---
schema_version: "1"
id: 4f9862cb92f6f3aa724a34f940c565a180fee2f735b82ffc825b0c20b252e683
title: Create a Search Index Configuration with Easy Setup
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/data/264-0-0/c360_a_search_index_easy_setup_search_index.md
canonical_url: https://help.salesforce.com/s/articleView?id=data.c360_a_search_index_easy_setup_search_index.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ac99d5d109e9c96013ef2683624a12c94f0000b972b23ea5f8dd9892d5972e77
description: Follow a few automated steps to create a hybrid search index configuration for a data model object (DMO) or an unstructured data model object (UDMO). Data 360 automatically applies defaults for the chunking and vectorization strategies, and creates chunk and index model objects.
products:
  - Data 360
release: "264"
---
# Create a Search Index Configuration with Easy Setup

Follow a few automated steps to create a hybrid search index configuration for a data model object (DMO) or an unstructured data model object (UDMO). Data 360 automatically applies defaults for the chunking and vectorization strategies, and creates chunk and index model objects.

### 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: <strong>All Editions</strong> supported by Data 360. See <a href="https://help.salesforce.com/s/articleView?id=data.c360_a_dc_editions.htm&amp;language=en_US" target="_blank">Data 360 edition availability</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d173526e61">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d173526e61 ">To create a search index configuration:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d173526e61 ">
              <p>Permission set: </p>
              <ul>
                <li>Data Cloud Architect</li>

              </ul>
            </td>

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

Before creating a search index, review the Unstructured Data and Search Index Guidelines and Limits in [Data 360 Limits and Guidelines](https://help.salesforce.com/s/articleView?id=data.c360_a_limits_and_guidelines.htm&type=5&language=en_US) and search index considerations in the [Search Reference.](https://help.salesforce.com/s/articleView?id=data.c360_a_search_index_reference.htm&release=264.0.0&type=5 "Data 360 search supports many different file formats with unstructured data, embedding models, and pre-filter operations on search results.") Familiarize yourself with the concepts of chunking unstructured data, vectorization, and the chunk and index data model objects.

Easy Setup includes these defaults.

- Chunking strategy: Passage extraction
- Embedding model: E5-Large V2
- Search Type: Hybrid Search

1. From App Launcher, select **Data Cloud**.
2. Click **Search Index** > **New**.
3. Click **Easy Setup** > **Next**.
4. From the New Search Index Configuration page, select a Data Space and one or more UDMOs or DMOs. A search index configuration is created for each object that you select.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/images/icon_note.png)
    
    Note A DMO that has mappings from one or more external DLOs can only be used as the data source if caching is enabled for all those external DLOs. For more information see, [Caching in Data Federation](https://help.salesforce.com/s/articleView?id=data.c360_a_accelerated_data_lake_objects.htm&type=5&language=en_US).
5. Add a Search Index Configuration Name and Search Index Configuration API Name.
6. Click **Next**.
7. Review the configuration and the target data model objects, and click **Save.**
8. Create a retriever in AI Models (formerly Einstein Studio) to retrieve data from a search index.
    
    Use retrievers in prompt templates and agent actions to get relevant results. For more information see, [Create an Individual Retriever](https://help.salesforce.com/s/articleView?id=data.c360_a_ai_retriever_create.htm&release=264.0.0&type=5 "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.").

Data 360 creates a hybrid search index for the DMO or UDMO selected.

#### See Also

- [_Salesforce Help_: Search Index Considerations](https://help.salesforce.com/s/articleView?id=data.c360_a_search_index_reference.htm&release=264.0.0&type=5 "Data 360 search supports many different file formats with unstructured data, embedding models, and pre-filter operations on search results.")