What skills will I gain from this course?

You will learn how Salesforce Einstein AI works, how to design enterprise-grounded prompts, how Agentforce agents are structured using Topics, Instructions, and Actions (TIA), and how to apply trust and governance principles for safe AI usage.

How is Agentforce different from a chatbot?

Unlike traditional chatbots that only generate responses, Agentforce agents operate within defined scope, reason about user intent, and can perform approved Salesforce actions while respecting permissions and governance rules.

What is the Einstein Trust Layer and why is it important?

The Einstein Trust Layer ensures that AI interactions in Salesforce are secure, private, and compliant. It controls data access, enforces permissions, and helps organizations safely adopt generative AI in enterprise environments.

Will this course include hands-on practice?

Yes. The course includes practical demonstrations, role-play activities, and scenario-based assignments that help you apply Einstein AI, Prompt Builder, and Agentforce concepts in realistic Salesforce use cases.

Can I use these skills in real Salesforce projects?

Absolutely. The course is designed around real-world Salesforce scenarios, focusing on AI governance, reliability, and usability, making the skills directly applicable to enterprise Salesforce implementations.

Is this course suitable for beginners in Salesforce AI?

Yes. The course starts with foundational concepts and gradually progresses to applied agent design, making it suitable for beginners as well as professionals looking to upskill in Salesforce AI.

What makes this Salesforce Einstein AI and Agentforce course unique?

This course stands out by emphasizing enterprise trust, governance, and predictability alongside AI capabilities. Instead of treating AI as a black box, it teaches how to design controlled, reliable, and business-ready AI agents within Salesforce.

What will I get if I subscribe to this Specialization?

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Salesforce Agentforce: Introduction to Agentforce Platform

This course is part of Salesforce Agentforce Specialist (AI-201) Certification Prep Specialization

Instructor: Edureka

Included with

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3 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

8 hours to complete

Flexible schedule

Learn at your own pace

3 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

8 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Understand how Salesforce Einstein AI and Agentforce deliver intelligent, context-aware AI beyond traditional automation.
Design effective, role-aware prompts using Prompt Builder to guide AI behavior within real Salesforce workflows.
Apply trust, security, and governance using the Einstein Trust Layer to ensure safe and compliant AI usage.
Build and validate Agentforce agents using Topics, Instructions, and Actions (TIA) for real-world Salesforce use cases.

Skills you'll gain

Tools you'll learn

Details to know

Shareable certificate

Add to your LinkedIn profile

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Build your subject-matter expertise

This course is part of the Salesforce Agentforce Specialist (AI-201) Certification Prep Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 3 modules in this course

This course explores how Salesforce Einstein AI and Agentforce enable intelligent, enterprise-ready AI experiences within the Salesforce platform. It focuses on how AI can move beyond traditional automation and reporting to provide context-aware insights, guided responses, and controlled actions inside real CRM workflows.

Designed for Salesforce professionals and technical learners, the course demonstrates how Einstein AI, Einstein Copilot, Prompt Builder, and Agentforce work together to deliver AI capabilities that are grounded in business data, governed by trust controls, and aligned with enterprise requirements. Through structured lessons and practical demonstrations, you will learn how Salesforce embeds AI into the platform, how prompts and prompt templates influence AI behavior, and how the Einstein Trust Layer ensures privacy, security, and compliance. You will also explore how Agentforce uses Topics, Instructions, and Actions (TIA) to define agent scope, guide responses, and control execution. The course progresses from AI fundamentals to applied agent design, emphasizing safe enablement, predictable behavior, and real-world usability. Rather than treating AI as a black box, it focuses on how to design AI systems that operate responsibly within Salesforce. By the end of this course, you will be able to: - Explain how Salesforce Einstein AI differs from traditional automation and analytics - Design enterprise-grounded and role-aware prompts using Prompt Builder - Apply trust and governance principles using the Einstein Trust Layer - Define agent scope and behavior using Topics, Instructions, and Actions (TIA) - Design and validate Agentforce agents for common Salesforce use cases This course is ideal for Salesforce administrators, developers, consultants, and professionals who want to understand and apply AI capabilities within Salesforce. A basic familiarity with Salesforce concepts is helpful, but no prior experience with AI or agent systems is required. Join us to learn how to design trusted, intelligent AI experiences that assist users and support business workflows within Salesforce.

This module introduces Salesforce Einstein AI, its evolution, and trust architecture, enabling learners to understand core AI capabilities and securely access Einstein features within a Salesforce environment.

What's included

9 videos4 readings3 assignments

9 videos Total 43 minutes

Specialization Introduction 4 minutes
Course Introduction 4 minutes
What Is Einstein 4 minutes
Evolution from Einstein AI to Einstein Copilot 6 minutes
Einstein Trust layer Overview 4 minutes
Hands-On: Create a Salesforce Developer Org 3 minutes
Hands-On: Setting up Einstein AI 7 minutes
Hands-On: Exploring Einstein Trust Layer 7 minutes
Hands-On: Building Agent with Einstein AI 4 minutes

4 readings Total 60 minutes

Course Outline 15 minutes
Salesforce Einstein AI: Overview, Evolution, and Trust Architecture 15 minutes
Configuring and Accessing Einstein AI in Salesforce 15 minutes
Summary of Salesforce Einstein AI Basics 15 minutes

3 assignments Total 27 minutes

Knowledge Check: Salesforce Einstein AI Basics 15 minutes
Practice Knowledge Check: Salesforce AI Overview 6 minutes
Practice Knowledge Check: Einstein AI Setup and Access 6 minutes

This module focuses on designing effective prompts and reusable prompt templates in Agentforce to enable enterprise-grounded, safe, and scalable AI interactions.

What's included

10 videos4 readings4 assignments

10 videos Total 49 minutes

Hands On: Introduction to Prompt Builder 3 minutes
Enterprise & CRM-Grounded Prompting 5 minutes
Role-Aware and Safety-Aligned Prompt Design 4 minutes
From Prompts to Intelligent Agents 4 minutes
What is Prompt Template 3 minutes
Hands On: Knowledge Answers Prompt Template 7 minutes
Hands On: Use Agentforce Data Library in Prompt Template 5 minutes
Hands On: Field Generation Prompt Template 6 minutes
Hands On: Record Generation Prompt Template 7 minutes
Hands On: Flex Type Prompt Template 5 minutes

4 readings Total 60 minutes

Enterprise-Grounded Prompting in Agentforce 15 minutes
Design Once, Use Everywhere: Building Reusable Prompt Templates in Agentforce 15 minutes
From Chat to CRM: How AI Turns Conversations into Salesforce Records 15 minutes
Summary of Prompt Builder Fundamentals 15 minutes

4 assignments Total 33 minutes

Knowledge Check: Prompt Builder Fundamentals 15 minutes
Practice Knowledge Check: Prompting in Agentforce 6 minutes
Practice Knowledge Check: Designing Prompt Templates in Agentforce 6 minutes
Practice Knowledge Check: Record and Field Generation Templates 6 minutes

This module provides foundational and practical knowledge to design, build, and configure intelligent agents using Agentforce within the Salesforce ecosystem.

What's included

9 videos4 readings5 assignments

9 videos Total 43 minutes

What Is Agentforce and Why It Exists 5 minutes
Understanding Topics, Instructions, and Actions (TIA) 5 minutes
Hands On : Understanding Agentforce in the Salesforce Ecosystem 7 minutes
From Business Requirements to Effective Agent Design (Avoiding Common Mistakes) 6 minutes
Hands-On: Creating an Agent in Agent Builder 5 minutes
Hands-On: Configuring and Testing the Agent in Agent Builder 4 minutes
Hands-On: Defining Agent Topics 5 minutes
Hands-On: Writing Agent Instructions 4 minutes
Course Summary 3 minutes

4 readings Total 65 minutes

Inside an Intelligent Agent: How Agentforce Thinks, Decides, and Acts 15 minutes
From Business Need to Working Agent: Designing and Building Agents with Agentforce 15 minutes
Summary of Creating Agents with Agentforce 15 minutes
Practice Project: Building a Trusted Intelligent Agent with Agentforce 20 minutes

5 assignments Total 87 minutes

Knowledge Check: Agentforce Core Concepts 15 minutes
End Course Knowledge Check: Introduction to Agentforce Platform 30 minutes
Designing a Trusted Agentforce Support Agent – Scenario Assignment 30 minutes
Practice Knowledge Check: Getting started with Agentforce 6 minutes
Practice Knowledge Check: Creating Agents with Agentforce 6 minutes

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Instructor

Edureka

157 Courses 146,905 learners

Offered by

Edureka

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Frequently asked questions

Salesforce Einstein AI is Salesforce’s built-in artificial intelligence layer that delivers predictions, insights, and generative AI capabilities. Agentforce extends these capabilities by enabling intelligent agents that can respond to users, reason within defined scope, and perform approved Salesforce actions safely.

This course is ideal for Salesforce administrators, developers, consultants, and technical professionals who want to understand how AI works inside Salesforce and how to design intelligent, enterprise-ready AI solutions using Einstein AI and Agentforce.

No prior AI or machine learning experience is required. The course focuses on practical concepts such as prompts, agent scope, and governance. A basic understanding of Salesforce concepts will be helpful but is not mandatory.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.