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Draft syllabus
Program 04
Agentforce & AI
For professionals building secure, intelligent agent experiences on Salesforce — from use-case design to grounded, governed deployment.
AgentforceTopicsActionsGroundingPromptsTesting
Curriculum · Draft
Course Syllabus
This syllabus has been drafted from the program's current outline and is being finalized — reach out for the latest detailed session plan.
Module 1Introduction to Agentforce & Conversational AI
- What is Agentforce & how it fits the Salesforce platform
- Conversational AI concepts
- Agent types & deployment channels
- Agentforce vs traditional chatbots
- Setup & licensing overview
Module 2Designing Topics & Use Cases
- Identifying business use cases for agents
- Defining Topics & scope boundaries
- Instructions & classification
- Conversation design principles
- Multi-topic agent design
Module 3Building Actions
- Standard vs custom Actions
- Flow-based Actions
- Apex-invocable Actions
- Parameter mapping & validation
- Chaining Actions within a Topic
Module 4Grounding & Data
- Grounding responses in trusted data
- Data Cloud fundamentals for Agentforce
- Retrieval-augmented responses
- Knowledge article grounding
- Data access & security considerations
Module 5Prompt Engineering
- Prompt design fundamentals
- Prompt Builder & Prompt Templates
- Dynamic merge fields in prompts
- Tone, persona & response formatting
- Iterating & refining prompts
Module 6Testing & Evaluation
- Testing conversations in the builder
- Utterance testing & edge cases
- Evaluating accuracy & relevance
- Handling failed or ambiguous intents
- Iterative improvement cycles
Module 7Governance, Safety & Deployment
- Trust & safety guardrails
- Toxicity & bias considerations
- Human-in-the-loop escalation
- Monitoring agent performance post-launch
- Channel deployment (web, Slack, voice)
Module 8Capstone Project
- End-to-end use case selection
- Topic & Action design
- Grounding configuration
- Prompt template development
- Testing, governance review & demo
* Draft outline based on the program description — confirm the latest detailed syllabus with our team.
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