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            Buscar en toda la Ayuda de Salesforce
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            Complete the Embedded Messaging Setup for the Employee Portal

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            1. Salesforce Help
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            3. Agentforce IT Service

            Complete the Embedded Messaging Setup for the Employee Portal

            After running the Salesforce Go automation, complete these manual steps to embed the messaging component on your portal and facilitate employee interactions.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
            User Permissions Needed
            To create permission sets: Manage Profiles and Permission Sets
            To edit users: Manage Internal Users
            To assign permission sets: Assign Permission Sets
            To build and manage Employee agents:

            Manage AI Agents

            OR

            Customize Application
            To add the Embedded Messaging component to an Experience Builder site: Create and Setup Experiences

            Give Access to the Employee Agent

            1. Create a custom permission set for IT Service Employee Agent and give it Agent access.
            2. Assign this permission set to your users.

            Set Security Protocols for Your Enhanced Chat Deployment

            Set up the self-service employee portal to embed the Enhanced Chat messaging component.

            1. Make sure that User Verification is enabled for your messaging channel.
              1. From Setup, go to Messaging Settings .
              2. Edit your Messaging Channel.
                The Salesforce Go setup for IT Service creates a messaging channel named IT Employee Agent Channel.
              3. Select Add User Verification and save your changes.
            2. Add security to your site by completing the CORS allowlist steps required to configure an Enhanced Web Chat Deployment in an Experience Builder site.
            3. From Setup, in the Quick Find box, enter Trusted URLs, and then select Trusted URLs.
            4. Select New Trusted URLs and add the URLs that you added to the CORS allowlist.
            5. In the Quick Find box, enter Sites, and then select Sites under Sites and Domains.
            6. If this is the first time you're configuring the settings for Sites, accept the terms of use.
            7. Select the site created specifically for your messaging deployment.
            8. Under Trusted Domains for Inline Frames, select Add Domain.
            9. Add the same URLs you added to the CORS allowlist.

            Configure the Embedded Messaging Component for the Portal

            1. Find the scrt2URL.
              1. From Setup, in the Quick Find box, search for and select Embedded Service Deployments.
              2. Find the Embedded Service deployment for your Messaging Service channel.
                The Salesforce Go setup for IT Service creates an Embedded Service Deployment called ItEmpAgentChannel.
              3. Select Install Code Snippet.
              4. Find and copy the value for the scrt2URL from the chat code snippet and paste it in a text file.
            2. Construct the bootstrap URL.
              1. From Setup, in the Quick Find box, enter All Sites, and then select All Sites under Digital Experiences.
              2. Find the automatically created site for your enhanced web chat deployment and copy the URL.
              3. Paste the URL that you copied for your enhanced web chat deployment in a text file and add /assets/js/bootstrap.min.js to the end.
              For example, if the URL for the enhanced web chat deployment was xyz.com, the final URL will be xyz.com/assets/js/bootstrap.min.js
            3. Add the embedded messaging component on your employee portal.
              1. From Setup, in the Quick Find box, search for and select All Sites.
              2. Click Builder.
              3. Drag the Embedded Messaging component from the Experience Builder Components list to the portal footer.
              4. Select your embedded web deployment in Embedded Messaging configuration panel.
                Select

                ItEmpAgentChannel to use the web deployment created by Salesforce Go.

              5. Check Add credential-based user verification.
            4. In Experience Builder Settings, click Security & Privacy.
            5. Change the security level from Script CSP to Relaxed CSP.
            6. Turn off Lightning Web Security.
            7. Add the scrt2URL and the bootstrap URLs you noted earlier in a text file to the Trusted Sites for Scripts section.
            8. Publish the changes.

            Publish the Messaging Channel

            After making any changes to the embedded messaging deployment, publish the messaging channel to reflect those changes.

            1. From Setup, go to Embedded Service Deployments.
            2. Open the Embedded Service Deployment for Enhanced Chat.
            3. Click Publish.
             
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