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Mastering Salesforce Agentforce: Build & Deploy AI Agents
Rating: 3.9 out of 5(19 ratings)
599 students

Mastering Salesforce Agentforce: Build & Deploy AI Agents

Design and implement smart AI agents in Salesforce using Apex, Flows, Prompt Builder, Agent API, MIAW API & Models API
Created byKamaal Ahmad Usmani
Last updated 6/2026
English

What you'll learn

  • Students will learn to implement Agentforce implementation using Apex, Flow and prompt templates
  • Agentforce Implementation using Apex
  • Agentforce Implementation using Flows
  • Agentforce Implementation using prompt templates
  • How to call different Agentforce API
  • How to create Einstein Data Library Using Files & Knowledge Articles & Web Search
  • How to Extract Data from Images or multimodal data in Prompt Builder
  • Agentforce DX : Create Agents Using Commands
  • Pre chat Form, Context Variables, Auto Fetch User Details and Custom Lightning Types (Coming Soon)
  • Named Query in Agentforce (Coming Soon)
  • Using Platform Events in Agentforce (Coming Soon)
  • Agentforce Employee Agents
  • Create Custom MCP Salesforce Server
  • Create Custom Actions for MCP Server

Course content

9 sections • 65 lectures • 5h 44m total length

  • Create AI Enabled Scratch Org From Your Developer Org (Einstein For Flow Too)4:02
  • Create Record Summary Using Prompt Templates10:43

    You will be able to use record summary prompt template and use it on flexi page

  • Create Field Description Using Prompt Templates6:45

    You will be able to use field description prompt template and use it on flexi page

  • Get User Input in Flex Template & Invoke Prompt Template in Apex to Get Response4:07

    Create a flex template to capture user free-text input and prompt template to process it, then invoke prompt template in apex to get response and view results in debug log.

  • Create Task Using Custom Agentforce Actions With Flows10:58

    You will learn to use and create flows and agent actions and will be able to create using agentforce.

  • Creating User Using Custom Agentforce Actions With Flows5:16

    Create a user using custom agentforce actions with flows, collecting required fields like alias, email, first name, last name, nickname, profile id, applying defaults, and outputting the generated user ID.

  • Generate Code Using Agentforce For Developers3:48

    You will learn the capabilities of Agentforce for developers, It can create test methods, generate code and explain also.

  • Create External Client App Authenticate in Postman Using Client Credentials Flow8:08
  • Invoke Prompt Templates in POSTMAN ( REST API Callout )3:23

    In this lecture, we will know how to make rest api callout and generate responses.

  • Call External API Using Flow & Use In Agent Action12:20

    Learn to fetch real-time city weather using the open weather API by building a flow, configuring named credentials, and exposing an agent action for Einstein Copilot.

  • Invoke Apex Class in Prompt Template4:36

    Create an apex class with an invocable method Get Case Data and integrate it into a field generation prompt template to generate a count record summary with related cases.

  • Invoke Flow in Prompt Template6:59

    Master the template-triggered flow inside a prompt template to fetch related account cases, loop through records, and generate summaries, replacing Apex class in Salesforce agent workflows.

  • Invoke Prompt Template in Flow6:27
  • Invoke Prompt Template in LWC6:32
  • Call Prompt Template As Agent Action10:56

    Use a prompt template as an agent action to generate a grounded account record summary with related cases, leveraging the Apex class and prompt template setup for Salesforce.

  • Prerequisites For Sales Email Prompt Template and It's Use7:57
  • What is Record Snapshot & It's Use and Limitations4:31
  • Create Object & Fields Using Agentforce(Agent Actions)12:15
  • Deactivate Customer Account Using (Email Service + Prompt Template )6:32

    Learn to deactivate a Salesforce customer account using an email service and a prompt template, with Apex class that sets the account's active field to no and creates a case.

  • Query Data Cloud Data And Use in Prompt Template11:15
  • Use Images As Input in Prompt Templates & Extract Text From Image3:30

    Create a prompt template with a file object, upload a restaurant menu image, ensure the AI model supports images, and refine a prompt to obtain a JSON response.

  • Masking Sensitive Data Using Sensitive Rules4:21
  • Web Search in Agent Using Agentforce Data Library11:47
  • Extract Information From the Notes & Attachments3:19

    Extract information from notes and attachments to power AI agents in Salesforce Agentforce, enabling efficient data capture and deployment.

Requirements

  • Make Sure You Have New Developer Org With Agentforce and Data Cloud Enabled.
  • Assign Yourself Data Cloud Admin, Prompt Template Manager and Other Agentforce for Service Agent Permission sets

Description

In today’s fast-paced digital world, AI-driven automation is revolutionizing how businesses operate. Salesforce Agentforce is your practical, step-by-step guide to building intelligent AI agents using cutting-edge Salesforce technologies like Apex, Flows, Prompt Builder, and Agentforce APIs.

Whether you're a Salesforce Developer, Admin, or Consultant, this course equips you to create powerful, scenario-based AI agents that handle real-world business tasks—like lead qualification, case resolution, customer engagement, and meeting scheduling—automatically.

What You’ll Learn:

  • Core Concepts of Agentforce AI: Understand what AI agents are in Salesforce and how they work behind the scenes

  • Hands-On Agent Creation: Build agents with custom Apex logic, declarative Flows, and Prompt Templates

  • Use of Prompt Builder: Learn how to create dynamic prompts using text, images, and context variables for personalized interactions

  • Deep Dive into APIs:

    • Use the Agent API to trigger and manage agents programmatically

    • Work with MIAW (Messaging In App and Web )API to integrate AI models seamlessly into your flows

    • Explore Models API to select and fine-tune the right AI model for your use case

  • Context Variables & Filters: Use context to tailor agent behavior based on user role, record data, and interaction history

  • Data Library Integration: Learn how to use Agentforce's Data Library by connecting files, knowledge articles & web search

  • Real-World Scenarios: Build agents for industries like sales, customer support, and field service

  • Agent Deployment: Best practices for deploying and scaling agents across your Salesforce org

  • Mask Sensitive Information: Best practices for masking sensitive data during agent conversation

  • Extract Information From Files : Extract information from Files And Notes & Attachments in prompt builder.

  • Agentforce DX : Create Agents Using CLI commands and Testing(Coming Soon).

  • MCP : What is MCP and How to Create Custom MCP Server in Salesforce. How to connect Salesforce MCP Server to different MCP Clients like Postman, Claude & ChatGPT

  • Create MCP Actions using Apex REST, Flows, Apex Actions, Named Query API and Aura Enabled Methods

Who this course is for:

  • Salesforce Developers wanting to add AI skills to their toolkit Admins looking to build no-code or low-code agents AI enthusiasts who want to integrate OpenAI-style agents into Salesforce Teams exploring Salesforce Prompt Builder, MIAW, and Agent APIs in practical scenarios By the end of this course, you'll be able to design, build, and deploy AI agents in Salesforce that not only streamline operations but also offer exceptional user experiences through context-aware, prompt-driven automation. Whether you’re just getting started with AI or you're an experienced Salesforce pro, Agentforce will unlock a whole new level of intelligent Salesforce development. Join now and bring your Agentforce ideas to life—smarter, faster, and more powerful than ever before!

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