To enable Agentforce in the Salesforce Developer Edition, when you search for Agents in the setup and don’t see them, you may not have a license for the feature.
Even if you wanted to enable Agentforce for practice, we would need to set up Agentforce in a Trailhead Playground to achieve this.
In this tutorial, we will learn how to create and deploy Agentforce for service in Salesforce. In this section, I will explain how to enable, create, and deploy the Agentforce service even if it is not available in the Salesforce Developer org edition.
Create and Deploy Agentforce For Service in Salesforce
To create and deploy Agenforce in internal Salesforce or the community site, we first need to enable the Einstein setup, then enable Agentforce, which was previously known as Einstein Copilot, and finally activate it. After that, I will explain how to create and deploy Agentforce in Salesforce.
Create Agentforce Playground Org in Salesforce
In the steps below, we will discuss some prerequisites and explain how to enable and create an agent using the Agentforce platform in Salesforce.
Important: As we don't have Agentforce feature in Salesforce developer edition we need to create another Salesforce org from trailhead modules. To create the this org you should have a trailhead account.Click here to create an org. After opening the URL, you should be able to create a playground in the specified Trailhead module, where you will have the Agentforce feature enabled in your org.
You need to check this check box and click the Create Playground button.
Then, you will receive an email at the registered email address with a new username, and you can reset your password for the new organisation.
Now, you need to log in to Salesforce with the username and password you received.
Enable Einstein Setup in Salesforce
Before creating or customising the agents, we need to enable the Einstein setup. To do that, go to Setup, then in Quick Find, search for ‘Einstein Setup‘ and click on it.
Now, enable the toggle to Turn on Einstein.
After that, again, in the quick find search for Agents. Then, turn on the Agentforce toggle button. As you enable Agenytforce, you will see the Einstein Copilot in the Agent Name and that Type in Employee, which means this one will be available for internal Salesforce employees.
Apart from that, we also have other agents, which are called Coral Cloud Agent and Coral Cloud Experience Agent, which were created by the Trailhead playground because they needed to complete this module.
The Digital Channel Type agent can be added on the community website or anywhere else, but Enstein Copilot can only be accessed within the Salesforce CRM.
Additionally, within this organisation, we can see that we have permission to create multiple agents by clicking the New Agent button.
Now open the Einstein Copilot to customise and add to the Salesforce CRM for internal employees.
Activate Agentforce in Salesforce
Here, you can see the details of Einstein Copilot, an Agentforce agent. After that, click the Open in Builder button to customise and activate the agent. As you open it in the Builder, you will see the Topics, Instructions, and standard Actions of this agent.
To use this agent in Salesforce CRM, we need to activate it by clicking the Active button.
After activating the Einstein Copilot agent, navigate to any app, object, or anywhere in Salesforce UI, and you will see the Agentforce icon.
Now, if you have any queries or want to retrieve data from Salesforce, you just need to click on the Agentforce icon and ask questions in natural language.
In the image below, you can see that I asked about opportunity count, and the agent displayed the answer in that chat.
In this way, we can enable and activate the Agentforce or Einstein Copilot in Salesforce.
Create a New Agent in Salesforce
In the above steps, we have enabled the Einstein setup to activate the agents and allow them to be used in the Salesforce org or community sites. Now, we will understand how to create an agent in Salesforce.
To create a new agent in the Agent Setup Studio, click the New Agent button. Click on it.
In the first step, we need to select Agent Service Agent and click the Next button.
Now, you will see that Salesforce is, by default, providing us with these topics, and they are already added to the agent we are creating. All of these topics already include some actions, but we can also create our own custom topics and actions.
If you don’t want to select any topic, you can uncheck the ‘Added’ button so that the topic will not be added to the agent, and then click the ‘Next’ button to proceed.
Now, we need to define the agent’s details. I have provided the details in the image below.
- Name: Provide the label for the agent, and the API Name will automatically be populated.
- Description: Here, you can define what this agent is all about. Will it be deployed on a customer site or a portal site?
- Role: Define the role of this agent for the purpose for which you are creating this agent.
- Company: Specify the company name.
- Agent User: As you click on the Agent User option, you will see the available users in the organisation. Here, we must select an Einstein agent user who has a licensed Einstein agent. If you select any user other than the one you are currently using, you will receive an error.
- Enrich event log with conversion data: If you want all the data to be available without any sensitivity checks added, then you can check this box.
Then click the Next button to proceed.
Now, here, we can configure the Einstein Data Library. Currently, the data cloud is not turned on. To turn it on, click the Create button.
Now we can see that this new agent has been created. It has all the standard topics already added, which were added automatically when we created this service agent. You can also assign custom topics.
You need to create your topic, add instructions and actions, and then assign it to this agent. Finally, Activate the agent to be used.
As you navigate to Agent Builder, you will see that the new agent has been successfully created with the label and information we provided.
In this way, we can create new agents in the Salesforce Agentforce platform.
Deploy Agentforce service in Salesforce
In the steps below, we will understand how to deploy the created agent to a customer-facing website. So that it can answer the queries coming from the portal user.
First, we need to enable the Einstein Bot to deploy the agent to the internal Salesforce or the community site.
For that, go to Setup -> in Quick Find, search for Einstein Bots, and click on it. After that, turn on the Einstein Bots toggle.
After that, again, navigate to the Agents through the setup and click on the agent that we created(New Agent). Then, select the Connections tab, and to establish the connection, click the Go to Flow Builder option.
Open the Rout to ESA flow and edit the Route Work element. In the Route To field, select Agenforce Service Agent. Then, select the agent that we want to deploy in the Agentforce Service Agent field.
Save and Activate the flow.
Now again, refresh the Agent Connection page, and you will see the flow assigned to the Agent.
Next, we need to go to the embedded service deployment. In a quick search for the Embedded Service Deployment. As you open it, there is already have an ESA web deployment created by Trailhead Playground. Click on it.
Now open the ESA Web Deployment and click on the Publish button to save the changes that we made in flow and agent connections.
After that, in the quick find, search for All Sites, and here we have ESA Web Deployment, click the Builder option.
So this is the community that has become part of the playground, or if you want to make some changes, you can do it otherwise, just click on the Publish button.
Again, click the Publish button to proceed. The website will be published over time, and you will receive an email when it is completed.
Next, we need to drag and drop the embedded messaging on the community site. For that, click on the Component icon, search for Embedded Messaging, and drag and drop to the site. Again click the publish button.
So, we have published our embedded messaging. The embedded messaging is something that will invoke our agent.
Run the Created and Deployed Agent on the Community Site in Salesforce
Now, let’s check on the site whether the deployed agent has been added or not. For that click the Home tab in the site builder and select View Coral-Cloud. The site will be open in the new Tab.
In the below image, you can see the Agentforce Service Agent has been successfully added, and we can use it to get answers to queries.
As you click on it, you can see the agent name that we provided(New Agent) is set to display the results of customer queries.
In this way we can deploy the created service agent in Salesforce Agentforce.
Conclusion
I hope you have an idea about creating and deploying Agentforce for service in Salesforce. I have explained how to create an Agentforce playground org, enable, activate, create, and deploy Agentforce service even if the feature is not available in the Salesforce Developer org edition.
You may like to read:
- Einstein Trust Layer in Salesforce Agentforce
- Salesforce Employee and Service Agent in Agentforce
- Building Blocks of Agents in Salesforce
- Invoke Flows From Prompt Template in Salesforce Agentforce
Shubham is a Certified Salesforce Developer with technical skills for Building applications using custom objects, approval processes, validation rule salesforce flows, and UI customization. He is proficient in writing Apex classes, triggers, controllers, Apex Batches, and bulk load APIs. I am also familiar with Visualforce Pages and Lighting Web Components. Read more | LinkedIn Profile
