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Salesforce Agentforce for Beginners & Professionals
Rating: 4.5 out of 5(4 ratings)
18 students

Salesforce Agentforce for Beginners & Professionals

Build Intelligent AI Agents in Salesforce Using Flows, Apex, Prompt Engineering, Data Cloud & Integrations.
Created byShrey Sharma
Last updated 12/2025
English

What you'll learn

  • Understand the foundations of AI in Salesforce, including Agentforce: origin, history, evolution and how it fits into the Salesforce ecosystem.
  • Understand what is Agentforce, Agent Builder, and real-world use cases of AI agents.
  • Difference between Einstein Bots and Agentforce with use cases for both.
  • Understand Topics, Instructions and Actions of Agents to create custom agent conversations within Salesforce.
  • Types of Agents in Agentforce and how to build your first AI agent using Agentforce.
  • Understand Prompt Template and Prompt Builder. Learn to enable and set up Prompt Builder.
  • Create Record Summary Prompt template, invoke Prompt template from Agentforce.
  • Create a Field generation Prompt template and invoke it from Agentforce.
  • Understand Flex template in Prompt Builder and invoke it from Agentforce.
  • Learn how to invoke Flows from prompt template, and how to invoke a Prompt Template from Flows.
  • Learn how to call a Flow from a prompt to automate updates.
  • Learn how to call an Apex class from a prompt for custom logic.
  • Configure a Flow action in Agent Builder.
  • Learn how AI agents work with Data Cloud and create a data library for your agent.
  • Understanding Model Builder & Custom LLMs in Agentforce.
  • Learn to bring external models to Data Cloud
  • Learn About Agentforce for Developer and Setup Agentforce for Developer in VS code.
  • What is Agentforce Vibes: Enterprise vibe coding Platform.

Explore related topics

Course content

9 sections • 17 lectures • 1h 54m total length

  • History of AI in Salesforce12:43

    AI is not just out in the world; it's in your job, your tools, and even your CRM.


    From Einstein’s debut in 2016 to Agentforce 2.0 and the era of digital labor in 2025, Salesforce has rapidly evolved into an AI-first company. But how did we get here?


    In this video, Shrey walks you through the complete journey of AI in Salesforce,  breaking it down year by year, wave by wave. Whether you're exploring AI tools or already working with Salesforce, this video gives you the full picture of how AI is transforming the Salesforce ecosystem.


    Topics Covered In This Video -


    1. The 3 Waves of AI evolution in Salesforce

    2. What made Salesforce introduce Einstein, and how it changed CRM forever

    3. Features like Prediction Builder, Next Best Action, and Email Insights explained

    4. The launch of Genie/Data Cloud.

    5. The rise of Generative AI inside Salesforce: Einstein Copilot, Tableau GPT, Slack AI

    6. What is AI Cloud and the Einstein Trust Layer?

    7. Introduction to Agentforce & Agentforce 2.0

    8. How you can now build custom AI agents for sales, service, and even development.

  • What is Agentforce?4:47

    Agentforce… sounds like an action movie, right? But it’s actually Salesforce’s most powerful AI innovation yet.


    In this video, Shrey Sharma breaks down what Agentforce is, how it works, and why it’s a game-changer for businesses.


    From defining AI Agents to understanding the powerful Atlas Reasoning Engine, we have covered it all in simple language. Whether you are a Salesforce beginner or an expert, this video will help you understand:


    -What is Agentforce?

    -How AI Agents work in Salesforce

    -The 5 Core Components of an AI Agent

    -Agentforce Builder: No-code/low-code setup

    -Atlas Reasoning Engine & Advanced RAG

    -How Agentic Loops enable smarter decision-making

    -Real-world use cases for AI Agents

  • Agentforce vs Einstein Bots4:15

    Agentforce and Einstein Bots both use AI. Both handle conversations. So what’s the real difference? If you are a Salesforce Admin, Developer, or Consultant and are still wondering which one to use and when, you are not alone.

    Many professionals assume they perform the same job, but the truth is that Agentforce and Einstein Bots are designed for completely different roles within the Salesforce ecosystem. In this video, Shrey breaks down everything you need to know about: What is Agentforce & Einstein Bots? Key differences in setup, UI, capabilities, and use cases. How they function in a real business scenario, and which one you should use based on your needs.

    Topics Covered:

    • Introduction to Agentforce & Einstein Bots

    • Set up differences (LLM vs NLM)

    • UI placement & user experience

    • Capabilities & limitations

    • Real-life use cases

Requirements

  • Foundations of the platform and Salesforce Administration.
  • Understanding of Salesforce Flows and Apex Development is good to have, but not compulsory.
  • Basic knowledge of Gen AI technology is good to have, but we will learn everything in this course.

Description

Welcome to the complete Salesforce Agentforce course for beginners and professionals in the Salesforce domain. This course is designed and curated by the youngest Salesforce MVP 2019 in the world, Shrey Sharma, also known as the Salesforce Hulk. He is also the founder and CEO of Cyntexa, a Salesforce Crest Partner, and Founder at S2 Labs.


In the rapidly evolving world where customer expectations and organizational demands are incomplete without AI, you need more than just basic automation skills. You need to integrate intelligent, conversational agents built on the trusted foundation of the Salesforce platform within your strategy. Salesforce Agentforce is the powerful new way to embed conversational AI intelligence directly within Salesforce.


Salesforce Agentforce is enabling agents and customers to engage seamlessly across channels, and this course teaches you how to harness its full potential. We start with the fundamentals of Agentforce on the Salesforce platform, then progress into building your first agent: setup, prompts, flows, and integrations. From there, we explore premium use-cases across industries, deep dive into prompt engineering, deployment process, data library, Mulesoft integration, and continuous improvement. Each section includes live demos, code walkthroughs (Apex + Flow), real-world templates, and downloadable assets.


We will also explore Model Builder and building your own generative and predictive AI models using Agentforce. By the end of this course, you will be able to not only design and build, but also configure AI agents within Salesforce, no matter the industry: Financial Services, Healthcare, Manufacturing, Consumer Goods, Public Sector, Energy & Utilities. And you’ll have the professional credibility to talk about Agentforce and AI with clients, senior stakeholders, and your team.

By enrolling today, you’ll gain the cutting-edge AI skills that position you as an asset in the industry.

Note:

  • You will get the notes for each lecture.

Who this course is for:

  • Salesforce admins and developers who want to upskill and work with conversational AI and Agentforce.
  • People who want to successfully earn the Agentforce Specialist Certification.
  • Salesforce Architects and consultants who want to design AI-enabled agent experiences.
  • Business and technical leads who want to understand how to leverage Salesforce + AI for service, sales and field-agent scenarios.

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