Agentforce and RAG: Best Practices for Better Agents
A best practises guide for powering Agentforce with unstructured data and long free-text fields
Reinier van Leuken, Senior Director of Product Management - Agentforce
I. Introduction
1.1 Purpose of This Guide
Best Practices for Powering Agentforce with Unstructured Data and Long Free-Text Fields
This guide provides best practices for using unstructured data and long free-text fields to power Agentforce with retrieval augmented generation (RAG) on the Headless 360 platform. RAG enhances agent responses by making them more accurate, up-to-date, and relevant to a company’s enterprise knowledge, which includes files, emails, articles, documents, call notes, object descriptions, and structured table fields. Some RAG tools are simple and ready to use, while others offer detailed configuration options. This guide helps Salesforce admins and developers make informed design choices to optimise their solutions.
Content Inspired by Real-Life Scenarios
The content is based on real-life scenarios and implementations, covering technology that is generally available or in open beta. Roadmap items are occasionally discussed and marked as #Roadmap, with release timelines provided when available, subject to forward-looking statements in the appendix.
Complementary to Official Documentation
This document complements help.salesforce.com and Trailhead documentation, offering practical guidance to achieve high-performing agents.
Introduction Overview and Prerequisites
This introduction provides a brief overview of RAG on the Headless 360 platform. However, it is not a complete beginner’s guide. The chapter concludes with prerequisites for understanding the rest of the document.