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Salesforce Agentforce Corporate Training Course & Certification

Learnitfy’s Salesforce Agentforce course targets insurance professionals and sales managers who want to automate agent onboarding, tracking and management of commission. Salesforce Agentforce training will provide users the capability to get the most out of Agentforce in terms of enabling productivity and compliance in distributed sales groups.

20 hours1-on-1 TrainingNext live batch Mon, 2 Nov, 2026

Salesforce Agentforce Corporate Training Course & Certification course cover

Course Content

Salesforce Agentforce Course Overview

Salesforce Agentforce Training Objectives

Salesforce Agentforce training provides the learners with the skill set to set up hierarchies of agents, automatize licensing and credential containers and manage payment schemes. It is also concerned with real-time reporting, analysis, and policy tracking. Professionals will acquire the skills to create workflows with and without rules, make sure the data is accurate and integrate Agentforce systems and CRM. Salesforce Agentforce Course involved labs and case-scenarios allow the learners to understand how the engagement of agents and the efficiency of their work can be enhanced in typical fast-paced environments without affecting the regulatory compliance.

What you Will Learn

Configure agent onboarding workflows.

Manage licenses and credential validation.

Set up compensation and commission plans.

Build custom agent hierarchies.

Automate data entry and rule enforcement.

Monitor agent performance via dashboards.

Ensure compliance with regulatory policies.

Integrate Agentforce with CRM systems.

Who should enroll

Salesforce Administrators & Developers
Salesforce Consultants & Business Analysts
CRM & Support Operations Professionals
Beginners interested in Salesforce AI

Prerequisites

No as such required.
Having basic Salesforce admin knowledge will be an add-on

Curriculum

Module 1Prompt EngineeringRead moreShow less

Prompt template overview.
Creation of different types of prompt templates (Filed summary, flex, sales email etc.).
Grounding Prompt Templates with Salesforce data.
Testing the prompt template to make sure it is working as expected.
Usage of prompt template on the record page.

Module 2Agentforce ConceptsRead moreShow less

Agentforce setup.
Building of Agentforce agent from the scratch.
Specifying topics for the agent.
Specifying actions for the agent.
Routing the work to Agentforce agent using in-bound omni channel flows & routing the work to Human agent using out-bound omni channel flows.
Testing the Agent.

Module 3Agentforce and Data CloudRead moreShow less

Usage of data cloud functionalities with agent.
Creation of files, documents and uploading them to the data library so that agent can refer them to answer user queries.
RAG, Vectorization, Data Model Object, Data Lake Object, Search Index and Retriever.
Testing the Agent functionality.

HELP CENTER

Frequently Asked Questions

Learnitfy is a learning platform designed for students, professionals, teams, and organisations seeking to develop their technical skills and proficiency. A full course gives you confidence, verifies your knowledge, and helps you become employable when competing in other industries, as it enables learners to form their own uniqueness within careers.

Course Brochure

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Choose how you learn

One course. Flexible learning paths.

Instructor-led training

Live Online Training

20 hours

Self-paced learning

Learn at Your Own Pace