Salesforce Agentforce : Building Intelligent Agents

Name: Salesforce Agentforce : Building Intelligent Agents
Rating: 4.2 (58 reviews)

Transform Your Data with AI: Build Smart Agents with Amazon S3 & Data Cloud

Created byDeepika Khanna

Last updated 3/2025

English

English [Auto],

What you'll learn

Create a smart AI agent tailored to your needs.
Working with Unstructured Data
Seamlessly integrate unstructured data sources like Amazon S3.
Use Data Cloud to enhance automation and streamline workflows.
Hands-On Projects

Course content

2 sections • 18 lectures • 2h 3m total length

What is RAG and Vectorization12:00
Learn how rag combines retrieval and generation to deliver accurate, detailed answers, supported by vectorization and semantic search.
Salesforce Data Cloud: What is Data Model Object and Data Lake Object?7:10
Explains how data lake objects store raw data from multiple channels as a backup for processing into data model objects that yield a 360-degree customer view.
Salesforce Data Cloud : Search Index and Retriever7:04
Discover how Salesforce Data Cloud uses search index configuration and a retriever to enable fast, semantic search through chunked data, vector embeddings, and four objects.

What are we going to build in this project ?2:40
Train a personalized agent by feeding your company data, so it answers customer queries using your files stored in Amazon S3 and the Salesforce data lake.
Create your brand new Email Account1:59
Create a brand new Yahoo email to set up a Salesforce Trailhead account, verify via WhatsApp, and prepare an org with Einstein and data cloud using the Trailhead link.
If you have your own Data Cloud and Einstein Setup org0:09
Create Salesforce Account in which we will practice3:05
Create your Salesforce org for this project, with data cloud and Einstein features preconfigured, by using the provided org link and following sign up, verification, and password setup steps.
Create Connected app and Enable Oath Username Password Flow6:01
Enable Einstein setup and create a connected app to obtain the consumer key and secret. Then configure OAuth username-password flow to connect Amazon to Salesforce with essential scopes.
Create Amazon S3 Account4:27
Create and sign up for an amazon s3 account to store files, then build a pipeline from s3 to salesforce data cloud so uploaded files trigger notifications in salesforce.
Overview of the steps that we will perform next5:32
Outline the steps to set up AWS resources for sending S3 file notifications to Data Cloud, including a key pair, configuration file, shell script, and the AWS Lambda function.
Updating the Input Parameter file to match your credentials Part 19:37
Update the input parameters and shell script to configure Salesforce credentials and AWS settings, then deploy the Lambda function and enable S3 notifications to Salesforce Data Cloud.
Updating the Input Parameter file to match your credentials Part 211:37
Upload aws lambda zip and pem file to cloud shell, configure the lambda path and execution role, and update the input parameters and consumer key in s3 configuration for deployment.
Run the Shell Script12:23
How to Create Data Lake Object11:11
Learn to create a data lake object from unstructured data in Amazon S3, configure a data cloud connector, and load files into Salesforce Data Cloud for intelligent agents.
Connect Salesforce Data Cloud with Amazon S37:02
Test data lake integration by uploading balance sheets to S3, validating CloudWatch logs, and configuring the data cloud instance URL to enable data lake updates for use by the agent.
Create Search Index and Retriever Part 18:02
Upload balance sheets to Amazon S3, expose them in data lake and data model objects, and configure a search index to create a retriever, chunk, and index for semantic search.
Create Search Index and Retriever Part 26:16
Create a search index and retriever for balance sheet data stored in a data lake on Amazon S3, and learn to handle ready status and retriever integration with prompt templates.
Testing the Prompt Template6:59
Learn to test a prompt template in Salesforce Agentforce with prompt builder, flex type, free text sources, and a retriever to summarize balance sheet documents.

Requirements

Internet connection is needed to go through this course
Basic understanding of Salesforce is required before taking this course.

Description

Transform Your Data with AI: Build Smart Agents with Amazon S3 & Data Cloud

Unlock the Future of Automation and Data Management!

Are you ready to take your business to the next level with cutting-edge AI technology? Dive into our comprehensive course, where you’ll learn how to:

Create Powerful AI Agents
Develop intelligent agents that can process and act on unstructured data, transforming chaos into clarity.

Harness the Power of Amazon S3
Master the process of feeding unstructured data from Amazon S3 to your AI agent, unlocking new possibilities for scalability and efficiency.

Leverage Data Cloud for Seamless Integration
Discover how to utilize Data Cloud to manage notifications and streamline your workflows with ease.

What You'll Learn

Step-by-step guidance to create a fully functional AI agent.
Best practices for managing unstructured data in real-world scenarios.
How to connect and integrate Amazon S3 with Data Cloud for optimized data flow.
Techniques to automate file notifications and ensure seamless operations.

Who Is This Course For?

Business leaders looking to revolutionize their data management.
Developers and tech enthusiasts eager to explore AI and cloud integrations.
Professionals aiming to enhance their skill set with advanced AI and data tools.

Why Join This Course?

Practical, hands-on lessons with real-world applications.
Expert insights to demystify AI and cloud technologies.
Lifetime access to resources, templates, and tools to support your journey.

Take the Leap Today!
Don’t let unstructured data slow you down. Empower your business with AI-driven solutions and stay ahead of the competition.

Enroll Now and start building your AI agent today!

Who this course is for:

Individuals eager to explore the world of AI agents and cloud integrations.
Developers looking to enhance their expertise in working with unstructured data and automation.
Teams managing large volumes of unstructured data who want to streamline processes.
Those looking to integrate Data Cloud objects into their workflow to improve efficiency.
Individuals passionate about creating real-world solutions to complex data challenges.

Salesforce Agentforce : Building Intelligent Agents

What you'll learn

Explore related topics

Course content

Introduction3 lectures • 26min

Work on the project15 lectures • 1hr 37min

Requirements

Description

Who this course is for: