Agentforce Specialist Certification (Study Guide)

How Agentforce agents reason, plan, and execute actions to complete real business tasks.
How to choose and configure Topics vs Actions the way Salesforce writes exam questions.
How to build secure, deterministic agent behavior using variables, filters, permissions, and governance.
How to use Prompt Builder to create effective prompt templates (Field Generation, Flex, Sales Email, Record Summary).
How to ground AI responses with Data Cloud + RAG using chunking, indexing, retrievers, and search strategies (vector vs hybrid).
How to connect agents to channels like Email, Slack, and Experience Cloud Messaging, including surfaces and Omni-Channel flows.
How to test, troubleshoot, and tune agents using Agent Builder, Testing Center, event logs, and analytics dashboards.
How to move from sandbox to production with deployment best practices (metadata, activation, and release readiness).
How multi-agent systems work with MCP, A2A, and Agent API for tool access, agent collaboration, and headless automation.
The most common exam traps (dashboards vs reports, default vs custom retrievers, stale indexes, PII controls, etc.).

Course Curriculum

AI Agents
Understand how intelligent agents operate within the Agentforce ecosystem, from autonomous decision-making to task execution and communication within distributed systems.

Deterministic Logic

01:15
Reasoning Engine

01:27
Agent Configuration

04:34
Permissions & User Security

06:23
Agent Selection

07:08
Channel Deployment

04:37
Chapter Quiz

Prompt Engineering
Learn the art and science of crafting effective prompts for AI agents to maximize accuracy, reliability, and contextual relevance. Perfect for developers, analysts, and AI integrators.

Data 360 for Agentforce
Explore the data architecture and services that power Agentforce. Learn how to securely manage, query, and optimize data workflows for agent interactions and training.

Development Lifecycle
Master the lifecycle of Agentforce solution development—from ideation and design to deployment and optimization. We'll cover versioning, collaboration, and testing best practices.

Multi-Agent Interoperability
Delve into how different AI agents collaborate across systems and services, ensuring seamless task handoffs, data sharing, and coordination in complex workflows.

Final Exam Preparation
This walkthrough focuses on how Salesforce expects Agentforce to behave. You’ll learn the “exam traps” that cause wrong answers even when you know the features.

A course by

Simon

Salesforce Product Manager

Agentforce Specialist Certification (Study Guide)

What I will learn?

Course Curriculum

AI Agents Understand how intelligent agents operate within the Agentforce ecosystem, from autonomous decision-making to task execution and communication within distributed systems.

Deterministic Logic

Reasoning Engine

Agent Configuration

Permissions & User Security

Agent Selection

Channel Deployment

Chapter Quiz

Prompt Engineering Learn the art and science of crafting effective prompts for AI agents to maximize accuracy, reliability, and contextual relevance. Perfect for developers, analysts, and AI integrators.

Prompt Builder

Executing & Managing Prompt Templates

Prompt Templates Considerations

Grounding Techniques

Prompt Template Lifecycle

Best Practices for Writing Effective Prompts

Chapter Quiz

Data 360 for Agentforce Explore the data architecture and services that power Agentforce. Learn how to securely manage, query, and optimize data workflows for agent interactions and training.

Data Libraries

Data 360 Search & Indexing

Retrieval Augmented Generation (RAG)

Search Indexes (Vector vs Hybrid)

Chapter Quiz

Development Lifecycle Master the lifecycle of Agentforce solution development—from ideation and design to deployment and optimization. We'll cover versioning, collaboration, and testing best practices.

Agent Testing

Agent Deployment

Monitoring Adoption & Performance

Chapter Quiz

Multi-Agent Interoperability Delve into how different AI agents collaborate across systems and services, ensuring seamless task handoffs, data sharing, and coordination in complex workflows.

Model Context Protocol (MCP)

Agent-to-Agent Protocol (A2A)

Agent API Integration

Chapter Quiz

Final Exam Preparation This walkthrough focuses on how Salesforce expects Agentforce to behave. You’ll learn the “exam traps” that cause wrong answers even when you know the features.

Top Agentforce Exam Tips

Concepts Most People Miss

Practice Exam

Subscriptions

A course by

Tags

AI Agents
Understand how intelligent agents operate within the Agentforce ecosystem, from autonomous decision-making to task execution and communication within distributed systems.

Prompt Engineering
Learn the art and science of crafting effective prompts for AI agents to maximize accuracy, reliability, and contextual relevance. Perfect for developers, analysts, and AI integrators.

Data 360 for Agentforce
Explore the data architecture and services that power Agentforce. Learn how to securely manage, query, and optimize data workflows for agent interactions and training.

Development Lifecycle
Master the lifecycle of Agentforce solution development—from ideation and design to deployment and optimization. We'll cover versioning, collaboration, and testing best practices.

Multi-Agent Interoperability
Delve into how different AI agents collaborate across systems and services, ensuring seamless task handoffs, data sharing, and coordination in complex workflows.

Final Exam Preparation
This walkthrough focuses on how Salesforce expects Agentforce to behave. You’ll learn the “exam traps” that cause wrong answers even when you know the features.