--- schema_version: "1" id: 4359ce957c1ae742e68f52e3c679fbbf6dca606fc982ca01d57eeedc14960655 title: Create an Individual Retriever collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/data/264-0-0/c360_a_ai_retriever_create.md canonical_url: https://help.salesforce.com/s/articleView?id=data.c360_a_ai_retriever_create.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 1f885d7308e782a321e92cfd826e723b1a3243a917d453afd5924db1a0938af1 description: To improve the relevancy of the content returned to a prompt for a particular use case, create a custom individual retriever in AI Models (formerly Einstein Studio). To customize the retriever, select its search index, define filters, and specify what information it returns. products: - Data 360 release: "264" --- # Create an Individual Retriever To improve the relevancy of the content returned to a prompt for a particular use case, create a custom individual retriever in AI Models (formerly Einstein Studio). To customize the retriever, select its search index, define filters, and specify what information it returns. ### Required Editions
Available in: All Editions supported by Data 360. See Data 360 edition availability.
User Permissions Needed
To manage retrievers or versions in AI Models (create, edit, and delete)

Allow users to manage models in AI Models AND Access to Field Relationship Path object

OR

Data Cloud Architect Permission Set
To access data with retrievers

For the Knowledge object, make sure that the user has read access to the Knowledge object and has the App Permission: Allow View Knowledge

For all other standard objects, make sure that the user has read access to the object and appropriate sharing rules. For more information see, Set Your Internal Organization-Wide Sharing Defaults.
1. In AI Models on the Retrievers tab, click **New Retriever**. 2. Select **Individual Retriever** as the retriever type. Click **Next**. 3. Select Data Cloud as the data source for the retriever. 1. Select the data space in Data Cloud where the search index resides. 2. Select the data model object (DMO) associated with the search index. 3. Select the search index. 4. Click **Next**. 4. (Optional) Define filters to narrow the search results. Retriever filters are available only if the search index that you selected has filter fields defined. 1. Select **Filter Documents to Return**, and specify up to 10 conditions to apply. 2. Select the condition requirements. For example, to define a specific subset (such as Category = Hardware AND Language = German), select **All Conditions Are Met**. If different conditions support the same goal (such as Priority = High OR Escalated = True), select **Any Condition is Met**. Select **Custom Condition is Met** to create a custom logic with numbered conditions (such as, 1. Car Make = Honda, 2. Car Model = Civic, 3. CarYear greater than 2000. Create a custom condition like 1 AND (2 OR 3)). 3. For each condition, click **Add Condition** and select a field in the search index, an operator, and a value. The field’s data type, such as text or number, determine which operators are available. 4. Click **Next**. 5. Configure which information to return and how much. 1. Specify the maximum number of results to return. 2. Specify one or more fields that ground the prompt. For each field selected, enter a unique, descriptive label for the retrieved information, and select the field in the search index. Select only fields that augment the prompt for your use case and help make prompt responses more accurate and relevant. 3. Click **Next**. 6. (Optional) Turn on citations for this retriever. 1. To automatically generate citations that include the source URL, and a heading text, select **Standard Citations**. 2. To customize the citation, select **Custom Citations**. Optionally, enter a base URL, source DMO field that contains the full link or a URL path that can be combined with the base URL, and the source DMO field to use for the citation heading. For example, if the source DMO contains a citation to a specific help page such as [Retrieve Data](https://help.salesforce.com/s/articleView?id=data.c360_a_ai_retriever.htm&type=5&language=en_US). Enter a base URL of [https://help.salesforce.com/s/articleView?id=](https://help.salesforce.com/s/articleView?id=&language=en_US) and the URL path would be the source DMO field that contains the document ID “data.c360\_a\_ai\_retriever.htm”. If the source DMO has a field with the entire URL path, then do not enter a base URL path. Set the URL path to the source DMO field that contains the entire URL path. Citation headings and links may be surfaced to end-users in downstream applications like Agentforce. Make sure that these fields are populated appropriately and end-users have access to the source links. 3. Click **Next**. 7. Review your selections. 1. To change a selection, click the Edit icon. 2. Save your changes, and specify a retriever name and an optional description. 3. Save your changes. The retriever isn’t available for use in prompt templates until you activate a version When you create a retriever, AI Models creates the first version. Each time you edit and save a custom retriever, AI Models creates another version. Retrievers adhere to the data governance policies set up for your data. Make sure that users who call the retriever have permissions to access the data and knowledge queried by the retriever. #### See Also - [Activate or Deactivate a Retriever Version](https://help.salesforce.com/s/articleView?id=data.c360_a_ai_retriever_version_activate.htm&release=264.0.0&type=5 "Activate a retriever version in AI Models (formerly Einstein Studio) and use it in prompt templates. Only one retriever version can be active at a time. Activating a new version deactivates the current one. Deactivate a version only if no prompt templates depend on it.") - [Retriever Filters Reference](https://help.salesforce.com/s/articleView?id=data.c360_a_retriever_filter_reference.htm&release=264.0.0&type=5 "Configure filter conditions for retrieval accuracy when you create or test retrievers in AI Models (formerly Einstein Studio). Use filter conditions to filter records retrieved for search queries. You can configure up to ten filter conditions for an individual retriever.") - [Test an Individual Retriever](https://help.salesforce.com/s/articleView?id=data.c360_a_ai_retriever_test_create.htm&release=264.0.0&type=5 "Test a retriever configuration to ensure accurate responses from your AI agents. Save retriever configurations as new versions of the retriever in AI Models (formerly Einstein Studio). Activate them for use in agents with prompt templates, Flow, and apps.")