Salesforce Agentforce Real-Time Project Implementation

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

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

Requirements

Basics of Agentforce Platform

Basic Knowledge of Salesforce Flows and Apex Development

Basic knowledge of Gen AI technology is good to have but we will learn everything in this course also

Description

Welcome to the Salesforce Agentforce Real-Time Project Implementation Course, where you'll learn to build AI agents in real-world scenarios.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.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.in this course, we’ll build real time projects from scratch:1. Roomie Agent 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.You’ll learn how to:Create your first Agentforce AI AgentDefine reusable actions that power specific tasks like room service and food orderingTrain the agent to ask the right questions at the right timeLeverage context to offer personalized and accurate responsesIntegrate the agent with a customer-facing Experience Cloud site, accessible to any hotel guest — no login requiredRoomie is designed to assist hotel guests throughout their stay. It can:Help onboard new customersAssist with food order placementHandle room service requestsSupport users during the checkout processYou’ll also get hands-on with:Defining Topics that translate into real agent capabilitiesAdding instructions and actions that guide the agent in performing tasksBuilding custom actions using Flows and ApexCreating dependent actions, where the output of one action feeds into the nextBy 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.2. Clinical Research Agent (Frontend) And Post Enrollment Agent (Backend)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.You’ll learn how to:Equip your Agent to Answer User's question by utilizing Agentforce Data libraryBuild Complex Agent Actions using Knowladge Prompt templates, Apex , Flows and API'sSolve 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.Work With Context Variable to get all the Share all the details with Agent before the Conversation starts with CustomerWork 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 ExecutionThis agent uses several features of Salesforce Einstein AI and Agentforce, including:Agentforce & AI AgentsData Cloud and RAGAgentforce Data LibraryPrompt BuilderContext VariableComplex Actions using Apex ,flow , APIInvoking Agent with Record Triggered flowsBy the end of this section, you’ll be capable of building production-grade AI agents for critical, high-impact industries like healthcare and researchNote:Code and Prompt Templates Built in Lectures will be provided in the Respective lectures.

Overview

Section 1: Introduction

Lecture 1 Introduction to the Course

Lecture 2 Important Note

Section 2: The Roomie AI Agent - A Conversation Agent for Hotel Luxe

Lecture 3 Project Demo - What we Will be building in next lectures.

Lecture 4 Spin up a new Salesforce org, Enable Agentforce, Deploy Project metadata.

Lecture 5 Creating Publicly Available Hotel Luxe Site and Creating Roomie Agent for it.

Lecture 6 Deploy Roomie Agent to Hotel Luxe Site.

Lecture 7 Adding topic and Actions on Roomie Agent to Onboard a new customer

Lecture 8 Adding Ability on Front Desk Agent to Check in a Customer

Lecture 9 Adding a new capability to Allow Food Booking for Roomie Agent Part 1

Lecture 10 Adding a new capability to Allow Food Booking for Roomie Agent Part 2

Lecture 11 Adding a new capability to Allow Room Services for Roomie Agent

Lecture 12 Adding Topics and Action on Roomie Agent to Initiate Checkout for Customers.

Lecture 13 Updating the Hotel Luxe website UI and Make Roomie Agent Responses Real-Time

Section 3: The Clinical Research Agent - A Conversation Agent for Medicore Research company

Lecture 14 Project Demo - What we Will be building in next lectures.

Lecture 15 Enable Data Cloud, Create Clinical Research App and Create The Front-end Agent.

Lecture 16 Creating Agentforce Data Library for FAQ Document and Assigning to the Agent.

Lecture 17 Creating Data Library for Clinical Trials PDF and testing from Prompt template.

Lecture 18 Creating Custom Knowladge Prompt template to get Recommended Clinical Trials.

Lecture 19 Creating Participant Facing Site and Deploying Front End Agent to the Site.

Lecture 20 Setting Up Community Users for the Participant to log in to the Participant Site

Lecture 21 Setting Up Context Variable for the Agent to Know Logged in Participants Details

Lecture 22 Creating Flow Action to Build a Dynamic Prompt based on Participant details.

Lecture 23 Adding Topic and Actions to Enroll Participant to the Clinical Trials.

Section 4: Post Enrollment Agent - The Backend Agent For Medicore Research company

Lecture 24 Creating Agentforce Data Library for The Clinical Trials Activities Document.

Lecture 25 Creating Post Enrollment Agent and Knowladge Prompt template to get Activities.

Lecture 26 Creating Flow Action To Create Task records for The task related Trial Activity.

Lecture 27 Creating Custom Apex Action for Slack Notification Activities for a Trial.

Lecture 28 Creating Record Trigger Flow to Invoke Post enrollment Agent.

Lecture 29 Updating the Medicore Research site UI and Update Agent UI.

Section 5: Resources

Lecture 30 Agentforce PPT

All Salesforce Professional including Admin , Developers and Architects,Salesforce Professional who wants to build AI Agents for Salesforce Projects,Salesforce Professional Practicing AI Agents Projects