According to the AgentForce Data Library and Retrieval Configuration Guide, when organizations have external PDF or text documents that need to be used by an AI agent, the recommended clicks-only approach is to upload the documents as a File Source in the AgentForce Data Library.
The system automatically processes the uploaded files, chunks their content, builds a Search Index, and allows you to create a retriever to ground agent responses from those indexed documents.
This method requires no code or manual integration and ensures that all document content becomes queryable through retrieval-augmented generation (RAG).