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Coursera

Building Intelligent Agents with Salesforce Agentforce

Packt via Coursera

Overview

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Master the practical skills needed to design, build, and configure intelligent agents using Salesforce Agentforce, Prompt Builder, and Agent Script. Gain hands-on experience integrating AI agents with Salesforce business processes. This course guides learners through the process of creating AI agents using both the Legacy Agentforce Builder and the modern Agent Script framework. You will learn to build custom actions with Flow and Apex, develop reusable prompt templates, and integrate agents with Salesforce business workflows. The course also covers invoking agents from Flow, Apex, APIs, Slack, and Experience Cloud, as well as managing context variables for dynamic, context-aware AI experiences. Follow a structured, project-based approach with detailed walkthroughs and scenario-driven examples. Reinforce each concept through guided readings, video demonstrations, and knowledge checks to ensure you can confidently build and configure intelligent Salesforce agents. This course is part two of a three-course Specialization designed to build a complete and cohesive understanding of the subject. While it offers valuable skills on its own, you'll gain the most benefit by progressing through all three courses as a structured learning journey. This course is based on Salesforce Agentforce Masterclass- Hands-on Guide, by Ankit Jain. This course is licensed and distributed by Packt. All rights reserved. Packt is one of the world's most prolific publishers of cutting-edge technical content. For over two decades we've made it our mission to curate and publish the knowledge of only the very best technical experts. We focus on real-world courses that help our customers get the job done, with coverage that extends across a wide range of established and cutting-edge technical topics. If you're an individual or an organisation that embraces learning by doing, Packt is the perfect fit for you.

Syllabus

  • Legacy Agentforce Builder
    • This module provides hands-on training on building and configuring AI-powered agents using the Legacy Agentforce Builder in Salesforce. Learners will explore agent creation, custom actions, permissions, and automation workflows to enhance case management processes. The course emphasizes practical implementation and secure configuration of AI agents within Salesforce.
  • Salesforce Prompt Builder: Templates, Grounding, and Invocation
    • This module teaches how to build and use prompt templates in Salesforce to enhance AI interactions, automate workflows, and integrate with tools like Apex and Flow. Learners will gain hands-on experience in creating flexible and context-aware templates for various business scenarios.
  • Agent Script
    • This module provides a comprehensive guide to creating and managing Agent Scripts in Salesforce, covering key concepts such as script structure, variable management, and action configuration. Learners will gain hands-on experience with tools like VS Code and Salesforce Flow, while also learning to debug and optimize scripts for real-world applications.
  • Invoking Agentforce Agents From Flow, Apex, API, and Slack
    • This module teaches learners how to integrate Agentforce agents into various Salesforce and external platforms, including Flows, Apex, APIs, and Slack. It covers hands-on activities for automating processes and enhancing user interactions through AI-powered integrations. Learners will gain practical skills in configuring and optimizing agent invocations across different systems.
  • Invoking Agents From Experience Cloud and Using Context Variables
    • This module guides learners through the integration of Agentforce agents with Salesforce Experience Cloud, covering custom actions, agent escalation, context variables, and digital experience setup. Learners will gain hands-on experience in configuring AI-powered interactions and managing conversational state. The module emphasizes practical implementation and automation within Salesforce Service Cloud.

Taught by

Packt - Course Instructors

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