Agentforce Essentials
Build, deploy, and integrate AI agents in Salesforce—no code required.
AI‑powered agents promise big productivity gains, but most Salesforce teams still ask the same question: Where do we start?
Agentforce Essentials closes that gap with a step-by-step, hands-on path from a blank canvas to a working agent, grounded in real business workflows, not slideware. In this hands-on course, you’ll learn to build, refine, and launch Salesforce AI agents that cut busywork and boost productivity, covering everything from core concepts to advanced integrations so you can drive innovation and stay ahead.
Learn practical skills to master Agentforce
Agentforce Essentials goes beyond theory—teaching you to build, deploy, and integrate AI agents that reduce friction across HR, service, sales, and analytics—all without writing code. As one of the first structured Agentforce programs, it combines deep technical walkthroughs with enterprise-ready use cases, all grounded in Salesforce best-practice and AI-trust principles.
By the end, you’ll know how to design agents that streamline real workflows, spearhead Salesforce AI initiatives, and drive measurable efficiency.
Build a production-ready HR assistant in Agentforce Builder that updates candidate records, schedules interviews, drafts emails, and answers FAQs.
Define actions, topics, and routing—then deploy the assistant to Experience Cloud with Omni-Channel and Messaging for instant employee access.
Ground responses in trusted data using Data Library, Data Cloud, and Retrieval-Augmented Generation (RAG) to keep answers accurate and relevant.
Integrate Agentforce across systems with Salesforce features and MuleSoft—delivering end-to-end automation without writing Apex or mastering ML.
Follow a full-lifecycle, declarative framework that links every configuration step to real business value—skills most demos and fragmented tutorials overlook.
Innovative learning methods with real-world applications
This course combines interactive and practical learning methods to help you master Agentforce with confidence.
For the best experience and full access to all interactive features, we recommend using a desktop or laptop.
Self-paced learning
Enjoy the flexibility to complete the Agentforce course at your convenience.
Video lessons
Watch engaging, structured tutorials covering each topic in detail.
Case studies
Explore real-world demonstrations and practical use cases of Agentforce.
Quizzes
Access interactive, knowledge-reinforcing quizzes after each module.
Certificate upon Completion
Validate your skills in AI and Agentforce by earning a certification.
Who should take this Agentforce Essentials course from
Focus on Force?
Whether you're new to AI-driven automation or looking to deepen your expertise, this course will equip you with the skills to harness Agentforce effectively. If you have a basic understanding of Salesforce and a passion for AI, automation, or business transformation, you’re in the right place.
This Agentforce course is perfect for:
- Salesforce administrators looking to automate internal operations and support use cases
- Salesforce developers who want to extend platform intelligence declaratively without using heavy custom code
- Salesforce end-users eager to automate processes and enhance efficiency.
- Data scientists and AI enthusiasts exploring AI-powered automation in business.
- Business managers and leaders seeking AI solutions to optimize workflows.
- Entry-level to intermediate learners with basic Salesforce or AI knowledge who want to advance their skills.
Course Outline
Lesson 1
- a. Explain what Agentforce is and why it's important for businesses.
b. Identify the key features and benefits of Agentforce.
c. Explore real-world applications of Agentforce across various industries.
Lesson 2
- a. Explain the purpose and functionality of the core components of Agentforce.
b. Understand how the core components of Agentforce work together to power AI agents.
c. Describe how security and data privacy are managed through the Einstein Trust Layer.
Lesson 3
- a. Differentiate between standard and custom agents.
b. Identify the different types of standard agents.
c. Explain the primary function of each standard agent.
Lesson 4
- a. Build a custom Agentforce agent from scratch.
b. Configure the agent to support hiring workflows.
c. Deploy the agent to an Experience Cloud site.
d. Validate the functionality of the deployed agent.
Lesson 5
- a. Create and configure an Agentforce Data Library that uses Salesforce Knowledge as the data source.
b. Explain the role of search indexes in grounding AI-generated responses.
c. Describe how retrievers can be used to augment AI-generated responses.
Lesson 6
a. Describe how MuleSoft Anypoint APIs can be integrated with Agentforce agents in Salesforce.
b. Configure a connection between a topic-enabled API in Anypoint Exchange and Salesforce.
c. Enable and assign an agent action generated from a MuleSoft API to an Agentforce agent.
d. Test the agent’s ability to retrieve and display real-time data from an external database.
Lesson 7
- a. Manually test Agentforce agents using the Conversation Preview panel in Agentforce Builder.
b. Perform batch testing in the Agentforce Testing Center to evaluate topic coverage and response accuracy at scale.
c. Identify and include the required Agentforce metadata types for deployment using Change Sets.
d. Create a new agent version for additional configurations by cloning an existing version.
Lesson 8
- a. Analyze real-world examples of how leading organizations use Agentforce to solve business challenges and improve productivity.
b. Identify patterns and strategies from case studies that demonstrate the value of AI-powered assistants in different industries.
c. Identify official Salesforce resources to continue learning about Agentforce architecture, configuration, and deployment best practices.
Meet your Agentforce Essentials course instructor
Akshay Pasi is a 21X Salesforce certified professional with experience in AI-based solutions and Agentforce implementation.
Akshay is a seasoned Salesforce professional with over 10 years of experience. His expertise extends to various Salesforce products establishing him as a trusted authority. Holding a Master's degree in Instructional Systems and Learning Technologies, he passionately merges technology with education, AI, machine learning, data analysis, game design, and algorithmic trading.
