Mastering Salesforce AI: Agentforce and Prompt Templates

A Comprehensive Guide for implementing AI Agents and Prompt Templates : Prepare for the AI Specialist Certification Exam

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What you'll learn

What is Agentforce, Agents And Prompt builder
Enable and Configure Agents to be deployed on multiple channels
What is Agent Builder and How to build Agents using Agent builder
Understand Topics, instruction and Actions of Agents
Architecture of Salesforce Trusted AI + Data , Understand where all different component sit in this Architecture
What is Einstein Trust layer , and How it Provides Trusted interaction between CRM Data and AI
Understand the planning and Execution phase of Agent
Exploring Custom Actions and Create Custom Actions Using Apex
Create Complex Custom Actions Using Apex and External API’s
Build Complex Actions using Flow which does Multiple Task for a User
Event Logs/Audit trail , Debug Agent Executions
Understand Prompt Template and Prompt Builder
Create Prompt template , Learn how to invoke Apex Class From Prompt template and Learn How to invoke Prompt template from Salesforce Screens
Create Field generation Prompt template and Learn how to invoke Flows from Prompt template , and How to invoke Prompt Template from Flows
Create Record Summary Prompt template , Invoke Prompt template from Agents
Build Complex Prompt template using Flex Template , Invoke the Flex template from Apex class and Integrate Prompt template with LWC
Einstein For Sales:- Sales Email and Sales Email Prompt template
Einstein For Service :- Einstein Service Replies for Email
Einstein For Service :- Einstein Service Replies for Live Chat
Einstein for Service :- Einstein Knowledge Creation
Einstein for Service :- Einstein AI-Generated Search Answers
Einstein for Sales :- Einstein call summaries
Einstein for Sales :- Einstein call Explorer
Custom Actions Best Practices
Einstein for Developers , CodeGen LLM Model
Code Analyzer for Static Code Analysis

Description

Welcome to the Salesforce AI course, where we will learn to build Agents on Agentforce and prompt templates using Agent Builder and Prompt Builder to create AI-driven applications. We will learn to create simple custom actions as well as complex custom actions using Apex, flows, and REST API, will also understand how to boost Developers Productivity using Einstein for Developers.

This course is designed to teach Agentforce Platform, How to Build Agents and all the different prompt templates from the very beginning to an advanced level. In this course, you will be able to learn every basic piece of information about Salesforce Einstein AI.

Agentforce Agents are AI assistant for Salesforce CRM which can be Deployed on multiple channels . It talks and understands like a human thanks to large language models such as OpenAI's GPT-4.

In this course, we will learn how to enable Agentforce, how to utilize the standard actions, and how to build custom actions which will be assigned to Agents to perform tasks that are specific to the business needs and can reduce lots of manual tasks that Salesforce Users have to perform on a daily basis.

We will understand the architecture of Trusted AI + Data; we will delve into the Einstein Trust layer. We will learn to create all three types of custom actions using Apex, Flows, and Prompt templates.

We will learn what a prompt template is and what a prompt builder is. Then, we will learn to create all four types of prompt templates: the sales email template, the field generation template, the record summary, and the most powerful, the Flex Template.

We will also learn how this prompt template can invoke Apex, Flow, External API, and then we will learn how Apex, Flows, and Agent actions can invoke these prompt templates with grounded Salesforce data.

We will Explore Einstein for Developers and Compare it with the other AI Coding Assistant such as GitHub Copilot

Note:

You will get the PPT of each lecture.

Code related to each lecture.

New videos will be added in the coming future with other Salesforce AI topics.

Who this course is for: