Salesforce Data Cloud + Headless 360 with Agentforce

Course Overview

Learn how to bring customer data together, build intelligent AI-powered experiences and enable AI agents to interact with Salesforce through secure, authorized integrations.

Learn From Expert Class presents an advanced, practical Salesforce training program designed for Salesforce Administrators who want to expand their expertise in customer data platforms, Agentforce, APIs and modern AI integration architecture.

This program combines conceptual learning, guided configuration, practical demonstrations, hands-on assignments and real-world projects.

What You Will Learn

Module 1: Data Cloud / Data 360 Fundamentals

• Data Cloud architecture and core concepts
• Customer 360 and customer data unification
• Data spaces and data governance
• Data ingestion lifecycle and source systems
• Data Cloud use cases across Salesforce business functions

Module 2: Data Ingestion and Data Modeling

• Data streams and source connections
• Data Lake Objects (DLOs)
• Data Model Objects (DMOs)
• Source-to-target field mapping
• Data relationships and transformations
• Data Explorer and Profile Explorer
• Data quality and ingestion troubleshooting

Module 3: Identity Resolution and Unified Profiles

• Identity resolution concepts and architecture
• Match rules and reconciliation rules
• Individual and Account identity resolution
• Unified Individual and Unified Account profiles
• Identity graphs and duplicate handling
• Customer profile quality and troubleshooting

Module 4: Insights, Segmentation and Activation

• Calculated Insights and customer metrics
• Data 360 SQL and analytics concepts
• Customer segmentation and audience filters
• Batch and streaming segment concepts
• Activation targets and activation workflows
• Data Actions and event-driven responses
• Customer personalization use cases

Module 5: Agentforce and Data 360 Integration

• Agentforce architecture and Agent Builder
• Agent instructions, topics and actions
• Standard and custom actions
• Salesforce Flow and Apex integration concepts
• Grounding AI agents in trusted customer data
• Retrieval-Augmented Generation (RAG) fundamentals
• Testing, debugging, guardrails and escalation

Module 6: Headless 360, APIs and MCP Fundamentals

• Headless architecture and business use cases
• REST API fundamentals and HTTP methods
• JSON request and response structures
• OAuth 2.0 and authorization concepts
• Connected application and API access controls
• Model Context Protocol (MCP) concepts
• MCP clients, servers, tools and resources
• Salesforce API and MCP integration patterns

Module 7: Headless 360 / MCP Implementation

• Org readiness, feature availability and permissions
• Authentication and client authorization
• Discovering available operations and their schemas
• Discover, Describe and Dispatch concepts
• Salesforce record retrieval and controlled updates
• Least-privilege access and security practices
• Flow, Apex and external integration concepts
• Error handling, logging and monitoring

Module 8: Agentforce + Data 360 + Headless Integration

• End-to-end integration architecture
• Using unified customer context in AI workflows
• Tool selection and action orchestration
• Combining CRM data and customer insights
• Multi-step business workflows
• Approval checkpoints and human oversight
• Testing, troubleshooting and governance

Module 9: Real-World Use Cases and Enterprise Practices

• Customer profile enrichment
• AI-assisted lead qualification
• Intelligent customer service
• Case prioritization and personalization
• Event-driven integration patterns
• Security, privacy and access governance
• Architecture design and capstone assessment

Hands-On Projects

1. Unified Customer Intelligence: Explore data ingestion, data mapping and unified customer profiles.
2. Data 360-Powered Agentforce: Design an AI agent that uses approved customer context to support customer service.
3. Headless Salesforce AI Assistant: Explore supported MCP operations and authorized Salesforce data access.
4. Final Capstone Project: Combine customer data, Agentforce and a governed Salesforce action in an end-to-end business scenario.

Course Benefits

• Expert-led live online training
• Small batches with only five students
• Practical demonstrations and hands-on assignments
• Real-world project experience
• Guidance on Salesforce AI and integration concepts
• Career-focused learning and interview preparation
• Guidance on relevant Salesforce certification pathways

Course Details

• Duration: 1.5 months
• Training mode: Live online sessions
• Batch size: Maximum 5 students per batch
• Prerequisite: Salesforce Admin knowledge is mandatory
• Provider: Learn From Expert Class

Who Should Enrol?

This program is intended for Salesforce Administrators who want to advance into Data Cloud / Data 360, Agentforce, API integrations and AI-powered Salesforce solutions.

Important: Required Salesforce licenses, permissions, API versions and MCP features may vary by training environment. Hands-on activities depend on the capabilities available in the configured Salesforce org.

Contact and Enrolment

Learn From Expert Class

Phone: +91 7892176047
Email: info@learnfromexpertclass.com
Website: www.learnfromexpertclass.com

Instagram: @learn_from_expert
LinkedIn: Learn From Expert Class
YouTube: @LearnfromExpertsclass
X: @LearnFrmExperts

Only serious learners should contact us.