I have researched Agentforce and am interested in implementing the Agentforce AI Chatbot on an external website, such as one built with Angular or WordPress. However, I couldn’t find any documentation or resources related to integrating the chatbot outside of Salesforce.
Please guide me or share any available documentation regarding this integration. I would greatly appreciate any pointers or examples.
To make a Salesforce Agentforce/Messaging chat available on an external website, you can use Salesforce Embedded Chat (formerly Snap-ins). It allows you to embed a live chat widget connected to Salesforce on any external website.
Here's how you can set it up:
Steps to Set Up Salesforce Messaging on an External Site
1. Enable Salesforce Messaging and Digital Engagement
- Ensure you have the Digital Engagement license in your Salesforce org.
- Go to Setup → Search for Messaging Settings → Enable it.
- Configure Messaging channels (e.g., Web, WhatsApp, SMS, etc.) if required.
2. Set Up Embedded Service Deployment
- Go to Setup → Search for Embedded Service Deployments.
- Click New Deployment.
- Choose Chat or Messaging as the channel.
- Configure the deployment:
- Assign the Messaging Queue or Chat Queue to route conversations.
- Customize the branding (e.g., colors, logos).
- Set pre-chat forms if needed to collect customer details before starting a chat.
3. Generate the JavaScript Code for the Widget
- Once the deployment is set up, Salesforce generates a JavaScript snippet.
- Copy the generated code.
4. Add the Code to Your External Website
- Paste the JavaScript code into the HTML of the external site, preferably just before the closing </body> tag.
- The code will render the Salesforce Messaging or Chat widget on the site.
5. Test the Widget
- Open the external website and verify that the chat widget appears.
- Test the chat functionality to ensure it routes messages to Salesforce correctly.
