Salesforce Agentforce Masterclass: Hands-on Guide

Descripción

This course is your complete, end-to-end guide to Salesforce Agentforce, designed for professionals who want to move beyond theory and build real, production-ready AI solutions. Whether you're a Salesforce Admin, Developer, Architect, or Consultant, this course will help you understand not just how Agentforce works—but how to apply it in real-world scenarios. You will learn: • AI Fundamentals + Prompt Engineering • Agentforce Architecture & Einstein Trust Layer • Prompt Builder & Grounding Techniques • Custom Actions using Flow & Apex • Legacy Agentforce Builder + Modern Agent Script • RAG (Retrieval Augmented Generation) with Data Library • Multi-channel Agent Invocation (Flow, Apex, API, Slack, Experience Cloud) • Custom Lightning Types for interactive UI What You Will Build (Real Projects) This is a hands-on course with real business use cases: • Build an Employee Agent to summarize Salesforce Cases • Create a Case Management Automation Agent (Flow-based) • Develop an Escalation Scoring Engine using Apex • Generate Sales Emails using Prompt Templates • Build a Balance Transfer Agent using Agent Script • Implement a Lead Creation UI using Custom Lightning Types • Use RAG with Files & Knowledge Articles By the End of This Course, You Will Be Able To: • Design and build AI-powered agents in Salesforce from scratch • Master Prompt Engineering techniques (Zero-shot, Few-shot, Chain-of-Thought) • Work with Prompt Builder and grounding techniques • Create custom actions using Flow and Apex • Build and manage agents using Agent Script • Integrate agents across multiple Salesforce channels • Implement secure AI solutions using Einstein Trust Layer • Use RAG with Data Library for contextual AI responses • Build interactive UI experiences using Custom Lightning Types Who This Course is For • Salesforce Admins who want to step into AI-powered automation • Salesforce Developers working with Apex, Flow, and integrations • Salesforce Architects designing enterprise AI solutions • Salesforce Consultants looking to deliver AI-driven implementations • Beginners in AI who want practical Salesforce use cases Requirements • Basic understanding of Salesforce (Admin or Developer level) • No prior AI knowledge required (we start from fundamentals) • A Salesforce Developer Org (we will guide you) Why Learn From Me? • Experience as a Salesforce AI Architect • Focus on real-world implementation, not just theory • Only course that covers: • AI Basics → Prompt Engineering → Agentforce • Legacy Builder → Agent Script • Flow + Apex + API + UI integration • Step-by-step hands-on approach with multiple projects

Lo que aprenderás

• Master Agent Scripts for advanced agent customization
• Integrate agents with Flow, Apex, APIs, Slack, and Experience Cloud
• Apply best practices to build scalable, real-world Agentforce solutions
• Use Prompt Templates and grounding techniques effectively

Requisitos

• Salesforce Admin
• Basic Knowledge of Flows and Apex