Can I create one custom retriever for one PDF in Salesforce?

Yes. Create a custom retriever from the search index that contains the PDF content, then add a filter that identifies that specific document. Use a file name, document ID, category, or metadata field that uniquely identifies the PDF.

Does Agentforce Data Library automatically create a search index?

Agentforce Data Library can create and use supporting search assets when it processes file-based content. You should still review the available search index in Data Cloud and confirm that the index processed your document successfully before you create the retriever.

Can one Data Library contain multiple PDFs?

Yes. You can upload multiple PDFs to one Agentforce Data Library . However, use retriever filters or separate content structures when different prompts must access different documents.

What is the difference between a Data Library and a custom retriever?

An Agentforce Data Library stores and organizes knowledge sources such as PDFs. A custom retriever searches the indexed content from that library and controls what information enters a Prompt Template.

Why does my custom retriever return no results?

First, confirm that the PDF was processed successfully and that the search index status shows success. Then check the selected Data Space, DMO, search index, filter field, filter value, and returned chunk field.

Can I use a custom retriever in Salesforce Flow?

Yes. You can use a prompt template that includes a custom retriever and invoke that template from Flow . This approach works well when automation needs a grounded AI response during case handling, record updates, or guided support processes.

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Create a Custom Retriever in Salesforce Agentforce

August 31, 2026 by Shubham