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Setup Guide

Here you will find all the information required to successfully install and configure your app.

Prerequisites​

  • Link app has been deployed in customer's BTP and configured using a JSON file, which is also an external service provided with the enosix @arnold AI Agent for Salesforce package.
  • Salesforce org has following licenses:
    • Einstein GPT Copilot
    • Einstein Prompt Templates
  • Salesforce org has following (group) permissions:
    • CopilotSalesforceAdminPSG

Getting the App​

  1. Access the AppExchange:

    • Navigate to the Salesforce AppExchange to enosix @arnold AI Agent for Salesforce listing at AppExchange.

  2. Download the App:

    • Click on the the Get It Now button.
    • Choose the environment where you want to install the app (e.g., Production or Sandbox).

  3. Login to Salesforce:

    • If prompted, log in to your Salesforce instance to proceed with the installation.

Installation of the App​

  1. Initiate Installation:

    • Follow the prompts in the AppExchange to begin the installation process.

  2. Review Package Details:

    • Verify the package name, version, and components included.

  3. Select Installation Type: Choose one of the following options based on your organization's requirements:

    • Install for Admins Only
    • Install for All Users
    • Install for Specific Profiles

  4. Acknowledge and Approve:

    • Review the terms and conditions, then check the box to acknowledge.
    • Click Install to proceed.

  5. Grant Permissions:

    • Approve third-party access, if applicable, by selecting the checkbox.
    • Confirm the installation by clicking Continue.

  6. Complete Installation:

    • Wait for the installation process to complete. Salesforce will notify you when the app is successfully installed.

Post-Installation Configuration​

After installation, follow these steps to configure the enosix @arnold AI Agent for Salesforce app:

  1. Grant User Access

    • Navigate to Setup > Users > Permission Sets.
    • Assign the enosix Agentforce User permission set to users or profiles.

  2. Configure Named Credentials

    • Navigate to Named Credentials in Salesforce.
    • Update URL for enosixSAPLink using valid Link Api Proxy instance.
      • Navigate to External Credential enosixLinkExtCred Principal.
      • Update Username and Password to access SAP system.

  3. Set Up Agent Action

    • Navigate to Agent Actions.
    • Create new action with action type Apex and reference to action enosix Get Sales Order Items Status.
    • Update Loading Text field with short description and check Show in conversation box for Output.

  4. Set up Agent Topic

    • Navigate to Agent and enable Agentforce.

    • New topic is created from the Agent Builder. User have to complete fields:

      • Topic Label: Sales Order Status.
      • Classification Description: This topic covers customer inquiries regarding the status of products in SAP sales order.
      • Scope: The agent's purpose is to help users retrieve the status of sales order line items (products) for a given SAP sales order number.
      • Instructions: When a user requests information about the status of a sales order, you should execute the 'enosix Get Sales Order Items Status' action and present the results in a clear and concise manner. Always make sure you have the correct SAP sales order number.
      • Example User Input: What is the status for sale order 15781.

    • Assign enosix Get Sales Order Items Status action to the topic amd activate the Agent.

    • Activate the Agent.