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Mastering Salesforce AI: Agentforce and Prompt Templates

Name: Mastering Salesforce AI: Agentforce and Prompt Templates
Rating: 4.5 (2410 reviews)

Complete Guide to Agentforce, AgentScript & Prompt Templates | Fully Updated for 2026 | Prepare for your Specialist Exam

Bestseller

Highest Rated

Created bySalesforce Developer

Last updated 7/2026

English

German [Auto],English [Auto],

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
Agentforce Voice
Hybrid Reasoning with Agent Script
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 Agentforce Data Library
Agent API And Headless Agents in Agentforce
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
Custom Lightning Types Using LWC for Agentforce (Default)
Agentforce - Pro Code Implementations using Apex and 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
Agentforce Vibes : Enterprise vibe coding Platform
Building LWC and Apex using Agentforce Vibes
Connecting MCP Server to Agentforce Vibes
Working with Jira via Agentforce Vibes to complete the user stories
Utilize Agentforce for Developer's 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.

Course content

28 sections • 116 lectures • 21h 22m total length

Agenda of the Course5:03
We Will Discuss The Agenda of this course and What to expect from this course
Introduction to Agentforce and AI Agents14:40
Discover how the agent force platform on Salesforce builds ai agents that understand requests, perform actions, and resolve queries across sales, service, and customer sites.
Signing up for Agentforce And Data Cloud Enabled Developer org6:10
Step by Step installing all Tools needed for next lecture0:56
Deploying Org Metadata to the New Org4:52
Deploy org metadata, including custom objects, apex classes, and flows, to a new org enabled with Einstein AI and Copilot, using Git, Salesforce CLI, and VS Code.
Quiz 1

Introduction to Agent Script : The need of Hybrid Reasoning for Agents15:13
AgentScript Fundamentals: Understanding Key Blocks7:46
Project Setup and Exploring Different Ways to Build AgentScript14:07
Creating and Configuring Your First Agent in AgentScript5:50
Create and configure a service agent in agent script, assign an Einstein user, test in live and simulate modes, and manage sub agents to support soft drink orders.
Creating a Sub-Agent and Building a Custom Flow Action17:49
Configuring Custom Actions for Sub-Agents (Part 1)14:59
Configuring Custom Actions for Sub-Agents (Part 2)10:11
Finalizing the Sub-Agent and Custom Action Setup End to End17:45
Designing a Deterministic Agent with Hybrid Reasoning (Part 1)13:38
Make the soft drink agent deterministic by introducing a rating variable and a set rating action, using if conditions to ensure rating is available before querying records.
Designing a Deterministic Agent with Hybrid Reasoning (Part 2)10:08
Developing a Customer Verification Sub-Agent from Scratch10:43
Creating a Custom Apex Action for Customer Verification20:46
Customer Verification Sub-Agent: Final Setup and End-to-End Testing15:13
Key Features of AgentScript for Building Deterministic Agents15:46
Explore how agent script enables deterministic, hybrid reasoning with context engineering, conditional logic, and action filters to safely route between subagents and control prompts.
Essential AgentScript Terminology8:57
Deploying to Customer facing Site Using Agentforce Service Agent Approach-Part-114:28
Deploy a service agent to a customer community site with Agentforce, comparing direct routing and omni channel flow, and configure messaging channel, routing, and fallback queue for reliable external deployments.
Deploying to Customer facing Site Using Agentforce Service Agent Approach-Part-218:31
Deploying to Customer facing Site Using Omni Channel Flow Approach18:16
Modernizing Agent Chat with Custom Branding & Embedded Service Deployment 225:43

Need of Multiple Employee Agent in a Salesforce Org- Introduction9:56
Understand why Salesforce needs department-specific employee agents for internal users. Assign department-specific agents to sales, finance, or library, not as a single service agent.
Creating Multiple Employee Agents : Library Agent and Order Agent12:48
Assigning Different Employee agents to Different User groups in Salesforce5:20
Assign sales and lead employee agents to user groups via permission sets, enabling agent access for each user, and test with an Apex class creating soft drink orders.

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 Complete Agentforce, AgentScript & Prompt Templates Course.

This course is designed to be a complete practical guide to Salesforce Agentforce and modern AI-powered application development on the Salesforce Platform.

Whether you are preparing for the Agentforce Specialist Certification, exploring Salesforce AI for the first time, or looking to build production-ready AI solutions, this course will take you from the fundamentals all the way to advanced Agentforce implementations.

Agentforce is Salesforce's AI platform for building intelligent agents that can reason, take actions, interact with Salesforce data, execute business processes, and assist users across multiple channels.

Throughout this course, we will build real Agentforce solutions using Agent Builder, Prompt Builder, AgentScript, Flows, Apex, Data Cloud, Agentforce Data Library, and Retrieval-Augmented Generation (RAG).

You will learn:

• How Agentforce works and where it fits within the Salesforce ecosystem

• How to build AI Agents using Agent Builder

• How to create deterministic Agentforce solutions using Context Engineering, Filters, Conditional Logic, Action Chaining, and Transitions

• How to build and configure Agentforce Service Agents

• How to work with Employee Agents and conversational AI experiences

• How to deploy Agentforce Agents to customer-facing channels

• How to transfer conversations from AI Agents to human agents

• How to create custom Agent Actions using Apex, Flows, and REST APIs

• How to build business-specific Agentforce capabilities using custom actions

• How to work with Record Triggered and Data Triggered Agent experiences

• How to work with Agentforce Data Library and Retrieval-Augmented Generation (RAG)

• How to use unstructured data such as PDF documents with Agentforce

• How to build Prompt Templates using Prompt Builder

• How to create Sales Email Prompts

• How to create Field Generation Prompts

• How to create Record Summary Prompts

• How to build Flex Prompts

• How to create MCP Prompts and reusable AI workflows

• How Prompt Templates can invoke Apex, Flows, External APIs, and Agent Actions

• How Salesforce data can be grounded into Prompt Templates for accurate responses

• How to work with Agent Context Variables

• How AI Versioning works within Agentforce

• How to use Data Cloud with Agentforce

• How to build AI solutions using Agentforce Data Library

• How Salesforce Trusted AI Architecture works

• How the Einstein Trust Layer protects enterprise data

• How to work with Einstein for Sales and Einstein for Service

• How to use Model Builder and Einstein Studio

• How Agentforce for Developers can improve Salesforce productivity

• How Agentforce compares with modern AI coding assistants

• How Agentforce Vibes and AI-assisted development are changing Salesforce development workflows

This course follows a practical, hands-on approach. Every major concept is demonstrated through real implementations rather than theoretical discussions.

By the end of this course, you will have a strong understanding of Agentforce, AgentScript, Prompt Templates, Data Cloud, RAG, Agentforce Data Library, AI Agents, Prompt Engineering, and Salesforce AI development.

Whether your goal is to pass the Agentforce Specialist Certification, build enterprise AI solutions, or stay current with the latest Salesforce AI capabilities, this course is designed to provide a complete learning path.

Note:

• PPTs are included for each lecture

• Source code and implementation examples are included throughout the course

Who this course is for:

All Salesforce Professional including Admin , Developers and Architects
Salesforce Professional who wants to build AI driven application in Salesforce

Mastering Salesforce AI: Agentforce and Prompt Templates

What you'll learn

Explore related topics

Course content

Introduction to Agentforce and AI Agents5 lectures • 32min

Exploring Agent Builder, AgentScript and Building Blocks of Agents3 lectures • 46min

Hybrid Reasoning with AgentScript : Procedural and Natural Language Script19 lectures • 4hr 36min

Advance AgentScript : Human + AI Working Together2 lectures • 37min

Agentforce Employee Agents: Create Different Employee Agent for Salesforce users3 lectures • 28min

Architecture of Einstein 1 Platform and various Phases of Agents2 lectures • 9min

Einstein Trust Layer2 lectures • 14min

Agentforce Specialist Practice Set 10

Agentforce Release Updates1 lecture • 14min

Build Agents Action using Apex, Flow (Legacy Agentforce Builder)2 lectures • 49min

Requirements

Description

Who this course is for: