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Building Autonomous Shopping Assistants with Agentforce for B2C Commerce

Salesforce Agentforce empowers businesses to create and deploy generative AI agents tailored to specific use cases. In B2C Commerce, teams can use it to build a Guided Shopping Assistant, a virtual, autonomous agent that helps users search products, check order statuses, and receive personalized support without relying on human service agents.

1. Setup and Licensing
To get started, you need:
  • Salesforce B2C Commerce license
  • Service Cloud or Sales & Service license
  • Agentforce and Einstein GPT activated in Setup
  • Optional: Data Cloud, for enhanced personalization
  • Once enabled, go to Commerce Agentforce Settings and turn on “Agentforce for Guided Shopping - B2C”.

    2. Connect Agentforce to B2C Commerce
    Set up secure connections using:
  • Named Credentials and External Credentials for OCAPI and authentication.
  • Remote Site Settings for storefront API endpoints.
  • Salesforce provides a cartridge called Concierge to embed into your B2C storefront and connect it with the Agentforce runtime.

    3. Build the Agent
    Use the Shopper Agent template in Agentforce Builder. This includes::
  • Preconfigured topics like product recommendations, order search, and cart links
  • Global instructions defining the agent’s scope and behavior
  • You define the agent’s tone, language, role, and select the appropriate Agent User with access to Commerce Cloud data.
    Test the agent using the built-in Conversation Preview to simulate user interactions before deployment.

    4. Connect the Agent to a Channel
    Deploy the agent through Messaging for In-App and Web, using:
  • Omni-Channel queue and routing flow targeting the Guided Shopping agent
  • A web chat channel embedded in your storefront
  • This setup ensures real-time engagement directly from the eCommerce site, powered by generative AI and Salesforce integration.

    Reference:
    Trailhead Module - Agentforce for Guided Shopping for B2C Commerce