Mastering Salesforce AI: Agentforce and Prompt Templates

A Comprehensive Guide for implementing AI Agents and Prompt Templates : Prepare for the AI Specialist Certification Exam

Created by: Salesforce Developer
Salesforce Instructor on Udemy

What Will I Learn?

• What is Agentforce, Agents And Prompt builder
• Enable and Configure Agents to be deployed on multiple channels
• What is Agent Builder and How to build Agents using Agent builder
• Understand Topics, instruction and Actions of Agents
• Architecture of Salesforce Trusted AI + Data , Understand where all different component sit in this Architecture
• What is Einstein Trust layer , and How it Provides Trusted interaction between CRM Data and AI
• Understand the planning and Execution phase of Agent
• Exploring Custom Actions and Create Custom Actions Using Apex
• Create Complex Custom Actions Using Apex and External API’s
• Einstein Data Library
• Understanding RAG using Einstein Data Library
• Build Complex Actions using Flow which does Multiple Task for a User
• Event Logs/Audit trail , Debug Agent Executions
• Understand Prompt Template and Prompt Builder
• Create Prompt template , Learn how to invoke Apex Class From Prompt template and Learn How to invoke Prompt template from Salesforce Screens
• Create Field generation Prompt template and Learn how to invoke Flows from Prompt template , and How to invoke Prompt Template from Flows
• Create Record Summary Prompt template , Invoke Prompt template from Agents
• Build Complex Prompt template using Flex Template , Invoke the Flex template from Apex class and Integrate Prompt template with LWC
• Model Builder :- Bring your own Model
• Einstein For Sales:- Sales Email and Sales Email Prompt template
• Einstein For Service :- Einstein Service Replies for Email
• Einstein For Service :- Einstein Service Replies for Live Chat
• Einstein for Service :- Einstein Knowledge Creation
• Einstein for Service :- Einstein AI-Generated Search Answers
• Einstein for Sales :- Einstein call summaries
• Einstein for Sales :- Einstein call Explorer
• Custom Actions Best Practices
• Learn About Agentforce for Developer and Setup Agentforce for Developer in VS code
• Utilize Agentforce for Developer's Dev Assistant, auto-completion, and test case generation features to solve requirements faster.
• Understand Salesforce's in-house LLM models, CODEGEN and xGen-Code, which power Agentforce for Developer.

Requirements

• Basic Knowledge of Salesforce Flows and Apex Development
• Basic knowledge of Gen AI technology is good to have but we will learn everything in this course also

Target audience

• All Salesforce Professional including Admin , Developers and Architects
• Salesforce Professional who wants to build AI driven application in Salesforce