How to read/learn salesforce release using Agentforce salesforce - Salesforce Release Assistant Einstein using Data cloud and Agentforce

Solution: Build salesforce Agent and use Data Library to feed the data .In this example ,the latest release pdf document is given for reference and use agent to answer the queries .

Step 1:  Download the required release pdf. 

Go to the URL 'https://help.salesforce.com/s/articleView?id=release-notes.salesforce_release_notes.htm&release=254&type=5' and download the respective latest salesforce release pdf document.

Step 2: Upload the pdf file. 

Go to setup --> Einstein --> Einstein Data Library

click on 'New Library' button and fill the details and click on save

click on files tab and upload the respective salesforce release pdf document 

Step 3: Get the retriever details.

Go to the Einstein Studio and click on retrievers to view all the retrievers 

Select the respective data library that you upload and not the api name of the retriever 

Step 4: Create the prompt template. Go to setup --> Einstein --> Einstein Generative AI --> Prompt Builder and click on 'New Prompt Template'

Fill the details and click on 'Next'

Construct the prompt template as below

You are an experienced Salesforce Technical Architect and your role is to answer the question by referring to the following files {!$EinsteinSearch:File_Salesforce_Release_Assistant_1Cx_nzw964c34f8.results}

Here is the question asked {!$Input:Query}

"""

Follow the instructions below

Remember to tailor your response to the specific question, focusing on the relevant details

your tone should be friendly and informative.

"""

Note: Use the data library in the template by referring the retriever.

Test the prompt template and do modifications as required to get proper output

Step 5: Create the Agent Action.

Go to setup --> Einstein --> Agentforce Assets and click on Actions tab 

click on 'New Agent Action'

Fill the details as shown in above image and click on next 

Fill the details as shown in the images below and click on Save 

The custom action gets created as shown below

Step 6: Configure the Agent .

Go to setup --> Einstein --> Einstein Generative AI --> Agentforce Studio --> Agentforce Agents and click on 'New Agent'

Select 'Create with Gen AI' and add the text 'create salesforce agent that answer the question referring to the data library' in  What do you want your agent to do? field and click on Next 

Fill the details as per the image below and click on next

In the add topics section, unselect existing topics and click on 'Add Draft Topic' button

Fill the details as shown in above image and save.

The 'Salesforce Release Notes' topic gets added

click on 'Next'

Select the 'Salesforce Release Assistant' data library and click on 'Create'.

The agent gets created with the topic

Go to the topic and click on 'This Topic's Actions' and click on 'New' button and then click on 'Add from Asset Library'

select the custom action created in step 5 i.e. Release Template Action and click on 'Finish'.

Test the agent and activate it.

Note: The data cloud feature and the other permissions/licenses are assumed to be present for this to work.