Hi there,
I'm wondering whether agents are capable of extracting information from PDF files that are attached/related to a CRM record. On the Standard Actions Reference page (
https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&type=5) I couldn't find such an action.
Does anyone know whether this type of action is available or how it could be created?
Any hint or idea is greatly appreciated.
2 answers
Hello @Tobias Gilde,
The going forward approach is to use Data Cloud RAG features to build knowledge from unstructured data like PDFs.
Here's a couple starter links:
1. https://www.salesforce.com/agentforce/what-is-rag/
2. https://developer.salesforce.com/agentforce-workshop/rag/1-ingest-unstructured-data-index
Good luck!
