Salesforce Agentforce: Introduction to Agentforce Platform

Overview

This course explores how Salesforce Einstein AI and Agentforce enable intelligent, enterprise-ready AI experiences within the Salesforce platform. It focuses on how AI can move beyond traditional automation and reporting to provide context-aware insights, guided responses, and controlled actions inside real CRM workflows. Designed for Salesforce professionals and technical learners, the course demonstrates how Einstein AI, Einstein Copilot, Prompt Builder, and Agentforce work together to deliver AI capabilities that are grounded in business data, governed by trust controls, and aligned with enterprise requirements. Through structured lessons and practical demonstrations, you will learn how Salesforce embeds AI into the platform, how prompts and prompt templates influence AI behavior, and how the Einstein Trust Layer ensures privacy, security, and compliance. You will also explore how Agentforce uses Topics, Instructions, and Actions (TIA) to define agent scope, guide responses, and control execution. The course progresses from AI fundamentals to applied agent design, emphasizing safe enablement, predictable behavior, and real-world usability. Rather than treating AI as a black box, it focuses on how to design AI systems that operate responsibly within Salesforce. By the end of this course, you will be able to: - Explain how Salesforce Einstein AI differs from traditional automation and analytics - Design enterprise-grounded and role-aware prompts using Prompt Builder - Apply trust and governance principles using the Einstein Trust Layer - Define agent scope and behavior using Topics, Instructions, and Actions (TIA) - Design and validate Agentforce agents for common Salesforce use cases This course is ideal for Salesforce administrators, developers, consultants, and professionals who want to understand and apply AI capabilities within Salesforce. A basic familiarity with Salesforce concepts is helpful, but no prior experience with AI or agent systems is required. Join us to learn how to design trusted, intelligent AI experiences that assist users and support business workflows within Salesforce.

Syllabus

Salesforce Einstein AI Basics

This module introduces Salesforce Einstein AI, its evolution, and trust architecture, enabling learners to understand core AI capabilities and securely access Einstein features within a Salesforce environment.

Prompt Builder Fundamentals

This module focuses on designing effective prompts and reusable prompt templates in Agentforce to enable enterprise-grounded, safe, and scalable AI interactions.

Agentforce Core Concepts

This module provides foundational and practical knowledge to design, build, and configure intelligent agents using Agentforce within the Salesforce ecosystem.