Skip to main content

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.

  7. Post Installation Configuration: For action and topic configuration please follow links: