A retail solution powered by Data 360 - DIY Store Front

Welcome to the DIY Storefront, a sample retail application. DIY Storefront is a fictional retail store that uses Data 360, Agentforce, and the Salesforce Platform to deliver highly personalized customer experiences.

The DIY Storefront app showcases Data 360, Agents, and Prompts by using both structured and unstructured data, including Intelligent Context, to process complex information.

There are 3 required steps, these steps allow you to setup Data 360, import data (both structured and unstructured), and setup the employee agent within your Salesforce instance. After completing the first three steps, if you want to install the agent in your own website use Step 4, and if you want to install the agent on an Experience Cloud site follow step 5. Steps 4 & 5 are optional.

1. Pre-Deployment Instructions

Step 1. Salesforce Org Setup Requirements for the DIY Store Front App (5 min)

To support the DIY app, you can either create a new Salesforce Org or use an existing one, provided it includes the following features and licenses:

Requirement	Details
Licenses Required	- Data Cloud - Sales Cloud - Service Cloud
Features Required	- Service Agent - Einstein Agent - Copilot - Prompt Builder - Agentforce Data Library - Agentforce Studio - Process Content - Intelligent Context

[!IMPORTANT] It is recommended to start with a brand-new environment to avoid conflicts with any previous work you may have done. A developer org can also be used.

Step 2. Salesforce CLI

• Install VSCode Download
• Install the Salesforce CLI or Verify that your installed CLI version is greater than 2.56.7 by running sf -v in a terminal.
• Open VS Code > Go To> Extensions->Search for Salesforce Extension Pack>Click Install
• Install Git(Ignore if already installed) Git
• Open VS Code > Go To Extensions->Search for Git Extension Pack>Click Install

Step 3. Enable Data Cloud.

Step	Action and Details	Images
Verify and Enable Data Cloud for Your Org	- Make sure that Data Cloud provisioning is complete before proceeding. - To verify this, go to Data Cloud Setup. The page should appear as shown if provisioning is complete. - If you see a Get Started button, click it and wait for the process to finish. - This process can take up to ten minutes.

Step 4. Enable Features In Your Environment (20 minutes)

Step	Action and Details	Images
Enable Promotion Attribute	- Go to Setup - Search Global Promotions Management Setting - Enable the "Global Promotions Management Setting" - Enable the "Product Catalog Management"
Turn on Einstein	- Go to Setup. - In the Quick Find box, search for Einstein Setup. - Click Turn On Einstein.
Turn on Agentforce	Note: You may need to refresh the page to see the Agentforce Agents menu after turning on Einstein. - Go to Setup. - In the Quick Find box, type Agentforce Agents. -Toggle on Agentforce.
Modify the Data Cloud Architect Permission Set	- Go to Setup. - In the Quick Find box, search for and select Permission Sets. - Open the Data Cloud Architect permission set. - Click Data Cloud Data Space Management under Apps. - Click Edit, Enable the default data space, and click Save. - Confirm by clicking OK.
Enable Person Account	- Go to Setup - Enter Person Accounts in the Quick Find box and select Person Accounts. - Review the information and steps provided on the Setup page to understand the configuration. - Turn on the Person Accounts Toggle."

Step 5. Base metadata deployment

1. Clone this repository:

   git clone https://git.soma.salesforce.com/gdevadoss/Data360RetailSolutionKit.git

2. Authorize your org with the Salesforce CLI.

• Ctrl+Shift+P Select SFDX:Authorize an Org -> Select Project Default -> Enter the Org alias -> Authorize the Org.

1. Deploy the base app metadata.

   sf project deploy start -d diy-base

2. Assign Base Permission Set to Default User.

   sf org assign permset -n DIYRetailBasePS

3. Activate Standard PriceBook.

   sf apex run -f scripts/apex/activatePricebook.apex

4. Replace the Standard Price Book variable in the JSON file with the actual Standard PricebookId by following the steps below in order. *Choose PowerShell in VS code Terminal

   $pbQuery = sf data query -q "SELECT Id FROM Pricebook2 WHERE IsStandard = true AND IsActive = true LIMIT 1" --json | ConvertFrom-Json

   $STD_PB_ID = $pbQuery.result.records[0].Id

   Write-Output "Standard Price Book Id: $STD_PB_ID"

   (Get-Content data\pricebookentries.json) -replace "STANDARD_PRICEBOOK_ID", $STD_PB_ID | Set-Content data\pricebookentries.json

5. Import Sample data.

   sf data tree import -p data/plan.json

6. Adjust Order Effective Date.

   sf apex run -f scripts/apex/updateEffectiveDatesonOrder.apex

7. Activate Orders Data Using Anonymous Apex.

   sf apex run -f scripts/apex/activateOrderStatus.apex

2. Data Cloud and Intelligent Context Configuration

Step 1. Install Datakit and Deploy In Your Environment.

Step	Action and Details	Image
Install Data Kit	- Install Data Kit: sf project deploy start -d diy-datacloud - Open your org (if not already open): sf org open
Deploy Datakit Into Your Org	- Go to Setup - Enter Data Kits in the Quick Find box. - Select Data360RetailDIYDataKit - Click Datakit Deploy Note: The deployment process may take approximately 25 minutes to complete. You can monitor the progress in the Deployment History section.

Step 2. Extract Source files.

Step	Action and Details	Image
Navigate to Documents folder in GitHub Repository	- Open a web browser and go to GitHub. - Once inside the repository, you will see the DIY Documents at the root level. - Click on a folder name to open it and view its contents. - Click on Customer Affinities to open the file - Click on Download to save in your system Note: Follow the above procedure to download the following documents: POS, Website, Customer Engagements, Bathroom_Remodelling_Instructions, Building Deck, and DIY Seasonal.Ensure that all files are securely saved to your local system, as they will be required for subsequent processing and configuration steps.

Step 3. Upload Files for Datastreams.

Step	Action and Details	Image
Update File in Data Cloud	- Navigate to Data Cloud from the App Launcher → Go to Data Streams (sometimes under Data → Data Streams) → Click on Customer Affinities where the Connection Type is set to File Upload. - Click Update File in the Data Stream interface to open the file selection dialog. - Upload the new file: - Browse and select the Customer Affinities filethat was downloaded in the previous step. - Ensure the file matches the expected format (CSV, JSON, etc.). - Click Deploy. - Verify the file in the Data Stream: - Optionally, check Processing History or Deployment History to ensure the file was ingested successfully without errors. Note: Follow the above steps for Website Customers, POS Customers, and Customer Engagement using files that you have downloaded from the previous step.
Data Cloud Copy Field Enrichment Sync	- Go to Object Manager. - Search for and select Contact. - Click on Data Cloud Copy Field. - Select Average Order Value Lifetime default and click Start Sync. - In the dialog box, click Start Sync. - This process can take up to 15 minutes to complete. - Click Sync History to ensure the status is Complete. Note: Follow the above steps to process the following Data Cloud Copy Fields: Average Purchase Value (default), Customer Lifespan (default), Customer Lifetime Value (default), and Unified Contact Profile Information. Ensure that the sync status for each field is verified and confirmed.
Data Cloud Related List to the Contact	- Go to Object Manager. - Search for and select Contact. - Go to the Data Cloud Related List tab. - Click New. - Under Data Cloud Object, select Customer Affinities and click Next. - Keep the default values and click Next. - Change the related list label to Customer Affinities. - Check the Contact Layout checkbox. - Check the Add related list to users’ existing record page customizations checkbox. - Click Next.

Step 4. Agentforce Data Library Setup

Step	Action and Details	Image
Agentforce Data Library Setup and Files Upload	- Go to Setup → Enter Agentforce in the Quick Find box >> Click Agentforce Data Library → Click New Library → Enter the name “Diy Building A Deck” → Click Save. -Under the "Diy Building A Deck" library, select Data Type as Files → Click Upload Files → Choose “Building_a_Deck_Instructions.pdf” file that was downloaded in the previous step → Once file upload is complete, click Done. -You can wait until the Status updates to Ready .This process may take approximately 20 minutes. Follow the steps described above to create the additional libraries: i. Create a library named Diy Seasonal, set the Data Type to Files and upload the DIY Seasonal Product.pdf file that was downloaded in the previous step. ii. Create a library named DIY Bathroom Library,set the Data Type to Files and upload the Bathroom_Remodelling_Instructions.pdf file that was downloaded in the previous step.

Step 5. Intelligent Context Setup Guide – Data Cloud

Step	Action and Details	Image
Intelligent Context Setup – Data Cloud	- Go to App Launcher → Enter Data Cloud and open the Data Cloud app → Click Process Content. -Click Intelligent Context → Click New Configuration → Enter the name “DIY Bathroom” and click Save. -Click Upload File, select “Bathroom_Remodelling_Instructions.pdf” file that was downloaded in the previous step., then click Done. Wait a minute for the file to be ready for preview. - Click Set up my configuration using smart defaults and wait for the chunks to be generated. - Click Modify to navigate to Edit Configuration and configure: i. Pre-processing: No preprocessing; Image Processing: Toggle Off ii. Parsing: Select LLM-based Parsing, then click Save and wait for chunk generation → Once chunk generation is successful then click Publish. - Select UDMO that was created by the ADL when you uploaded the file for Diy Bathroom such ADL_DIY_Bathroom_Li”, click Next, then click Publish. - A new search index will be created with the name as DIY_Bathroom . This process may take a few minutes to reach the Ready status. - Create another Intelligent Context for Building a Deck by applying the same steps used for DIY Bathroom, with the following adjustments: -Name the intelligent context as “Building a Deck” -Upload the file “Building_a_Deck_Instructions.pdf” file that was downloaded in the previous step -Click “Set up my configuration using smart defaults” and set the configuration as described in the DIY Bathroom steps, then click Publish - When publishing,select the UDMO that was created by the ADL when you uploaded the file for Building a Deck such as ADL_Diy_Building_A -A new search index will be created with the name as Building a Deck. This process may take a few minutes to reach the Ready status.

Step 6. Individual Retriever Setup – Data Cloud

Step	Action and Details	Image
Individual Retriever Setup – DIY Bathroom & Building a Deck	- Go to App Launcher >> Enter Data Cloud and open the Data Cloud App >> Click Einstein Studio >> Click Retrievers >> Click Individual Retriever >> Click Next. -Select Data Cloud >> Select Data Space as Default >> Choose data model object that was created by the ADL when you uploaded the file for Bathroom such as ADL_DIY_Bathroom_Li >> Select Data model object's search index configuration as DIY_Bathroom >> Click Next. - Select All Documents >> Click Next. -Click Field Name >> Select Related Attribute >> Select DIY_Bathroom chunk >> Select Chunk - Click Add Field >> Add the following fields: i. Chunk Sequence Number ii. Data Source iii. Data Source Object iv. Internal Organization v. Record Id vi. Source Record Id. -Click Next >> Click Save>> Click Activate button. Note: To create another Retriever, follow the procedure described above, making adjustments for the new dataset as needed: -Click on Data Cloud -Choose Default as the Data Space Choose the data model object that was created by the ADL when you uploaded the file for Building a Deck such as ADL_Diy_Building_A -Choose Building_a_Deck value as Data model object's search index configuration -Same as before, select All Documents and click Next -Configure fields by clicking Field Name, selecting Related Attribute, choosing Building_a_Deck Chunk ,and selecting Chunk and the additional fields remain exactly the same as those used in the Diy Bathroom Retriever. -Refer Screenshot.

Step 8. Refresh Data Cloud Components

Step	Action and Details	Images
Refresh Data Stream	- Go to App Launcher - Click on the Data Cloud App - Navigate to the Data Streams tab - For each data stream listed, click the downward arrow on the right-hand side of the data stream name and select Refresh Now - Wait until the status shows Success and verify the Last Processed Records - Follow above steps one by one for all Data Streams: Account_Home, Contact_Home, Product2_Home, Pricebook2_Home, PricebookEntry_Home, Asset_Home, AssetWarranty_Home, Order_Home, OrderItem_Home, Promotion_Home, PromotionProduct_Home, ServiceAppointment_Home
Run Identity Resolution Ruleset	- Go to the Identity Resolution tab - Choose and select Unified Customer - Click Run Ruleset
Run Calculated Insights	- Go to the Calculated Insights tab - Choose and select Average Order Value Lifetime - Click Publish Now - Follow the above steps to the following calculated insights, publishing them in the same order: - Average Purchase Value,Average Purchase Frequency,Customer Lifespan,Customer Lifetime
Publish Segment	- Go to the Segment tab. - Choose and select Power Buyer Program Members. - Click Run Publish Now

⚠️ Important Note: If you still cannot see the values under Account 360 Record page then follow the above refresh steps again in the same series.

3. Agentforce Agents Installation

Step 1. Install Agents and Activate

Step	Action and Details	Image
Agent Setup and Configuration	- Install Agents: sf project deploy start -d diy-pd-pack - Assign Permission Set to the Default User: sf org assign permset -n RetailDIYStorePS. - Activate Agent: sf agent activate --api-name DIY_Employee_Agent - Create Agent User: sf apex run -f scripts/apex/createAgentUser.apex - Open your org(if not already open): sf org open.
Assign User to Service Agent	- Click on setup, Search for and Select Agentforce Agents. - Click on ‘DIY Assitant’->Click on Open Builder - Click on setting->Click on company field and just give one space and remove space. - Select Agent User to Service Agent User -> click on Activate
Add Seasonal Product Retriever	- Go to Setup → enter Prompt Builder → open seasonalPlantRecomendation prompt template - Replace DIY_SEASONAL_RETRIEVER with retriever following steps: i. Click Insert Resource → Retrievers → Configure Retrievers ii. Again Click on Retrivers ->Select the retriever created by the ADL when you uploaded the file for seasonal products(Eg:File_ADL_Diy_Seasonal) iii. Under Search Text, choose Free Text → Question iv. For Output Fields, select Chunk → Apply and Insert v. Click Save As → Save as New Version → Activate
Add Building A Deck Retriever	- Go to Setup → enter Prompt Builder → open Building Deck Prompt prompt template - Replace DIY_BUILDING_RETRIEVER with retriever following steps: i. Click Insert Resource → Retrievers → Configure Retrievers ii.Again Click on Retrievers ->Choose the Retriever created earlier for Building a Deck during the Individual Retriever Setup(Eg:Building_a_Deck Retriver) iii. Under Search Text, choose Free Text → Question iv. For Output Fields, select Chunk → Apply and Insert v. Click Save As → Save as New Version → Activate
Add DIY Bathroom Retriever to Storage Cabinet Prompt	- Go to Setup → enter Prompt Builder → open storageCabinetDetails prompt - Replace DIY_BATHROOM_RETRIEVER with retriever following steps: i. Click Insert Resource → Retrievers → Configure Retrievers ii. Again Click on Retrievers ->Choose the Retriever created earlier for DIY Bathroom Retriever during the Individual Retriever Setup (eg:DIY_Bathroom Retriever) iii. Under Search Text, choose Free Text → Question iv. For Output Fields, select Chunk → Apply and Insert v. Click Save As → Save as New Version → Activate
Add DIY Bathroom Retriever to Bathroom Remodeling Prompt	- Go to Setup → enter Prompt Builder → open Bathroom Remodeling Prompt - Replace DIYDIY_BATHROOM_RETRIEVER with retriever following steps: i. Click Insert Resource → Retrievers → Configure Retrievers ii.Again Click on Retrievers -Choose the Retriever created earlier for DIY Bathroom Retriever during the Individual Retriever Setup (eg:DIY_Bathroom Retriever) iii. Under Search Text, choose Free Text → Question and Category iv. For Output Fields, select Chunk → Apply and Insert v. Copy retriever and replace all other DIYDIY_BATHROOM_RETRIEVER instances vi. Click Save As → Save as New Version → Activate
Assigning Permission to App	- Go to Setup -> Enter App Manager - Click on DIY Store Front App - Click on Edit from arrow -> Click User Profiles - Search System Administrator from Available Profiles and select it and click on right arrow -> so it will be present under Selected Profiles - Click on Save
Activate Account Record Page	- Go to Setup -> In Quick Find, type Lightning App Builder click on it. - Click on Retail Account Record Page from the list. - Click on Edit -> In the top-right corner, click Activate -> Click on Assign as Org Default in the popup - Click Save
Testing Guideline	-To continue with testing, click on the App Launcher, select the DIY Store Front App, open the Account tab, search for the Mark Smith record, and verify that isDIYRecord is set to true under the Details tab.

4. (Optional) Setup Commerce Cloud and Experience Cloud

Step 1. Build the Experience Site by Choosing the Template "Commerce Store (LWR)"

Step	Action and Details	Images
Enable Commerce Cloud	- From Setup, enter Commerce in the Quick Find box. - Select Settings under Commerce. - Turn on Enable Commerce.
Create a Basic Experience Builder Site	- From Setup, enter Digital Experiences in the Quick Find box. - Select All Sites under Digital Experiences. - Click New to open the Creation wizard with template options. - Select the Commerce Store (LWR) template. - Click Get Started. - Provide Store Name as ‘DIYStorefront’ and ensure the URL ends with /DIYStorefront - Click Create. Your site will be created in Preview status.
Activate Site	- From Setup, enter Digital Experiences and select All Sites under Digital Experiences. - Click Workspaces next to DIYStorefront. - Select Administration. - In Settings, click Activate and confirm by clicking OK. - Your site will now be live and fully set up.
Register Site Setting	- Go to Domains from Setup under User Interface and copy the Experience Cloud Sites Domain. - Open the ESW Web Deployment site. - Under Trusted Domains for Inline Frames, click New. - Paste the copied domain URL and click Save.
Digital Experience	- From Setup, search for Digital Experiences and select Settings. - Enable Allow using standard external profiles for self-registration, user creation, and login. - Click OK in the dialog box.
Experience Cloud Automated Setup	- Deploy Experience cloud package sf project deploy start -d diy-pd-experience-optional - Create Experience Site User sf apex run -f scripts/apex/createSiteUser.apex
CORS Configuration	- From Setup, search for CORS and click New. - Add https://*.my.salesforce-scrt.com and Save. - From Setup, search for and select Domains under User Interface. - Copy the My Domain URL and the Experience Cloud Sites Domain. - Add both URLs separately in CORS and click Save. -Click New and Add https://d2rn326tyl2v2c.cloudfront.net. -click save
Trusted URL	- Go to Domains under User Interface and copy the Experience Cloud Sites Domain. - From Setup, search for Trusted URLs and click New Trusted URL. - Enter the Name as DIYStore and paste the copied domain URL, ensuring it starts with https://. - Make Sure to select all the CSP directives. -Click Save. -Click New Trusted Domain and Enter the Name as CloudFrontImages and the URL as https://d2rn326tyl2v2c.cloudfront.net. -Make sute select all the CSP directives and click save

Step 2. Commerce Store Setup & Configuration

Step	Action and Details	Images
Enable Search Index	- Click on App Launcher, Search and Select Commerce application. - Scroll down to Setting and expand it - Click on Search - Use the toggle to turn on Automatic Updates.	![image]https://github.com/salesforce-misc/Data360AgentforceSolutionKitRetail/blob/main/Commerce%20Cloud/SearchIndexCMStart.png)
Enable Guest access	- Click on the App Launcher, search for and select the Commerce application and select DiyStoreFront. - On the left-hand side, click Stores under Settings. - Go to Buyer Access Tab. - Navigate to the Buyer Access tab. - Scroll down to the Guest Access section. - Click on Enable button and click on Continue.
Assign Guest User to Buyer Group	- In the DiyStoreFront store, On the left-hand side, click Stores under Settings. - Click on Buyer Access Tab - Click on DIYStorefront Guest Buyer Profile under Guest Access . - Click on Related ->Click on Buyer Groups , Click on Assign Button -Select the checkbox for DIYStorefront Buyer Group and click on Assign Button
Assign Customer User to Buyer Group	- Go to the App Launcher, search for Accounts, and open it. - Open the Mark Smith account and click Enable as Buyer. - In DIYStoreFront, navigate to Settings > Buyer Access. - Open the DIYStorefront Buyer Group. - Under Buyer Group Members, click Assign, search for Mark Smith, and click Save.
Execute Commerce Script	- Create Commerce Data: sf apex run -f scripts/apex/createCommerceData.apex - Create Store Pricebook: sf apex run -f scripts/apex/storePricebookCreation.apex
Create CMS Workspace	- Click on the App Launcher >> Select the Commerce application >> Click on Stores. - Open DIYStorefront Store - Scroll down to Content Manager - Click on Add workspace - Enter details such as Name "DIYStoreFront CMS". - click on Next - Add DIYStoreFrontChannel & DIYStoreFront. - Click Next - Keep language as it is and click on Finish
Adding Images into CMS	- Download Images from CMS Images - Click on the App Launcher >> Select the Commerce application >> Select DIYStorefront Store - Scroll down to Content Manager - Open DIYStoreFront CMS - click on Add >>Select Content >>Select Image and click on Create button. - Click Upload and select the downloaded images from local and click Done. - Copy the Title and paste the value in API Name field. - Click Save >>click Publish and click on Next and Click on Publish Now. - Follow the above steps for the remaining images
Link Image to a Product	- Click the App Launcher. - Select the Commerce application. - Open Stores and select DIYStorefront. - Navigate to Merchandise > Products and open the required product. - Scroll down to the Media section. - Click Add and select Add Image from Library. - Choose the appropriate image and click Save.
Publish Website Design	- Click on the App Launcher. - Select the Commerce application. - Go to Stores and select DIYStoreFront. - Scroll down to Website Design. - From the dropdown, select Product, Category, then click Publish (this step may not be required if you are using the Commerce Console). - Go back to the DIYStoreFront store. - Click Home, then click Preview to verify that the products are displayed on the site.
Update Search Index	- From Commerce App Go to Setting >> Search. - Under Search Index Tab >> Click on Update Button on the top Right corner. - Select Full Update. - Wait until the update completes to see the product in ExperienceSite.

Step 3. Configure Experience Site Images from CMS Workspace

Step	Action and Details	Images
Add Site Logo	- From Setup, search for All Sites and click Builder next to DIYStorefront. - On the top-left corner, click on the Site Logo. - Click Select Image from CMS and choose the appropriate DIY Store logo image/br>- Scroll to the bottom, select the Footer Logo, and update it by selecting the same DIY Store logo from CMS.
Configure Background Images	- Click on the Background Image section in Experience Builder. - Click Select Image from CMS and choose the DIYStoreBanner image. - Scroll to the middle of the page to locate the Left and Right Background Image sections. - Select DIYStoreBanner3 for the Left section and DIYStoreBanner2 for the Right section.

Step 4. Deploy Service Agent on an Experience Site

Step	Action and Details	Images
Enable Messaging Channel	- Navigate to Setup go to messaging setting. - Toggle on the messaging.
Configure Site Setting	- In Setup, search for Sites and click Register My Salesforce Site Domain	![image]https://github.com/salesforce-misc/Data360AgentforceSolutionKitRetail/blob/main/Experience%20Cloud/RegisterDomain.png)
Embedded Service Messaging Setup	- Install Embedded Service Package: sf project deploy start -d diy-embeddedservice. - Activate Messaging Channel: sf apex run -f scripts/apex/activateMessagingChannel.apex -Whitelist the External Website for Inline Frame Access: -Open the Embedded Service Deployment and locate the Site Endpoint that starts with ESW (ESA Web Deployment). - Click the endpoint link to open the site settings. - Under Trusted Domains for Inline Frames, click Add Domain. - Enter the same experience site url. - Click Save.
Publish ESA	- Click on Setup - In Quick Find, Search and Select Embedded Service Deployments. - Click on ESA Web Deployment - Click on 'Publish' button - Wait for confirmation Message
Create a New Version of Omni-Channel Flow	- Click on Setup - Search for Flows in the Quick Find box and select it. - Open the flow Route Conversations to Agentforce Service Agents. - Deactivate the flow and open theRoute to Service Agent element. - Refresh the Service Channel by selecting a different option and then reselect Live Messaging. - Set Route To as Agentforce Service Agent and choose DIY Assistant. - In Fallback Queue ID, remove the existing queue and reselect the same queue. - Click Save As New Version, then click Activate.

5. (Optional) Deploy Service Agent on an External Website

Step 1. Embedded Service Messaging Setup and Configuration

Step	Action and Details	Image
Enable Messaging Channel	- Navigate to Setup go to messaging setting. - Toggle on the messaging.
Configure Site Setting	- In Setup, search for Sites and click Register My Salesforce Site Domain. - After registration, open the Embedded Service Deployment and locate the Site Endpoint that starts with ESW (ESA Web Deployment). - Click the endpoint link to open the site settings. - Under Trusted Domains for Inline Frames, click Add Domain. - Enter the same external website URL used earlier. - Click Save.
Embedded Service Messaging Setup	- Install Embedded Service Package: sf project deploy start -d diy-embeddedservice. - Activate Messaging Channel: sf apex run -f scripts/apex/activateMessagingChannel.apex
Publish ESA	- Click on Setup - In Quick Find, Search and Select Embedded Service Deployments. - Click on ESA Web Deployment - Click on 'Publish' button - Wait for confirmation Message
Create a New Version of Omni-Channel Flow	- Click on Setup - Search for Flows in the Quick Find box and select it. - Open the flow Route Conversations to Agentforce Service Agents. - Deactivate the flow and open theRoute to Service Agent element. - Refresh the Service Channel by selecting a different option and then reselect Live Messaging. - Set Route To as Agentforce Service Agent and choose DIY Assistant. - In Fallback Queue ID, remove the existing queue and reselect the same queue. - Click Save As New Version, then click Activate.

Step 2. CORS Configuration

Step	Action and Details	Image
Configure CORS Settings	- From Setup, search for CORS and , click New. - Enter the external website URL. Do not include a trailing “/”. - Click New and Add. https://*.my.salesforce-scrt.com - Click New and Add https://d2rn326tyl2v2c.cloudfront.net.

Step 3. Trusted URL Configuration

Step	Action and Details	Image
Configure Trusted URL	- In Setup, search for Trusted URLs and select it, then click New Trusted Domain. -Enter the API Name and URL — use the same external site URL provided earlier. - Select frame-src (iframe content). - Click Save. - Click New Trusted Domain. -Enter the Name as CloudFrontImages and the URL as https://d2rn326tyl2v2c.cloudfront.net. - Select the required CSP Directives as shown in the screenshot, then click Save.

Step 4. Get Embedded Service Deployment Code Snippet

Step	Action and Details	Image
Script for Executing Agent in External Site	- From Setup, search for Embedded Service Deployments. - Select ESA Web Deployment, scroll down, and click Install Code Snippet. - Copy the code snippet.

Step 5. Verify the Agent on the External Website

That’s it! You’re all set. The Agentforce widget should now be visible on your external website.

Behind the Scenes - how is the agent powered?

Curious to see the all possible utterances and how they are powered by the Agent. Here is a list of all the possible conversations, the corresponding topics, and the components that power them.

$${\color{blue} A \space guest \space user \space asks \space general \space sales \space and \space seasonal \space preparation \space questions \space through \space the \space Service \space Agent(DIY Assistant) \space deployed \space on \space the \space external \space website.}$$

Sl. No.	Utterance	Behind the Scene	Topic	Components
1.	What is on sale right now?	Based on the structured data ingested into Data Cloud, we are fetching the promotional products and displaying them.	DIY Store Assistant	a) Apex ItemsOnSale
2.	Do I need anything for seasonal prep?	An initial prompt evaluates the current weather data. Based on the evaluated conditions, a subsequent prompt dynamically fetches weather-specific product	DIY Store Assistant	a) Flow Seasonal Product Recommender b) Prompt Season Predictor Fetch Seasonal Products
3.	How do I protect my plants over the winter?	Reads unstructured data from PDF that has been ingested into Data Cloud, where it is chunked, vectorized, and indexed for easy retrieval.	plant Seasonal Recomendation	a) Prompt Action seasonalPlantRecomendation

$${\color{blue} For \space LoggedIn \space User \space on \space Service \space Agent(DIY Assistant) \space is \space Deployed }$$ There is a single contact populated with all the relevant information needed to drive these conversations — Mark Smith. By using this contact, you can log in to Experience Cloud and have full conversations.

Sl. No.	Utterance	Behind the Scene	Topic	Components
1.	I’m stopping by the store later — anything I should pick up?	Use LLM to analyze customer past purchase history about power tools and but does not have any storage products, and recommend suitable storage options used an prompt	Customer Purchase Order	a) Prompt Action combineRecomendationMethod b) Apex Class GenericProductService GenericProductInvocable
2.	That storage cabinet looks huge. Not sure how I’d get it home	Reads unstructured data from PDF that has been ingested into Data Cloud, where it is chunked, vectorized, and indexed for easy retrieval.	Customer Purchase Order	a) Prompt Action storageCabinetDetails b)Retriever DIY_Bathroom Retriever
3.	Do I need anything for seasonal prep?	An initial prompt evaluates the current weather data. Based on the evaluated conditions, a subsequent prompt dynamically fetches weather-specific product	DIY Store Assistant	a) Flow Seasonal Product Recommender b) Prompt Season Predictor Fetch Seasonal Products
4.	What are the current sales that would interest me?	The system leverages structured data ingested into Data Cloud to analyze the customer’s historical purchase records. Any products that overlap with active promotions are filtered out, and only the remaining eligible promotional products are displayed.	DIY Store Assistant	a) Apex Generic Product Engine
5.	My furnace has been acting up	The system uses structured Data Cloud data to verify installation and maintenance records. It evaluates whether the product has exceeded its warranty period and provides the corresponding warranty status (in-warranty or out-of-warranty). If requested, it also suggests an appropriate basic maintenance plan.	DIY Store Assistance	a) Apex HVACWarrantyService
6.	I’m remodeling my bathroom — what do I need?	Reads unstructured data from PDF that has been ingested into Data Cloud, where it is chunked, vectorized, and indexed for easy retrieval.	DIY Projects	a) Prompt Action Bathroom Remodeling Prompt b)Retriever DIY_Bathroom Retriever
7.	I bought composite decking — is my blade okay?	Use LLM to analyze customer past purchase history about blade product and provide information as blade product description and features	Blade Product	a) Prompt Action BladeProductRecomendation b) Flow Fetch Seasonal Products
8.	I’m thinking about upgrading my tools.	Use LLM to analyze customer past purchase history about battery product and recommends environmentally friendly alternatives.	Customer Purchase Products	a) Prompt Action BatteryProductRecomendation b) Apex Class GenericProductService GenericProductInvocabler
9.	Anything interesting on sale right now?	Structured data stored in Data Cloud is used to analyze the customer’s past purchase history and derive product categories. Based on the identified categories, relevant products are recommended.	DIY Store Assistant	a) Apex CurrentSalesRecommendation

$${\color{blue} For \space Employee \space Agent }$$ There is a single contact populated with all the relevant information needed to drive these conversations — Mark Smith. You can access the contact record page for this contact to have full conversations.

Sl. No.	Utterance	Behind the Scene	Topic	Components
1.	I’m stopping by the store later — anything I should pick up?	Customer purchase history is retrieved from structured Data Cloud datasets and analyzed to identify previously purchased product categories, such as power tools	DIY Store Assistant	a) Flow StorageProductEnquiry b) Apex storageProducts storageProductInvocable c) LightningType storageProducts
2.	That storage cabinet looks huge. Not sure how I’d get it home	Reads unstructured data from PDF that has been ingested into Data Cloud, where it is chunked, vectorized, and indexed for easy retrieval.	Customer Purchase Products	a) Prompt Action storageCabinetDetails b) Retriever DIY_Bathroom Retriever
3.	Do I need anything for seasonal prep?	An initial prompt evaluates the current weather data. Based on the evaluated conditions, a subsequent prompt dynamically fetches weather-specific product	DIY Store Assistant	a) Flow Seasonal Product Recommender b) Prompt Season Predictor Fetch Seasonal Products c) Apex seasonalProducts d) LightningType seasonalProducts
4.	What are the current sales that would interest me?	The system leverages structured data ingested into Data Cloud to analyze the customer’s historical purchase records. Any products that overlap with active promotions are filtered out, and only the remaining eligible promotional products are displayed.	DIY Store Assistant	a) Flow PromotionEligibility b) Apex Get Promotion Details promotion c) LightningType promotion
5.	My furnace has been acting up	The system uses structured Data Cloud data to verify installation and maintenance records. It evaluates whether the product has exceeded its warranty period and provides the corresponding warranty status (in-warranty or out-of-warranty). If requested, it also suggests an appropriate basic maintenance plan.	DIY Store Assistance	a) Apex HVACWarrantyService
6.	I’m remodeling my bathroom — what do I need?	Reads unstructured data from PDF that has been ingested into Data Cloud, where it is chunked, vectorized, and indexed for easy retrieval.	DIY Projects	a) Prompt Action Bathroom Remodeling Prompt b) Retriever DIY_Bathroom Retriever
7.	I bought composite decking — is my blade okay?	Uses LLM to analyze customer past purchase history about blade product and provide information as blade product description and features	Blade Product	a) Prompt Action BladeProductRecomendation
8.	I’m thinking about upgrading my tools.	Customer past purchase history is retrieved from structured Data Cloud datasets to identify battery-related products. Based on predefined product attributes and sustainability classifications, environmentally friendly alternatives are recommended accordingly.	Customer Purchase Products	a) Flow UpgradingToolsSuggestion b) Apex storageProducts batteryProductRecomendationCls c) LightningType storageProducts
9.	Anything interesting on sale right now?	Structured data stored in Data Cloud is used to analyze the customer’s past purchase history and derive product categories. Based on the identified categories, relevant products are recommended.	DIY Store Assistant	a) Flow SalesRecommendation b) Apex Current Sales Recommendations seasonalProducts c) LightningType seasonalProducts