Agent Assist Installation -Salesforce
This guide will help you install Enjo Agent Assist in Salesforce. Follow these steps to ensure a smooth installation.
- Install the package in Salesforce
- Configure trusted URLs
- Set up CORS
- Add the Enjo widget to the case layout
Step 1: Get the package installation URL from the Enjo CS team, paste it into your browser and press Enter.
Step 2: Log in with your Salesforce username and password.
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If you are using a Sandbox account, enter your Sandbox account URL and click on the “Continue” button.
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Step 3: On the installation page, select "Install for All Users" and acknowledge the terms.
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Step 4: Click "Install" and wait for the installation to complete.
Step 5: Once installed, click "Done".
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Step 1: You will land on the 'installed packages' page.
Step 2: Click the gear icon at the top and select "Setup".
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Step 3: Then navigate to trusted URLs and add the Enjo base URL by clicking on the "New trusted URL" button.
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Step 4: Provide API name as Enjo and URL as https://app.enjo.ai
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Step 5: Select everything in "CSP Directives" and click the “Save” button at the end.
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Step 1: Navigate to Security --> CORS and click on the "New" button add the Enjo base URL as https://app.enjo.ai and click the "Save" button.
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Step 1: Navigate to any individual Case -> Gear button -> Edit Page.
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Step 2: Drag and drop the custom managed "EnjoWidget" component onto the page layout and click the “Save” button on the top right corner.
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Step 3: Click on "Authenticate" in the pop-up that opens, click on “Remove as Org Default” and then choose “Desktop and Phone” click on "Next" and then click the "Save" button.
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That’s it! You have now installed Agent Assist in Salesforce.
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