Salesforce AI & Agent Force Training Level 1

Next sessions

Reserve your spot for the next session!
Contact our team to see the full schedule.

November 23–27

Location :

Paris

Terms and Conditions :

Face-to-face / Distance learning

Duration :

5 days full-time
Monday to Friday
9h00 - 17h30

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March 22–26

Location :

Paris, Bordeaux, Lyon, Marseille

Terms and Conditions :

Face-to-face / Distance learning

Duration :

5 days full-time
Monday to Friday
9h00 - 17h30

Sign up

IA & Agent Force training - Level 1

Training Objectives

Designed for beginners or curious profiles, this immersive 5-day training course enables you to understand the fundamentals of Artificial Intelligence (AI) and learn how to interact effectively with advanced tools such as Einstein AI and Agentforce in Salesforce.

Through hands-on workshops, you’ll learn how to design high-performance prompts, structure conversational agents and integrate AI with data via Data Cloud and Salesforce flows.

At the end of the course, you’ll be able to build an operational intelligent agent and implement automation processes linked to business needs.

An ideal first step to becoming an AI player in your organization.

I’m building my AI skills in Salesforce

We've trained them to use AI in Salesforce

Marianne Goguillon

Global Digital Marketing & CRM SVP

A very pragmatic approach and clear, straightforward teaching that allows us to envision the full range of possibilities for what we can do with Agentforce. This training is having a real impact on my career path and on how I’ll be able to conceptualize and deliver new projects.
The training environment is very pleasant. There’s a great atmosphere; you can feel a sense of team unity and genuine mutual support. This is especially valuable for a training program, since it covers a new subject involving transformation and new ways of working, and it builds the confidence needed to succeed.

Mohamed Benkherourou

Senior Project Management Manager

An excellent training course, perfectly up to date with the latest Agentforce features. I particularly appreciated the personal touch: the trainers’ availability and expertise, as well as the warm welcome and kindness of the entire team.

Ghizlane Thernisien

CRM and customer relations process manager

I came here to gain technical knowledge that would help me better understand and guide a POC.
Understanding the various preconfigured agents, visualizing the phases of an AI project, estimating costs and ROI, and putting the basics of an agent (service) into practice were all fascinating topics. Thank you again for this wonderful experience!

The training program

AI in Salesforce

Identify the key concepts of Artificial Intelligence and the main types of AI (predictive, generative, agent-based)
Justify the importance of prompting in AI interaction
Formulate effective prompts using basic principles
Understanding the Process and Organization of an AI Project in CRM
Evaluating and Selecting the Right Use Cases to Implement in Your Company

Understanding the Einstein Trust Layer
Designing a Prompt Template with Prompt Builder
Structuring a Prompt Template to make it reusable
Reinforce your skills by applying best practices

Understanding the role and potential of Agentforce
Describe Agentforce’s user interface
Breaking Down the Components of Agentforce: Agents, Subagents, and Actions
Experiment with a concrete example of how an Agent works
Working with the Agent Builder (May 2026 version) and Context Variables

Analyzing the strategic role of Data Cloud for AI
Illustrate the RAG (Retrieval Augmented Generation) mechanism for enriching AI
Explore how to use Data Libraries and Process Content in Data Cloud to power RAG
Model the links between Agentforce and Salesforce flows
Connect flows to AI processes to automate tasks

Analyze a simple need to create an agent
Design the basic architecture of a conversational agent
Building and configuring a simple agent in Agentforce
Apply and synthesize key concepts learned during the week
Get a glimpse of the advanced features: document analysis, email-based service agent, etc.
Apply your knowledge to appoint an agent

Teaching methods and materials

The 5-day training course is led remotely or face-to-face by an expert trainer in AI in Salesforce and Agent Force.

This is an active, participative training program, designed to enable learners to play an active role in their training. It combines theory with practical exercises and real-life situations.

Contact Us

AI changes the rules. It's up to you.

Integrate Artificial Intelligence into Salesforce to automate tasks, refine predictions and boost performance. Don’t let the competition get ahead: master AI tools now to optimize your sales, marketing and customer relations.

Practical, accessible and results-oriented, this course is the ideal springboard to take your skills and your business to the next level.

IA training in figures...

6

learners

5/5

satisfaction

100%

success

Focus on AI and Agent Force in Salesforce

Artificial intelligence in Salesforce is a set of integrated technologies that are transforming the way companies interact with their customers.

What is Agent Force?

Agent Force is an autonomous conversational agent, deployed within Salesforce, capable of understanding user queries, executing tasks in the Salesforce interface and proposing contextualized recommendations.

What is the purpose of Agent Force?

Agent Force stands out as an intelligent virtual assistant, designed to automate recurring tasks, guide users in real time and improve the efficiency of sales and customer service teams.

How does Agent Force work?

Agent Force draws on the capabilities of Einstein AI, Salesforce’s AI engine. It analyzes CRM data, detects trends and uses natural language processing (NLP) to understand and interact with users. It can be integrated into various Salesforce modules and activated via interfaces such as chatbots, intelligent notifications or voice assistants.

Agent Force use case: accelerating the sales cycle

Let’s take the example of a B2B salesperson in a technology company.

When he accesses his dashboard, Agent Force can automatically alert him to opportunities with a high probability of conversion, based on sales history, previous interactions, and prospect behavioral data.

During a customer call, he can also suggest next actions in real time (send a proposal, schedule a follow-up), automatically generate a call summary and create a task in the CRM without manual intervention.

image source: salesforce.com

Our training is delivered by AI experts.

Rachel Noro

Senior Salesforce Consultant

With over four years of experience working with various Salesforce cloud platforms, Rachel decided to ride the AI wave and develop her skills in Agentforce. Now certified as an Agentforce Legend and Forward Deployed Engineer, she’s excited to share her insights to help you discover Agentforce and its full potential.

Benjamin Guillouet

Data Manager - IA & BI

With over 15 years' experience in Business Intelligence, Benjamin is 2PACE's Artificial Intelligence reference. He'll be sharing his expertise to guide you step by step towards mastering AI in Salesforce and making you the experts of tomorrow.

How can you fund your training?

Depending on your status – employee, self-employed or jobseeker – there are a number of different financing solutions available. These solutions can cover all or part of your training costs.

Our training organization is Qualiopi certified, giving you access to a wide range of funding schemes.

Learn more about training funding