Validate the end-to-end configuration by simulating a customer trigger and confirming the agent response.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Available in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. Access to some standard agent actions requires additional add-on licenses. |
| Available in: LWR and Aura |
Make sure that you’ve an active detection rule and turn on Agentforce Service agent.
Testing makes sure that data signals from Data 360 reach the Service messaging environment. This validation confirms that the routing logic and record updates function correctly before you publish the outreach to customers.
- From Data 360, select the Calculated Insights tab.
- Select a test record and update the source data to reach the trigger threshold.
- Log in to your Experience Cloud site as a test user.
- Verify that the Proactive Service Campaign Handler component displays the chat invitation.
- Select the chat invitation to initiate a session.
- Interact with the Agentforce Service Agent and confirm it performs the resolution steps.
- Open the Service Campaign Member record in Salesforce and verify the status update.