Mastering Agentforce
INTRODUCING
Mastering Salesforce Agentforce
Your Ultimate Resource for Harnessing Salesforce’s Generative AI Capabilities
Agentforce is a groundbreaking tool from Salesforce that leverage the power of Generative AI in Salesforce to transform the way businesses operate.
This page serves as your comprehensive guide to resources & services we offer to master Agentforce. This includes step-by-step guides, videos, live training (for companies), webinars, and workshops together with consulting and implementation services.
We will keep updating this page as we create and add new content on Salesforce’s Generative AI capabilities, ensuring you have the latest information and techniques at your fingertips.
Why Agentforce?
Agentforce represents the forefront of Generative AI, offering transformative capabilities that can revolutionize the business operations. Generative AI can boost productivity by automating tasks and generating content at scale. It enables data-driven insights and personalized customer experiences, driving innovation.
As a Salesforce professional, here is why you should consider mastering this tool:
- Stay at the forefront of Salesforce innovation, ensuring your skills remain relevant in a rapidly evolving tech landscape.
- Blend your Salesforce expertise with AI knowledge, creating a unique and highly sought-after skill combination.
- Leverage AI to tackle complex Salesforce challenges, demonstrating your ability to innovate and find creative solutions.
- Develop a reputation as a forward-thinking problem solver within your organization and the broader Salesforce community.
- Transition into leadership positions by spearheading AI initiatives and driving digital transformation.
- And more...
This isn’t just about mastering tools; it’s about mastering your future in the exciting world of Salesforce.
Services We Offer on Agentforce
For Salesforce Professionals
Includes
Vidoes, Quizzes
Dedicated Discussion Forum
Weekly Live Office Hours
Live Webinars & Workshops
For Salesforce SIs/Partners
Includes
+
2 Days Live Onsite/Online Workshop
Project Specific Use Cases
For Salesforce Customers
Includes
Configure & Demo Proof of Concept
Training to End Users
Deploy to Production
Support & Maintenance
What Is Agentforce?
Agentforce is Salesforce’s native low-code Generative AI platform that allows companies to build, customise, and deploy autonomous agents to support both employees and customers.
Agentforce combines a suite of pre-built agents with a set of tools for building custom agents. This enables companies to extend their teams and complete work faster.
Agentforce agents go beyond simple chatbots and smart assistants (Copilots), by understanding the business, planning and reasoning, taking action, and scaling. Agentforce leverages the Salesforce platform and its capabilities like Flows, Apex code and Mulesoft APIs to provide agents with new abilities and actions to get work done.
Key Characteristics of Agentforce:
- Trusted and secure: The Agentforce Trust Layer ensures that agents are built with security and privacy in mind.
- Scalable and accurate: Agents can handle a large volume of tasks and provide accurate responses based on real-time data.
- Easy to customize: The low-code Agent Builder makes it easy to configure and deploy agents for different use cases.
- Customer 360 integrated: Agentforce seamlessly integrates with the Salesforce Customer 360 platform, giving agents access to all relevant customer data.
- Unified metadata platform: Agentforce uses a unified metadata platform, which makes it easy to manage and govern agents.
- Open ecosystem: Agentforce supports an open model ecosystem, allowing customers to choose the foundation model that best suits their needs.
Overall, Agentforce offers a powerful platform for businesses to leverage the power of Generative AI and automation. With its low-code tools, pre-built agents, and open ecosystem, Agentforce can be customized to fit the specific needs of any organization.
For Salesforce Professionals:
How to Master Agentforce?
We have created detailed Step by Step Guides with exhaustive screenshots on various features and functionalities of Agentforce (that includes Einstein Copilot and Prompt Builder), complete with real-life business use cases. Follow these guides from start to finish to configure and test these features in just a few minutes.
Access to these guides is available with our “All Access” Pass. This pass allows you to download the PDF versions of these guides, participate in our community discussion area, and access weekly live office hours.
But that’s not all. The “All Access” Pass is our single and simple plan granting you access to our entire Salesforce Academy, which includes:
- Download access to 150+ step-by-step guides
- Access to other training courses
- Dedicated community discussion area for each course
- Weekly live office hours
To find out more about this pass, click here. If you need more information or clarification, please fill out this form and we will get back to you within 24 hours.
Key components of Agentforce
- Agents with Agent Builder: Agent Builder is a low-code tool allows businesses to configure agents for sales, service, and other teams. They can complete tasks with intelligent actions, and customization is possible with existing Salesforce Platform capabilities like flows, Apex code, and Mulesoft APIs.
- Atlas Reasoning Engine: This component is responsible for how Agents reasons, learns, and takes action.
- Topics: These define the specific jobs that agents can handle, for example, “Order Management” or “Repairs”.
- Instructions: These are specific guidelines that define how an agent should handle a particular topic.
- Actions: These are intelligent tasks that an agent can perform, such as “Lookup Order Status” or “Generate Return Label”.
- Retrieval Augmented Generation (RAG): RAG allows Agents get structured and unstructured data from Salesforce & Data Cloud to provide accurate, context-specific responses based on the data within your Salesforce org.
- Prompt Templates with Prompt Builder: Prompt Builder empowers you to build, test, and fine-tune Prompt Templates by grounding them with context-specific data. Utilize structured and unstructured data from Salesforce, Data Cloud, and external systems to deliver intelligent, action-oriented prompts across your business processes and customer interactions.
Step by Step Guides on Agentforce
The following animation provides a comprehensive overview of the entire flow within Agentforce. Our step-by-step guides cover every aspect of this flow in detail. By subscribing to our “All Access” Pass, you’ll gain access to downloadable PDF versions of these guides, the exact prompts used, the ability to ask questions, participate in our chat community, and join our weekly live office hours.
Learn how the different components of Agentforce work together within Salesforce to bring powerful automation and AI capabilities to your Org.
- 10 Minutes
Agentforce is currently not available in Developer Orgs. Here is a step-by-step guide on how to sign up for the trial org and enable Generative AI features.
- 10 Minutes
Experience the power of Einstein Copilot Agent Standard Actions. In just 15-20 minutes, you’ll discover how this innovative feature can revolutionize your users’ Salesforce experience.
- 15-20 Minutes
Learn how to use “Field Generation” Prompt Template to automatically fill specific fields on your records with data-driven descriptions or summaries.
- 15-20 Minutes
Learn how to use the “Flex” Prompt Template with Einstein Copilot Custom Action to auto-generate a comprehensive company overview based on its website URL in a Lead record. Use the Flex prompt template for any business purposes not covered by the other templates.
- 15-20 Minutes
Learn how to use the “Sales Email” Prompt Template to send emails to your leads and contacts. The guide covers standard and custom templates to create personalized, context-aware emails, making your sales team more efficient and effective.
- 20-30 Minutes
Learn how to use the “Record Summary” Prompt Template to generate concise summary of key information about a record. Instead of reviewing each field individually, you can view all the critical information in a condensed format that is easy to read and digest.
- 20-30 Minutes
Learn how to use “Flow Merge Fields” in Prompt Templates to give AI models the necessary context to generate more accurate and meaningful responses. For this, we will be using a new type of flow called Template-Triggered Prompt Flows, introduced specifically for this purpose.
- 20-30 Minutes
Learn how to use “Apex Merge Fields” in Prompt Templates. By leveraging the power of Apex, you can customize data inputs to align with complex business logic, ensuring the AI delivers highly relevant and actionable insights.
- 20-30 Minutes
Harness the power of Prompt Templates and Salesforce Flows to seamlessly integrate Generative AI into your business processes. This powerful duo enhances efficiency, boosts productivity, and unlocks exciting new possibilities.
- 15-20 Minutes
Step-by-Step Guide To Using Related List Merge Fields in Prompt Template
Coming soon…
Step-by-Step Guide To Data Cloud DMO Merge Fields in Prompt Template
Coming soon…
Step-by-Step Guide To Using Record Snapshot Merge Fields in Prompt Template
Coming soon…
Step-by-Step Guide To Calling Prompt Template from Apex
Coming soon…
Step-by-Step Guide To Calling Prompt Template from REST API
Coming soon…
Step-by-Step Guide To Agent Custom Actions - Flow
Coming soon…
Step-by-Step Guide To Agent Custom Actions - Apex
Coming soon…
Step-by-Step Guide To Agent Custom Actions - Prompt Template
Coming soon…
For Salesforce Partners:
Equip Your Team with Expertise in Agentforce
For Salesforce Partners, we conduct live, intensive workshop-style training to equip your team with the knowledge and skills needed to leverage Agentforce features effectively. This will enable your company to deliver enhanced value to your customers by implementing these cutting-edge capabilities in their Salesforce environments.
Remove all distractions and immerse your team in building a solid foundation in using Agentforce. Click on the button below to submit your inquiry, and we will get back to you within 24 hours.
Benefits
- Empower your team with the latest Salesforce AI technologies.
- Enhance your service offerings and deliver more value to your customers.
- Stay ahead of the competition by adopting cutting-edge AI capabilities.
- Improve customer satisfaction through innovative and intelligent solutions.
Training Delivery
- Onsite training at your facilities.
- Online training to accommodate remote teams.
Our Recommendation
- Onsite intensive 2-day workshop.
Training Curriculum
Below is an outline of the modules we will cover during the training. For the detailed training curriculum, please feel free to reach out by submitting the inquiry form above.
- Introduction to Salesforce’s Generative AI Capabilities & Agentforce
- Sign up for a Trial Salesforce Org with Agentforce
- Introducing Prompt Builder & Prompt Template
- Standard Prompt Templates
- Custom Prompt Templates
- Ground Prompt Templates with Salesforce Resources
- How to leverage Prompt Templates in Flow, Apex & REST API
- Wrapping Up Prompt Templates
- Introducing Standard Agents & Custom Agents
- Standard Agent Actions
- Custom Agent Actions
- Managing Agents
- Einstein Trust Layer
- Einstein Audit and Feedback Data
Training Methodology
- Presentation: Detailed explanations of generative AI concepts to build a strong foundation.
- Show & Tell: Live demonstrations of how to configure, test, deploy and use the different capabilities of generative AI in Salesforce.
- Step-by-Step PDF Guides: Comprehensive guides with screenshots to facilitate easy understanding and reference. Participants will be able to follow these guides to complete the hands-on exercises with ease.
- Lab Exercises: Practical exercises to apply concepts in real-world scenarios.
- Challenges and Quizzes: Engaging challenges and quizzes to test knowledge and reinforce learning.
- Community-Powered Discussion Area*: Support through a dedicated discussion area for ongoing collaboration and problem-solving.
- Weekly Live Office Hours*: Regular live sessions for additional support and Q&A.
* All training participants will receive one year of complimentary access to our “All Access” Pass, which grants premium access to our Academy. This includes access to the community discussion area and weekly live office hours.
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