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Salesforce Agentforce: Introduction to Agentforce Platform
Coursera
Course
Unknown

Salesforce Agentforce: Introduction to Agentforce Platform

Edureka

Highlights how Salesforce Einstein AI and Agentforce enable advanced AI experiences within the Salesforce platform, focusing on secure and trustworthy AI deployment.

Unknown3 weeksEnglish

About this Course

This course explores how Salesforce Einstein AI and Agentforce enable intelligent, enterprise-ready AI experiences within the Salesforce platform. It focuses on how AI can move beyond traditional automation and reporting to provide context-aware insights, guided responses, and controlled actions inside real CRM workflows. Designed for Salesforce professionals and technical learners, the course demonstrates how Einstein AI, Einstein Copilot, Prompt Builder, and Agentforce work together to deliver AI capabilities that are grounded in business data, governed by trust controls, and aligned with enterprise requirements. Through structured lessons and practical demonstrations, you will learn how Salesforce embeds AI into the platform, how prompts and prompt templates influence AI behavior, and how the Einstein Trust Layer ensures privacy, security, and compliance. You will also explore how Agentforce uses Topics, Instructions, and Actions (TIA) to define agent scope, guide responses, and control execution. The course progresses from AI fundamentals to applied agent design, emphasizing safe enablement, predictable behavior, and real-world usability. Rather than treating AI as a black box, it focuses on how to design AI systems that operate responsibly within Salesforce. By the end of this course, you will be able to: - Explain how Salesforce Einstein AI differs from traditional automation and analytics - Design enterprise-grounded and role-aware prompts using Prompt Builder - Apply trust and governance principles using the Einstein Trust Layer - Define agent scope and behavior using Topics, Instructions, and Actions (TIA) - Design and validate Agentforce agents for common Salesforce use cases This course is ideal for Salesforce administrators, developers, consultants, and professionals who want to understand and apply AI capabilities within Salesforce. A basic familiarity with Salesforce concepts is helpful, but no prior experience with AI or agent systems is required. Join us to learn how to design trusted, intelligent AI experiences that assist users and support business workflows within Salesforce

What You'll Learn

  • Understand how Salesforce Einstein AI and Agentforce deliver advanced AI
  • Design effective prompts with Prompt Builder to guide AI behavior
  • Apply trust, security, and governance with Einstein Trust Layer
  • Build and validate Agentforce agents using Topics, Instructions, and Actions

Prerequisites

  • No deep prior experience required, but basic computer and internet skills are helpful
  • Ability to read course instructions in English and complete short practice activities

Instructors

E

Edureka

Topics

Support and Operations
Information Technology
Design and Product
Computer Science
Agentic systems
Artificial Intelligence
Prompt Patterns
Customer Relationship Management (CRM) Software
Generative AI Agents
Salesforce

Course Info

PlatformCoursera
LevelUnknown
PacingUnknown
PriceFree

Skills

الدعم والعمليات
تكنولوجيا المعلومات
التصميم والمنتجات
علوم الحاسوب
أنظمة الوكالة
الذكاء الاصطناعي
أنماط المطالبات
إدارة علاقات العملاء (CRM)
Generative AI Agents
Salesforce

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