Learn Ai
Agent Force
With Techpratham, you can learn how to use Master AgentForce to make AI agents that work with Salesforce to automate tasks, improve productivity, and make customers happier. Learn how to create, set up, and run smart business agents.
5/5(4,890 Reviews)
Level
Advanced
Duration
8 weeks
What is Agent Force ?
This Techpratham course goes deep into AgentForce, Salesforce's AI-powered agentic platform. You'll learn how AgentForce uses Einstein Copilot and AI agents to make customer interactions and internal processes easier. The course covers how to design agents, how to connect them to Salesforce CRM, and how to automate business processes. By the end, you'll know how to create, modify, and use AI-powered agents that change how businesses work.
Training Plan
About trainer
Working professional who is carrying more then 10 years of industry experience.
Decks
The candidate will get access to the presentation taken-up during the session.
Notes
Consolidated notes in word document.
Assignments
Assignments for every module will be covered.
MCQs
MCQs for every module covered in the session would be provided.
Video Recording
Daily Session would be recorded and shared to the candidate.
Dumps for Certification
We will provide dumps for the certification exam, which will help you to prepare for the exam.
Updated Content
We provide Generative AI Driven content By experts.
Projects
3 Live Projects will be provided for practice.
Agent Force Course Curriculum
.
Introduction to AgentForce
Section 1
Learn the basics of Salesforce AgentForce and its role in AI-driven business automation.
What is AgentForce?
Agentic AI in Salesforce
Core Features & Capabilities
Role of Einstein Copilot
Benefits for Enterprises
.
Getting Started with AgentForce
Section 2
Understand how to set up AgentForce, configure access, and explore its workspace for creating AI agents.
Setup & Configuration
User Access
Agent Workspace
Navigation Basics
.
Agent Design & Architecture
Section 3
Explore the structure of AI agents, including intent recognition, workflows, and decision-making models.
Agent Architecture
Intent Recognition
Workflow Design
Knowledge Graphs
.
Building Agents with Agent Studio
Section 4
Hands-on learning of building AI-powered agents using Salesforce’s Agent Studio with low-code/no-code tools.
Agent Studio Basics
Low-Code Development
Workflow Automation
Customization
.
Prompt Engineering for AgentForce
Section 5
Learn how to design effective prompts to optimize agent responses and ensure accuracy across business scenarios.
Prompt Design
Context Management
Role-Based Prompts
Optimization Techniques
.
AgentForce with Einstein 1 & Data Cloud
Section 6
Understand how AgentForce integrates with Salesforce Einstein 1 and Data Cloud for contextual and personalized AI outputs.
Einstein 1 Integration
Data Cloud Connectivity
Real-Time Data Usage
Personalization
.
Multichannel AI Agents
Section 7
Enable agents to interact across multiple channels like email, chat, Slack, and customer portals for seamless engagement.
Omnichannel Support
Chat & Email Bots
Slack & Messaging
Customer Portals
.
AgentForce for Sales, Service & Marketing
Section 8
Apply AgentForce in Salesforce Clouds to automate sales, improve service, and optimize marketing strategies.
Sales Automation
Service Bots
Marketing Campaigns
Customer Journeys
.
Integration with External Systems
Section 9
Learn how AgentForce connects with third-party apps, APIs, and external data sources for enterprise workflows.
API Integrations
Third-Party Tools
CRM + ERP Connectivity
Workflow Extensions
.
Security, Compliance & Trust in AgentForce
Section 10
Explore Salesforce’s AI governance, security standards, and responsible AI practices for enterprise use.
Key Projects
Agent Force
Customer Support AI Agent
Create a customer service agent powered by AgentForce that can answer frequently asked questions, get data from your CRM, and handle more complicated problems. This project is all about being aware of the context, integrating knowledge, and automating workflows.
Sales Assistant Agent
Make an AI sales assistant that keeps track of leads, gives you useful information, and sends follow-up emails automatically. The project focuses on CRM integration, managing the pipeline, and AI-driven suggestions.
Internal Workflow Automation Agent
Make an enterprise agent that takes care of HR tasks like hiring new employees, managing leave, and answering questions about company policies. This project focuses on customizing Copilot Studio and working with multiple agents.
Agent Force – Associate Training Program
Category
Associate
Exam Name:
Agent Force – Associate
Exam Code:
N.A.
Exam Duration:
N.A.
Exam Format:
N.A.
Passing Score:
N.A.
Our Testimonials
Frequently Asked Questions (FAQs)
How is AgentForce different from Microsoft Copilot or ChatGPT?
AgentForce is different from other AI assistants because it is built right into Salesforce. This makes it better for CRM workflows, sales, service, and enterprise automation. Other tools like Copilot and ChatGPT are more general-purpose.
What is Agent Force?
Agent Force is an AI-driven autonomous agent platform designed to perform tasks, make decisions, and interact with users or other systems efficiently. It leverages AI models and automation to execute workflows. TechPratham’s training helps learners understand Agent Force architecture and its applications in business and research.
How does Agent Force work?
Agent Force uses AI algorithms, task planning, and decision-making frameworks to act autonomously on user instructions. It can monitor outcomes and adjust actions in real time. TechPratham trains learners to implement, manage, and optimize these autonomous workflows effectively.
What are the applications of Agent Force?
Agent Force is used in workflow automation, customer service, marketing, IT management, and data analysis. TechPratham provides hands-on projects to help learners apply Agent Force in real-world business and industry scenarios.
Do I need technical skills to work with Agent Force?
Basic understanding of AI and computer usage is sufficient for starting, though technical skills help in customization. TechPratham offers beginner-friendly training with step-by-step guidance for all learners to leverage Agent Force efficiently.
Can Agent Force be used in enterprises?
Yes, enterprises deploy Agent Force to automate repetitive tasks, optimize operations, and reduce human workload. TechPratham demonstrates real-world use cases, helping learners understand how to integrate Agent Force into organizational workflows.
How does Agent Force make decisions?
It uses AI reasoning, reinforcement learning, and task-specific rules to determine the best course of action. TechPratham teaches learners how to design decision-making frameworks and evaluate agent performance for optimal results.
What industries benefit from Agent Force?
Industries like finance, healthcare, IT, e-commerce, and customer support benefit from Agent Force automation. TechPratham aligns its projects and training exercises with industry-specific applications to ensure practical learning.
s Agent Force safe and reliable?
Yes, when implemented with monitoring, fail-safes, and ethical guidelines, Agent Force can operate safely and reliably. TechPratham emphasizes responsible deployment and best practices for safe AI operations.
What skills can I gain from Agent Force training?
Learners gain autonomous system design, workflow automation, AI decision-making, agent customization, and real-world implementation skills. TechPratham ensures hands-on exercises to make these skills industry-ready.
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