Why is "Verify the retriever's filter criteria and data source connection" the correct answer?
If agent answers are not satisfactory when using PDF files as a knowledge source, the issue is likely caused by:
* Retriever misconfiguration
* If filters are too broad or too restrictive, AI may fail to find relevant information.
* Checking filter logic and retrieval scope helps improve accuracy.
* Incorrect data source connection
* If the retriever is not properly linked to the PDF storage location, it may fail to retrieve relevant information.
* Ensuring a stable connection between Salesforce Data Cloud and the retriever prevents retrieval failures.
* Parsing Issues with PDF Files
* If PDFs are not properly indexed, AI may struggle to extract relevant content.
* Ensuring structured document formatting improves AI comprehension.
Why Not the Other Options?
# A. Analyze the data mapping between source fields and Data Cloud object fields.
* Incorrect because data mapping issues primarily affect structured CRM data, not PDF-based knowledge sources.
* The issue likely stems from retrieval settings, not field mapping.
# B. Check that the agent has the PDF file field permission access for the data library.
* Incorrect because permission access issues would prevent AI from accessing PDFs entirely rather than causing poor response quality.
* AI can still generate responses, even if they are inaccurate, which means the issue lies in retriever settings, not permissions.
Agentforce Specialist References
* Salesforce AI Specialist Material details how retriever filters and data sources impact AI- generated answers.
* Salesforce Certification Guide mentions the importance of verifying retriever configurations for accurate knowledge retrieval.