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Add Retrievers to Prompt Templates for Agentforce Sales Coach

When using RAG to ground Agentforce Sales Coach, add the Agentforce Data Library retriever to relevant prompt templates for the agent to reference your uploaded files. 

Required Editions

Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.

See Also

Verify Access to Data Space

Before you add retrievers, make sure that the Agentforce Sales Coach permission set has access to the default data space specific to the Agentforce Data Library.

  1. From Setup, enter Permission Sets, and then select Permission Sets.
  2. Select the Agentforce Sales Coach permission set.
  3. Under the Apps section, click Data Cloud Data Space Management.
  4. Click Edit on Data Spaces and select the default option.
  5. Click Save.

Add Retrievers to Prompt Template

Follow these steps to add retrievers to the prompt template.

  1. In Prompt Builder, select the prompt template you wish to add a retriever to. 
  2. Click the Resources search bar. 
  3. Click Einstein Search.
  4. Click RagFileUDMO.
  5. Select the retriever for your Agentforce Data Library.
    Retriever names align with the Agentforce Data Library name.
  6. Add written instructions in the prompt template for the LLM to know how to use the retriever. For example, “Reference the discovery process the company uses EinsteinSearch:RagFileUDMO_SI_1Cx_QFx6a79befc.results and include a hyperlink to the best resource for a sales executive.”
  7. Save your changes.