Welcome to the Salesforce Agentforce & AI Course, where you will learn how to build intelligent AI Agents using Agent Builder to create powerful, AI-driven Salesforce applications. This course is designed to take you from beginner to advanced level, covering the complete Agentforce Platform, Agent configuration, and all types of prompt templates from scratch. You will learn how to create simple and complex custom actions using Apex, Salesforce Flows, and REST APIs, and understand how Agentforce for Developers can significantly boost developer productivity.
You will explore how Agentforce Agents act as AI assistants inside Salesforce CRM, capable of understanding natural language and operating across multiple channels using large language models. The course covers how to enable Agentforce, use standard actions, and build custom business-specific actions that reduce manual effort for Salesforce users.
You will gain a deep understanding of Salesforce Trusted AI + Data architecture, including the Einstein Trust Layer, agent planning and execution, data-triggered agents, and background automation. The course also covers Agentforce with Data Cloud, Agentforce Data Library, RAG (Retrieval-Augmented Generation), and working with unstructured data.
You will learn how to deploy agents to customer-facing channels, transfer conversations from AI agents to human agents, and build record-triggered and API-based agents. The course includes in-depth coverage of Prompt Builder, all four types of prompt templates, and how prompts can invoke Apex, Flows, External APIs, and LWCs with grounded Salesforce data.
You will also explore Einstein for Sales, Einstein for Service, Model Builder in Einstein Studio, and compare Agentforce for Developers. All lectures include PPTs, source code, and future content updates covering new Salesforce AI features.
What you’ll learn:
- What is Agentforce, Agents And Prompt builder
- Enable and Configure Agents to be deployed on multiple channels
- What is Agent Builder and How to build Agents using Agent builder
- Understand Topics, instruction and Actions of Agents
- Architecture of Salesforce Trusted AI + Data , Understand where all different component sit in this Architecture
- What is Einstein Trust layer , and How it Provides Trusted interaction between CRM Data and AI
- Understand the planning and Execution phase of Agent
- Creating Data Trigger Agents
- Agent Context Variable and How to Use it with Agents
- Understanding RAG using Agentforce Data Library
- Agent API And Headless Agents in Agentforce
- Exploring Custom Actions and Create Custom Actions Using Apex
- Create Complex Custom Actions Using Apex and External API’s
- Agentforce Data Library
- Build Complex Actions using Flow which does Multiple Task for a User
- Understand Prompt Template and Prompt Builder
- Create Prompt template , Learn how to invoke Apex Class From Prompt template and Learn How to invoke Prompt template from Salesforce Screens
- Create Field generation Prompt template and Learn how to invoke Flows from Prompt template , and How to invoke Prompt Template from Flows
- Create Record Summary Prompt template , Invoke Prompt template from Agents
- Build Complex Prompt template using Flex Template , Invoke the Flex template from Apex class and Integrate Prompt template with LWC
- Custom Lightning Types Using LWC for Agentforce (Default)
- Agentforce – Pro Code Implementations using Apex and LWC
- Model Builder :- Bring your own Model
- Custom Actions Best Practices
- Learn About Agentforce for Developer and Setup Agentforce for Developer in VS code
- Agentforce Vibes : Enterprise vibe coding Platform
- Building LWC and Apex using Agentforce Vibes
- Connecting MCP Server to Agentforce Vibes
- Utilize Agentforce for Developer’s auto-completion, and test case generation features to solve requirements faster.
