Data 360

Configure Data 360 Search Indexes

Build search indexes and retrievers over Data 360 content so an Agentforce agent can find and answer from that content.

39 tasks
Method

How MeshMesh does it

  1. Researches internal and external documentation to find the right Data 360 feature for the job, such as the Web Content (Crawler) Connector.
  2. Checks the org first: whether Data 360 is enabled, which bots exist, and whether any search indexes or data libraries are already there.
  3. Builds Data 360 search indexes and retrievers over the source content, and prompt templates that use them.
  4. When a retriever will not delete, traces where it is referenced, starting with the Search Agent and its Integrations tab.
  5. Tests different retriever setups in the Retriever Playground against a set of real questions, and writes up the results.
Products

Products and features it works with

Bars show how many of this capability's tasks touched each product.