Curriculum For This Course
Video tutorials list
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Introduction
Video Name Time 1. Agentforce Exam Guide 2:03 2. Signing Up for a Free Agentforce and Data Cloud Enabled Developer Account 3:21 3. Enabling Einstein Generative AI and Agentforce 4:49 4. Latest Salesforce Updates - Headless 360, Agentforce, Slack and More 8:39 5. Disabling Default Admin 5:48 -
AI Agents
Video Name Time 1. AI Agents Introduction 0:52 2. Agent Builder Overview - Conversation Preview 16:01 3. How an Agent Works in Agentforce 1:59 4. Creating an Agent for Setup 8:16 5. Agentforce Testing Center 4:55 6. Testing Agent for Setup 4:26 7. Agentforce Testing Center Considerations 1:19 8. Custom Actions Scenario 4:31 9. Developing the Apex Class for a Custom Agent Action 4:02 10. Creating a Custom Agent Action 5:33 11. Creating a Custom Topic 9:47 12. Creating an Apex Test Class for Deployment 6:13 13. Deploying Agents 4:56 14. Managing and Monitoring Agent Adoption 2:04 15. Managing Agentforce User Security 3:42 -
Prompt Engineering with Prompt Builder & Prompt Templates
Video Name Time 1. Prompt Engineering Introduction 1:20 2. Creating a Custom Record Summary Prompt Template in Prompt Builder 9:39 3. Prompt Template Types 4:44 4. Creating a Field Generation Prompt Template 8:23 5. Prompt Template Permission Sets 2:26 6. Testing, Refining and Activating Prompt Templates 12:24 7. Prompt Template User Troubleshooting 4:13 8. Creating a Sales Email Template - Trailhead ground Only 9:50 9. Creating a Flex Prompt Template 9:10 10. Prompt Engineering Best Practices and Masking Issues 4:43 -
Data Cloud for Agentforce
Video Name Time 1. Creating an Agentforce Data Library 3:27 2. Setting Up Knowledge for an Agentforce Data Library 8:49 -
AI Specialist- Getting Started
Video Name Time 1. Introduction 3:23 2. (RETIRED) AI Specialist Exam Guide 5:33 3. How to Get a Free Data Cloud Org with Einstein Enabled (14-Day Access) 3:08 -
AI Specialist- Einstein Trust Layer
Video Name Time 1. Data Cloud Setup and Turning on Einstein Generative AI 5:26 2. Einstein Trust Layer Data Masking & De-Masking 3:54 3. Enabling Einstein Feedback for Audit Trail 2:17 -
AI Specialist -Generative AI in CRM Applications
Video Name Time 1. Enabling Agentforce for Sales 2:15 2. Enabling Agentforce for Service and Prompt Grounding 7:45 3. Turning on Einstein Data Library 1:36 4. Confirming Knowledge is Disabled in Our Agentforce Learning Orgs 1:58 -
AI Specialist - Prompt Builder
Video Name Time 1. Prompt Builder and Prompt Templates Introduction 6:42 2. Creating a Sales Email Prompt Template - Resolution, Response & Masking Details 5:31 3. Missing Data in Prompt Template Merge Fields 5:51 4. Activating and Testing a Custom Prompt Template 2:20 5. Creating a Field-Generation Template Triggered Prompt Flow 2:07 6. Creating a Field Generation Prompt Template 4:49 7. Creating Generative AI-enabled Fields 3:10 -
AI Specialist - Agentforce Tools
Video Name Time 1. Agentforce: Agents and Copilot 6:21 2. Using Agentforce Agents 5:07 3. Creating Custom Agent Actions 4:47 4. Adding a Custom Agent Action to an Agent Topic 4:23 5. Agent Actions vs. Global Actions 3:10 6. Agent Topic Configuration and Instructions 3:32 7. Copilot / Agent Adoption and Audit Analytics - Reports and Dashboards 6:30 8. Person Account Considerations with Sales Cloud Einstein 0:53 -
AI Specialist - Module Builder
Video Name Time 1. Model Builder Tour - Toxicity Score, Temperature, Frequency & Presence Penalties 8:16 2. Creating Record Summary Prompt Template from Model with Related List Resources 9:07 3. Creating a Model from Scratch and Limits 2:01 -
Using AI to Prepare for this Exam!
Video Name Time 1. Using AI to Analyze the AI Specialist Exam Guide 1:57 2. Extracting Topics from an Exam Guide with AI 6:47 3. ChatGPT o1 vs. Claude - Prompting a Reasoning Engine 4:58 4. Additional Einstein Features - Workbook Topic List 3:15 5. Create Interactive Flashcards from the Trailmix 4:23 6. Creating Interactive Timed Quizzes and Practice Tests with AI 6:30
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