Create and Deploy Agentforce For Service in Salesforce : Bijay Kumar

March 18, 2025 March 18, 2025

Create and Deploy Agentforce For Service in Salesforce
by: Bijay Kumar
blow post content copied from SalesForce FAQs
click here to view original post

### Summary of Creating and Deploying Agentforce in Salesforce This tutorial explains how to set up and deploy Agentforce, a feature for service in Salesforce, especially for those without access to the feature in the Salesforce Developer Edition. Instead, users can create a Trailhead Playground to utilize Agentforce. #### Key Steps: 1. **Creating a Playground**: - If the Agentforce feature is missing, create a Trailhead Playground. You need a Trailhead account for this. - Follow the instructions to create the playground and log in. 2. **Enabling Einstein Setup**: - Access the Setup menu, search for "Einstein Setup," and enable it. - Activate the Agentforce feature (previously known as Einstein Copilot). 3. **Creating an Agent**: - In the Agent Setup Studio, click on "New Agent." - Select "Service Agent" and define the agent's details, including name, description, and role. - Customize topics and actions as needed. 4. **Activating Agentforce**: - Open the agent in Builder to customize it and activate it for use within Salesforce. 5. **Deploying Agentforce**: - Enable Einstein Bots in Setup. - Set up connections for the created agent and publish it to a community site. - Use embedded messaging to integrate the agent into the site. 6. **Testing the Agent**: - Check the community site to ensure the agent is functional and can respond to queries. ### Conclusion This tutorial provides a comprehensive guide to creating, activating, and deploying Agentforce in Salesforce, even for users without the feature in the Developer Edition. Following these steps will allow users to effectively utilize Agentforce for service needs. ### Additional Context Agentforce, previously known as Einstein Copilot, enhances user experience by allowing natural language queries and responses, making it easier for users to access information and support within Salesforce. ### Relevant Hashtags for SEO #Salesforce #Agentforce #EinsteinCopilot #SalesforceTutorial #Trailhead #CRM #SalesforceSetup #CustomerService #EmbeddedMessaging #SalesforceCommunity #TechTutorials

To enable Agentforce in the Salesforce developer edition, when you search for Agents in the setup, if you don’t see agents, you might not have a license for the feature. Even if you wanted to enable Agentforce for practice, then to achieve this, we need to set up Agentforce in a Trailhead Playground.

In this tutorial, we will learn about how to create and deploy Agentforce for service in Salesforce. In this, I will explain how we can enable, create, and deploy Agentforce service even if we don’t have the feature 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, first, we need to enable the Einstein setup, then enable Agentforce, which was earlier known as Einstein Copilot, and then Activate it. After that, I will explain how to create and deploy Agentforce in Salesforce.

Create Agentforce Playground Org in Salesforce

In the below steps, we will discuss some prerequisites, and I will 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 that trailhead module where you will have the Agentforce feature in the 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 organization.

Now, you need to log in to Salesforce with the received username and password you provided.

Enable Einstein Setup in Salesforce

Before creating or customizing the agents, we need to enable the Einstein setup. To do that, go to Setup -> In Quick Find, search for ‘Einstein Setup‘ and click on it.

Now enable the toggle to Turn on Einstein.

Salesforce Einstein Setup for Agentforce

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 Copilote 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 accessible within the Salesforce CRM.

Also, in this org, we can see we have permission to create multiple agents by clicking on the New Agent button.

Now open the Einstein Copilot to customize and add to the Salesforce CRM for internal employees.

Enable Agentforce for Service in Salesforce

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 customize and Activate the agent. As you open it in the Builder, you will see the Topics, Instructions, and standard Actions of this agent.

Now, to use this agent in Salesforce CRM, we need to Activate it by clicking on 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 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 Enstein copilot in Salesforce.

Create a New Agent in Salesforce

In the above steps, we have enabled Einstein setup to activate the agents and allow them to be used in 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, we have a 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, giving us these topics, and they are already added to the agent that we are creating. All of these topics already have some actions included, but we can also create our own custom topics and actions.

If you don’t want 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.

Add Topics to the Agents in Salesforce Agentforce

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 what purpose 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 org. Here, we must select an Einstein agent user so that the user should have a licensed Einstein agent user. If you select any other user in the next, you will get an error.
Enrich event log with conversion data: If you want all the data to be available without any sensitivity checked added, then you can check this box.

Then click the Next button to proceed.

Create New Service Agent in Salesforce Agentforce

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.

Salesforce New Service Agent in Agentforce

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.

Route Work Flow in Agentforce in Salesforce

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.

Embedded Service Deployment Setting in Salesforce

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.

Add Embedded Message to the Site to Deploy Agent in Salesforce

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.

Deployed Agent on Community Site in Salesforce

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.

Create and Deploy Agentforce For Service in Salesforce

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.

Salesforce Reader