Introduction to Agentforce

Introduction to Agentforce

Course Overview

The Introduction to Agentforce course is a practical, instructor-led workshop designed to introduce professionals to Salesforce Agentforce and the opportunities it provides for building and deploying AI-powered agents.

Participants explore the fundamentals of Agentforce, learn how to configure and customize agents, and gain hands-on experience working with the tools and features used to support AI-driven business processes.

The course covers Agentforce capabilities across Salesforce environments, including Experience Cloud, Service Cloud, and Sales Cloud. It is designed to help participants understand how Agentforce can be applied within their organizations and how to begin working with the platform.

What You’ll Learn

Throughout the course, you’ll learn how to:

• Understand the fundamentals of Salesforce Agentforce.

• Explore Agentforce capabilities and potential business applications.

• Review Agentforce licensing and permission considerations.

• Configure and set up Agentforce agents.

• Understand agent skills and how they support specific business tasks.

• Explore the deployment of agents across Experience Cloud, Service Cloud, and Sales Cloud.

• Customize agents to support organizational requirements.

• Review analytics and tools for evaluating agent performance.

• Understand considerations for managing and maintaining Agentforce solutions.

• Explore potential integration and customization options.

What’s Included

• Live, instructor-led training with an experienced Salesforce instructor.

• Practical demonstrations and real-world examples.

• Hands-on exercises in a dedicated Salesforce learning environment.

• Opportunities to explore Agentforce configuration and customization.

• Exercises designed to reinforce key concepts and build practical confidence.

• Guidance on applying Agentforce concepts to organizational use cases.

Who Should Attend?

This course is suitable for:

• Salesforce administrators and technical Salesforce users.

• Business analysts and process owners exploring AI-powered workflows.

• Salesforce consultants and implementation professionals.

• Salesforce developers and technical professionals.

• Sales and service leaders interested in Agentforce capabilities.

• Managers and business stakeholders evaluating Agentforce for their organizations.

Prerequisites

A basic understanding of Salesforce and its core functionality is recommended.

Previous Salesforce administration experience is helpful but not required. Familiarity with Salesforce configuration and business processes will be beneficial.

Course Details

• Course Code: SP-AGF101

• Format: Live, instructor-led training

• Practice: Hands-on exercises in a dedicated Salesforce learning environment

• Course Focus: Introduction to Salesforce Agentforce

Delivery

For individuals and small groups: Virtual, live instructor-led training.

For private groups of five or more: Please inquire about arranging a private class. Depending on your needs and location, private training may be delivered virtually, in person, or on-site.

Course Provider

This course is provided in partnership with Stony Point, a Salesforce training provider specializing in instructor-led Salesforce education and certification preparation.