Agentforce for Nue - Setup Guide

demo recording demo setup walkthrough recording introduction pre install installation post install part 1 permission sets part 2 cors and trusted urls part 3 embedded service deployment part 4 visualforce page and lwc component release introduction this guide outlines the steps to deploy an agentforce service agent to assist with nue lifecycle management the agent is capable of performing actions such as listing all customers listing active subscriptions for a given customer updating subscriptions add/remove quantity increase/decrease unit price, list price renew a subscription update the term of a subscription this agent can be interacted with based on an lwc button (try agentforce) that can be added via the lightning page editor on any record page by clicking the button, it will open a separate chat window that the user can then use to interact with the ai service agent overall steps create an einstein capable scratch org with nue integration enabled use this pipeline to create a new scratch org with the necessary capabilities (make sure to use an org connected to master branch for testing) download the package complete pre install steps deploy the package on workbench complete post install steps package download download the package from this location on google drive pre install steps enable agentforce from einstein setup (setup > einstein setup) enable einstein refresh the page enable agentforce agents (setup > agentforce agents) enable default agent (agentforce) activate the default agent in agent builder enable einstein bots (setup > einstein bots) enable einstein bots click agree save enable digital experiences (setup > digital experiences > settings) enable go with the default options enable omni channel (setup > omni channel settings) enable omni channel enable skill based and direct to agent routing checkbox save assign permission set licenses to the sysadmin user agentforce (default) agentforce service agent builder crm analytics plus messaging for in app and web user assign permission sets to the sysadmin user agentforce default admin access agentforce default agent crm analytics plus admin agentforce service agent configuration nue system administration creating service agent user license einstein agent profile einstein agent user uncheck “generate new password and notify user immediately” save installation steps go to workbench login choose environment=”sandbox” for scratch orgs and “production” for dev edition orgs allow access migration > deploy check single package upload zip file (download the zip file from here if not already) click next click deploy ensure no errors post install steps please watch recording to ensure these steps are completed correctly assign permission set licenses to the service agent user agentforce (default) agentforce service agent user einstein prompt templates assign permission sets to the service agent user agentforce service agent secure base agentforce default admin agentforce service agent configuration agentforce service agent user einstein agent apex access nue basic nue deal desk nue finance ops nue revenue lifecycle intelligence permission set nue revenue ops associate agent to service agent user adding the user to the queue add cors and trusted urls that are not generic cors ( 1 and 2 should already be deployed ) `https // force com` `https // visualforce com` \<instance url> ruby scratch vf force co m (ex ‘https //enterprise site 5867 dev ed’) \<instance url> ruby scratch my site com` (ex https //enterprise site 5867 dev ed) trusted urls (check all the checkboxes) \<instance url> ruby scratch my salesforce scrt com (ex https //enterprise site 5867 dev ed) \<instance url> ruby scratch vf force com (ex ‘https //enterprise site 5867 dev ed’) update the nueagentforcesettings default custom settings to the corresponding values apikey get this from nue io > settings > api keys note create a new api key with system administrator profile for agentforce access don’t use the default apiurl get this by replacing the following string with the environment https //api \<env> nue io add the apiurl in setup > remote site settings test and activate the agent in agent builder create routing configuration setup > routing configuration overflow assignee the agent user created above unchecked use with skills based routing rules percentage of capacity 100% save add routing configuration to queue setup > queue > nuefallbackagentqueue edit select routing configuration created above create omni channel flow setup > flows > new flow select omni channel flow for flow type click + to add element and add route work add an input resource by name “recordid” with type text and “available for input” checked click the route work element > fill in the values type route to agentforce service agent select the agent select the fall back queue select recordid click save and activate create messaging channel setup > messaging settings new channel type omni flow flow select the flow created above fallback queue select the nueagentfallback queue activate the messaging channel create embedded service deployment type web setup > embedded service deployment domain > copy the domain from digital experiences > settings ex http //enterprise site 5867 dev ed scratch my site com publish the web deployment click install code snippet copy and paste the deployment snippet into vf page by name “serviceagentchat02” below the comment settings > developer console > open resource > serviceagentchat02 important remove the prefix ‘ruby ’ in the code snippet there is a known issue with embedded service deployments in salesforce scratch orgs that require this step to be completed test the visualforce page (preview button) add the button to the account page account page > settings > edit page test and demo the behavior