Salesforce Data Cloud & Agentforce AI

Categories: CRM & Salesforce
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About Course

Unify customer data with Data Cloud and build AI agents with Agentforce and Einstein, safely and with clear business outcomes.

Who this training is for

  • Salesforce architects and admins
  • CRM and digital transformation leads

Syllabus

  1. Module 1: Data Cloud basics — Data streams, data model objects
  2. Module 2: Identity & insights — Identity resolution, calculated insights
  3. Module 3: Segmentation & activation — Segments, activations
  4. Module 4: Agentforce — Agents, topics, actions, prompt templates
  5. Module 5: Trust & governance — Einstein Trust Layer, testing

🏢 Training your team?

This course is available as live online batches, onsite workshops at your office, or self-paced access for your employees with progress reports for HR. The syllabus can be tailored to your systems and projects.

🎁 Book a free demo for your team Corporate plans

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What Will You Learn?

  • Ingest and harmonise data in Data Cloud
  • Build segments and calculated insights
  • Configure Agentforce agents, topics and actions
  • Apply the Einstein Trust Layer and AI governance

Course Content

Module 1: Data Cloud basics
Data streams, data model objects

Module 2: Identity & insights
Identity resolution, calculated insights

Module 3: Segmentation & activation
Segments, activations

Module 4: Agentforce
Agents, topics, actions, prompt templates

Module 5: Trust & governance
Einstein Trust Layer, testing

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