Salesforce AI Specialist | Beginner Guide To Prompt Builder

Unlock the power of artificial intelligence in Salesforce with our free course designed specifically for beginners. As a Salesforce AI Specialist, you’ll learn how to harness the capabilities of Salesforce’s cutting-edge AgentForce tool and become proficient in prompt building techniques.

AgentForce is Salesforce’s latest innovation, designed to redefine how businesses interact with AI. Built as a suite of autonomous AI agents, AgentForce aims to transform workflows by automating complex tasks across sales, marketing, service, and beyond.

Unlike conventional chatbots, AgentForce agents function autonomously—analyzing data, making decisions, and performing actions independently, providing a transformative level of business automation.

Powered by generative AI, AgentForce handles tasks such as crafting personalized emails, generating sales proposals, and producing marketing content from customer data. This capability enables businesses to respond swiftly while customizing each interaction according to real-time information, greatly enhancing customer engagement.

How AgentForce Works:

Behind the scenes, AgentForce operates by integrating powerful tools such as no-code and low-code platforms. It utilizes the Prompt Builder, Flow, and Apex to customize agents for specific tasks.

By mastering the Prompt Builder you can create Gen AI tailored solutions that drive automation and optimize processes within Salesforce

This course will help you

1. Start your journey with prompt builder and simplify your org users’ daily tasks by integrating generative-AI moments
2. Gives you a head start in taking  your Salesforce AI journey to the next level

You will learn by using a business use case and complete the implementation

The course is divided into simple modules covering the below topics from beginner perspective.

• Setup Org With Einstein Generative AI
• Enable Einstein Generative AI & Assistive Agent (Einstein Copilot)
• Build your first reusable prompt | Use Prompt Builder & Personalize Sales Email
• Use Prompt Builder & Update Record Field Content using AI | Field Generation Template
• Prompt Builder | Invoke Prompt Template From Record Triggered Flow
• Understanding New Template Triggered Prompt Flow & Add Prompt Instructions
• Use Template Triggered Flow (Auto Input) In Prompt Template