Working with Salesforce AI: Agentforce, Agents & Prompt Templates in Practice

Overview

This course is designed for Salesforce professionals who want to understand how AI features are actually built and used inside the Salesforce ecosystem. Rather than treating AI as a black box, it walks through Agentforce, agents, and prompt templates step by step—showing how planning, execution, data access, and security all fit together in real CRM workflows.
The focus is practical and developer-oriented, making it suitable for those preparing for the Agentforce Specialist exam as well as teams implementing AI-driven automation within Salesforce orgs.

Course Snapshot

• Instructor: Salesforce Developer
• Platform focus: Salesforce
• Last updated: December 2025
• Total learning time: ~22 hours
• Level: Intermediate to advanced (Salesforce background recommended)
• Language support: English (CC), Dutch (Auto)
• Certification: Included
• Access type: Full lifetime (mobile & TV supported)

What This Course Focuses On

The course centers on building, configuring, and extending AI agents within Salesforce, using Agentforce and Prompt Builder as core tools. Instead of abstract theory, learners work through real configurations and implementations that reflect enterprise Salesforce environments.

Key focus areas include:

• Designing and deploying AI agents across channels
• Using prompt templates for automation and summarization
• Understanding Salesforce’s trusted AI architecture
• Extending AI behavior with Apex, Flows, and APIs

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Skills & Concepts You’ll Work With

Agentforce & AI Agent Fundamentals

• Understanding Agentforce, agents, and Agent Builder
• Configuring agents for voice and digital channels
• Topics, instructions, actions, and agent planning/execution phases
• Data-triggered agents and contextual variables

Prompt Templates & Prompt Builder

• Creating and managing prompt templates
• Field generation, record summaries, and flexible prompt designs
• Invoking prompt templates from Agents, Flows, Apex, and Screens
• Integrating prompt templates with Lightning Web Components (LWC)

Trusted AI & Data Architecture

• Salesforce Trusted AI + Data architecture
• Einstein Trust Layer and secure AI–CRM interactions
• Retrieval-Augmented Generation (RAG) using Agentforce Data Library

Custom Actions & Advanced Automation

• Building custom actions with Apex and external APIs
• Creating multi-step actions using Salesforce Flows
• Debugging agent execution using logs and audit trails
• Best practices for scalable, maintainable agent logic

Developer Productivity & AI Tooling

• Agentforce for Developers and local setup
• Using Agentforce Vibes for enterprise coding workflows
• Auto-completion, test case generation, and productivity features
• Understanding Salesforce’s in-house LLMs (CODEGEN, xGen-Code)

Einstein AI for Sales & Service

• AI-generated sales emails and summaries
• Service replies for email and live chat
• Knowledge creation and AI-powered search answers
• Call summaries and conversation analysis

Who This Course Is Best Suited For

• Salesforce developers working with Apex, Flows, and LWC
• Professionals preparing for the Agentforce Specialist exam
• Teams implementing AI automation in CRM workflows
• Architects exploring trusted AI patterns in enterprise systems
• Developers interested in extending Salesforce AI beyond defaults

Common Questions Learners Ask

Do I need prior Salesforce development experience?
Yes. Basic knowledge of Apex and Flows is recommended.

Is this course beginner-friendly for AI concepts?
Yes. While Salesforce experience is needed, AI concepts are explained from the ground up.

Does the course cover real implementations or just theory?
It focuses heavily on hands-on configuration, custom actions, and real workflows.

Will I learn how Salesforce ensures AI trust and security?
Yes. Trusted AI architecture and the Einstein Trust Layer are key topics.

Is this useful beyond exam preparation?
Absolutely. The skills taught are applicable to real enterprise Salesforce projects.

Practical Value

What makes this course valuable is its end-to-end view of AI inside Salesforce. Learners don’t just configure agents—they understand how prompts, data, security, and execution come together in production environments. This practical depth helps reduce trial-and-error when implementing AI features in real orgs.

Final Thoughts

For Salesforce professionals looking to move into AI-driven automation, this course provides a structured and practical learning path. Its focus on Agentforce, prompt templates, and developer extensions makes it especially relevant for teams building next-generation CRM solutions with Salesforce AI.