Mastering Salesforce AI: Agentforce and Prompt Templates

A Comprehensive Guide for implementing AI Agents and Prompt Templates : Prepare for the Agentforce Specialist Exam
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Udemy
platform
English
language
Development Tools
category
Mastering Salesforce AI: Agentforce and Prompt Templates
6,337
students
12 hours
content
Apr 2025
last update
$79.99
regular price

What you will 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

Creating Data Trigger Agents

Understanding RAG using Einstein Data Library

Exploring Custom Actions and Create Custom Actions Using Apex

Create Complex Custom Actions Using Apex and External API’s

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.

Screenshots

Mastering Salesforce AI: Agentforce and Prompt Templates - Screenshot_01Mastering Salesforce AI: Agentforce and Prompt Templates - Screenshot_02Mastering Salesforce AI: Agentforce and Prompt Templates - Screenshot_03Mastering Salesforce AI: Agentforce and Prompt Templates - Screenshot_04
5902096
udemy ID
4/1/2024
course created date
5/9/2024
course indexed date
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