1
Enable Lightning Web Security
Lightning Web Security is required for the app to run properly. This is a one-time Salesforce org setting.
- Click the ⚙️ Setup gear icon (top-right corner)
- In Quick Find box, search: "Session Settings"
- Scroll down to find "Lightning Web Security" section
- Check the box: "Use Lightning Web Security for Lightning web components"
- Click Save
⚠️ Important:
This setting affects your entire org. If you're unsure, check with your Salesforce admin. Lightning Web Security is the modern security architecture recommended by Salesforce.
2
Activate Remote Site
This allows the app to connect to our secure Cloudflare Workers endpoint for AI processing. Your data is never stored.
- Go to Setup → Quick Find: "Remote Site Settings"
- Click New Remote Site
- Fill in the following details:
Remote Site Configuration
Remote Site Name:
TrustLogicLab
Remote Site URL:
https://api.trustlogiclab.com
Active:
✓ Checked
Description:
Agentforce Decision Lab API
✓ Security Note:
We use Cloudflare Workers to keep your Anthropic API key secure. The key never touches your Salesforce org, and your data is never retained or stored.
3
Assign Permission Set
Grant users access to Agentforce Decision Lab by assigning the permission set.
- Go to Setup → Quick Find: "Permission Sets"
- Find and click: Agentforce_Decision_Lab_User
- Click Manage Assignments
- Click Add Assignments
- Select the users who should have access
- Click Assign
⚠️ Important - Log Out Required:
After assigning the permission set, users must log out and log back in for permissions to take effect. This is a Salesforce requirement.
✓
Launch the App
You're all set! Here's how to run your first evaluation.
- Click the App Launcher (9 dots, top-left corner)
- Search: "Agentforce Decision Lab"
- Click to open the app
- Select an object (Case, Lead, or Opportunity recommended)
- Answer 4 quick questions about your business
- Click "Run Evaluation"
✓ Next Step:
Your evaluation will complete in 30-60 seconds. You'll get a readiness score (0-10), top 3 priority fixes, and a downloadable PDF report.