About the training
Our Salesforce Agentforce training provides a comprehensive introduction to the powerful, AI-powered Agentforce platform. You will learn the basics as well as the practicalities of using Agentforce in different areas of the business. From creating effective prompts to integrating with existing processes, you will gain practical insight and valuable skills to maximise the potential of Salesforce Agentforce in your organisation.
Agentforce Platform Introduction
In the morning, participants are given an overview of Agentforce and its basic functionality.
What is Agentforce and how does it work?
Integration with the Salesforce ecosystem
Benefits of Agentforce for businesses
Applications: sales, service, marketing and more
Security and privacy with the Einstein Trust Layer
Basics of prompt design and practical exercise
Participants will learn the theory behind prompting and how to create effective prompts for Agentforce. In the practical part, participants will then create and customise prompt templates on their own.
Principles of effective prompting: clarity, specificity and context
Structure of a good prompt: interaction context, clear objectives, guidelines
Adapting style and tone to corporate guidelines
Avoiding hallucinations and unwanted results
Introduction to the Prompt Builder
Types of prompt templates: sales email, field generation, summary, flex
In a practical exercise, participants will apply their knowledge to create a personalised template, integrate Salesforce data and optimise their prompt templates through targeted testing.
Business Cases - Sales and Service Agents
In the morning, participants will focus on the practical application of Agentforce in sales and customer service. They will learn how Agentforce can improve sales and customer service processes in a sustainable way.
Automating sales tasks with Agentforce
Hands-on exercise: Creating a sales agent with Agent Builder and implementing a sales forecasting action
Implementing AI-driven sales insights
24/7 customer support with Agentforce
Hands-on exercise: Creating a service agent for common customer queries and implementing a case summary action
Integrating Agentforce into existing service processes
Measuring and optimising service quality with Agentforce
Practical exercises in this part of the training will help you to apply the theoretical knowledge successfully under the guidance of our experts and to consolidate it for the creation of individual agents in your own company.
Data Quality Health Check and Business Process Analysis
The afternoon is all about data: Participants will learn how to properly prepare data for use and identify potential applications for Agentforce in their own organisations.
The importance of data quality for AI-driven decisions and conducting a data quality audit
Identifying and resolving data inconsistencies and best practices for data maintenance in Salesforce
Strategies for continuously improving data quality
Methods for analysing business processes and identifying processes with high automation potential
Assessing suitability and prioritising processes for Agentforce
Developing an Agentforce implementation roadmap