limited to 512 tokens. We recommend that you select fields that include a concise outline of the associated knowledge article.
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/images/icon_tip.png)
    
    Tip To ensure you're in the token limit, select a field of the simple text type for the identifying field. Because the simple text field type is limited is 255 characters you can be certain its within the 512 token limit.
4. Select the content fields. Content fields help AI agents enrich responses with relevant details. We recommend that you select fields that include important details such as troubleshooting steps, product details, and special considerations. Knowledge data libraries support only text or text area type fields.
    
    ![Knowledge field settings with the identifying fields and content fields selected.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/data_library/data_library_knowledge_field_settings.png)
5. In data library setup from Agent Builder, you an also include citations. A citation is a link to the Knowledge Article that a response is grounded on. To include citations select **Show sources**. Next, add your Salesforce Knowledge domain URL to link AI-generated responses to their source in your Knowledge base. If you don’t include a specific Knowledge domain URL, it uses the publicly available URL. [Learn more about Knowledge domains](https://help.salesforce.com/s/articleView?id=xcloud.faq_domain_name_what.htm&type=5&language=en_US).
6. Click **Save**.
7. Under Knowledge Settings, specify which articles are included in the data library. Only published articles are considered for the data library. See [Publish Articles and Translations](https://help.salesforce.com/s/articleView?id=service.knowledge_article_publish.htm&type=5&language=en_US).
8. To restrict indexed articles to articles that are publicly available in your Knowledge base, enable **Use Public Knowledge Articles**. Knowledge Articles that are publicly available have IsVisibleInPkb as True. See [Create a Knowledge Base with Salesforce Knowledge.](https://help.salesforce.com/s/articleView?id=service.knowledge_whatis.htm&type=5&language=en_US)
9. To filter indexed articles by data category, enable **Filter by Knowledge Data Categories**. Then, select the categories to include in your data library. See [Work with Data Categories.](https://help.salesforce.com/s/articleView?id=service.category_whatis.htm&type=5&language=en_US)
    
    ![Knowledge settings with filtering by data catergory enabled and a data category selected.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/data_library/data_library_knowledge_settings.png)
    
    If you have a large knowledge base or product range, tailoring the data library to specific data categories makes the indexing and grounding more accurate and efficient.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/images/icon_note.png)
    
    Note To get results based on a data category it must be set as visible.
10. Save your work.

After you save your selections, data streams, a search index, and a retriever are created automatically and available to view or edit in Data 360. Monitor your data library’s progress from Setup. When the status updates to “Your data library is ready to use!” you can test and use the library data with agents.

#### See Also

- [_Trailhead:_ Set Up a Simple Knowledge Base](https://trailhead.salesforce.com/content/learn/modules/lightning-knowledge-basics/set-up-a-simple-knowledge-base)
- [Agent Action: Answer Questions with Knowledge](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_answer_questions_with_knowledge.htm&type=5&language=en_US)