Explore the Coral Cloud Resorts Sample App: Your Path to Agentforce Success

Chicken, meet egg

As admins, we’re often confronted with a classic conundrum: How do you convince an organization to adopt new technology without having the technology to demonstrate it in the first place? This is compounded when the technology you want to demonstrate requires other technologies you may not have access to show. For example, how do you try out Agentforce to determine if it’s right for you if you don’t currently use Data Cloud?

Let’s tackle this challenge with two tools for your Admin toolbox. First, we’ll get you signed up for a trial of the tools and features you need. Next, we’ll introduce you to Coral Cloud, a sample application designed to help you demonstrate these technologies in action. 

Sample apps are built by Salesforce Audience Relations to showcase the platform in real-world scenarios and provide a head start for your own customizations. Armed with trial features and Coral Cloud, you’ll be ready to explore Agentforce end to end.

No Data Cloud? No Agentforce? No problem.

Our old friend Trailhead has your back. Even if you do already have access to Agentforce, you may want to have a playground to tinker with safely without worrying about your sandbox or production data. 

Trailhead modules require you to be hands-on with Data Cloud, but before signing up for one, consider hitting the Drive Productivity with Einstein AI trail to get a comprehensive overview of Agentforce and what it offers.

Armed with that knowledge, head over to the Quick Start: Explore the Coral Cloud Sample App.  Sign up for the special Trailhead Playground in the first unit. You’ll get a password reset email, and once you’ve set your password, you’ll have access to your shiny trial org.

Let’s turn the lights on

First thing first, let’s flip all the switches to make Agentforce work.

1. Click the setup gear in the upper right and go to Data Cloud Setup. The first page will kick off the creation of the behind the scenes metadata Data Cloud needs.
2. Go to (Normal) Setup.
3. Search for Einstein Generative.
4. Go to “Einstein Setup” and turn on Einstein.
5. Take a pause and refresh the browser to update the setup navigation.
6. Search for Agents and click Agents.
7. Turn on Agentforce.
8. Wait for the page to refresh, then click Agentforce (Default).
9. Click Open in Builder in the upper-right corner.

Welcome to Agentforce

The Agent Builder is your studio for customizing Agentforce for your needs. Before we get to customizing it, you can kick the tires right out of the gate. In the lower-right corner, try entering the prompt “Show me recent contacts” to see it in action. When you do so, you’ll also see the middle section, referred to as the planner, updated with how Agentforce uses the Atlas reasoning engine to determine what actions to use to answer your questions.

Install the Coral Cloud reference application

The trial org out of the gate is great, but it doesn’t simulate a production org that’s been highly customized for a company. Enter the Coral Cloud Resort, a fictional company that offers equally fictional tourists high-end experiences on their trips. This will give us a use case to build out some custom prompts and actions.

Once logged in to your org, replace the URL segment that comes after lightning.force.com with the following: /packaging/installPackage.apexp?p0=04tWx0000001aXhIAI

1. Click Install.
2. Select the checkbox to grant access to third-party websites, and click Continue.
3. Open Setup.
4. Enter permission in quick find, then select Permission Sets.
5. Click on the Coral Cloud permission set.
6. Click Manage Assignments.
7. Click Add Assignment.
8. Select Admin User, then click Next.
9. Click Assign.
10. From App Launcher, open Sample Data Import.
11. Click Import sample data.
12. From App Launcher, open Coral Cloud Resorts.

(Optional) Install and set up the Coral Cloud Experience Cloud 

At this point you’ve got the working version of the Coral Cloud Resort app. However, if you want to tinker with external facing Service Agents, you’ll need an Experience Cloud solution.

1. Go to Setup, search for Digital Experiences, and select the Settings in that category.
2. Check Enable ExperienceBundle Metadata API on.
3. Click Save.
4. Replace the URL segment that comes after lightning.force.com with the following: /packaging/installPackage.apexp?p0=04tWx0000001ZN7IAM
5. Click Install.

Let’s tour the resorts application

Coral Cloud might be fictional, but it comes with a very real and robust data model. And that data model is AI ready, powered by Data Cloud. Let’s take a look.

But of course, an application is more than a fancy data structure. Let’s take a look at the application itself. Here’s the lovely Experience page:

As you can see from the data model, this object is the centerpiece of Coral Cloud. From here, there are open sessions that can be added which can then be booked. After the experience, the guests can also submit reviews of the experience.

Time to learn and customize

You now have a few days with Data Cloud and Agentforce, as well as a functional, production-worthy app chock full of data. To guide you through learning all the working parts of what you’ve got, here’s a short list of handy Trailhead modules.

• Connect Data Cloud to Agentforce and Prompt Builder
• Agents and Agentforce Basics
• Quick Start: Create a Sales Email Prompt Template
• Quick Start: Build Your First Agent with Agentforce