Introduction to Agentforce
(SP-AGF101)

Course Overview

The Introduction to Agentforce course teaches students the basics of Agentforce and the capabilities of many of the pre-built agents that can be deployed. This class will consist of lectures, demonstrations and hands-on exercises. Ideally, participants in this class will have some basic Salesforce Administrator skills such as reports and dashboards, user management, understanding of profiles and permission sets, and Lightning Page management among other basic skills. For those without or with limited administration skills, step by step instructions are provided so that all participants can still benefit from this training. The training focuses on standard Agentforce functionality that can be deployed quickly and easily.  

This course is delivered in a workshop structure and is delivered by a senior instructor with many years of real-world consulting experience.

The class will cover the following primary topics:

• Agentforce Overview
  • Technology
  • Terminology
  • Standard Use Cases
• Agentforce Training Org Setup & Configuration
• Agentforce Licensing, Licensing Assignments & Permissions
• Agent Skills
• Deployment
  • Experience Cloud
  • Service Cloud
  • Sales Cloud
• Analytics
• Customization & Integration Capabilities Overview

Who Should Take this Class

• Individuals with experience with Salesforce in a technical role who wish to learn how to quickly deploy Agentforce
• Business analysts and process owners looking to understand how Agentforce could enhance the capabilities of their current system
• Technology leaders and managers responsible for overseeing Agentforce implementations and needing a baseline understanding of the technology
• Consultants and developers looking to understand the baseline capabilities of Agentforce with a view to going further in terms of customizations

Prerequisites

• Salesforce Certified Administrator or equivalent experience (preferable but not required)

Delivery Format

• 1 day in-person training
• 1 day virtual instructor-led training