An introduction to Agentforce

Course introduction

Agentforce is Salesforce’s boldest leap into AI-powered automation: a new suite of autonomous agents that do more than follow scripts — they reason, adapt, and act. This introduction to Agentforce course will help you understand the foundations of Salesforce’s autonomous AI agents, from the AI technologies that power it to best practices for implementing and deploying it in real Salesforce orgs.

Whether you’re exploring AI for the first time or preparing your org for autonomous agents, this course gives you the tools to get started with confidence, support adoption, and stay ahead of the curve in the fast-moving world of Salesforce AI.

Who is the introduction to Agentforce course for?

Admins, Developers, Team Leaders

his course is designed for Salesforce professionals across the ecosystem — especially admins, developers, architects, and release managers — who are curious about Agentforce and want to understand how to roll it out responsibly and effectively. No AI background needed — just a willingness to learn something new and powerful.

What you’ll achieve with the introduction to Agentforce course

• Understand what Agentforce is and how it works
• Learn about the core technologies: Atlas Reasoning Engine, Einstein Trust Layer, and Retrieval-Augmented Generation (RAG)
• Explore the full Agentforce ecosystem, including chatbots vs. out-of-the-box AI agents and customization tools
• Learn how to implement Agentforce with DevOps, security, and data quality in mind
• Discover best practices for deploying agents in production environments
• Gain a foundational certification that signals your readiness to work with AI agents in Salesforce

What the introduction to Agentforce course includes

This course gives you a future-facing introduction to the next era of Salesforce automation — and shows how to work with it safely, strategically, and with impact. When you take this course, you’ll:

• Get a solid grasp of how Agentforce fits into the Salesforce AI evolution — You’ll learn how Salesforce moved from Einstein GPT to Copilot to Agentforce, and how each step shifted the AI model from reactive to proactive to autonomous.
  
• Understand the real power behind Salesforce’s agentic AI — Go beyond buzzwords and learn what actually powers Agentforce — from the Atlas Reasoning Engine and the Trust Layer to Salesforce’s approach to ethical, auditable AI.
  
• Explore Agentforce Studio and how to build your own agents — Get to know Agent Builder, Prompt Builder, Agent Topics, Agent Actions, and how to design workflows that feel intelligent, secure, and genuinely useful to your team.
  
• Learn best practices for implementation and rollout — You’ll explore how to define use cases, clean and prepare data, set up guardrails, and make sure your org is ready for autonomous agents — without sacrificing security or user trust.
  
• Deploy Agentforce the DevOps way — Discover how to handle AI-powered agents using version control, CI/CD, and backup strategies — so you can roll out Agentforce with the same discipline as any major release.
  
• Earn a course certificate in AI readiness — After completing the five modules and final assessment, you’ll receive a certificate that shows you’re ahead of the curve on Salesforce AI — and ready to bring value to your team and organization.

An introduction to Agentforce course content

What is Agentforce?

Dive into the fundamentals of Agentforce — how it works, what powers it, and why it’s a step beyond simple automation. We’ll explore key technologies like the Atlas Reasoning Engine, Einstein Generative AI, and the Einstein Trust Layer, breaking down how they enable Agentforce agents to make intelligent, real-time decisions. By the end of this module, you’ll have a solid understanding of what makes Agentforce a game-changer in the Salesforce AI landscape.

Evolution of Agentforce

Explore how Salesforce’s AI capabilities have evolved — from Einstein GPT, which automated simple tasks, to Einstein Copilot, which provided real-time assistance, and finally to Agentforce, which introduces fully autonomous, decision-making agents. You’ll learn how each stage of this evolution built upon the last, shifting from reactive AI to proactive, agentic intelligence. By the end of this module, you’ll have a clear understanding of how Agentforce fits into the bigger picture of AI in Salesforce and why it’s a major milestone in automation.

Key features of Agentforce

With an understanding of what Agentforce is and how it has evolved, it’s time to explore what makes it so powerful. In this module, you’ll dive into the core features of Agentforce, including its out-of-the-box agents designed for sales, service, and marketing — as well as the tools available in Agentforce Studio for customization. You’ll learn how features like Agent Builder, Prompt Builder, Agent Topics, and Agent Actions allow teams to tailor AI agents to their specific needs. By the end of this module, you’ll have a clear picture of how Agentforce works behind the scenes and how it can be adapted to different business processes.

Implementing Agentforce

This module will guide you through the key considerations for a successful Agentforce rollout, including defining clear use cases, ensuring data quality, and balancing automation with human oversight. You’ll also learn best practices for security and compliance using the Einstein Trust Layer and discover why a phased rollout strategy is the smartest approach. By the end of this module, you’ll have a solid framework for deploying Agentforce in a way that maximizes its impact while minimizing risks.

Deploying Agentforce

Deploying Agentforce successfully requires a structured approach. This module covers DevOps best practices for AI deployments, including sandbox testing, version control, CI/CD automation, backups, and observability. Plus, we’ll tackle common deployment challenges — like integrations, user training and adoption, and data quality — so you can avoid common pitfalls and ensure your AI agents deliver real value.

An introduction to Agentforce — final assessment

Put your Agentforce knowledge to the test. This final assessment will challenge your understanding of key concepts and ensure you’re ready to apply what you’ve learned. Each question is designed to reflect real-world scenarios where Agentforce plays a role, helping to solidify your grasp of the platform’s capabilities and best practices. Once you’ve finished the assessment, you’ll also get a certificate to share on your social media and your CV.

Other DevOps Launchpad courses you might be interested in

• An Introduction to Salesforce DevOps
• Salesforce DevOps Fundamentals Certificate
• Gearset Academy Certificate

FAQs

What is DevOps Launchpad?

DevOps Launchpad is a free training platform packed with courses and resources for anyone in the Salesforce ecosystem looking to upskill in Salesforce DevOps.

The certifications, courses, and quizzes on DevOps Launchpad are curated by experts in the field from Gearset, the leading DevOps platform for Salesforce. But the majority of content on DevOps Launchpad is all vendor-neutral, and useful for anyone learning more about Salesforce DevOps.

Who is DevOps Launchpad for?

Anyone involved in any aspect of the build, test and release cycle for Salesforce – it doesn’t matter if you’re brand new to the ecosystem or more experienced in Salesforce development.

Our courses are designed to upskill everyone in DevOps, regardless of role. Whether you’re an admin, a developer, an ISV partner or a technical architect, there’s something here for you.

How do I complete courses and get certificates?

DevOps Launchpad courses are broken down into modules. To finish a module, you usually complete a quiz to test your knowledge with multiple-choice questions. Once you finish all the modules in a course, you’ll earn a certificate which can be downloaded and saved to your resume, or shared on your social profiles.

How do I navigate the platform?

Click the Courses tab to see the courses and certification tracks that you’ve enrolled for. This page will be blank until you choose courses in the library. If you want to return to a course in progress or one that you’ve previously completed, head to this page.

The Results tab shows your progress through the courses you’ve completed, including any certifications and test results. It’s a great way to track your learning journey and see the skills you’re building.

The Library is where you can browse courses and enrol to continue building your skillset. Once you enrol for a course, it’ll be added to your courses page and you can start working through it.

How do I access my account?

You can access DevOps Launchpad in different ways:

• The DevOps Launchpad homepage
• Direct login
• For Gearset users: click the DevOps Launchpad icon in the Gearset app

Do I have to complete the introduction to Agentforce course all in one go?

No, you can take modules and courses in your own time. Your progress will be saved, so you can come back whenever suits your schedule!

Do I get a certificate for the introduction to Agentforce course?

You will receive a certificate for each course that you complete. After you have completed all the courses and the final assessment, you will be awarded the official final certification.