Salesforce integration resources

To integrate Agent Assist UI modules with Salesforce, you need access to the following resources:

  • Node.js

    Follow the recommended installation instructions for your operating system.

  • Salesforce CLI

    Follow the recommended installation instructions for your operating system.

  • Google Cloud CLI

    Install the gcloud CLI command as instructed and authenticate using gcloud CLI auth login.

  • Salesforce

    Sign in at your instance URL or the Salesforce sign in page and note the following:

    • Your Salesforce My Domain URL. Follow these steps to find the My Domain URL:

      1. Navigate to the menu bar > Setup menu.
      2. Click Setup.
      3. In the Quick Find box, enter My Domain. The domain name is in the following format: MY-DOMAIN-NAME.develop.my.salesforce.com.

    • Your Salesforce organization ID. Follow these steps to find the organization ID.

      1. Navigate to the menu bar > Setup menu.
      2. Click Setup.
      3. In the Quick Find box, enter Company Information.

  • Agent Assist integration backend

    1. Follow the instructions to set up the integration.

    2. Before running the deploy script, configure the following environment variables with deploy.sh or in an .env file at the project root:

      • AUTH_OPTION: Set this to SalesforceLWC.
      • SALESFORCE_DOMAIN: A domain name similar to YOUR_SUBDOMAIN.develop.lightning.force.com. You noted this value in the Salesforce prerequisite. Exclude https://.
      • SALESFORCE_ORGANIZATION_ID: You noted this value in the Salesforce prerequisite.
      • APP_AUTH_OPTION: Set this to Twilio. Only applies to Twilio users.
      • TWILIO_ACCOUNT_SID: Set this to your Twilio Account SID. Only applies to Twilio users.