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RAG Sync

Automate knowledge base synchronization between Salesforce and AI RAG models

Why is RAG Sync Introduced?​

The synchronization process is crucial as businesses prefer managing FAQs within Salesforce Knowledge Base. However, AI operates on RAG (Retrieval-Augmented Generation). RAG Sync enables businesses to maintain Salesforce KB articles as the source of truth while also delivering data to the RAG model in the required format.

Without RAG Sync, business users would need to:

  • Manually extract articles with each change
  • Convert them to CSV/JSON format
  • Upload them to a storage bucket
  • Pull the files into the RAG model
  • Execute Vector DB jobs

With RAG Sync, this entire process is automated. RAG Sync allows for the selective extraction of Salesforce Knowledge Base (KB) articles in CSV/JSON format for any object, which can then be pushed to AI RAG.

How to Navigate to RAG Sync​

  1. Click on the App Launcher
  2. Type "RAG syncs" and open the application

How to Create a RAG Sync Record​

Click on the New button in the top right corner and fill in the following details:

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Basic Configuration​

  • Name: Provide a name for the RAG sync record
  • Description: Provide related information about the RAG's usage, contents, and purposes
  • File Format: Provide the file format of the file which needs to be created with the selected object's data (currently only JSON format is supported)
  • File Name: Provide the name for the file which needs to be created with the .json extension

AI Model Configuration​

  • AI Model (File Upload): Select the AI Model which should be used for file uploading in the vector storage
  • AI Model (Datastore Import): Select the AI Model which should be used for importing the file from the stored space

Data Source Configuration​

  • Select Object: Select the object for which you want to get the files for KB
  • Fields: Provide the fields from which the data needs to be extracted to create the JSON file and store it in the RAG
  • Where Clause: Helps to filter the records of the selected object

Scheduling Configuration​

  • Cron Expression: Enter a Salesforce-compliant CRON expression to schedule when the file content is updated to sync current changes in that content

User Interface​

Action Buttons​

You can see the following buttons in the highlights panel at the top:

  • Edit Button: Click to reconfigure changes like object selection and field modifications
  • Run Now Button: Creates a new job that generates a file by fetching data from the selected fields from the selected object
  • Schedule Button: Schedules a job according to the cron expression provided while creating the RAG sync record

Information Section​

The information section displays details of the following fields:

  • RAG Name
  • Description
  • File Format
  • AI Model (File Upload)
  • AI Model (Datastore Import)
  • File Name
  • External ID: Contains the vector store ID

Schedule Information Section​

The schedule information section displays details of the following fields:

  • Cron Expression
  • Status: Information regarding whether the job is scheduled or not scheduled
  • Scheduled Timezone: Timezone as per the user's locale

Source Details Section​

The source details section displays details of the following fields:

  • Object: Shows the selected object
  • Where Clause: Helps to filter the records of the selected object
  • Fields: Selected fields of the object

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Benefits​

  • Automated Synchronization: Eliminates manual data extraction and conversion processes
  • Real-time Updates: Scheduled jobs ensure knowledge base stays current
  • Flexible Configuration: Support for various objects and field selections
  • Vector Store Integration: Seamless integration with AI RAG models
  • Compliance: Maintains Salesforce KB as the authoritative source