Specify Data Cloud data model objects (DMOs) and fields to use as sources for AI-generated Search Answers. Use Lightning App Builder to create a Lightning record page for each DMO so that users can see the source records for the AI-generated summaries.
Required Editions
| Available in: Lightning Experience with Lightning Knowledge and Data Cloud enabled. See Data Cloud edition availability. |
| User Permissions Needed | |
|---|---|
| To use Search Manager and Data Cloud objects as sources: |
Customize Application View Setup Data Cloud Admin |
| To create and save Lightning pages in the Lightning App Builder: | Customize Application |
| To access Data Cloud Setup: | System Administrator |
To search knowledge articles in orgs created after Spring ’25, map the knowledge articles to a DMO in Data Cloud and select the DMO as a source object for Search Answers. See Sales and Service Bundle Data Mappings and Salesforce CRM: Knowledge Article Mapping.
You can choose up to 5 DMOs from the default data space to use as sources.
- From Setup, in the Quick Find Box, enter Search Manager, and then select Search Setup.
- Select Manage Search Answers.
- In the Objects column, click a DMO, and then select Include in Search Answers.
- Select the field to use as the title for citations in AI-generated answer cards.
-
Select additional text and long text fields to use as sources for the generated
response.
For example, select fields that contain the actual details for a response such as an information field. Fields with limited information such as date, picklists, numbers, or name fields do not provide adequate contextual information necessary for search answers.
- Save your changes.
Next, use the Lightning App Builder to create a Lightning record page for each DMO that you selected so that users can see source records for AI-generated responses. Use the Record Page type, and add the fields that you selected as sources for Search Answers to the page layout.