Salesforce AI: Advanced — Building Agentforce Agents

An advanced course on building and deploying Agentforce agents in Salesforce. Learners configure agent actions against CRM data, test rigorously, and deploy with guardrails appropriate for customer-facing automation.

What this course covers

The course runs across 12 topics, each one a short adaptive session rather than a recorded lecture. The tutor explains the idea, works an example, checks understanding, and adjusts the next step to the answer given.

Architecting Agentforce Agents — Design agent roles, define clear job descriptions, and map out the conversational schema for complex business processes.
Configuring the Agent Foundation — Set up the agent, define system instructions, and establish classification thresholds directly in the Salesforce Agent Builder.
Grounding Agents with CRM Data — Utilize Prompt Templates and Record fields to safely ground agent responses in real-time Salesforce data.
Building Custom Actions with Flows — Create and map Salesforce Flows as agent actions to enable automated, multi-step task execution.
Extending Agent Capabilities with Apex — Write and expose advanced Apex classes as invocable actions for complex data processing and external API calls.
Managing Session State and Multi-Turn Dialogues — Configure agents to maintain context, handle topic switching, and preserve session state across complex customer interactions.
Interactive Testing in the Agent Console — Run real-time test sessions, inspect execution logs, and verify that the correct actions are triggered based on user input.
Designing Scenario-Based Test Cases — Create robust test scenarios to validate agent behavior against edge cases, ambiguous requests, and unexpected inputs.
Debugging Action Execution Paths — Analyze orchestration logs to troubleshoot failed actions, routing errors, or prompt misalignment within the conversation flow.
Implementing Guardrails and Moderation Policies — Configure safety settings, blocklists, and system constraints to prevent hallucinations and keep interactions professional.
Deploying Agents to Digital Channels — Publish agents to Experience Cloud, SMS, or external messaging platforms while configuring proper user permissions and security policies.
Monitoring Performance and Iterative Optimization — Analyze agent analytics, evaluate user feedback, and refine prompts and actions for continuous performance improvement.

Skills you build

Results are measured against named skills in the OneRange taxonomy of more than 10,000 skills, so a manager sees proficiency per skill rather than a completion tick.

Who it is for

Sales ops, RevOps, admins. The material is pitched at advanced level, and takes roughly 150 minutes at a typical pace. Because every session adapts, someone who already knows a topic moves through it quickly instead of sitting through an explanation they do not need.

It sits in the Tool: Salesforce AI track of the Vero AI Catalog, and can be assigned to one person, a team, or the whole company.

How it is delivered and assessed

Delivery is conversational and interactive, including branching scenario, guided lab, code lab exercises. There is no video to sit through and no slide deck to click past.

Understanding is checked with a lab assessment of 5 items, with a pass mark of 70%.

Administrators can copy this course into their own library and adapt it — edit the outline, change the duration, swap the assessment format, or ground it in internal documentation so answers cite the company's own source material.

Also in this track

What's New in Salesforce AI — A short refresher on the latest Salesforce AI updates
Salesforce AI: Core — Einstein & Agentforce — This course shows sales and service teams how to use Salesforce's AI for CRM insights, content, and agents. Learners apply Einstein insights, generative fields, and Agentforce agents, and understand the data and trust layer. Participants finish able to get more from Salesforce with AI.
Salesforce AI: Essentials — Working with Agentforce — Learners will be able to work alongside the AI features their company has turned on in Salesforce. The course covers reading an AI-suggested summary or reply, editing it before it reaches a customer, and telling the admin when the AI gets something wrong. They leave using Salesforce's AI as a helpful draft, never as the final word.
Salesforce Agentforce Pathway — Grow from working alongside Salesforce AI into building and deploying agents.

Frequently asked questions

How long does this course take?

It runs roughly 150 minutes at a typical pace. Because every session adapts, someone who already knows a topic moves through it quickly instead of sitting through an explanation they do not need.

How is it assigned to a team?

An administrator assigns it from the Vero dashboard to one person, a team, a department or the whole company, and sees progress and results per person and per skill.

Can we customise it with our own documents and terminology?

Yes. Administrators can copy this course into their own library and adapt it — edit the outline, change the duration, swap the assessment format, or ground it in internal documentation so answers cite the company's own source material.

Course code TUL-SFE-201.