Install the Demandbase Agentforce Prospecting Agent in Salesforce

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To use the Demandbase Prospecting Agent on Agentforce in Salesforce, you must install and configure it first. 

See Demandbase Agentforce Prospecting Agent.

Prerequisites

  • You must be an Agentforce customer.
  • You must be a Demandbase One for Sales customer.
  • You must have Admin privileges within your Salesforce environment. 
  • If installing the Prospecting Agent app package in a Salesforce Sandbox, you must also have a Demandbase Sandbox environment. Reach out to your Demandbase Account Team for assistance.

Download and Install the Package

  1. Got to Salesforce Appexchange to install the Demandbase Prospecting Agent on Agentforce app package in your production or sandbox environment.
    1. Production: Click Get It Now. (There is no charge to install the package.)
    2. Sandbox: Click Try it.
  2. Log in to Salesforce with Trailblazer.me. 
    Tip:We highly recommend you use a dedicated sync user profile.
  3. Install the app package in a production or sandbox environment.
    1. Production: Click Install in Production.
    2. Sandbox: Select Try in your Sandbox, enter your information, and click Continue to Installation. 
      Important:Only connect a Salesforce Sandbox to a Demandbase Sandbox.
  4. Check the Terms and Conditions box and click Confirm and Install.
  5. Select Install for All Users and click Install.
  6. When the Installation Complete message appears, click Done. 
    Tip:To manage the package, go to Setup > Installed Packages. You see the Demandbase Agentforce App package.

Connect to Demandbase

  1. In Demandbase One for Marketing, generate an API Key Set and copy the Client ID and Client Secret. See Generate and Manage API Key Sets. 
    Note:Select any API in the API Permissions step.

  2. In Salesforce, go to Set Up > Named Credentials.

  3. Select the External Credentials tab and click Demandbase.

  4. Under Principals, in the row with the Credentials parameter name, click the down arrow under Actions and click Edit.

  5. In the Edit Principal window:

    1. Enter the Client ID and the Client Secret copied from step 1.
    2. Important: In the Principal Access section, make note of the Demandbase_Permissions permission set. 
    3. Click Save.

Enable Access to Agentforce

You’ll need to enable Salesforce Einstein and Agentforce if they haven’t already been configured.

  1. In Salesforce, go to Set Up > Einstein Setup.

  2. Enable the Turn on Einstein toggle and refresh the page.

  3. Search for Agentforce Agents in the Quick Find.

  4. Enable the Agentforce toggle and refresh the page.

Set Up Demandbase Agent

You can either set up the Demandbase Agent as a separate agent or add the Demandbase agent’s topic to an existing agent in Salesforce.

Option 1: Set Up a Dedicated Demandbase Agent

  1. In Salesforce, go to Setup > Agentforce Agents.
  2. To launch the Agentforce Builder, click the New Agent button next to the toggle.
    Important: If you don’t see the button, make sure your user has the Manage Agentforce permission. Without it, you’ll only see the Default Agent and won’t be able to create new ones.

  3. Select the Demandbase Agent tile.

  4. Click Next.
  5. In the Select your agent’s topics page:
    1. You’lll see Demandbase Account Prioritization and Summary topic and its corresponding list of actions under the See Included Actions toggle link.
    2. Click Next.

  6. On the Customize your agent page:

    1. Optional:
      1. Update Name.
      2. Update API Name.
      3. Update Description.
    2. Enter a Role: The job description for your agent. Explain its key tasks, daily responsibilities, and how it interacts with customers. 
    3. Enter Company information: Information about the company that this agent represents, including the company's name, product information, and relevant business details.
    4. (Optional) Select this checkbox to save conversation records with enhanced event logs for reviewing agent behavior.
      Important: This consumes Data Cloud credits.
    5. Click Next.

  7. On the Select Language and Tone page:

    1. Choose the Default Language.
    2. Under Select Languages, pick any additional supported languages.
    3. In the Tone dropdown, select the desired tone for the agent.
    4. Click Create.
  8. To save the context of the user’s conversation, create a conversation session Id custom variable:
    1. Select Context in the left menu.

    2. Click New Variable.

    3. Enter a Name, such as Demandbase Agent Session ID.
    4. (Optional) Enter a Description.
    5. Select Text from the Data Type dropdown.
    6. Check Allow value to be set by API and Allow LLM to use value.
    7. Click Save.
    8. Select the Topics in the left menu.
    9. Select the Demandbase Account Prioritization and Summary topic.
    10. Select This Topics’s Actions tab.

    11. For each action(except for Prioritization Framework Definitions):

      1. Select the action.
      2. In both the Inputs and Outputs sections, scroll down to sessionId, and select the session id variable you created from the Assign a Variable dropdown.
  9. In the upper right, click Activate.

  10. You’ll see the Configuration Issues Detected window. Click Ignore & Activate.

Option 2: Add Demandbase Agent Prospecting Topic to Existing Agent

If you want to add the Demandbase Prospecting Topic to Salesforce’s default agent or another existing agent, you can import the topic as an asset in Agentforce Builder so your end users access Demandbase skills directly through the same agent UI they already use. You don’t need to set up a dedicated Demandbase Agent.

  1. In Salesforce, go to Setup > Agent Force Agents.
  2. In the table of existing agents, click the name of the agent to add the Demandbase Agent topic to. 
  3. Click Open in Builder.

  4. In the Topics tab, click New and select Add from Asset Library.

  5. Select the Demandbase Account Prioritization and Summary click Finish.

  6. Follow steps 8-10 in the Option 1: Set Up a Dedicated Demandbase Agent instructions.

Grant Agent Access to Individual Users

  1. In Salesforce, go to Setup >Users.
  2. Click the user you want to grant access to.

  3. Hover over Permission Set Assignments and click Edit Assignment.

  4. From the Available Permission Sets list, select Demandbase Permissions.

  5. Click the right arrow to add it to the Enabled Permissions Sets list. 
  6. Click Save.

Note: You can also assign the Demandbase Permissions permission set through a Permission Set Group. For more details, see Salesforce documentation Permission Set Groups.

Grant Agent Access to Users Based on Profile

Until you complete this step, the Demandbase Agent won’t be visible to users in the Agentforce UI.

Note: This step is necessary only if you’ve configured a standalone Demandbase Agent. See Option 1: Set Up a Dedicated Demandbase Agent.

  1. In Salesforce, go to Setup > Profiles.
  2. Select the Profile to enable visibility of the Demandbase Agent

  3. Under Apps, select Agent Access.

  4. In the Agent Access section, click the Edit button.

  5. From the Available Agents list, select Demandbase Agent.

  6. Click the right arrow to add it to the Enabled Agents list.
  7. Click Save.

See Salesforce documentation for further instructions on how to navigate the Agentforce Builder once the Demandbase Agent is created.

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