Salesforce Agentforce
Upon successful completion of this course, learners will be able to configure and customize Salesforce Agentforce, design and manage Custom Agents and Subagents, create and activate Prompt Builder templates, apply Einstein Trust Layer concepts, configure Flow-based and Apex-based Agent Actions, use variables, routing, filters, and guardrails, integrate Prompt Builder with Flows, and implement practical business solutions such as Banking Service Agents using Agentforce.
What you'll master in Level 7
Upon successful completion of this course, learners will be able to configure and customize Salesforce Agentforce, design and manage Custom Agents and Subagents, create and activate Prompt Builder templates, apply Einstein Trust Layer concepts, configure Flow-based and Apex-based Agent Actions, use variables, routing, filters, and guardrails, integrate Prompt Builder with Flows, and implement practical business solutions such as Banking Service Agents using Agentforce.
Training Objectives & Core Deliverables
Understand AI, Generative AI, LLMs, and contrast traditional chatbots vs copilots vs autonomous agents.
Master Agentforce Architecture, Atlas Reasoning Engine, agent personas, behavioral instructions, and guardrails.
Engineer effective prompts with grounding, context, zero-shot, few-shot prompting, and hallucination safeguards.
Create, refine, and activate Prompt Builder templates (Field Generation, Record Summary, and Flex Templates).
Day-by-Day Training Schedule & Live Labs
AI and Agentforce Fundamentals
Hands-on practical org drills for AI and Agentforce Fundamentals
Agentforce Architecture and Reasoning
Hands-on practical org drills for Agentforce Architecture and Reasoning
Prompt Engineering
Hands-on practical org drills for Prompt Engineering
Prompt Builder
Hands-on practical org drills for Prompt Builder
Einstein Trust Layer and Safe AI
Hands-on practical org drills for Einstein Trust Layer and Safe AI
Agent Types and Custom Agent Design
Hands-on practical org drills for Agent Types and Custom Agent Design
Subagents, Variables, and Routing
Hands-on practical org drills for Subagents, Variables, and Routing
Agent Actions with Flow
Hands-on practical org drills for Agent Actions with Flow
Agent Actions with Apex and Filters
Hands-on practical org drills for Agent Actions with Apex and Filters
Prompt, Flow, and Agent Integration
Hands-on practical org drills for Prompt, Flow, and Agent Integration
Detailed Module-wise Curriculum
Agent persona
role
jobs
instructions
rules
guardrails
skills
data access
channels
and Atlas Reasoning Engine
Prompt instructions
context
grounding
constraints
tone
output format
zero-shot prompting
few-shot prompting
hallucination awareness
and prompt refinement
Prompt Builder purpose
required permissions
input resources
merge fields
Field Generation templates
Record Summary templates
Flex Prompt Templates
preview
refinement
and activation
Secure data retrieval
dynamic grounding
data masking
secure model gateway
zero data retention
toxicity detection
auditability
prompt access
and sensitive-data guardrails
Default Agent vs Custom Agent
built-in agent awareness
agent purpose
persona
behavioral instructions
guardrails
agent user
permissions
data access
activation
and deactivation
Subagents
classification descriptions
scope
reasoning instructions
standard vs custom Subagents
conversational variables
input collection
routing
and model-selection awareness
Standard and custom Actions
Flow-based Actions
auto launched Flow requirements
Action inputs and outputs
permissions
Action instructions
and Subagent-to-Action mapping
Apex-based Actions
invocable inputs and outputs
Apex class access
Action instructions
filters
conditional Action availability
and output mapping
Flex Prompt Templates
record grounding
prompt invocation from Flow
generated outputs
Screen Flow integration
Lightning record-page placement
and relationship between Prompt Builder
Flow
and Agentforce
Certificate of Technical Competency — Salesforce Agentforce
Complete all live hands-on labs to earn this verifiable competency badge. This credential unlocks progression to full program graduation.
Enroll in Salesforce Agentforce
Reserve your seat for upcoming live batches, syllabus consultation & fee structure.Frequently Asked Questions
Frequently Asked Questions: Salesforce Training Plan (220+ Hours)
Find clear answers to common questions about our live interactive classes, cohort schedules, project mentoring, and career assistance.
Learners can enroll in the full end-to-end 7-track curriculum for complete mastery from administration to Agentforce AI, or choose dedicated tracks tailored to specific role objectives such as Salesforce Administrator or Platform Developer I.
The curriculum directly aligns with the exam objectives for Salesforce Certified Administrator (ADM-201), Salesforce Certified Platform App Builder, Salesforce Certified Platform Developer I (PDI), and Salesforce AI Associate / Agentforce certifications.
All sessions are delivered 100% live online by veteran Salesforce Certified Technical Architects and Consultants, featuring interactive mentor instruction, hands-on org configuration drills, live code reviews, and enterprise sandbox labs.
Yes. Every track includes real-time laboratory exercises performed in dedicated Salesforce Developer Edition environments, culminating in portfolio-grade enterprise capstone projects across Sales Cloud, Service Cloud, Apex triggers, modern LWC UI, and Agentforce autonomous workflows.
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