
Join Ines Garcia in the Salesforce AI Agentforce rapid course as she outlines generative AI basics and large language models. She shares resources for reducing waste and boosting impact.
Review the exam guide and trailhead resources to scope the AI specialist topics for the Salesforce AI Agentforce rapid course, and prepare for an intermediate-level exam.
Explore how the Einstein Trust Layer underpins the architecture, alongside hyper force, data cloud, and the model ecosystem, to enable secure data retrieval, dynamic grounding, and zero retention in agentforce.
Explore how the trust layer starts with a prompt and utterances, applying prompt engineering, secure data retrieval, dynamic grounding with RAG, data masking, zero data retention, and prompt defense.
Discover the inner workings of agentforce, including the four blocks: agent builder, reasoning engine, autonomous agent, and augment, and how to define prompts with roles, data, actions, guardrails, and channels.
Map the Agentforce process flow from triggers through context, intent, topics, actions, and execution, with loops that refine input and complete tasks.
Agentforce tools by examining the architecture, parts, and process flow, then learn to use standard actions, topics, and action settings to handle custom needs.
Explore Sales Cloud features, including Einstein scoring for leads and opportunities, and distinguish predictive from generative. Configure generative tools with prompts, templates, and sales emails within the 25-product limit.
Explore how Service Cloud leverages Einstein features to classify and route cases, predict values from historical data, and provide article recommendations, reply recommendations, and work summaries for faster case resolution.
Explore Agentforce 2dx, a proactive autonomous automation platform that triggers actions on data changes and integrates with flow, apex, slack, and MuleSoft using low-code tools and pre-built actions.
Explore agentforce 3.0’s enhanced observability, including session tracing, latency metrics, and real-time alerts with open telemetry. Discover MCP and Atlas enhancements, self-hosted llms, and 100+ pre-built actions.
Explore the prompt builder details to create and manage prompts, work with prompt templates, previews, and template properties, while learning the three permission roles and access to Einstein Studio.
Explore how Salesforce CRM data grounding and model fine tuning power agent design, with templates for email and field generation, dynamic forms, and flex templates.
Bring your own trained predictive or large language models into data cloud with model builder, create no-code Salesforce models, and connect external models via Einstein Studio Model Builder.
Discover exam-ready hacks for Salesforce rapid course prep, including re-enrolling to refresh environments, consulting help and training documentation for considerations and limitations, and practicing with the mini test.
Learn how Agentforce data libraries connect knowledge articles, uploaded files, and web content to create searchable, chunked data for grounded prompts with a data stream, a search index, and retrievers.
Book the exam and celebrate your rapid course journey as you join thousands of students, and look forward to future Marketing Cloud Academy or Data Cloud courses.
June'26 updated!
Looking to ramp-up your knowledge and skills in the field of Salesforce AI? then this online course on "Salesforce Certified AI Agentforce Specialist (RAPID course)" is perfect for you. Whether you're a consultant, marketer, admin or developer, this course is designed to give you a comprehensive understanding of the magic and myths of Agentforce.
Do you want to get Salesforce AI Specialist certified, I can tell you THAT is a good choice! At the time of this recording Salesforce and the ecosystem partners are SUPER keen to get more certified professionals and pronto!
You may have done the Trailhead Trailmix in preparation for the Salesforce AI Specialist certification, and still unsure about the functionality, jargon and even you may have failed an exam attempt. Here we go to the rescue!
In this rapid course, we’ll cover key concepts and gotchas to take you from base level to a pass.
At the heart of this RAPID course is an experienced and knowledgeable instructor, a Salesforce MVP Hall of Fame member with more than 25 Salesforce certifications and over a decade and a half of experience in Salesforce technology across product suite.
One of the best things about this course is that it is designed for anyone, regardless of their programming experience. You don't need to be a tech expert to take advantage of the Salesforce Agentforce offering – this course will level up your knowledge on these powerful tools and concepts.
Throughout the course, you will learn a range of major topics, including (but not limited to!):
~ Prompt Engineering: 30%
~ Agentforce Concepts: 30%
~ Agentforce & Data Cloud: 20%
~ Agentforce & Service Cloud: 10%
~ Agentforce & Sales Cloud: 10%
Meaning:
Einstein Trust Layer: Identify the security, privacy, and grounding features.
Generative AI in CRM Applications: Given a scenario, identify the correct generative AI feature in Agentforce for Sales & Service.
Prompt Builder: when to use it, roles, execution, settings, considerations, grounding techniques, including the process for creating, activating, and executing.
Agentforce Tools: how an Agent works and how the reasoning engine comes to play, when it's appropriate to use Agents, custom and standard topics and actions, as well to manage and monitoring Agent adoption.
Model Builder: identify when it's appropriate to use Model Builder, customisation options and Bring Your Own Large Language Model (BYOLLM).
Test Your Skills: A custom mock test exam from me to you (get your exam muscle practice and juices flowing)
By the end of this course, you'll know how and when to apply these core key concepts when working with Agentforce, we'll clarify confusions as well to gotchas in the exam. (this course is not the BASICS, its a RAPID course for a level up on already available stuff)
Don't let fear hold you back – sign up for our course today and start your journey towards becoming a pro! As part of the Ines Garcia Salesforce Academy here at Udemy!