Agentforce Build-Along:
Hands-on Experience with
Data Cloud and Agentforce
Go beyond theory and create a working AI assistant
This interactive online build-along takes you beyond basic Agentforce use cases, guiding you step-by-step to design and build a sophisticated generative AI solution from the ground up using Salesforce Data Cloud. You’ll create a fully functional community events assistant that ingests diverse event data, unifies identities, generates real-time insights, delivers location- and persona-aware recommendations, and supports natural language interaction.
Led by Salesforce Data Cloud Consultants and Agentforce Specialists Amy Morris and Nadeem Mahran, the build-along course offers practical, hands-on experience in developing an end-to-end product with the latest Salesforce AI capabilities. Whether you’re an Admin, Consultant, Architect, or Developer, you’ll gain the skills to design and deploy intelligent assistants that address real-world business challenges.
Get the skills to build, deploy, and optimize Salesforce AI solutions
This build-along course equips you with the practical knowledge to build a portfolio-ready, AI-powered event hub that unifies data, personalizes recommendations, and interacts naturally with users. You’ll walk away confident in your ability to apply Data Cloud and Agentforce to deliver other complex, production-ready solutions.
Design and build a working generative AI assistant
Create an autonomous event assistant that ingests, harmonizes, and activates event data from multiple sources.
Unify and enrich event data in Data Cloud
Bring together Salesforce CRM, Dreamforce, World Tour, Dreamin’, community, and third-party event data to create a single source of truth.
Calculate and apply event affinity scores
Generate real-time, persona-aware recommendations using calculated insights based on topics, roles, and location.
Enable natural language event discovery and registration
Use Agentforce to answer questions, draft funding requests, and register or waitlist attendees automatically.
Master prompt engineering and RAG for Salesforce AI
Apply advanced patterns, sentiment controls, and guardrails to fine-tune your assistant for accuracy and relevance.
Engaging, practical techniques to ensure your learning success
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.
Expert guidance
Learn directly from experienced Salesforce Data Cloud and Agentforce specialists.
Self-paced learning
Access six on-demand video-based lessons anytime to fit your schedule.
Knowledge checks and AMA sessions
Test your understanding and get answers directly from experts after each session.
Downloadable resources
Use exercise guides, quiz banks, and starter datasets to reinforce your learning.
Community support
Collaborate with instructors and peers through Slack and weekly office hours.
Portfolio-ready project
Finish with a functional AI event assistant to showcase your skills to employers or clients.
Certificate alignment
Learn content mapped to Data Cloud Consultant and Agentforce Specialist exams.
Is this Salesforce AI build-along course right for you?
Want to harness the power of Salesforce AI to solve real business problems? If you’re ready to go beyond theory and build a working AI solution, this bootcamp will give you the tools to do it. A foundational understanding of Salesforce CRM is required, but no prior experience with Data Cloud or Agentforce is needed. This bootcamp is ideal for:
- Salesforce administrators, architects, consultants and developers looking to integrate Data Cloud and AI into their solutions.
- Professionals preparing for the Data Cloud Consultant or Agentforce Specialist exams.
- Architects designing AI-ready Salesforce technical environments for their organizations.
- Consultants aiming to deliver advanced, scalable AI event solutions for clients.
- Developers wanting to expand their skills into generative AI on the Salesforce platform.
- Community managers and marketing teams seeking smarter ways to find, recommend, and register for events.
Build-Along Outline
Week 1
- a. Set up Developer Org
b. Turn on Data Cloud
c. Turn on Einstein and Agentforce
d. Set up Permission Sets
e. Learn about the Service Agent (Topics, Instructions, and Data Library in future sessions)
f. AMA session
Week 2
- a. Ingest Event, Session, and Speaker streams
b. Identity resolution
c. Calculated Insight Event Affinity Score (based on event location and topics)
d. AMA session
Week 3
- a. Topics
b. Actions (Flows, Prompt Templates, etc.)
c. Instructions
d. AMA
Week 4
- a. Configure Data Library (RAG)
b. Guided prompt templates
c. AMA
Week 5
- a. E.g., Flow email triggers for event registration confirmation.
b. Add more topics, instructions and actions to the agent. Observe responses and iterate
c. AMA
Week 6
- a. Use the Agent to answer common questions like
i. "Which upcoming events near me match my Admin interests?"
ii. "Register or add me to the wait-list."
iii. "Summarize the key themes of Dreamforce based on past sessions."
iv. "Suggest networking opportunities at my chosen event."
v. "Draft a funding-request email to my manager outlining ROI."
vi. "Surface resource pages, social links, and travel tips for a selected conference."
b. AMA
Meet your Salesforce Build-Along course instructors
Nadeem Mahran: 10x Certified Senior Salesforce Consultant
Nadeem is an expert in the Salesforce ecosystem, with experience as a business analyst, consultant, and administrator. He specializes in transforming complex business requirements into effective Salesforce solutions, simplifying technical concepts for easy understanding, and empowering both individuals and teams. Nadeem is also skilled in designing engaging, impactful training programs that help diverse learners make the most of the platform.
Amy Morris: 9x Salesforce Certified Admin/Consultant
Amy is a seasoned Salesforce professional with hands-on experience as both an administrator and consultant. She excels at translating organizational needs into tailored Salesforce implementations and breaking down complex systems into clear, accessible insights. Her approach supports understanding, adoption, and success across all levels of an organization.
