Pre-Installation Tasks for Salesforce Virtual Agent Installation

It is recommended that you do this before completing the installation of SUVA Virtual Agent on a Salesforce-powered community. But if you completed the installation already, the chatbot component may not be visible on your community. To view SUVA chatbot component on your Salesforce-powered community, make sure you have completed the below-mentioned instructions in your Salesforce Org.

Remote Site Settings

Create two remote sites, 1. For Community URL, 2. For Service Endpoint (SearchUnify instance URL), and a third one for Chatbot Package URL ( if you haven't already).

  1. Log into Salesforce and go to the Setup page.
  2. Use Quick Find Box to navigate to Remote Site Settings.
  3. Click New Remote Site.
  4. Enter a name and description.
  5. The Remote Site URL is your Service Endpoint, which you can find in the readme.txt file.
  6. Click Save.

Repeat the process to create another remote site for your Salesforce Community URL.Your community URL can be found from SetupAll Sites > Copy your community URL as shown in the image below.

CSP Trusted Sites

Add your Service Endpoint, given in the readme.txt file, to the CSP Trusted Sites. Given below are the instructions on how to do that:

  1. From your Salesforce admin panel, go to Setup.

  2. Use Quick Find Box to find CSP Trusted Sites and open it.

  3. Click New Trusted Site.

  4. Enter the following details:

    A) Trusted Site Name. Label your trusted site name.

    B) Trusted Site URL. Enter your Service Endpoint, given in the readme.txt file, here.

    C) Description (Optional). You can skip this part as it is optional.

    D) Active. Check this to mark the site as active.

    E) Context. Select All.

    F) CSP Directives. Check all the directives; i) Allow site for connect-src, ii) Allow site for font-src, iii) Allow site for frame-src, iv) Allow site for img-src, v) Allow site for media-src, vi) Allow site for style-src (as shown in the below image).

  5. At last, click Save.

That's all. Now, you shouldn't come across any trouble while configuring your SUVA Virtual Agent in Salesforce. In case you still encounter an issue, feel free to write to our support team.

Last updatedTuesday, December 12, 2023

Or, send us your review at help-feedback@searchunify.com