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Agentforce & Prompt Templates Practical Implementation

person icon KamaalAhmad Usmani

4.2

Agentforce & Prompt Templates Practical Implementation

Create Agentforce AI agents for different scenarios.

updated on icon Updated on Jun, 2025

language icon Language - English

person icon KamaalAhmad Usmani

category icon IT and Software ,Other IT and Software,Salesforce

Lectures -17

Duration -2 hours

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4.2

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Course Description

In today’s fast-paced digital landscape, intelligent automation is a game-changer for businesses. Agentforce is your step-by-step guide to creating powerful, scenario-specific AI agents using Salesforce technologies like Apex, Flows, and Prompt Templates. This course is tailored for Salesforce developers and admins who want to leverage AI to solve complex business challenges and deliver smarter, more dynamic solutions.

We begin by exploring the core concepts of AI agents in Salesforce and understanding their integration within the platform. You’ll gain hands-on experience in crafting AI agents that can perform tasks such as lead qualification, case resolution, meeting scheduling, and customer engagement. Using Apex, we’ll implement custom logic to enhance agent functionality, while Flows will help you design scalable, declarative automation processes. The course also covers Prompt Templates, enabling you to create personalized and contextual user interactions that adapt to different business scenarios.

Throughout the course, you’ll work on real-world projects, building AI agents tailored for diverse industries like sales, service, and support. By the end, you’ll have the expertise to deploy robust AI agents that streamline processes, boost productivity, and deliver exceptional user experiences.

Whether you're new to AI or a seasoned Salesforce expert, this course will elevate your skills and prepare you for the future of intelligent Salesforce solutions. Let’s bring your Agentforce ideas to life!


Goals

  • Students will learn to implement Agentforce implementation using Apex, Flow and prompt templates

  • Agentforce Implementation using Apex

  • Agentforce Implementation using Flows

  • Agentforce Implementation using prompt templates

Prerequisites

  • Make sure you have an org where Einstein Copilot for Salesforce and can create prompt templates


Agentforce & Prompt Templates Practical Implementation

Curriculum

Check out the detailed breakdown of what’s inside the course

Practical Implementation of Agentforce

17 Lectures
  • play icon Create Record Summary Using Prompt Templates 10:43 10:43
  • play icon Create Field Description Using Prompt Templates 06:45 06:45
  • play icon Get User Input in Flex Template & Invoke Prompt Template in Apex to Get Response 04:08 04:08
  • play icon Create Task Using Custom Agentforce Actions With Flows 11:04 11:04
  • play icon Creating User Using Custom Agentforce Actions With Flows 04:00 04:00
  • play icon Generate Code Using Agentforce For Developers 03:48 03:48
  • play icon Create External Client App Authenticate in Postman Using Client Credentials Flow 08:08 08:08
  • play icon Invoke Prompt Templates in POSTMAN ( REST API Callout ) 03:23 03:23
  • play icon Call External API Using Flow & Use In Agent Action 12:20 12:20
  • play icon Invoke Apex Class in Prompt Template 04:36 04:36
  • play icon Invoke Flow in Prompt Template 06:22 06:22
  • play icon Invoke Prompt Template in Flow 06:27 06:27
  • play icon Invoke Prompt Template in LWC 06:32 06:32
  • play icon Call Prompt Template As Agent Action 10:56 10:56
  • play icon Prerequisites For Sales Email Prompt Template and It's Use 07:57 07:57
  • play icon What is Record Snapshot & It's Use and Limitations 04:31 04:31
  • play icon Create Object & Fields Using Agentforce(Agent Actions) 12:15 12:15

Instructor Details

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KamaalAhmad Usmani

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