Configure Agentforce Service - Part1

Prerequisite:

●       Connect to playground

(https://trailhead.salesforce.com/content/learn/projects/quick-start-build-your-first-agent-with-agentforce/configure-an-agentforce-service-agent?trailmix_creator_id=teamtrailhead&trailmix_slug=quest-built-with-agentforce-video) .

●       Data Cloud should be Set Up.

●       a. Provide the Data Cloud Admin Permission to the User

●       b. Go To Data Cloud Set Up Home

Einstein Data Library

Uploading of the data FAQ file for embedding creation.

Set Up 🡪 Einstein Data Library—Create new Library.

Upload the PDF or any unstructured data file:

Once it’s uploaded.

• App Launcher -- > Data Cloud -- > Search Index.

•  Data Cloud -- > Search Index.

This should be in ready state.

Once It's ready, we can use the Vector Data Base.It takes some time to get ready.

Now meanwhile lets move to some SF config.

Create Contact

1. Search for Contracts in the app launcher, and click on Contracts.
2. Now on the Contract records page click on new.
3. On the contract detail page edit the status picklist and select activated, then click on save.

Create Order

• In order object create custom field order Id

• In order to create a lookup to contact.

• In the app launcher search for orders and in the results click on Orders.

• Now in the Order records page click on new.

• Now go to the Related page of the Order record and click on the Add Products button.

Create Order

• In order object create custom field order Id
• In order to create a lookup to contact.
• In the app launcher search for orders and in the results click on Orders.
• Now in the Order records page click on new.

• Now go to the Related page of the Order record and click on the Add Products buttonCreate CustomPermission with licence Einstein Agent

This step will give permission to the agent user on the Contact and order object.Give the permission set and give the einstein agent permission of the same.

Create Flow

Identify Customer By email

• Create one resource variable with data type as Record related to contact which will be available for output contactDetail.
• Create one More resource variable with data type as text available for input apiName as emailId.
• Get Contact which email is equal to emailId.

Create another autolaunch flow to Fetch Order by contact Id and order Id

• Create one resource variable with data type as Record related to contact which will be available for output apiName as orderDetails.
• Create one More resource variable with data type as text available for input contactId.
• Create one More resource variable with data type as text available for input api name as orderId.
• Get Order which Contact__c equal as contactId and Order_Id__c equal as orderId.

Prompt Building:

• Setup
• Prompt Builder
• Select New Prompt:

• Select the Type as Flex. And fill in the information accordingly. Add the source Type as Free Text click Next.
• Input the value as mentioned below: Analyze the  {!$EinsteinSearch:Default_FileUDMO_SI_Retriever_1Cx_oMW90d06aab.results}  and find the most relevant answer for questions asked {!$Input:query}

Note: To write this click on “Resource” select “Einstein Search” then select “RagFileUDMO” then click on “Default File UDMO_SI Retriever" you will get {!$EinsteinSearch:Default_FileUDMO_SI_Retriever_1Cx_fkl8a52bd5f.results} this part and then after click on Resource then Free Text and then click on query you will get this part {!$Input:query}.

Test Inputs. Ask the related Question and Click Preview and before saving it put this {!$Input:query}. on Search text box this Search text box will appear after clicking on this {!$EinsteinSearch:Default_FileUDMO_SI_Retriever_1Cx_fkl8a52bd5f.results} from Prompt template Workspace Please activate it after it is done.