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About 15 mins

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Configure a Web Deployment

Now that messaging is enabled and configured, the next step is to allow Category 1 Biking customers to message agents on an experience or commerce site. To begin, create and publish a web deployment.

Publish a Deployment

  1. From Service Setup Quick Find, search for and select Domains.
  2. Copy the Domain Name associated with the Experience Cloud Sites Domain. Note: The alphanumeric code associated with your Experience Cloud Sites Domain will vary.

Domain name from experience cloud site.

  1. In Quick find, search for and select Embedded Service Deployments.
  2. Click New Deployment.
  3. Select Messaging for In-App and Web and click Next.
  4. Select Web as the deployment type and click Next.
  5. For Domain, paste the domain from the Experience Cloud Sites Domain that you copied.
  6. Name the deployment Category 1 Biking Deployment.
  7. For the Messaging Channel, select Category 1 Biking Support Channel.
  8. Click Save. Note: this may take a few minutes to deploy.
  9. Click Publish. Note: The change can take up to 10 minutes to process but go ahead and proceed to the next section.

Set Security Protocols for Messaging for Web Deployment

  1. In Quick Find, search for and select All Sites.
  2. Copy the URL from the Category 1 Biking site. Note: Your exact URL will vary.

Category 1 Biking URL highlighted.

  1. In Quick Find, search for and select CORS.
  2. Click New.
  3. Paste the Category 1 Biking URL you just copied.
  4. Click Save.
  5. In Quick Find, search for and select Embedded Service Deployments.
  6. Click Category 1 Biking Deployment.
  7. In the Code Snippet tile, click Install Code Snippet.
  8. In the Chat Code Snippet, scroll and copy the scrt2URL (without the apostrophes).

Chat Code Snippet from Embedded Service Deployment.

  1. Click the setup gear Setup and select Setup.
  2. In Quick Find, search for and select Trusted URLs.
  3. Click New Trusted URL.
  4. For the URL field, paste the link from scrt2URL that you just copied.
  5. For API Name, enter SCRT_URL.
  6. For CSP Context, select Experience Builder Sites.
  7. Add a check to all six checkboxes under CSP Directives.
  8. Click Save.

Add Messaging to Your Experience Cloud Site

Next up, add the messaging component to the Category 1 Biking Experience Cloud site so customers can communicate with the Category 1 Biking staff right from the site.

  1. In Quick Find, search for and select All Sites.
  2. Click Builder next to Category 1 Biking. If necessary, click OK.
  3. Click the Components icon Components.
  4. Search for Embedded Messaging.
  5. Drag Embedded Messaging to the Template Footer section.
  6. From the Embedded Messaging menu on the right, change Chat Button Visibility to Always Visible. (Leave everything else as is.)
  7. Click the Settings icon Settings icon .
  8. Click General
  9. Add a check to Guest users can see and interact with the site without logging in.
  10. Click Publish.
  11. Click Publish again. If necessary, click Got It.

Create a Messaging Session Record Page

  1. Click the Builder icon and select Salesforce Setup.
  2. In Quick Find, search for and select App Manager.
  3. Click edit next to Service Console app (dropdown button on far right).
  4. Click Pages at the top and select + New Page.
    New Page selection highlighted.
  5. Select Record Page and click Next.
  6. Enter these details:
    • Label: Messaging Session Lightning Record Page
    • Object: Messaging Session
  7. Click Next.
  8. Click the Clone Salesforce Default Page tab and click Done.
  9. In the canvas, click the Details tab (next to Conversation).
  10. Click Add Tab from the Tabs menu on the right.
  11. Click Details on the new tab and select Custom. Note: Custom is at the very top of the list.
  12. For Custom Label, enter Messaging.
  13. Click Done.
  14. From the Components menu on the left, search for Enhanced Conversation.
  15. Drag and drop Enhanced Conversation under the Messaging tab.
    Creating a messaging tab on the Messaging record page layout
  16. Click Save.
  17. Click Activate.
  18. Click Assign as Org Default and select Desktop and phone.
  19. Click Next.
  20. Click Save.
  21. Click the back arrow in the upper left corner to return to Setup.

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