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Salesforce Agentforce Real-Time Project Implementation

Building Real Time AI Agents Using Agentforce, Data cloud, RAG, Prompt Builder, Apex, Flows, Integrations, Slack

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About This Course

<div>Welcome to the <b><u>Salesforce Agentforce Real-Time Project Implementation Course</u></b>, where you'll learn to build AI agents in real-world scenarios.</div><div><br></div><div>The demand for Agentforce is growing rapidly, yet many Salesforce professionals still lack hands-on experience. This course is designed to bridge that gap by guiding you through practical projects that help you build real-time AI agents with confidence.</div><div><br></div><div>Whether you're learning Agentforce for the first time or building a POC for your clients, this course offers hands-on experience and the confidence you need to work effectively with Agentforce. you will build Projects that you can confidently explain in an Interview , You’re encouraged to share them with recruiters and hiring managers.</div><div><br></div><div><span style="font-size: 1rem;">in this course, we’ll build real time projects from scratch:</span></div><div><span style="font-size: 1rem;">1. Roomie Agent</span></div><div><br></div><div>In this project, we’ll begin by building our very first AI Agent — Roomie, a virtual assistant for a luxury hotel website. This is a beginner-friendly project that introduces you to the foundational concepts of Agentforce.</div><div><br></div><div>You’ll learn how to:</div><div><ul><li><span style="font-size: 1rem;">Create your first Agentforce AI Agent</span></li><li><span style="font-size: 1rem;">Define reusable actions that power specific tasks like room service and food ordering</span></li><li><span style="font-size: 1rem;">Train the agent to ask the right questions at the right time</span></li><li><span style="font-size: 1rem;">Leverage context to offer personalized and accurate responses</span></li><li><span style="font-size: 1rem;">Integrate the agent with a customer-facing Experience Cloud site, accessible to any hotel guest — no login required</span></li></ul></div><div><span style="font-size: 1rem;">Roomie is designed to assist hotel guests throughout their stay. It can:</span></div><div><ul><li><span style="font-size: 1rem;">Help onboard new customers</span></li><li><span style="font-size: 1rem;">Assist with food order placement</span></li><li><span style="font-size: 1rem;">Handle room service requests</span></li><li><span style="font-size: 1rem;">Support users during the checkout process</span></li></ul></div><div><span style="font-size: 1rem;">You’ll also get hands-on with:</span></div><div><ul><li><span style="font-size: 1rem;">Defining Topics that translate into real agent capabilities</span></li><li><span style="font-size: 1rem;">Adding instructions and actions that guide the agent in performing tasks</span></li><li><span style="font-size: 1rem;">Building custom actions using Flows and Apex</span></li><li><span style="font-size: 1rem;">Creating dependent actions, where the output of one action feeds into the next</span></li></ul></div><div><br></div><div>By the end of this section, you’ll have built a fully functional AI assistant that simulates a real-world hospitality use case — laying a strong foundation for more advanced projects ahead.</div><div><br></div><div>2. Clinical Research Agent (Frontend) And Post Enrollment Agent (Backend)</div><div><br></div><div>In this project, we’ll take a major leap and build a much more advanced AI agent — the Clinical Research Agent. This agent is designed for the healthcare and research industry, capable of answering detailed patient queries around clinical research, trial eligibility, and company-specific studies.</div><div><br></div><div>You’ll learn how to:</div><div><ul><li><span style="font-size: 1rem;">Equip your Agent to Answer User's question by utilizing Agentforce Data library</span></li><li><span style="font-size: 1rem;">Build Complex Agent Actions using Knowladge Prompt templates, Apex , Flows and API's</span></li><li><span style="font-size: 1rem;">Solve business Use case with Less code and Less Record Creation by giving Agent Access to Unstructured Business Data and Train it to take intelligent Actions.</span></li><li><span style="font-size: 1rem;">Work With Context Variable to get all the Share all the details with Agent before the Conversation starts with Customer</span></li><li><span style="font-size: 1rem;">Work with Multiple Agents to divide the Task Among them, the Front end agent to talk with Customer and Backend agent to perform backend Analysis and Execution</span></li></ul></div><div><br></div><div>This agent uses several features of Salesforce Einstein AI and Agentforce, including:</div><div><ul><li><span style="font-size: 1rem;">Agentforce &amp; AI Agents</span></li><li><span style="font-size: 1rem;">Data Cloud and RAG</span></li><li><span style="font-size: 1rem;">Agentforce Data Library</span></li><li><span style="font-size: 1rem;">Prompt Builder</span></li><li><span style="font-size: 1rem;">Context Variable</span></li><li><span style="font-size: 1rem;">Complex Actions using Apex ,flow , API</span></li><li><span style="font-size: 1rem;">Invoking Agent with Record Triggered flows</span></li></ul></div><div><br></div><div><span style="font-size: 1rem;">By the end of this section, you’ll be capable of building production-grade AI agents for critical, high-impact industries like healthcare and research</span></div><div><br></div><div><span style="font-size: 1rem;">Note:</span></div><div><ul><li><span style="font-size: 1rem;">Code and Prompt Templates Built in Lectures will be provided in the Respective lectures.</span></li></ul></div>

What you'll learn:

  • Working with Agentforce , AI Agents , Agentforce Data library , RAG
  • Building AI Agents in Agent Studio from Scratch
  • Building Prompt Templates in Prompt builder for AI Agent Actions
  • Building Actions using Apex and Flows
  • Transforming Business Use case into AI Driven Applications
  • Practice your Agentforce Knowladge and Build Real time Agents
  • Utilizing all the Core Salesforce Features with Agentforce
  • Workarounds for utilizing more than 1 Agentforce Data Library for an Agent
  • Working with Context variable to Make Agents Context Aware
  • Deploying Agent to Customer Facing SIte
  • Working with Multiple Data libraries for an Agent