Salesforce AgentForce

• Salesforce Agentforce

• Introduction to Agentforce and AI Agents
• Signing up for Einstein AI enabled org with Agentforce and Activating Agents
• Deploying Org Metadata to the New Org

• Exploring Agent Studio
• Exploring Agent Builder and Agents
• Building Blocks of Agents – Topics, Instructions and Actions
• Atlas Reasoning Engine

• How Agent Works The Planning and Execution Phase
• Architecture of Trusted AI + Data

• Overview of Einstein Trust Layer
• Exploring Einstein Trust Layer and Its features

• Naming Changes Update
• Exploring Custom Agent Actions, Creating First Custom Action using Apex Class
• Debugging and Fixing Few of the common/Known issues of Service Agents
• Creating First Custom Action using Flow
• Step by Step Deploying Service Agents to Website for Customer Query Resolution.
• Deploying Service Agents to the Community Site for Customer Query Resolution
• Transitioning Conversations Seamlessly from Agents to Live Human Agents Part 1
• Transitioning Conversations Seamlessly from Agents to Live Human Agents Part 2
• Custom Agent Actions for RealTime Data Retrieval with External APIs
• Introduction to the Data Triggered Agents to be Invoked When Record changes
• Invoking Agents from RecordTriggered Flow to run Autonomously in the Backend
• Agentforce Data Library: Set up Data cloud intro to RAG, DLO, DMO, Retrievers
• Note About Data Cloud Permission
• Create Agent with Agentforce data library, Learning how agent access RAG data
• Analyzing few Issues with Data Cloud and Agentforce Data Library and Fixing it.
• Data Triggered agents With Data cloud to Access unstructured Data
• Create Custom Action using Flow
• Build Complex Custom actions using Flow

• Need of Multiple Employee Agent in a Salesforce Org Introduction
• Creating Multiple Employee Agents: Library Agent and Order Agent
• Assigning Different Employee agents to Different User groups in Salesforce

• Introduction to Agents for Slack
• Adding connection between Salesforce org and Slack
• Deploying and installing Employee Agent to Slack
• Deploying Slack Agent to Slack
• Deploying Service agent to Slack

• Overview of Agent Context Variables
• Agent Context Variable Part 2 Setting Up Person Account and Community Users.
• Agent Context Variable Part 3 Updating Messaging Session with User Details.
• Agent Context Variable Part 4 Assigning and using Context variable In Agents

• Introduction to Standard Lightning Types & Why We Need Custom Lightning Types
• Creating Custom Action to See Response of Standard Lightning Types
• Creating Lightning Web Component (LWC) to be used as Custom Lightning Type
• Creating Custom Lightning type using LWC and Testing the Agent Response

• Introduction to Prompt template and Prompt Builder
• Build First Prompt template, Invoke Apex class from Prompt Template
• Build Prompt template and invoke Flows from the template and Vice Versa
• Build Prompt template to be used as custom Actions for Agent Actions
• Build complex prompt template using Flex type, Invoke Prompt template from Apex
• Build Sales Email Prompt template to be used on Send Email Quick Action
• Invoking Prompt Templates through REST API

• Introduction to Agent for Setup, User Access and Object Management Topics
• Exploring OOB Topics and Actions of Agent for Setup
• Creating Custom Topic and Actions for Agent for Setup

• Invoking Agents from Apex Class Introduction
• Apex Class and LWC Solution to Invoke the Service Agents

• Introduction to Headless Agents and Agent API
• Deploying the Project Metadata to the org
• Creating Agent and Prompt Template in Master org to be Invoked through Agent API
• Creating Connected app to Invoke the Agent from Master Org using Agent API
• Exploring Agent API in Postman and Invoking Agents using Agent API
• Setup integration metadata in the 2nd Salesforce org, Method to get access token
• Apex Methods to Invoke Session Endpoint and Agent Endpoint to get the Response.
• LWC component to show the Books recommendation using Agent API

• Making Agent Conversations Much More Engaging and RealTime
• AI Agent Version Control
• Note about the next few Actions
• Create Custom Actions to Perform Sales Rep's Daily task using apex class
• Build Complex Custom Actions using Apex and External API's
• Use case of Custom Actions for Employee Agent
• Explore Formula Feature in Gen AI enabled org for Formulas and Validation Rules
• Best Practices for creating Custom actions, Introduction to Flows as Actions
• PreBuilt Salesforce Agents
• Event Logging / Auditing in Agent builder

• Create Agentforce Enabled Scratch orgs from the Dev Edition
• Agentforce Testing Center to Generate Test Script for Different Agents

• Introduction to Model Context Protocol: Testing MCP with AI code Assistants
• Setup Salesforce MCP in VS Code and Cursor AI IDE
• Exploring all the Tools from Salesforce MCP Server

• Einstein for Service: Intro of Einstein Service Replies for Live Chat and Email
• Einstein for Service: Set Up Einstein Service Replies for Email
• Einstein for Service: Set Up Einstein Service Replies for Chat
• Einstein for Service: Einstein Knowledge Creation
• Einstein for Service: Einstein AIGenerated Search Answers

• Introduction to Model Builder and Configuring OOB and Custom LLM Models
• Adding External Model to Salesforce Data cloud: Bring your own model (BYOM)

• Introduction to Agentforce for Developer, Installing extension in VS code
• Introduction to Agentforce Vibes and Setting up in VS code
• Creating a LWC component using Agentforce Vibes
• Creating a Batch class using Agentforce Vibes
• MCP for Agentforce Vibes and Setting up Docker and Jira
• Setting up Jira MCP Server for Agentforce Vibes
• Completing a Jira User story using Agentforce Vibes + Salesforce and JIRA MCP
• Completing Another Jira User story using Agentforce Vibes
• Building Apex class, Batch and LWC component using the Autocomplete feature.
• Generate Test classes and test methods using Agentforce Generate a Test.
• Understanding the CodeGen and xGenCode LLM modals. LLMs powering the A For D
• Agentforce for Developer: Roadmap
• Architectures:
• All Layers – Salesforce Agentforce
• Security Layer – Salesforce Agentforce

Basic familiarity with Salesforce CRM — navigating the UI, understanding objects and flows — is recommended. The course starts from Agentforce fundamentals, so no prior AI agent experience is required.

Yes. The course guides you through signing up for a free Einstein AI-enabled Developer org with Agentforce activated so you can complete every lab exercise in your own environment at no cost.

Atlas is the AI reasoning core inside Agentforce that plans and executes agent actions step by step. Understanding it helps you design agents that make reliable, multi-step decisions within Salesforce CRM without manual orchestration.

MCP is a growing part of the Agentforce ecosystem used to connect Salesforce DX with AI coding assistants like Cursor. While not always explicitly exam-weighted, it is a critical real-world skill covered in the Pro Code modules.

Yes. The course covers deploying agents to Salesforce Community Sites, Slack workspaces for both service and employee use cases, and via the headless Agent API to fully external applications.

This course is entirely focused on building AI agents with Agentforce — Agent Builder, Prompt Builder, Apex actions, Data Cloud RAG, MCP, and the Agent API. It is not an admin certification path and goes well beyond standard admin topics.