๐ฐ Course Overview
This comprehensive 45-hour program is designed for Salesforce professionals, developers, admins, consultants, trainers, and coaches to master Agentforce (AI Agents in Salesforce) and build real-world AI-powered business solutions.
⏱️ Module 1: Introduction to Agentforce (4 Hours)
- What is Salesforce Agentforce
- Evolution from Einstein Copilot to Agentforce
- Key Business Challenges Solved by Agentforce
- Agentforce vs Traditional Chatbots & Automation Tools
๐ฏ Outcome: Understand the strategic importance of AI agents in CRM transformation.
⚙️ Module 2: Core Concepts & Architecture (6 Hours)
- Understanding AI Agents in Salesforce
- Topics, Instructions, and Actions Framework
- Role of Large Language Models (LLMs)
- Trust Layer & Data Grounding Mechanism
- Agentforce Interaction with Salesforce Platform
๐ฏ Outcome: Gain deep architectural understanding of Agentforce.
๐งฉ Module 3: Agentforce Platform Components (6 Hours)
- Agent Builder Overview
- Pre-Built Agents (Sales, Service, Marketing)
- Custom Actions & Extensions
- Prompt Templates & Prompt Engineering
- Integration with Flows, Apex, and Agentic APIs
๐ฏ Outcome: Learn core tools required to build AI agents.
☁️ Module 4: Use Cases Across Salesforce Clouds (5 Hours)
- Sales Cloud: Prospecting, Deal Support, Forecasting
- Service Cloud: Case Resolution, Deflection, Auto-Summaries
- Commerce Cloud: Personalized Shopping Assistance
๐ฏ Outcome: Apply Agentforce across multiple business domains.
๐ ️ Module 5: Building Intelligent Agents (8 Hours)
- Creating and Configuring New Agents
- Defining Agent Instructions & Personality
- Designing and Managing Topics
- Connecting Actions (Flow, Apex, REST APIs)
- Testing, Debugging & Performance Optimization
๐ฏ Outcome: Hands-on agent development skills.
๐ Module 6: Data, Security & Governance (5 Hours)
- Data Access Control & Permission Management
- Trust Layer Architecture
- Audit Logs, Monitoring & Reporting
- Regulatory Compliance & Governance Best Practices
๐ฏ Outcome: Build secure and compliant AI solutions.
๐ Module 7: Deployment & Multi-Channel Enablement (4 Hours)
- Agent Deployment in Salesforce Org
- Experience Cloud Integration
- Web, Mobile & Embedded Channel Deployment
๐ฏ Outcome: Deploy agents across real-world channels.
๐ฐ Module 8: Licensing, Credits & Cost Optimization (3 Hours)
- Agentforce Licensing Models
- Credit Consumption Patterns
- Usage Monitoring & Analytics
- Cost Optimization Strategies
๐ฏ Outcome: Manage cost-effective AI implementations.
๐งช Real-Time Use Cases & Business Scenarios (4 Hours)
- Agentforce Service Agent on Experience Cloud
- Pre-Chat Data Collection
- Secure Conversations (Email OTP / MFA)
- Guided Case Creation (Conversational Flow)
- Customer Case Summarization
- Knowledge Article Recommendation
- Live Agent Assist
- AI to Human Agent Handoff
- Facebook Messenger Integration
- Real-Time Currency Conversion (External API)
- Lead Qualification Assistant
- Post-Interaction Follow-Up Generator
๐ฏ Outcome: Build portfolio-ready real-world projects.
๐ Prerequisites (Trailhead Learning Paths)
- Get Ready for Agentforce
- Design and Implement AI Agents
- Agentforce Skills Hub
- Agent Builder Basics
- Discover Agentforce Agents
๐ข How Eduarn LMS Delivers This Course
๐ฏ For Corporate Training
- Customized curriculum based on business use cases
- Live instructor-led sessions + recorded access
- Hands-on labs in sandbox environments
- Employee progress tracking & analytics dashboards
- Certification & assessment reports
- Integration with enterprise learning systems
๐ผ Ideal for: IT teams, Salesforce partners, consulting firms
๐ For Retail Learners (Individuals)
- Self-paced + live hybrid learning model
- Step-by-step hands-on projects
- Real-world assignments & case studies
- Mentor support & doubt-clearing sessions
- Certification on completion
- Career guidance & portfolio building
๐จ๐ป Ideal for: Admins, developers, job seekers, freelancers
๐ก Key LMS Features by Eduarn
- Course creation & management
- AI-powered learning paths
- Student engagement tools (quizzes, discussions)
- Mobile-friendly learning access
- Automated certifications
- Scalable for coaches & trainers
๐ Outcome of the Program
By the end of this course, learners will be able to:
✔️ Design and deploy AI agents in Salesforce
✔️ Automate business processes using Agentforce
✔️ Build enterprise-grade AI solutions
✔️ Implement secure, scalable architectures
✔️ Deliver real business impact with AI
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