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            Test the Agentforce Sales ChatGPT App in a Sandbox (Beta)

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            Test the Agentforce Sales ChatGPT App in a Sandbox (Beta)

            Test the Agentforce Sales ChatGPT App in a sandbox to make sure that your sellers safely access Salesforce data within ChatGPT. A sandbox is a copy of your Salesforce org to use for development, testing, and training isolated from production data and apps.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Sales add-on,

            and Einstein 1 and Agentforce 1 Sales Editions.
            User Permissions Needed
            To create a sandbox:

            Manage Dev Sandboxes (Developer or Developer Pro only) OR Manage Sandboxes (all sandbox types)
            To set up, and give users access to, the Agentforce Sales ChatGPT App in Salesforce: Customize Application AND View Setup
            To turn on, create, and publish the Agentforce Sales app in ChatGPT: ChatGPT Enterprise account AND ChatGPT admin
            To use the Agentforce Sales ChatGPT App: Agentforce Sales ChatGPT App User AND ChatGPT Enterprise account

            Before you begin, prepare your sandbox. If you use an existing sandbox, make sure that your Sales licenses are in the sandbox by matching production licenses or refreshing your sandbox. You can also create a sandbox.

            Now that you’ve completed the prework, you’re ready to set up the app.

            Create a Permission Set

            This permission set controls which users can access the Agentforce Sales ChatGPT App within your sandbox.

            1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
            2. Click New.
            3. Enter a label, such as Custom ChatGPT Permission Set, and Save.
            4. From the System section, click System Permissions, and then Edit.
            5. Select Agentforce Sales ChatGPT App User and save your work.
            6. Confirm your changes.

            Give Users Access

            1. In the Quick Find box, enter Permission Sets, and then select Permission Sets.
            2. Select the permission set you created.
            3. Assign the permission set to users who want to access the Agentforce Sales ChatGPT App in your sandbox.

            Create the Secure Connection Between Salesforce and ChatGPT

            This step requires setup tasks in both ChatGPT and in Salesforce.

            1. In ChatGPT, start setting up your app.
              1. Log in to your ChatGPT Enterprise workspace.
              2. Go to Workspace Settings, then to Apps, and then click Create app.
              3. In the MCP Server URL field, enter this URL: https://api.salesforce.com/platform/mcp/v1-beta.2/sandbox/agentforce-sales
              4. Set authentication to OAuth.
              5. Copy the Callback URL to use later in the external client app setup in Salesforce.
              6. Keep your ChatGPT session open so that you can complete the app setup after you create your external client app in Salesforce.
            2. In Salesforce Setup, create and configure your external client app.
              1. From Setup, enter External Client, and select External Client App Manager.
              2. Click New External Client App, and then enter your app name and admin email.
              3. In the API (Enable OAuth Settings) section, select Enable OAuth.
              4. Enter the callback URL from the ChatGPT app in the Callback URL field. The URL is in this format, containing a unique Id for your org:

                https://chatgpt.com/connector/oauth/{unique_id}

              5. Select these OAuth scopes:
                • Manage user data via APIs (api)
                • Access the Salesforce API Platform (sfap_api)
                • Perform requests at any time (refresh_token, offline_access)
                • Access Einstein GPT services (einstein_gpt_api)
              6. Deselect all the checkboxes under the Flow Enablement section.
              7. In the Security section, select these settings:
                • Require secret for Web Server Flow
                • Require secret for Refresh Token Flow
                • Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows
                • Enable Refresh Token Rotation
                • Issue JSON Web Token (JWT)-based access tokens
            3. Click Create.

            Authorize Users and Get Credentials

            1. On the Policies tab, expand OAuth Policies.
            2. Click Edit.
            3. Set Permitted Users to Admin approved users are preauthorized, and then click OK.
            4. Expand App Policies.
            5. Select the permission set you created in the first step.
            6. Change the refresh token validity period to 30 days and save.
            7. Next, go to the Settings tab.
            8. In the OAuth Settings section, select Consumer Key and Secret and copy the values for the next step.

            Connect Your Sandbox to the Agentforce Sales ChatGPT App

            1. In your ChatGPT Enterprise workspace, click Advanced Settings and set the Registration Method to User-Defined OAuth Client.
            2. In the Callback section, paste the Consumer Key in the OAuth Client ID field.
            3. Paste the Consumer Secret into the OAuth Client Secret field.
            4. Accept the terms, and then click Create.
             
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