AFDX Pro-Code Testdrive

How to Set Up a Testdrive Environment

STEP ONE: Get a Developer Edition org

1. Sign up for a Developer Edition account at developer.salesforce.com/signup.
2. Once you have a DE org, enable the following features IN ORDER
   • Knowledge (Setup > Knowledge > Knowledge Settings)
   • Data Cloud (Setup > Data Cloud > Data Cloud Setup Home)
   • Einstein (Setup > Einstein > Einstein Generative AI > Einstein Setup)
     • Reload your browser tab after enabling Einstein so Agentforce becomes available in your Setup tree.
   • Agentforce (Setup > Einstein > Einstein Generative AI > Agentforce Studio > Agentforce Agents)

STEP TWO: Deploy the Testdrive sample code

1. Clone this repo.

   git clone https://github.com/VivekMChawla/afdx-pro-code-testdrive.git
   

2. Navigagte into the cloned Test Drive folder.

   cd afdx-pro-code-testdrive
   

3. Authenticate the Salesforce CLI to your DE org.

   sf org login web -s -a AFDX-Pro-Code-Testdrive
   

4. Deploy everything except agents.

   sf project deploy start --manifest manifests/EverythingExceptAgents.package.xml
   

5. Deploy agents.

   sf project deploy start --manifest manifests/Agents.package.xml
   

6. Deploy agent tests.

   sf project deploy start --manifest manifests/AgentTests.package.xml
   

7. Open the Test Drive folder in VS Code.

   code .
   

STEP THREE: Configure the AFDX TestDrive Agent User

1. Get the ID of the Einstein Agent User profile in your org.

   sf data query -q "SELECT Id FROM Profile WHERE Name='Einstein Agent User'"
   

2. Update data-import/User.json as follows:

3. Create the AFDX TestDrive Agent user with the CLI.

   sf data import tree --files data-import/User.json
   

4. Assign permissions to the AFDX TestDrive Agent user with the CLI.

   sf org assign permset -n AFDX_Service_Agent_Perms -b USERNAME_OF_YOUR_AFDX_TESTDRIVE_AGENT
   

STEP FOUR: Configure the next-gen Local Info Agent

1. Open the Local_Info_Agent_NGA.agent file, located in force-app/main/default/aiAuthoringBundles/Local_Info_Agent_NGA.

2. Go to Line 9 and replace the value for default_agent_user with the user you created in STEP THREE.

3. Deploy the updated Local_Info_Agent_NGA authoring bundle.

   sf project deploy start -m AiAuthoringBundle:Local_Info_Agent_NGA
   

STEP FIVE: Configure the classic Local Info Agent

1. Open the Local_Info_Agent in Agent Builder.

sf org open agent --api-name Local_Info_Agent

2. Open the settings and set Agent User to your AFDX TestDrive Agent user.

   

3. Open the Connections tab and create a new API connection using the Agent_Preview Connected App.

   

4. Activate the agent by clicking "Activate" near the top-right of Agent Builder. If prompted, you can safely ignore the configuration issues and proceed with activation.

   

STEP SIX: Add a JWT-based auth token to your login

1. Edit the policies of the Agent_Preview Connected App to ensure that JWT-based access tokens are issued.
2. Retrieve the Agent_Preview Connected App from your org.

   sf project retrieve start -m ConnectedApp:Agent_Preview
   

3. Copy the consumerKey from line 8 of Agent_Preview.connectedApp-meta.xml
4. Link the Agent_Preview connected app to your authenticated user. IMPORTANT: When asked for the client secret, just press ENTER since it's not required.

   sf org login web --client-app AgentPreview --username YOUR_USERNAME --client-id PASTE_CONSUMER_KEY_FROM_AGENT_PREVIEW_CONNECTED_APP --scopes "sfap_api chatbot_api refresh_token api web"
   

5. Confirm everything was set up correctly by previewing the Local Info Agent from the CLI.

   sf agent preview -c AgentPreview
   

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Things You Should Try After Setting Up Your Org

Generate a new Agent Spec

sf agent generate agent-spec

Generate a new Agent Spec from an existing Agent Spec.

sf agent generate agent-spec --spec specs/Local_Info_Agent-partialAgentSpec.yaml 

Generate a new Authoring Bundle using an Agent Spec.

sf agent generate authoring-bundle --name "My First NGA Agent"

Delete an Agent and related metadata

sf project delete source -m Agent:My_First_NGA_Agent  

Run an Agent Test from the CLI

sf agent test run --api-name Local_Info_Agent_Test --wait 5

Generate an Agent Test Spec from an AiEvaluationDefinition metadata XML file

 sf agent generate test-spec --from-definition PATH/TO/YOUR/TEST.aiEvaluationDefinition-meta.xml