AI AGENT FORCE

Salesforce AI Agent Force – Course Curriculum

Module 1 – Introduction to AI in Salesforce: Understanding Salesforce AI ecosystem, overview of Einstein 1 Platform, and introduction to AI Agent Force.

Module 2 – Fundamentals of AI Agents: What are AI Agents, their role in automation, and how they interact within Salesforce CRM and Data Cloud.

Module 3 – Building AI Agents: Setting up AI Agents, defining intents, workflows, and integrating them with customer data and business processes.

Module 4 – Einstein Copilot & Copilot Studio: Configuring Einstein Copilot, building conversational experiences, and customizing responses using Copilot Studio.

Module 5 – Data Cloud Integration: Connecting AI Agents to Salesforce Data Cloud, understanding data ingestion, harmonization, and real-time personalization.

Module 6 – Automation with AI & Flow: Leveraging AI Agents to trigger Salesforce Flows, automate business processes, and provide intelligent recommendations.

Module 7 – Prompt Engineering & Customization: Designing effective prompts, refining AI Agent responses, and managing tone, context, and data security.

Module 8 – Analytics & Performance Optimization: Monitoring AI Agent performance, analyzing metrics, improving accuracy, and optimizing user experiences.

Module 9 – Real-time Project & Certification: Developing a complete AI Agent Force project integrated with Copilot, Data Cloud, and automation tools, followed by assessment and certification.