How to ingest unstructured PDF files from AWS S3 into Salesforce Data 360?
Summary
This detailed guide walks through how to ingest and index unstructured PDF files stored in AWS S3 buckets into Salesforce Data Cloud (Data 360). It covers creating the S3 bucket and IAM user in AWS, setting up the Salesforce AWS S3 connector, and configuring an unstructured data lake object for semantic search and retrieval. Additionally, it explains setting up a secure OAuth pipeline with certificates, deploying AWS Lambda for event handling, and configuring retrievers in Salesforce Einstein Studio for search and verification. Following these steps enables organizations to unlock valuable unstructured data for AI-driven insights and retrieval augmented generation within Salesforce.
Takeaways
- Configure AWS S3 bucket and IAM user with appropriate permissions.
- Set up Salesforce Data Cloud connector to ingest PDF files from S3.
- Use OAuth JWT Bearer flow with OpenSSL-generated certificates for secure app authorization.
- Deploy AWS Lambda via provided installer script to sync S3 events with Data Cloud.
- Create and activate Einstein Studio retrievers for semantic search and verification.
Unlocking Unstructured Data: How to Ingest PDFs files stored in AWS S3 Bucket into Salesforce Data 360(Data Cloud)? In the era of Generative AI, data is only as good as its accessibility. While structured data has long been the gold standard, a massive amount of enterprise intelligence is locked away in unstructured formats like PDFs. For Architects, Developers, and Analysts, the challenge is bridging the gap between storage (AWS S3 Bucket) and intelligence (Salesforce Data 360). This guide provides a technical walkthrough on configuring Salesforce Data Cloud (Data 360) to ingest, chunk, and index unstructured PDF files stored in an AWS S3 Bucket . By following this guide, you will enable Semantic Search and create a foundation for Retrieval Augmented Generation (RAG) . Prerequisites Before diving into the configuration, ensure your local environment is ready.