Description:

This intensive 8-hour training is designed to transform Salesforce-savvy professionals into Agentforce Specialists. Participants will bridge the gap between certification concepts and real-world, hands-on skills required to design, build, and deploy enterprise-grade autonomous agents. The course covers the Atlas Reasoning Engine, Prompt Builder, custom agent actions, the Einstein Trust Layer, and multi-channel deployment — equipping attendees with the full toolkit needed to pass the Agentforce Specialist exam and immediately apply their knowledge on the job.

Duration: 

1 Day

Course Code: BDT628

Learning Objectives:

After this course, you will be able to:

1. Explain the Atlas Reasoning Engine’s intent detection, task planning, and execution cycle.
2. Build and ground high-context prompt templates using Salesforce Prompt Builder and live CRM data.
3. Configure custom agent actions using Autolaunched Flows and Apex to automate business processes.
4. Implement the Einstein Trust Layer to enforce data governance, PII masking, and compliance.
5. Debug, optimize, and deploy multi-channel agents across Service Cloud, Experience Cloud, and Slack.

This course is designed for Salesforce professionals who want to master agentic AI on the Salesforce platform and prepare for the Agentforce Specialist certification.

1. Salesforce Administrators looking to specialize in AI-driven automation.
2. Developers building agentic solutions on the Salesforce platform.
3. Professionals preparing for the Salesforce Agentforce Specialist certification.

1. Active Salesforce experience as an Administrator or Developer.
2. Familiarity with Salesforce Flow or Apex basics.
3. Understanding of core CRM concepts and the Salesforce data model.

Course Outline:

Foundational Architecture: Atlas Reasoning Engine, LLMs & Data Cloud

1. Introduction to Agentforce and the agentic AI paradigm
2. The Atlas Reasoning Engine: intent detection, planning, and task execution
3. Role of Large Language Models (LLMs) in Agentforce
4. Data Cloud as a real-time context engine for agents
5. Einstein Trust Layer: grounding, safety, and compliance overview

Prompt Builder & Custom Logic

1. Salesforce Prompt Builder deep dive
2. Creating Field Generation and Flex prompt templates
3. Grounding prompts with live CRM data using Apex and Flow variables
4. Eliminating hallucinations through precise data grounding
5. Hands-on Customization: Build, test, and deploy a grounded prompt template

Building the Agent: Topics, Actions & Instructions

1. Navigating the Agentforce Builder interface
2. Defining Topics: scoping agent behavior and guardrails
3. Configuring Standard Actions vs. Custom Actions
4. Building Custom Actions with Autolaunched Flows and Apex
5. Hands-on Customization: Build an agent that creates records and updates cases

Testing, Debugging & Deployment

1. Using the Agent Debugger Console to trace reasoning paths
2. Iterating on instructions to fix common execution errors
3. Auditing the Einstein Trust Layer: PII masking and toxicity scoring
4. Deployment strategies across Service Cloud, Experience Cloud, and Slack
5. Hands-on Customization: Deploy a finished agent from sandbox to production

Training material provided: Yes (Digital format)

Hands-on Lab: Students should have access to a Salesforce Developer Org or Trailhead Playground with Agentforce enabled.