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Build a Salesforce Agent to Chat with Unstructured PDF Data
Rating: 4.7 out of 5(148 ratings)
1,296 students

Build a Salesforce Agent to Chat with Unstructured PDF Data

Master RAG, Einstein Data Library, Data Cloud, Prompt Builder, and AWS to Create Powerful Salesforce Agents
Created bySalesforce troop, Amrita K
Last updated 11/2025
English

What you'll learn

  • Understanding Einstein Data Library
  • Grounding AI Responses
  • How RAG Works
  • How Prompt builder and Agent works
  • Building and Deploying AI Agents
  • Real Time Projects
  • Working with Unstructured Data

Course content

4 sections • 35 lectures • 1h 51m total length

  • Introduction2:54
  • Disclaimer0:21
  • Salesforce Org Setup2:02
  • Important Note1:01
  • Enable Einstein1:48

    Note: In recent Salesforce releases, some Setup menu names have changed. Follow these updated steps to enable the required features:

    1. Open Setup

      • Click Setup. The Setup page opens in a new tab.

    2. Enable Einstein

      • In the Setup Quick Find, search for and select Einstein Setup.

      • Click the Turn on Einstein toggle, and ensure Einstein is On.

      • Refresh your browser to reload Setup.

    3. Enable Agentforce

      • In the Setup Quick Find, search for and select Agentforce Agents.

      • Toggle Agentforce at the top.

      • Below, enable Agentforce (Default) Agent as well.

    Tip: If at any point you want to view a Topic or Action, note that these have now been moved under Agentforce Assets in Setup.

  • New way to enabling the Agents0:28
  • Data Cloud Setup2:12

Requirements

  • Internet connection is needed to go through this course
  • Basic understanding of Salesforce is required before taking this course.
  • Trailhead Account

Description

Welcome to "Build a Salesforce Agent to Chat with Unstructured PDF Data", a project-driven course designed to equip you with the skills to create intelligent Salesforce agents that can effectively leverage unstructured data.

In this course, you’ll learn how to integrate technologies like AWS, Data Cloud, Einstein Data Library, and Prompt Builder to build agents capable of providing accurate, context-driven responses. We'll guide you through key concepts such as uploading data to AWS S3, injecting it into Salesforce Data Cloud, and structuring it into Data Lake and Data Model Objects for seamless data processing.

Using Prompt Builder, you’ll configure agents to fetch relevant information from Data Cloud based on user inputs and generate real-time, context-aware responses. You’ll also explore how the Einstein Data Library enables agents to process unstructured data for tasks like question-and-answer interactions.

This course emphasizes hands-on learning, with two exciting projects:

  1. Project 1: Ingest unstructured data from AWS S3 into Salesforce Data Cloud, create a dynamic agent using this data, and expose it on an Experience Site for user access.

  2. Project 2: Leverage Einstein Data Library to process and ground unstructured data, enabling agents to deliver precise and personalized responses.

You’ll gain practical experience integrating AWS S3 with Salesforce Data Cloud, managing Data Lake and Data Model Objects, and using advanced tools like Prompt Builder to enhance workflow automation.

By the end of the course, you’ll have the expertise to create intelligent agents that can transform unstructured data into actionable insights, improving efficiency, customer interactions, and overall productivity.

This course is perfect for developers, AI enthusiasts, and teams looking to integrate cloud solutions with Salesforce to tackle complex data challenges. Let’s dive in and unlock the potential of unstructured data!

Who this course is for:

  • Individuals Eager to Explore AI Agents
  • Developers Enhancing Expertise
  • Teams Managing Unstructured Data
  • Professionals Using Data Cloud Objects
  • For those eager to delve into AI agents and cloud technology to unlock new possibilities.
  • Ideal for developers aiming to upskill in handling unstructured data and automating processes efficiently.

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