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            Set Up Billing Service Assistance Agent for Experience Cloud

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            1. Salesforce Help
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            3. Agentforce Revenue Management

            Set Up Billing Service Assistance Agent for Experience Cloud

            Configure service access, security, and data sharing so that external users can securely interact with Billing Service Assistance Agent through Embedded Messaging in an Experience Cloud site.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Agentforce Revenue Management Advanced license and Agentforce Revenue Management Billing license with the Agentforce Employee Agent add-on
            User Permissions Needed
            To create an agent:

            Manage AI Agents

            OR

            Customize Application

            Before you begin, make sure you've completed these tasks.

            These settings establish the trust boundaries that securely loads messages, scripts, and billing data while maintaining controlled access for community users.

            After you complete this setup, customers can view billing information and engage with agents in a single Experience Cloud site, reducing support handoffs and administrative overhead.

            Enable Service Cloud Admin User Access

            1. In Setup, find and select Users.
            2. Open the admin user record.
            3. Click Edit.
            4. Select Service Cloud User.
            5. Click Save.
            6. If the Service Cloud User option isn’t available:
              1. Update the user’s licenses to include Service Cloud access.
              2. Save your changes.
              3. Reopen the user record and select Service Cloud User.

            Update the Embedded Messaging Deployment

            1. Set business hours in enhanced chat to default.
            2. Click Install Code Snippet.
            3. From the Chat Code Snippet, copy the scrt2URL.

            Add the SCRT URL as a CSP Trusted Site

            1. In Setup, find and select Trusted URLs.
            2. Click New Trusted URL.
            3. Complete these fields:
              Option Value
              API Name Embedded_Messaging_SCRT
              Trusted Site URL Paste the SCRT URL you copied earlier
              Active Select
              CSP Context All
            4. Under CSP Directives, select:
              • connect-src (scripts)
              • frame-src (iframe content)
            5. Save your changes.

            Configure Security and Trusted URLs for the Site

            1. Open your Experience Cloud site in Experience Builder.
            2. Click Settings, and then select Security & Privacy.
            3. Under Trusted Sites for Scripts, click Add Trusted Site.
            4. Add the SCRT script entry:
              Option Value
              Name SCRT
              URL SCRT URL from the Embedded Messaging JavaScript snippet
            5. Click Add Site.
            6. Click Add Trusted Site again and add the Bootstrap script entry:
              Option Value
              Name Bootstrap
              URL <site-domain>/assets/js/bootstrap.min.js
            7. Click Add Site.

            Grant Community Users Access to Billing Data

            1. Create a sharing set with read-only access for these objects.
              • Invoice
              • Billing Schedule Group
              • Billing Milestone Plan
              • Liable Summary
            2. In Setup, find and select Sharing Settings.
            3. Click Edit.
            4. Locate Unit of Measure.
            5. Set the default external acess to Public Read Only.
            6. Save your changes.
             
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