Publish a Salesforce Agentforce Agent to Experience Cloud to enable 24×7 conversational self-service for customers. This step-by-step guide covers the business benefits, quick wins, required Salesforce configuration, and best practices for a successful deployment.
Introduction
Customers expect fast, accurate answers — and publishing an Agentforce Agent on Experience Cloud is one of the quickest ways to deliver conversational self-service. This guide explains the value, outlines the key steps, and gives practical tips to get your AI agent live in about 60–70 minutes.
Why publish Agentforce on Experience Cloud?
Embedding Agentforce in Experience Cloud brings AI-powered support directly to your customers through a familiar web experience. Typical benefits include:
- Reduced load on customer service teams
- Faster response times and improved CSAT
- 24×7 availability for information-based queries
- Lower cost per interaction compared to live agents
Business use case
For customer-facing companies such as airlines, e-commerce or utilities, many support queries are repetitive and information-driven (e.g., cancellation policy, seat changes, entitlement queries). Publishing an Agentforce Agent lets customers self-serve these answers via chat — freeing agents for higher-value work.
Big quick win
If you already have a set of FAQs, policies or structured documents, you can get a quick win by:
- Uploading content to the Agentforce Data Library
- Linking that data library to your Agentforce agent
- Publishing the agent to your Experience Cloud site
High-level steps
The full deployment includes a number of Salesforce configurations. At a high level you will:
- Create a new Service Agent and verify permission sets
- Enable Messaging and Omni-Channel routing and create queues, presence statuses and routing flows
- Create a Messaging Channel and embed it via an Experience Cloud site
- Add trusted URLs, configure CORS and test the agent end-to-end
Step-by-step checklist
- Create a New Service Agent
- Verify Permission Set
- Enable Messaging
- Enable Routing Configuration
- Create Queue
- Create Presence Status
- Create Presence Status Permission Set
- Click Presence Configuration
- Create a Messaging Channel
- Create Omni-Channel Routing Flow
- Update the Messaging Channel with the Routing Flow
- Enable Digital Experiences
- Create an Embedded Service Deployment
- Add Trusted URL
- Create an Experience Cloud Site
- Add CORS (Cross-Origin Resource Sharing)
- Test Agentforce Agent in Experience Cloud
Best practices
- Start with a small, high-value dataset (FAQs, policies) to train the agent.
- Monitor usage and transfer-to-agent rates to refine prompts and data sources.
- Use clear, structured source documents in the Data Library for predictable responses.
- Configure routing so complex or sensitive queries escalate to human agents.
Next steps & resources
For detailed instructions with screenshots and walkthroughs, consider the full step-by-step guide and the Agentforce Workshop:
Conclusion
Publishing an Agentforce Agent on Experience Cloud is a practical, high-impact way to add intelligent self-service to your customer portal. With a short setup cycle and clear business benefits, it’s an ideal quick win for Salesforce admins and architects looking to introduce Generative AI capabilities without major backend changes.
Why this matters: admins can deploy faster, developers can integrate routing and escalation for complex flows, and business users get measurable reductions in service load and faster customer outcomes.