Salesforce Agent Force

Salesforce Agent Force

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About Course

🚀 Salesforce Agentforce Course Description

Unlock the power of AI-driven customer engagement with our comprehensive Salesforce Agentforce Training Program. This course is designed to help you master Agentforce, Salesforce’s cutting-edge AI platform that enables businesses to create intelligent, automated, and personalized customer interactions.

By the end of this course, you’ll gain the skills to design, build, and manage intelligent virtual agents that improve productivity, boost customer satisfaction, and accelerate business outcomes.

✨ Who Can Join?

  • Salesforce Admins, Developers, and Consultants

  • AI & CRM Enthusiasts

  • Business Analysts and Solution Architects

  • Anyone looking to future-proof their Salesforce career with AI skills

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What Will You Learn?

  • By the end of this course, you will be able to:
  • Understand the core concepts of Salesforce Agentforce and its role in AI-powered automation.
  • Build and configure AI-powered Service Agents for customer support.
  • Work with Einstein Copilot Flex to design intelligent conversational flows.
  • Create and optimize dynamic email templates for personalized communication.
  • Integrate Agentforce with Sales Cloud, Service Cloud, and Einstein AI.
  • Apply NLP (Natural Language Processing) to improve customer conversations.
  • Monitor, analyze, and optimize agent performance and customer interactions.
  • Deliver scalable, intelligent, and customer-centric solutions with Agentforce.

Course Content

Module 1: AgentForce Introduction and Setup

  •  Introduction to Salesforce AgentForce
  •  Why to Use Salesforce AI Tools?
  •  Create Free AgentForce (Einstein Studio) org

Module 2: Einstein Copilot Studio
In this module, you will explore Einstein Copilot Studio, Salesforce’s powerful toolset for building, customizing, and deploying AI-powered copilots tailored to your business needs. You’ll learn how to design conversational workflows, configure AI prompts, and seamlessly integrate copilots with Salesforce apps and data. Through hands-on exercises, you will: Understand the core components of Einstein Copilot Studio. Build and customize AI copilots for Sales, Service, and Marketing. Configure skills, actions, and prompts to deliver contextual responses. Leverage Einstein Trust Layer for secure, compliant AI interactions. Test, refine, and deploy copilots to enhance customer and employee experiences. By the end of this module, you’ll be able to design intelligent copilots that boost productivity, improve customer satisfaction, and bring generative AI capabilities directly into Salesforce

Module 3: Einstein Copilot Prompt Builder and Prompt Template
In this module, you will explore how to design, configure, and optimize AI-powered prompts using Einstein Copilot Prompt Builder. You’ll learn how to create effective Prompt Templates that guide Einstein Copilot to deliver accurate, context-aware, and business-specific responses. Key topics include: Introduction to Prompt Builder and its role in Copilot customization Creating and managing Prompt Templates for different use cases Best practices for writing prompts that drive reliable AI outputs Using variables, context, and grounding to enhance prompt accuracy Testing and refining prompts for Sales, Service, and custom business processes By the end of this module, you’ll be able to build intelligent, reusable prompts that align with your organization’s needs, ensuring Einstein Copilot delivers smarter, consistent, and personalized assistance.

Module 4: Einstein Copilot Flex and Email Template
In this module, you’ll explore how to leverage Einstein Copilot Flex to create flexible, intelligent conversational experiences tailored to business needs. You’ll also learn to design and customize email templates that enhance customer communication, ensuring consistent, professional, and personalized messaging across the Salesforce ecosystem.

Module 5: AgentForce Service Agent
This module focuses on building and managing AI-powered Service Agents with Salesforce Agentforce. You’ll gain hands-on experience in configuring virtual agents to handle customer inquiries, automate service tasks, and provide real-time assistance. By the end, you’ll be equipped to deploy intelligent service agents that improve support efficiency and elevate customer satisfaction.

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