Dauer 2 days
Gebühr 2.500 €
Format On site
Sprache EN/GER

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.

Day 1
Day 2
Day 1
Day 2
Morning

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

Afternoon

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.

Morning

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.

Afternoon

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