Salesforce Agentforce Masterclass: Hands-on Guide

Learn AI Foundations, Prompt Engineering, Agentforce (Legacy + Agent Script), RAG & Real-World Projects in Salesforce

What you’ll learn
✓ Master Agent Scripts for advanced agent customization
✓ Integrate agents with Flow, Apex, APIs, Slack, and Experience Cloud
✓ Apply best practices to build scalable, real-world Agentforce solutions
✓ Use Prompt Templates and grounding techniques effectively

Requirements
● Salesforce Admin
● Basic Knowledge of Flows and Apex

Description
This course is your complete, end-to-end guide to Salesforce Agentforce, designed for professionals who want to move beyond theory and build real, production-ready AI solutions.

Whether you’re a Salesforce Admin, Developer, Architect, or Consultant, this course will help you understand not just how Agentforce works—but how to apply it in real-world scenarios.

You will learn

• AI Fundamentals + Prompt Engineering

• Agentforce Architecture & Einstein Trust Layer

• Prompt Builder & Grounding Techniques

• Custom Actions using Flow & Apex

• Legacy Agentforce Builder + Modern Agent Script

• RAG (Retrieval Augmented Generation) with Data Library

• Multi-channel Agent Invocation (Flow, Apex, API, Slack, Experience Cloud)

• Custom Lightning Types for interactive UI

What You Will Build (Real Projects)

This is a hands-on course with real business use cases

• Build an Employee Agent to summarize Salesforce Cases

• Create a Case Management Automation Agent (Flow-based)

• Develop an Escalation Scoring Engine using Apex

• Generate Sales Emails using Prompt Templates

• Build a Balance Transfer Agent using Agent Script

• Implement a Lead Creation UI using Custom Lightning Types

• Use RAG with Files & Knowledge Articles

By the End of This Course, You Will Be Able To

• Design and build AI-powered agents in Salesforce from scratch

• Master Prompt Engineering techniques (Zero-shot, Few-shot, Chain-of-Thought)

• Work with Prompt Builder and grounding techniques

• Create custom actions using Flow and Apex

• Build and manage agents using Agent Script

• Integrate agents across multiple Salesforce channels

• Implement secure AI solutions using Einstein Trust Layer

• Use RAG with Data Library for contextual AI responses

• Build interactive UI experiences using Custom Lightning Types

Who this course is for
■ Salesforce Developers and Administrators who want to learn Agentforce and AI capabilities
■ Professionals looking to transition into AI-powered Salesforce roles
■ Developers who want to build real-world agents using Flow, Apex, and APIs
■ Learners who prefer hands-on, practical learning over theory

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