A concise, image-rich PPT that walks you through setting up Agentforce and deploying it to a Salesforce Community site — ideal for admins and implementers.
Overview
This post provides a downloadable, step-by-step PowerPoint (with screenshots) that walks Salesforce administrators and consultants through configuring Agentforce and deploying it to a Salesforce Community (Experience Cloud) site from scratch. The guide covers enabling Einstein, Omni-Channel setup, routing, messaging, embedded deployment, CORS and validation.
What’s inside the PPT
- Enable Einstein and create the Agent profile
- Create and configure a Community (Experience Cloud) site
- Enable and configure Omni-Channel
- Create routing configurations and fallback queue
- Build an Omni-Channel Flow
- Create messaging channels and embedded service deployment
- Add CORS URLs and validate the deployment
Download
Download the complete PPT with images: agentforce-setup-and-deployment-to-community.pdf
Step-by-step notes & best practices
Use the PPT as a checklist during implementation. Each slide includes screenshots and the exact setup path in Salesforce. Key things to watch for:
- Ensure the correct user licenses and permissions for Agentforce and Einstein features.
- Test Omni-Channel routing with a sandbox queue before going to production.
- Validate embedded deployment in the community preview and from the actual site URL — CORS entries must match the site domain exactly.
- Document fallback queue behavior and escalation paths so agents are never left with unassigned work.
Use cases
This guide is useful for businesses implementing a chat and messaging-first support experience in Experience Cloud, contact centers leveraging Salesforce Agentforce, and teams looking to integrate Einstein capabilities into agent workflows.
Quick checklist
- Create Agent user and enable Einstein.
- Provision and publish a Community/Experience site.
- Enable Omni-Channel and set up routing configurations.
- Build and activate the Omni-Channel Flow.
- Create messaging channels and embedded service deployment in Setup.
- Add CORS URLs and run validation tests from the community domain.
Why this matters: A clear, testable implementation plan reduces rollout risk and improves agent experience. For Salesforce admins and developers, following a slide-by-slide checklist helps catch configuration gaps early and speeds up time-to-value.
Category: Salesforce Tips