Salesforce Agentforce Training
Remote
3.500 €
2 Days
German
With Certificate
Why this course?
The course focuses on a hands-on introduction to the Agentforce platform – from the fundamentals of AI agents and effective prompt design through to the automation of real-world sales and service processes.
Throughout the training, Agentforce is used as an AI-powered automation tool for sales, service, and data processing. The programme is highly practical and enables participants to independently configure agents, create prompt templates, and automate processes with purpose and precision.
Particularly suited to: Salesforce users, CRM managers, and key users looking to actively leverage Agentforce for automating sales and service processes, enabling data-driven decision-making, and applying AI efficiently in day-to-day operations.
Learning Content
Participants gain a solid overview of Agentforce and its core capabilities within the Salesforce ecosystem.
Contents:
- What is Agentforce and how does it work?
- Integration within the Salesforce ecosystem
- Benefits of Agentforce for organisations
- Use cases across Sales, Service, Marketing, and beyond
- Security and data protection with the Einstein Trust Layer
Participants learn the theory behind effective prompting and how to formulate targeted prompts for Agentforce. In the practical part of the module, they independently create and test prompt templates using Prompt Builder.
Contents:
- Principles of effective prompting
- Structure of a strong prompt: context, objectives, and guardrails
- Adapting style and tone of voice to company guidelines
- Avoiding hallucinations and unwanted outputs
- Introduction to Prompt Builder
- Types of prompt templates: Sales Email, Field Generation, and Summary
In this module, participants apply their knowledge in practical scenarios. They learn how Agentforce can sustainably improve both sales and customer service processes.
Contents:
- Hands-on exercises to create Sales Agents and Service Agents
- Implementation of AI-driven insights
- Integration of Agentforce into existing processes
- Measuring and optimising service quality with Agentforce
The final module of the course focuses on data. Participants learn how to prepare data correctly for further use and identify opportunities to apply Agentforce within their own organisation.
Contents:
- Importance of data quality and conducting a data quality audit
- Resolving data inconsistencies and applying best practices for data maintenance
- Strategies for continuously improving data quality
- Business process analysis and identification of suitable processes
- Evaluation and prioritisation of processes for Agentforce
- Development of a roadmap for Agentforce implementation
Customised Training Solutions for Teams
Would you like to tailor the Agentforce training to your entire team? We also offer bespoke corporate learning solutions, fully aligned with your processes, Salesforce org, and business objectives.
Request a non-binding quote directly via our contact form.
Requirements
What you should bring with you
No prior knowledge is required to participate in our Agentforce training. But a basic understanding of AI and business processes is helpful. You are welcome to bring your own questions or initial use cases so that you can apply the course content directly to your own context.
To participate successfully, you should nevertheless:
- Have access to a PC with an internet connection
- Possess basic knowledge of Microsoft Teams
- Have German language skills at C1 level or English language skills at A2 level or above
In demand among companies: your certificate
Once you have completed your training, you will receive a personalised certificate from the Salesfive Academy, which will serve as official proof of your newly acquired Salesforce skills.
This certificate confirms your learning success and demonstrates that you have gained practical knowledge directly from certified Salesforce experts, which will be a real asset to your career and your company!
Advantages
What makes Salesfive Academy so special
Experts from the field
Learn from certified Salesforce consultants who share their knowledge from over 500 customer projects – with direct relevance to your daily work.
Practical content
Our training courses combine theory and practice: you will work in real Salesforce environments and practise using specific use cases from sales, marketing or service.
For every level of knowledge
Whether you are a beginner, administrator or power user, our trainers tailor each training course to your individual level and goals.
Trainings
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FAQ
Frequently asked questions
Here you will find answers to the most frequently asked questions about our Salesforce training courses.
Depending on the course selected, Salesfive Academy training courses take place online via Microsoft Teams or at our Salesfive Academy location in Munich.
We are also happy to conduct training courses for your entire team at your premises upon request.
After your training request, we will send you a detailed offer. Payment will be made in accordance with the terms of payment specified in the offer.
Yes, upon completion of the training, you will receive a Salesfive certificate that officially confirms your newly acquired skills.
Yes, you can also choose a specific date for your training course. Please use our form to send us your preferred date, and we will do our utmost to accommodate your request.