Mastering Salesforce Agentforce: Build Iautonomous Ai Agents

Unlock the Power of Salesforce Agentforce to Build Next-Gen AI Agents for CRM Automation

What you'll learn

Understand how Salesforce Agentforce fits within the Einstein 1 Platform

Use Agent Builder to create, configure, and manage autonomous agents

Design agent topics, prompt templates, and intent recognition flows

Connect agents to CRM data objects and use pre-built Salesforce actions

Customize agent logic using Apex, Flows, and custom APIs

Use the Atlas Reasoning Engine to power contextual decision-making

Deploy agents across Slack, web apps, mobile, and other channels

Run simulations, analyze metrics, and optimize agent performance

Requirements

A basic understanding of Salesforce (such as navigation, objects, and records)

Familiarity with Salesforce Admin tools (e.g., Flows, Setup, App Builder) is helpful but not required

No coding experience is necessary, but knowing Apex is a plus for advanced topics

Access to a Salesforce Developer Edition or a Salesforce sandbox (free to create)

An interest in AI, automation, and low-code/no-code development

Description

Master the power of AI automation with Salesforce Agentforce – the next-generation platform for building intelligent, autonomous agents on the Einstein 1 Platform.This in-depth course is your complete guide to Salesforce Agentforce, a revolutionary technology that enables professionals to create AI-powered agents that reason, act, and learn across customer data, business logic, and connected systems. Whether you're a Salesforce Administrator, Developer, Consultant, or AI Enthusiast, this course will equip you with the knowledge and skills to design, deploy, and manage enterprise-grade AI agents using Agent Builder, the Reasoning Engine, and Salesforce's trusted CRM data.What Is Salesforce Agentforce?Agentforce is Salesforce’s cutting-edge framework for building autonomous AI agents capable of performing real business tasks—far beyond what chatbots or scripted automation can do.Built on the Einstein 1 Platform, Agentforce gives you tools to:Connect AI agents directly to Salesforce Data CloudUse the Atlas Reasoning Engine to make real-time decisionsTrigger actions through APIs, Apex, and Salesforce FlowsInteract through multiple channels like Slack, Web, and MobileUse low-code tools to create intelligent assistants without writing complex codeWith Agentforce, your agents can understand business context, make informed decisions, and take action automatically—streamlining operations in customer service, sales, marketing, and commerce.What Makes This Course Unique?Unlike most generic AI or chatbot courses, this one is 100% focused on Salesforce Agentforce, built with real product features and official architecture. You’ll learn how Salesforce’s AI stack actually works—from data ingestion and context modeling to logic reasoning and agent behavior.Plus, you’ll walk away with:Reusable project templatesActionable examplesAnd a complete understanding of how AI is transforming CRM

Overview

Section 1: Introduction to Agentforce

Lecture 1 Presentation

Lecture 2 What is Agentforce?

Lecture 3 AI Agents vs Traditional Automation Tools

Lecture 4 Real Use Case Examples

Lecture 5 Setup AgenceForce

Section 2: Mastering Prompt Templates

Lecture 6 Presentation

Lecture 7 Create Field Description Using Prompt Templates

Lecture 8 Create Record Summary Using Prompt Templates

Lecture 9 Exercise 1: Create a Field Generation Template

Lecture 10 Create a Flex Template

Lecture 11 Invoke Apex Class in Prompt Template

Lecture 12 Invoke Prompt Template in Flow

Lecture 13 Invoke Prompt Templates from Apex and Lightning Web Components

Lecture 14 Invoke Prompt Templates in POSTMAN (REST API Callout)

Section 3: Custom Agent

Lecture 15 Introduction to Agent Builder

Lecture 16 Navigating the Agent Builder Interface

Lecture 17 Building Your First Agent

Lecture 18 Extend Agents with Flow Actions

Lecture 19 Extend Agents with Apex Actions

Lecture 20 Extend Agents with Prompt Template Actions

Section 4: Building and Deploying a Salesforce Service Agent with Agentforce

Lecture 21 Get Hands on with Agentforce Service Agents

Lecture 22 Creating Service Agent

Lecture 23 Configure a Service Deployment

Lecture 24 Distribute a Service Agent

Salesforce Admins and Developers who want to lead AI innovation,CRM and CX professionals seeking to automate repetitive tasks,AI/Automation Consultants building intelligent enterprise solutions,Business Analysts & Product Owners designing next-gen user experiences,Anyone curious about Salesforce AI, prompt engineering, or intelligent agents