Mastering Salesforce AI: Agentforce and Prompt Templates
What you'll learn
- What is Agentforce, Agents And Prompt builder
- Enable and Configure Agents to be deployed on multiple channels
- What is Agent Builder and How to build Agents using Agent builder
- Understand Topics, instruction and Actions of Agents
- Architecture of Salesforce Trusted AI + Data , Understand where all different component sit in this Architecture
- What is Einstein Trust layer , and How it Provides Trusted interaction between CRM Data and AI
- Understand the planning and Execution phase of Agent
- Creating Data Trigger Agents
- Agent Context Variable and How to Use it with Agents
- Understanding RAG using Einstein Data Library
- Exploring Custom Actions and Create Custom Actions Using Apex
- Create Complex Custom Actions Using Apex and External API’s
- Agentforce Data Library
- Build Complex Actions using Flow which does Multiple Task for a User
- Event Logs/Audit trail , Debug Agent Executions
- Understand Prompt Template and Prompt Builder
- Create Prompt template , Learn how to invoke Apex Class From Prompt template and Learn How to invoke Prompt template from Salesforce Screens
- Create Field generation Prompt template and Learn how to invoke Flows from Prompt template , and How to invoke Prompt Template from Flows
- Create Record Summary Prompt template , Invoke Prompt template from Agents
- Build Complex Prompt template using Flex Template , Invoke the Flex template from Apex class and Integrate Prompt template with LWC
- Model Builder :- Bring your own Model
- Einstein For Sales:- Sales Email and Sales Email Prompt template
- Einstein For Service :- Einstein Service Replies for Email
- Einstein For Service :- Einstein Service Replies for Live Chat
- Einstein for Service :- Einstein Knowledge Creation
- Einstein for Service :- Einstein AI-Generated Search Answers
- Einstein for Sales :- Einstein call summaries
- Einstein for Sales :- Einstein call Explorer
- Custom Actions Best Practices
- Learn About Agentforce for Developer and Setup Agentforce for Developer in VS code
- Utilize Agentforce for Developer's Dev Assistant, auto-completion, and test case generation features to solve requirements faster.
- Understand Salesforce's in-house LLM models, CODEGEN and xGen-Code, which power Agentforce for Developer.
Requirements
- Basic Knowledge of Salesforce Flows and Apex Development
- Basic knowledge of Gen AI technology is good to have but we will learn everything in this course also
Description
Welcome to the Salesforce AI course, where we will learn to build Agents on Agentforce and prompt templates using Agent Builder and Prompt Builder to create AI-driven applications. We will learn to create simple custom actions as well as complex custom actions using Apex, flows, and REST API, will also understand how to boost Developers Productivity using Agentforce for Developers.
This course is designed to teach Agentforce Platform, How to Build Agents and all the different prompt templates from the very beginning to an advanced level. In this course, you will be able to learn every basic piece of information about Salesforce AI.
Agentforce Agents are AI assistant for Salesforce CRM which can be Deployed on multiple channels . It talks and understands like a human thanks to large language models such as OpenAI's GPT-4.
In this course, we will learn how to enable Agentforce, how to utilize the standard actions, and how to build custom actions which will be assigned to Agents to perform tasks that are specific to the business needs and can reduce lots of manual tasks that Salesforce Users have to perform on a daily basis.
We will understand the architecture of Trusted AI + Data; we will delve into the Einstein Trust layer. We will learn to create Different types of custom actions using Apex, Flows, and Prompt templates.
We will learn how to deploy these agents to a customer-facing site and how to transfer conversations from AI agents to human agents
We will learn about data or record-triggered agents and how they can perform complex tasks in the background.
We will learn about Agentforce and Data Cloud, explore the Agentforce Data Library and RAG, and understand how to work with unstructured data.
We will learn about Agent Context Variables, AI versioning, and much more in Agent Builder.
We will learn what a prompt template is and what a prompt builder is. Then, we will learn to create all four types of prompt templates: the sales email template, the field generation template, the record summary, and the most powerful, the Flex Template.
We will also learn how this prompt template can invoke Apex, Flow, External API, and then we will learn how Apex, Flows, and Agent actions can invoke these prompt templates with grounded Salesforce data.
We will learn about Einstein for Sales, Einstein for Service, and how these out-of-the-box Gen AI solutions can be leveraged.
We Will Lean About Model Builder in Einstein Studio.
We will Explore Agentforce for Developers and Compare it with the other AI Coding Assistant such as GitHub Copilot
Note:
You will get the PPT of each lecture.
Code related to each lecture.
New videos will be added in the coming future with other Salesforce AI topics.
Who this course is for:
- All Salesforce Professional including Admin , Developers and Architects
- Salesforce Professional who wants to build AI driven application in Salesforce
Instructor
- 4.6 Instructor Rating
- 1,348 Reviews
- 9,983 Students
- 4 Courses
I am a Salesforce Developer. I am 15X Salesforce Certified Applications Architect, I love Learning New Skills which I want to Share with more and More People.
I have expertise in Salesforce Configuration and Customization And I have worked on Different project where I have Solved complex Integrations. I have worked on multiple clouds and Various Salesforce Products