Deploying AI Support Agent: Installing SearchUnify AI Support Agent in Salesforce Community

This article walks you through installing the SearchUnify AI Support Agent in your Salesforce Community to enhance self-service with the SearchUnify Agentic Suite.

Prerequisites

  • An active Salesforce account with Communities enabled

  • Create Remote Sites, Trusted URLs, and CORS Configuration. Refer here to learn how.

Installation Steps

Follow the instructions given in the Steps to Deploy section under the Deployment tab.

Step 1: Install the SU AgentSuite Package

  1. Open the package installation link:

    https://login.salesforce.com/packaging/installPackage.apexp?p0=04tP50000003yFlIAI

  2. Select Install for All Users and proceed to install the package.

Step 2: Grant Apex Class Access and User Object Field Permissions

  1. From Setup, use Quick Find to open All Sites.

  2. Open the Builder for the target community → click the gear icon → General → open the user’s Profile settings.

  3. Click Enabled Apex Class Access.

  4. Click Edit.

    Move su_agenticsuite.SUAuthentication from Available Apex Classes to Enabled Apex Classes. Save the settings.

  5. Scroll to the Field-Level Security.

  6. Find the User object and Press View.

  7. Click Edit.

  8. Grant Read Access to the following fields, then Save:

    UserContactId

    UserEmail

    UserProfileId

    UserUserRoleId

    UserUserType

    UserAccountId

Step 3: Access SearchUnify Configuration

  1. Open the App Launcher → click View All.

  2. Find SearchUnify Agentic Suite Configuration and open it.

Step 4: Configure Search Platform

  1. Under Choose search platform, select Lightning.

  2. Fill in the required fields:

    • Select your application for configuration: The agent client will be installed in the selected Community application.

    • Service Endpoint: Enter your unique SearchUnify Agentic Suite Instance URL here.

    • CDN Endpoint: The CDN Endpoint is available in the Steps to Deploy section of your Agent.

    • Provision Key: Obtain this from your SearchUnify Agentic Suite representative.

    • UID: The UID is available in the Steps to Deploy section of your Agent.

    • Expiration Time: Authentication token duration (in minutes). Enter any integer; 120 is recommended.

  3. Click Process: Processing can take up to a few minutes. Upon successful processing, proceed with inserting the SearchUnify component to the case details page

Spot the success message to confirm a successful configuration

Step 5: Insert SearchUnify Component to Community Page

  1. Open your community in Builder mode (From Setup → All Sites → Builder).

  2. Open the target page and add the component: drag sU_AS_SupportAgent into the page’s content section.

  3. Publish the site after you have dropped the component on the page of your Salesforce Community.

Usage

Accessing the AI Support Agent

  1. Navigate to your Salesforce Community page where you added the component.

  2. The AI Support Agent will be visible and ready to use on the configured pages.