Mastering Salesforce AI: Agentforce and Prompt Templates
Complete Guide to Agentforce, AgentScript & Prompt Templates | Fully Updated for 2026 | Prepare for your Specialist Exam
Lo que serás capaz de hacer
Welcome to the Complete Agentforce, AgentScript & Prompt Templates Course. This course is designed to be a complete practical guide to Salesforce Agentforce and modern AI-powered application development on the Salesforce Platform. Whether you are preparing for the Agentforce Specialist Certification, exploring Salesforce AI for the first time, or looking to build production-ready AI solutions, this course will take you from the fundamentals all the way to advanced Agentforce implementations. Agentforce is Salesforce's AI platform for building intelligent agents that can reason, take actions, interact with Salesforce data, execute business processes, and assist users across multiple channels. Throughout this course, we will build real Agentforce solutions using Agent Builder, Prompt Builder, AgentScript, Flows, Apex, Data Cloud, Agentforce Data Library, and Retrieval-Augmented Generation (RAG). You will learn: • How Agentforce works and where it fits within the Salesforce ecosystem • How to build AI Agents using Agent Builder • How to create deterministic Agentforce solutions using Context Engineering, Filters, Conditional Logic, Action Chaining, and Transitions • How to build and configure Agentforce Service Agents • How to work with Employee Agents and conversational AI experiences • How to deploy Agentforce Agents to customer-facing channels • How to transfer conversations from AI Agents to human agents • How to create custom Agent Actions using Apex, Flows, and REST APIs • How to build business-specific Agentforce capabilities using custom actions • How to work with Record Triggered and Data Triggered Agent experiences • How to work with Agentforce Data Library and Retrieval-Augmented Generation (RAG) • How to use unstructured data such as PDF documents with Agentforce • How to build Prompt Templates using Prompt Builder • How to create Sales Email Prompts • How to create Field Generation Prompts • How to create Record Summary Prompts • How to build Flex Prompts • How to create MCP Prompts and reusable AI workflows • How Prompt Templates can invoke Apex, Flows, External APIs, and Agent Actions • How Salesforce data can be grounded into Prompt Templates for accurate responses • How to work with Agent Context Variables • How AI Versioning works within Agentforce • How to use Data Cloud with Agentforce • How to build AI solutions using Agentforce Data Library • How Salesforce Trusted AI Architecture works • How the Einstein Trust Layer protects enterprise data • How to work with Einstein for Sales and Einstein for Service • How to use Model Builder and Einstein Studio • How Agentforce for Developers can improve Salesforce productivity • How Agentforce compares with modern AI coding assistants • How Agentforce Vibes and AI-assisted development are changing Salesforce development workflows This course follows a practical, hands-on approach. Every major concept is demonstrated through real implementations rather than theoretical discussions. By the end of this course, you will have a strong understanding of Agentforce, AgentScript, Prompt Templates, Data Cloud, RAG, Agentforce Data Library, AI Agents, Prompt Engineering, and Salesforce AI development. Whether your goal is to pass the Agentforce Specialist Certification, build enterprise AI solutions, or stay current with the latest Salesforce AI capabilities, this course is designed to provide a complete learning path. Note: • PPTs are included for each lecture • Source code and implementation examples are included throughout the course
- 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
- Agentforce Voice
- Hybrid Reasoning with Agent Script
- Understand Topics, instruction and Actions of Agents
Temario
UNIDAD 1 - Introduction to Agentforce and AI Agents · 6 leccionesUNIDAD 1 - Introduction to Agentforce and AI Agents
UNIDAD 1 - Introduction to Agentforce and AI Agents
- Agenda of the Course
- Introduction to Agentforce and AI Agents
- Signing up for Agentforce And Data Cloud Enabled Developer org
- Step by Step installing all Tools needed for next lecture
- Deploying Org Metadata to the New Org
- Quiz 1
UNIDAD 2 - Exploring Agent Builder, AgentScript and Building Blocks of Agents · 4 leccionesUNIDAD 2 - Exploring Agent Builder, AgentScript and Building Blocks of Agents
UNIDAD 2 - Exploring Agent Builder, AgentScript and Building Blocks of Agents
- AgentScript Fundamentals: Exploring Agent Builder
- AgentScript Fundamentals: Exploring AgentScript
- Building Blocks of Agents - Topics, Instructions and Actions
- Quiz 2
UNIDAD 3 - Hybrid Reasoning with AgentScript : Procedural and Natural Language Script · 19 leccionesUNIDAD 3 - Hybrid Reasoning with AgentScript : Procedural and Natural Language Script
UNIDAD 3 - Hybrid Reasoning with AgentScript : Procedural and Natural Language Script
- Introduction to Agent Script : The need of Hybrid Reasoning for Agents
- AgentScript Fundamentals: Understanding Key Blocks
- Project Setup and Exploring Different Ways to Build AgentScript
- Creating and Configuring Your First Agent in AgentScript
- Creating a Sub-Agent and Building a Custom Flow Action
- Configuring Custom Actions for Sub-Agents (Part 1)
- Configuring Custom Actions for Sub-Agents (Part 2)
- Finalizing the Sub-Agent and Custom Action Setup End to End
- Designing a Deterministic Agent with Hybrid Reasoning (Part 1)
- Designing a Deterministic Agent with Hybrid Reasoning (Part 2)
- Developing a Customer Verification Sub-Agent from Scratch
- Creating a Custom Apex Action for Customer Verification
- Customer Verification Sub-Agent: Final Setup and End-to-End Testing
- Key Features of AgentScript for Building Deterministic Agents
- Essential AgentScript Terminology
- Deploying to Customer facing Site Using Agentforce Service Agent Approach-Part-1
- Deploying to Customer facing Site Using Agentforce Service Agent Approach-Part-2
- Deploying to Customer facing Site Using Omni Channel Flow Approach
- Modernizing Agent Chat with Custom Branding & Embedded Service Deployment 2
UNIDAD 4 - Advance AgentScript : Human + AI Working Together · 2 leccionesUNIDAD 4 - Advance AgentScript : Human + AI Working Together
UNIDAD 4 - Advance AgentScript : Human + AI Working Together
- Transitioning Conversations to Human Agents: Service Cloud and Omnichannel Setup
- AgentScript Setup for Seamless Handoff to Human Agents
UNIDAD 5 - Multi-Agent Orchestration in Agentforce · 4 leccionesUNIDAD 5 - Multi-Agent Orchestration in Agentforce
UNIDAD 5 - Multi-Agent Orchestration in Agentforce
- Introduction to Multi-Agent Orchestration in Agentforce
- Create Specialized Agents for Multi-Agent Orchestration
- Connect Specialized Agents as Subagents to the Orchestrator
- Test Multi-Agent Orchestration End-to-End
UNIDAD 6 - Agentforce Employee Agents: Create Different Employee Agent for Salesforce users · 3 leccionesUNIDAD 6 - Agentforce Employee Agents: Create Different Employee Agent for Salesforce users
UNIDAD 6 - Agentforce Employee Agents: Create Different Employee Agent for Salesforce users
- Need of Multiple Employee Agent in a Salesforce Org- Introduction
- Creating Multiple Employee Agents : Library Agent and Order Agent
- Assigning Different Employee agents to Different User groups in Salesforce
UNIDAD 7 - Working with Agentforce Coworker · 5 leccionesUNIDAD 7 - Working with Agentforce Coworker
UNIDAD 7 - Working with Agentforce Coworker
- What is Agentforce Coworker?
- Enable Agentforce Coworker Step by Step
- Working with Salesforce Data and Agentforce Agents Using Coworker
- Working with Data 360 Using Agentforce Coworker
- Working with Slack Using Agentforce Coworker
UNIDAD 8 - Architecture of Einstein 1 Platform and various Phases of Agents · 3 leccionesUNIDAD 8 - Architecture of Einstein 1 Platform and various Phases of Agents
UNIDAD 8 - Architecture of Einstein 1 Platform and various Phases of Agents
- How Agent Works - The Planning and Execution Phase
- Architecture of Trusted AI + Data
- Quiz 3
UNIDAD 9 - Einstein Trust Layer · 3 leccionesUNIDAD 9 - Einstein Trust Layer
UNIDAD 9 - Einstein Trust Layer
- Overview of Einstein Trust Layer
- Exploring Einstein Trust Layer and It's features
- Quiz 4
UNIDAD 10 - Agentforce Specialist Practice Set 1 · 1 leccionesUNIDAD 10 - Agentforce Specialist Practice Set 1
UNIDAD 10 - Agentforce Specialist Practice Set 1
- Agentforce Specialist Practice Set 1
UNIDAD 11 - Agentforce Release Updates · 1 leccionesUNIDAD 11 - Agentforce Release Updates
UNIDAD 11 - Agentforce Release Updates
- Agentforce Conversation Client (ACC) | Open AI Agents from LWC | Salesforce
UNIDAD 12 - Build Agents Action using Apex, Flow (Legacy Agentforce Builder) · 3 leccionesUNIDAD 12 - Build Agents Action using Apex, Flow (Legacy Agentforce Builder)
UNIDAD 12 - Build Agents Action using Apex, Flow (Legacy Agentforce Builder)
- Note About Next 2 Lectures using Legacy Agent Builder
- Exploring Custom Agent Actions, Creating First Custom Action using Apex Class
- Creating First Custom Action using Flow
UNIDAD 13 - Agentforce Tools : Build Agent Action using Apex, flow And RAG · 6 leccionesUNIDAD 13 - Agentforce Tools : Build Agent Action using Apex, flow And RAG
UNIDAD 13 - Agentforce Tools : Build Agent Action using Apex, flow And RAG
- Introduction to the Data Triggered Agents to be Invoked When Record changes
- Invoking Agents From Record-Triggered Flow to run Autonomously in the Backend
- Agentforce Data Library : Set up Data cloud intro to RAG ,DLO, DMO, Retrievers
- Note About Data cloud Permission
- Create Agent with Agentforce data library, Learning how agent access RAG data
- Data Triggered agents With Data cloud to Access unstructured Data
UNIDAD 14 - Agentforce Voice : Create Voice AI Agents · 4 leccionesUNIDAD 14 - Agentforce Voice : Create Voice AI Agents
UNIDAD 14 - Agentforce Voice : Create Voice AI Agents
- Introduction to Agentforce Voice
- Build Agentforce Voice Agents from Scratch
- Add Actions to Agentforce Voice Agents
- Features and Pricing of Agentforce Voice
UNIDAD 15 - Prompt Template it's Types and Prompt Engineering · 8 leccionesUNIDAD 15 - Prompt Template it's Types and Prompt Engineering
UNIDAD 15 - Prompt Template it's Types and Prompt Engineering
- Introduction to Prompt template and Prompt Builder
- Note About Sales Email Template
- Build First Prompt template , Invoke Apex class from Prompt Template
- Build Prompt template and invoke Flows from the template and Vice Versa
- Build Prompt template to be used as custom Actions for Agent Actions
- Build complex prompt template using Flex type , Invoke Prompt template from Apex
- Build Sales Email Prompt template to be used on Send Email Quick Action
- Invoking Prompt Templates through REST API
UNIDAD 16 - Agents for Slack · 5 leccionesUNIDAD 16 - Agents for Slack
UNIDAD 16 - Agents for Slack
- Introduction to Agents for Slack
- Adding connection between Salesforce org and Slack
- Deploying and installing Employee Agent to Slack
- Deploying Slack Agent to Slack
- Deploying Service agent to Slack
UNIDAD 17 - Custom Lightning Types Using LWC for Agentforce Employee Agents · 4 leccionesUNIDAD 17 - Custom Lightning Types Using LWC for Agentforce Employee Agents
UNIDAD 17 - Custom Lightning Types Using LWC for Agentforce Employee Agents
- Introduction to Standard Lightning Types & Why We Need Custom Lightning Types
- Creating Custom Action to See Response of Standard Lightning Types
- Creating Lightning Web Component (LWC) to be used as Custom Lightning Type
- Creating Custom Lightning type using LWC and Testing the Agent Response
UNIDAD 18 - Agentforce Specialist Practice Set 2 · 1 leccionesUNIDAD 18 - Agentforce Specialist Practice Set 2
UNIDAD 18 - Agentforce Specialist Practice Set 2
- Agentforce Specialist Practice Set 2
UNIDAD 19 - Agentforce - Pro Code Implementations · 2 leccionesUNIDAD 19 - Agentforce - Pro Code Implementations
UNIDAD 19 - Agentforce - Pro Code Implementations
- Invoking Agents From Apex Class - Introduction
- Apex Class and LWC Solution to Invoke the Service Agents
UNIDAD 20 - Agent API And Headless Agents in Agentforce · 8 leccionesUNIDAD 20 - Agent API And Headless Agents in Agentforce
UNIDAD 20 - Agent API And Headless Agents in Agentforce
- Introduction to Headless Agents and Agent API
- Deploying the Project Metadata to the org
- Creating Agent and Prompt Template in Master org to be Invoked through Agent API
- Creating Connected app to Invoke the Agent from Master Org using Agent API
- Exploring Agent API in Postman and Invoking Agents using Agent API
- Setup integration metadata in the 2nd Salesforce org, Method to get access token
- Apex Methods to Invoke Session Endpoint and Agent Endpoint to get the Response.
- LWC component to show the Books recommendation using Agent API
UNIDAD 21 - Agentforce Tools Continue : Build Agents Action using Apex, Auditing etc. · 7 leccionesUNIDAD 21 - Agentforce Tools Continue : Build Agents Action using Apex, Auditing etc.
UNIDAD 21 - Agentforce Tools Continue : Build Agents Action using Apex, Auditing etc.
- Making Agent Conversations Much More Engaging and Real-Time
- Note about The next few Actions
- Build Complex Custom Actions using Apex and External API's
- Use case of Custom Actions for Employee Agent
- Explore Formula Feature in Gen AI enabled org for Formulas and Validation Rules
- Best Practices for creating Custom actions , Introduction to Flows as Actions
- Event Logging / Auditing in Agent builder
UNIDAD 22 - Agentforce Testing Center and Source Driven Development for Agentforce · 2 leccionesUNIDAD 22 - Agentforce Testing Center and Source Driven Development for Agentforce
UNIDAD 22 - Agentforce Testing Center and Source Driven Development for Agentforce
- Agentforce Testing Center To Generate Test Script for Different Agents
- Create Agentforce Enabled Scratch orgs from the Dev Edition
UNIDAD 23 - Model Context Protocol (MCP) · 3 leccionesUNIDAD 23 - Model Context Protocol (MCP)
UNIDAD 23 - Model Context Protocol (MCP)
- Introduction to Model Context Protocol :- Testing MCP with AI code Assistants
- Setup Salesforce MCP in VS Code and Cursor AI IDE
- Exploring all the Tools from Salesforce MCP Server
UNIDAD 24 - Agentforce Specialist Practice Set 3 · 1 leccionesUNIDAD 24 - Agentforce Specialist Practice Set 3
UNIDAD 24 - Agentforce Specialist Practice Set 3
- Agentforce Specialist Practice Set 3
UNIDAD 25 - Agentforce and Service Cloud · 5 leccionesUNIDAD 25 - Agentforce and Service Cloud
UNIDAD 25 - Agentforce and Service Cloud
- Einstein for Service :-Intro of Einstein Service Replies for Live Chat and Email
- Einstein for Service :- Set Up Einstein Service Replies for Email
- Einstein for Service :- Set Up Einstein Service Replies for Chat
- Einstein for Service :- Einstein Knowledge Creation
- Einstein for Service:- Einstein AI-Generated Search Answers
UNIDAD 26 - Agentforce and Sales Cloud · 2 leccionesUNIDAD 26 - Agentforce and Sales Cloud
UNIDAD 26 - Agentforce and Sales Cloud
- Einstein for Sales :- Einstein call summaries
- Einstein for Sales :- Einstein call Explorer
UNIDAD 27 - Model Builder · 2 leccionesUNIDAD 27 - Model Builder
UNIDAD 27 - Model Builder
- Introduction to Model Builder and Configuring OOB and Custom LLM Models
- Adding External Model to Salesforce Data cloud :- Bring your own model (BYOM)
UNIDAD 28 - Agentforce Vibes :- Enterprise vibe coding Platform · 12 leccionesUNIDAD 28 - Agentforce Vibes :- Enterprise vibe coding Platform
UNIDAD 28 - Agentforce Vibes :- Enterprise vibe coding Platform
- Introduction to Agentforce for Developer, Installing extension in VS code
- Introduction to Agentforce Vibes and Setting up in VS code
- Creating a LWC component using Agentforce Vibes
- Creating a Batch class using Agentforce Vibes
- MCP for Agentforce Vibes and Setting up Docker and Jira
- Setting up Jira MCP Server for Agentforce Vibes
- Completing a Jira User story using Agentforce Vibes + Salesforce and JIRA MCP
- Completing Another Jira User story using Agentforce Vibes
- Building Apex class, Batch and LWC component using the Autocomplete feature.
- Generate Test classes and test methods using Agentforce Generate a Test.
- Understanding the Codegen and xGen-Code LLM modals. LLMs powering the A For D
- Agentforce for Developer : Roadmap
UNIDAD 29 - Resources · 4 leccionesUNIDAD 29 - Resources
UNIDAD 29 - Resources
- Step by Step Installing Required Tools :- Java , Salesforce CLI, VS code and Git
- AgentScript Setup for Seamless Handoff to Human Agents using Omni flow
- More Learning as a Salesforce Developer
- Course PPT
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Pagas $2,800 MXN una sola vez y entras de inmediato al curso.
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Estudias a tu ritmo
29 unidades con videos, lecturas y actividades, disponibles 24/7 durante 12 meses.
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Cuestionarios por unidad
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Emitido por la SEP a través del Gobierno del Estado de México, con folio verificable.
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Muestra · verificable por folio y QR
- Emitido por la Secretaría de Educación Pública (SEP), a través del Gobierno del Estado de México. No es una constancia privada: es un documento oficial, y ese respaldo marca la diferencia frente a otras plataformas en línea.
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- Certificado emitido por la SEP (Gob. del Estado de México) con folio verificable
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