Agentforce Workshop

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Self-Service Setup ​

Sign up for a Salesforce org ​

  1. On Trailhead go to the Quick Start: Explore the Coral Cloud Sample App badge, and get a new Custom Data Cloud Playground org.

    TIP

    The Trailhead project provides instructions on how to deploy the built-out workshop content directly from GitHub. For this workshop you won't follow the Trailhead instructions. You can use the org after finishing the workshop to complete your badge.

  2. Make sure that you write down your user ID and password. You'll need them again later in this workshop.

  3. Also make sure to connect your custom playground in Trailhead. After this workshop you can use the org to verify the badge.

  4. In your browser, go to login.salesforce.com and log in to your org.

Install and set up the Coral Cloud base package ​

  1. Once logged in into your org, replace the URL segment that comes after lightning.force.com with:

    txt
    /packaging/installPackage.apexp?p0=04tWx0000001WU5IAM

  2. Click Install.

  3. Select the checkbox to grant access to third-party websites, and click Continue.

  4. Open Setup.

  5. Enter permission in quick find, then select Permission Sets.

  6. Click on the Coral Cloud permission set.

  7. Click Manage Assignments.

  8. Click Add Assignment.

  9. Select Admin User, then click Next.

  10. Click Assign.

  11. From App Launcher, open Sample Data Import.

  12. Click Import sample data.

  13. From App Launcher, open Coral Cloud Resorts.

Install and set up the Coral Cloud Experience Cloud site package ​

  1. Replace the URL segment that comes after lightning.force.com with:

    txt
    /packaging/installPackage.apexp?p0=04tWx0000001WVhIAM

  2. Click Install.

Set up your development environment ​

In this workshop, you'll use Visual Studio Code and the Salesforce CLI to deploy Apex classes in some Prompt Builder and Agent exercises.

Step 1: Install the Salesforce CLI ​

If you already have the Salesforce CLI installed, there's no need to reinstall it.

  1. Install the CLI from the Salesforce Developer website.

  2. Confirm the CLI is properly installed and on the latest version by running the following command from the command line.

    bash
    sf update

Step 2: Install Visual Studio Code ​

If you already have Visual Studio Code installed, there's no need to reinstall it.

  1. Download and install the latest version of Visual Studio Code for your operating system. If you already have Visual Studio Code installed, there's no need to reinstall it.

  2. Launch Visual Studio Code.

  3. On the left toolbar, click the Extensions icon.

  4. Search for Salesforce Extension Pack and click Install.

TIP

During the workshop you'll see references about Code Builder. This is the web-based IDE that is used in the guided workshop experience. When doing this workshop as self-service use Visual Studio Code.

Step 3: Authorize your Org ​

You need to connect Visual Studio Code to your org to be able to deploy code:

  1. Open the command palette (press CMD+SHIFT+P on Mac or CTRL+SHIFT+P on PC).

  2. Search for Authorize an Org. If it is not yet available, wait for Code Builder to fully initialize. If this command is not available, please follow the steps below to create a new project.

  3. Select SFDX: Authorize an Org.

  4. Select Project Default.

  5. Enter AI-WORKSHOP for the org alias and press Return.

  6. Enter your username and password, then click OK.