Target-org prerequisites for a deployed agent
Key Takeaway
Before you deploy an agent's metadata, the target org needs the right licenses, the right features turned on, and an agent user. After the deployment, you still have to activate, assign, and verify everything.
When you move a tested agent from a sandbox to a staging or production org (the target org), copying its metadata isn't enough. The target org must already have the right licenses, the right features turned on, and an agent user. Supporting pieces such as channels, flows, and permissions must also be deployed, assigned, and active before the agent works the way it did in the sandbox.
How to deploy an agent to a target org
Deploying an agent to a target org, such as a staging or production org, follows a basic order:
- Confirm that the target org has the needed licenses and has the needed features turned on.
- Create the agent user, and deploy any channel functionality the agent uses.
- Deploy the Agentforce metadata.
- Activate, assign, and verify everything.