πŸš€ New Admin Batch : 26th Feb 2026 | 7:00 PM IST... || πŸ€– Agentforce Batch : 27th Feb 2026 | 8:00 AM IST... || πŸ“Š Data Cloud Batch : 16th Mar 2026 | 8:00 PM IST... | Contact us for more info +91 - 709 7777 111

Agentforce

  • Course Content
  • Overview

Creates AI agents to automate complex business tasks.

What is Agentforce?

Agentforce is Salesforce’s AI agent platform that enables organizations to build and deploy intelligent agents that can understand user requests, reason through tasks, retrieve the right information, and take actions across Salesforce and connected systems. It combines natural language understanding, enterprise data grounding, and automation tools like Flows and Apex Actions to help teams resolve customer queries, assist employees, and automate business processes. In short, Agentforce helps businesses move from simple chat experiences to goal-driven AI agents that can complete work end-to-end.

Who Can Learn Agentforce?

Agentforce can be learned by Salesforce Admins, Developers, Consultants, Business Analysts, and support professionals who want to work on AI-driven solutions. Admins can focus on configuring agents, topics, actions, grounding, and security, while Developers can build advanced actions using Apex and integrations. Anyone who understands business processes and Salesforce basics can start with Agentforce, and then grow into specialized roles such as Agentforce Specialist, AI Consultant, or AI Solution Architect.

Do We Need Coding?

Coding is not mandatory to start learning Agentforce. Many Agentforce capabilities can be configured using a clicks-not-code approach, especially when building agents with standard topics, prompt templates, grounding, and Flow-based actions. However, for complex logic, integrations, or custom workflows, developers can extend Agentforce using Apex Actions, APIs, and external services. So, you can begin without coding, and later add development skills for advanced implementations.

Where Is It Used in the Real World?

Agentforce is used in real-world scenarios where teams need faster responses, automation, and personalized experiences. In Service Cloud, agents can help resolve cases by retrieving knowledge and executing actions such as creating, updating, or escalating cases. In Sales Cloud, agents can support lead qualification, follow-ups, and opportunity guidance. In internal operations, agents can assist employees with policy Q&A, IT helpdesk tasks, and workflow automation. Agentforce is especially valuable when businesses want consistent answers, grounded in trusted data, with the ability to take real actions.

Why It’s Important

Agentforce is important because it represents the next evolution of Salesforce AI: moving from recommendations and content generation to autonomous, action-oriented AI agents. Businesses gain improved productivity, faster customer support, better personalization, and scalable automation. For learners, Agentforce opens up new career opportunities in the fast-growing AI space, including roles like Agentforce Specialist, AI Consultant, and AI Architect, making it a high-value skill for the future Salesforce ecosystem.

Agentforce

  • 25 sessions
  • Agentforce Session 01

    Introduction to Agentforce and AI Agents

    • What is Agentforce and its role in Salesforce ecosystem.
    • Salesforce Trusted AI principles.
    • The Evolution of Salesforce AI
      1. Predictive AI.
      2. Generative AI.
      3. Agentic AI.
    • Differences between Chatbots, Copilots, and Agents.
    • Agent Lifecycle.
    • Common Keywords in AI & AgentForce.
  • Agentforce Session 02

    Agentforce Environment Setup

    • Enabling Einstein and Agentforce in Setup.
    • Prerequisite permissions and user license types.
    • What if Workforces had No Limits? What is Agentforce?
    • Types of Agents ?
    • Salesforce Al Architecture ?
    • Fundamentals Building Blocks of Agentforce ?
  • Agentforce Session 03

    Agentforce Vibes intelligence

    • What is Agentforce Vibes?
    • How it helps to Admins and Developers?
    • Where it fits: planning, generating code, tests, debugging, deployment.
    • Admin vs developer usage examples?
    • Best practices for dev acceleration?
  • Agentforce Session 04

    Agent Review Workshop

    • Explore out-of-box agents (Service, Sales).
    • Review pre-built topics and actions?
    • Customize existing agent instructions?
    • Analyzing Topic-to-Action mapping in a live agent?
    • Standard Agents vs vs custom agents?
  • Agentforce Session 05

    Prompt Builder Essentials

    • Introduction to Prompt Templates ?
    • Where prompt templates are used in Agents?
    • Types of Prompt Builder ?
    • Test with preview (resolution/response).
    • Grounding with Salesforce data.
  • Agentforce Session 06

    Prompt Template Types Deep Dive

    • Record Summary vs Flex vs Field Generation deep dive.?
    • Sales Email personalization.?
    • System vs. User instructions.
    • Version control for templates.
    • Common Prompt Builder errors and how to debug them.
  • Agentforce Session 07

    Prompt Templates with Flows and Apex and Best Practices

    • Building Prompt Templates with Apex Integration
    • Invoking Flows from Templates and Vice Versa
    • Invoke prompts via APIs
    • Performance monitoring.
    • Create agent-specific prompts.
    • Prompt Builder Best Practices
  • Agentforce Session 08

    How LLM's and Atlas Power Agentforce

    • Salesforce LLMs overview (GPT-4 Turbo, etc.)
    • Understand LLM roles in agents and basic tuning.
    • Configure LLM in Prompt/Agent Builder.
    • BYOM (Bring Your Own Model) setup.
    • Model performance comparison.
    • "Atlas Reasoning Engine" (The Brain of the Agent).
  • Agentforce Session 09

    RAG & Grounding Fundamentals for Accurate Answers

    • RAG Architecture: Retrieve → Augment → Generate
    • How Agents fetch knowledge without training the model.
    • How Agentforce uses RAG.
    • Data Cloud's vector search capability.
    • Agentforce RAG Best Practices.
  • Agentforce Session 10

    Einstein Bot Builder

    • What is Einstein Bot Builder?
    • Building a FAQ bot using Bot Builder.
    • When to use bot, when to use agent.
    • Migrating existing Bot logic to Agentforce.
    • Bot Builder vs Agent Builder comparison.
  • Agentforce Session 11

    Agent Architecting and Topics/Actions

    • Agent Builder full tour?
    • Creating a new Agent from scratch.
    • Create topics: Scope, classification.
    • Instructions writing best practices.
    • Assign standard actions and Prompt Template as custom action.
  • Agentforce Session 12

    Flows as Agent Actions: Automating Business Logic Without Code

    • Why Flows most common and flexible agent action type?
    • Creating a new action with Flow.
    • How the agent passes data into a Flow.(input variables)
    • How the agent reads data from a Flow.(output variables)
    • Error handling in Flows used by agents.
  • Agentforce Session 13

    Extending Agent Power with Apex Actions for Complex Logic

    • When to use Apex over Flow?
    • Creating a new action with Apex?
    • Apex class with @InvocableMethod for agent use?
    • @InvocableVariable for input and output parameters
    • Error handling and exception management in Invocable Apex.
  • Agentforce Session 14

    Agent with External/API Actions

    • When to use External/API Actions?
    • Creating a new action with API?
    • Using External Services (Connecting to 3rd party APIs)?
    • Understanding why an action was/wasn't triggered?
    • Handle timeouts and failures with resilient responses.
  • Agentforce Session 15

    Agent Testing & Debugging

    • Debug checklist: permissions, topic selection, action errors
    • Debugging "Action Failures" and "Topic Mismatch" issues.
    • Using the "Event Logs" to track the end-to-end execution flow.
    • Identifying and fixing infinite loops in the reasoning process.
  • Agentforce Session 16

    Data Cloud Fundamentals with Agentforce Data Library

    • Why Salesforce Data Cloud matters for agents?
    • What is Data 360 and it’s Setup?
    • Structured vs Unstructured Data?
    • About Data Streams & DLO & DMO ?
    • About Data Retrievers?
    • Setting up the Data Library (ADL)?
  • Agentforce Session 17

    Smarter Agents with Deeper Data with (ADL)

    • Making files and records "Searchable" for the Agent.
    • Managing the Data Library: Adding, updating, removing content?
    • Creating record on sobject with ADL?
    • building Data Library with multiple files?
  • Agentforce Session 18

    Agent deployment to sites/portals.

    • Deploy agent to Experience Cloud site (customer/partner portal).
    • Agentforce Messaging for Web?
    • Testing agent behavior as a guest vs. logged-in user
    • Going live checklist for Experience Cloud agent deploymen
    • Agent deployment to sites/portals.
  • Agentforce Session 19

    Agent with Messaging Integrations

    • Connecting the Agent to WhatsApp.
    • FB Messenger setup.?
    • Integrations with Slack.
    • SMS/Email channels.
  • Agentforce Session 20

    AI-to-Human Handoff

    • Handoff trigger conditions.
    • Context transfer flows.?
    • Escalation queues.
    • Hybrid architecture: bot → agent → human
    • Post-handoff tracking.
  • Agentforce Session 21

    Einstein Trust Layer

    • What is Einstein Trust Layer(ETL)?
    • Its position in the Agentforce architecture.
    • Data handling concepts: masking, audit, grounded responses.?
    • Admin governance checklist (who can do what).
    • Policy writing for safe answers.
    • Hands-on: 10 unsafe prompts → correct safe responses.
  • Agentforce Session 22

    Model Builder & Custom LLMs

    • What is Model Builder? Its role in the Agentforce AI stack.
    • Create/train custom models.?
    • BYOM integration.
    • Use in agents/prompts.
    • When to use Salesforce-managed vs external model.
  • Agentforce Session 23

    Multi-Agent Orchestration — Agent-to-agent communication

    • Agent Exchange protocol for inter-agent communication
    • Orchestration patterns: Supervisor → Worker agents
    • Shared context and state management
    • Complex workflow coordination
    • Explain when multi-agent design is better than one large agent.
  • Agentforce Session 24

    Agentforce for Sales Cloud (SDR Agent, Sales Coach)

    • Deep dive into the "SDR Agent" for Lead Qualification.
    • Configuring the "Service Agent" for automated Case Resolution.
    • Previewing Agentforce for Marketing: Campaign and Content creation.
    • Industry-specific templates.
  • Agentforce Session 25

    Agentforce Certification Prep

    • Agentforce Specialist certification blueprint review
    • High-impact exam topics and weightings
    • Practice scenarios and mock questions
    • Study resources: Trailhead, Hands-on Orgs
    • Career roadmap: Job roles and skill mapping