Configure Data for Your Inbound Lead Generation Agent

To manage the data that your agent uses, select an existing data library or create one.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions
User Permissions Needed
To set up Inbound Lead Generation: Configure Inbound Lead Generation Agent
  1. In Salesforce Go, open the Agentforce for Sales setup page, and then go to the Inbound Lead Generation section.
  2. In the Configure Data for Your Agent section, click Go to Setup.
  3. If you haven't already, turn on Data Cloud.
  4. In Data Library Setup, select an existing data library or create one.
  5. Upload text, HTML, or PDF files that your agent can use to generate replies, such as product descriptions, price sheets, and white papers. You can upload up to 4 MB for text or HTML files, or 100 MB for PDF files.