Skip to main content Back CRM Cloud Mastery Sign up Create account

Agentforce Specialist: Topics, Actions & Grounding

Agentforce at specialist depth: subagents, actions, prompt engineering, Data 360 grounding and multi-agent orchestration.

  • Advanced
  • 41 lessons
  • 10 modules
  • English

Designed and created by Salesforce Expert

$79
or $249 / year for all access Buy this course

What you'll learn

  • Design subagents that hold up under real traffic
  • Build actions at depth, including the failure paths
  • Write prompt templates, and write prose a model will follow
  • Ground agents in Data 360 deliberately rather than hopefully
  • Orchestrate multiple agents, and sit the Agentforce Specialist exam

Course content

10 sections · 41 lectures · 18 hands-on labs

Orientation 3 lectures
  1. 1.1 The Agent That Passed Every Test And Failed In Week One
  2. 1.2 Solstice Energy: Four Hundred Thousand Homes, One Question, And A Regulator
  3. 1.3 How This Exam Is Actually Built: Six Domains, Sixty Questions, And What Seventy-Two Per Cent Means
What an agent is, at specialist depth 6 lectures
  1. 2.1 Agents, Subagents And Topics: The Vocabulary That Changed Under You In April
  2. 2.2 The Reasoning Loop At Depth: Plan, Select, Ground, Act, Read Back
  3. 2.3H Hands-On: Build The Solstice Billing Agent In Agentforce Studio, Not In Setup Hands-on
  4. 2.4H Hands-On: Read A Full Reasoning Trace And Name Which Of Four Things Went Wrong Hands-on
  5. 2.5 When the Answer Is the Agent API, Not a Channel
  6. 2.6 The Agent Types, And Choosing Between A Standard One And Your Own
Subagents that survive contact 6 lectures
  1. 3.1 The Classification Description: Three Sentences, And Why The Third One Is The Wall
  2. 3.2 Instructions As Policy: Precedence, Conflict, And The Rule That Has Nowhere To Go
  3. 3.3H Hands-On: Author Three Overlapping Subagents And Make The Routing Deterministic Hands-on
  4. 3.4H Hands-On: The Subagent That Eats Everything — Diagnosing Greedy Classification Hands-on
  5. 3.5aH Hands-On: Scope, Filters, And Building The Subagent Whose Whole Job Is To Refuse (Part 1) Hands-on
  6. 3.5bH Hands-On: Provoking The Refusal, Fallback, And What A Decline Is Worth (Part 2) Hands-on
Actions at depth 5 lectures
  1. 4.1 The Action Catalogue: Flow, Apex, Prompt Template, External Service — And The Choice Between Them
  2. 4.2 Inputs, Outputs, And The Description That Decides Whether Your Action Is Ever Called At All
  3. 4.3H Hands-On: A Flow Action That Reads A Meter, A Tariff And A Rate Change Hands-on
  4. 4.4H Hands-On: An Apex Action, And The Four Signs Apex Was The Wrong Answer Hands-on
  5. 4.5H Hands-On: An External API Action Through A Named Credential Hands-on
Prompt engineering I — the templates 4 lectures
  1. 5.1 What A Prompt Template Really Is, And The Four Types You Are Examined On
  2. 5.2 The Resolved Prompt Is The Only Truth
  3. 5.3H Hands-On: A Flex Template That Explains A Bill In Four Sentences Hands-on
  4. 5.4H Hands-On: The Template That Invented A Number Hands-on
Prompt engineering II — writing for a model 4 lectures
  1. 6.1 The Grounding Ladder At Depth
  2. 6.2 Writing For A Model
  3. 6.3H Hands-On: Ground A Template On A Data 360 Retriever Hands-on
  4. 6.4H Hands-On: The Evaluation Loop Hands-on
Data 360 for Agentforce I 4 lectures
  1. 7.1 Why An Agent Needs Data 360 At All: The Question Your CRM Cannot Answer
  2. 7.2 Streams, Lake Objects, Model Objects: Which Layer The Agent Actually Reads From
  3. 7.3 Hands-On: Bring Solstice Billing And Usage Data In, And Map It Hands-on
  4. 7.4 Hands-On: One Household, Four Identifiers, One Bad Merge Hands-on
Data 360 for Agentforce II 4 lectures
  1. 8.1 Calculated Insights, And The Difference Between A Fact And A Derived Fact
  2. 8.2 Retrievers, Search Indexes And Vector Search, In Plain Words
  3. 8.3 Hands-On: Build A Retriever And Point A Subagent At It Hands-on
  4. 8.4 Hands-On: Grounded Answer Or Knowledge Answer — Proving Which One Actually Fired Hands-on
Multi-agent orchestration 3 lectures
  1. 9.1 When One Agent Becomes Several, And The Routing Problem You Have Just Created
  2. 9.2 Delegation And Context Handoff: What Travels, And What Is Silently Lost
  3. 9.3H Hands-On: Hand A Solstice Conversation From Billing To Field Service And Back Hands-on
The exam run 2 lectures
  1. 10.1 The Six Domains, Weighted, And Exactly Where This Course Covered Each One
  2. 10.2 Sitting It: The Question Styles, The Four Traps, And The Last Twenty Minutes

Requirements

  • AGF-101 Agentforce Fundamentals, or equivalent hands-on Agentforce work
  • Access to an org with Agentforce enabled

Description

The specialist course, built on the verified Agentforce Specialist blueprint. It goes past what an agent is and into what happens when one is not enough: subagents that survive contact with real traffic, actions at depth, prompt engineering as both template design and writing for a model, and two full modules on Data 360 as the grounding layer.

It ends with multi-agent orchestration and an exam run. This is the course for people who will be held responsible for an agent in production.

Who this course is for

  • Consultants and developers who will own an Agentforce implementation.

Skills you'll practise

AgentforceSubagentsPrompt engineeringData 360Multi-agent orchestrationAgent actions

Related reading