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AI, Data & Analytics · Learning Path F

Agentforce & Salesforce AI Foundations
Training Course

Learn the foundations of AI agents in Salesforce, including agent use-case selection, instructions and actions, trusted business context, prompt design, safety controls, testing, monitoring, and human hand-off. Activities depend on the features available in the authorised training environment.

Duration: 4–6 weeksGuided hours: 28–40 hoursLevel: Intermediate
✓Agent and chatbot concepts
✓Agent configuration and actions
✓Prompting and grounding
✓Hands-on project and review
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Practical learning pathProject-led curriculumCareer guidance available
Role-basedlearning path ✧Hands-onprojects & labs
6Core modules
28–40 hoursGuided learning
1+Practical project
Course overview

What you will learn in this Agentforce & Salesforce AI Foundations program

AI-enabled business workflows require more than a prompt. Learners practise defining an agent’s scope, limiting its access, grounding responses in approved information, and testing outcomes before use.

Skills covered

  • Agent and chatbot concepts
  • Agent configuration and actions
  • Prompting and grounding
  • Testing, governance, and human escalation

Who should join?

Salesforce administrators, developers, consultants, and professionals exploring enterprise AI. The learning path can be adjusted to the learner’s starting level after an initial discussion with the training team.

Before you enrol

Prerequisites & learning approach

Salesforce/CRM basics are recommended; coding is required for developer-oriented extensions.

  • Instructor-led concept sessions and guided demonstrations.
  • Practice tasks and scenario-based discussions.
  • Project documentation and review checkpoints.
  • Interview preparation or certification-aligned revision where relevant to the chosen track.

Duration is a recommended planning estimate. Final hours and lab access should be confirmed for the selected cohort.

Module-wise curriculum

Agentforce & Salesforce AI Foundations syllabus

Study the learning sequence below. Module delivery order may be adjusted to the cohort’s background and the available Salesforce training environment.

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M1

AI and agent fundamentals

LLMs, grounded responses, agents vs chatbots, use-case selection, limitations and human oversight.

M2

Agentforce architecture and setup

Current Agentforce terminology, agent configuration concepts, topics/instructions/actions and supported deployment workflow.

M3

Actions and business data

Connect approved actions and CRM data, permission-aware execution, structured inputs/outputs and error handling.

M4

Prompting and grounding

Prompt design, retrieval/grounding concepts, context, evaluation, guardrails and response quality.

M5

Testing, safety and governance

Test cases, monitoring, escalation to a human, access controls, privacy, auditability and fallback behaviour.

M6

Capstone

Design and test a service/sales assistant with a defined task, knowledge source and escalation path.

Applied learning

Practical project: build and explain a real business scenario

Design and test a sales or service assistant with a defined task, authorised knowledge source, controlled actions, escalation path, and evaluation checklist.

Requirements / scenarioGuided configuration or designTesting & validationProject walkthrough
Career relevance

Roles this learning path can support

The following are example role directions aligned with the skills taught. Hiring requirements differ by employer, experience, communication skills, and hands-on ability.

Salesforce AI Consultant Trainee
Agentforce Builder Trainee
CRM Automation Analyst
Common questions

FAQs about Agentforce & Salesforce AI Foundations

Do I need to be a developer?

Not for the foundational functional pathway. Developer extensions require programming and platform knowledge.

Will we build an AI agent?

The capstone is designed around an agent or assistant use case. Actual hands-on implementation depends on authorised org access and available features.

Does the course guarantee an AI certification?

No. The program provides training and optional certification preparation, not an official Salesforce credential.

Is an official Salesforce certification included?

The course may include certification-aligned preparation, but it does not issue an official Salesforce credential. Check the current official exam guide, registration process, prerequisites, and fees separately.

Ready to explore Agentforce & Salesforce AI Foundations?

Request the full curriculum, current delivery options, prerequisites, and the next available batch details from 4Achievers.

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