Salesforce AI & Agent Force Training Level 1

Next sessions

Join the next session and become an AI expert in Salesforce!

29/06 - 03/07

Location :

Paris

Modality :

Face-to-face / Distance learning

Duration :

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

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23/11 - 27/11

Location :

Paris, Lille, Lyon, Bordeaux

Modality :

Face-to-face / Distance learning

Duration :

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

Sign up

IA training in figures...

5

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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 want to train in AI & Salesforce

We've trained them to use AI in Salesforce

Marianne Goguillon

Global Digital Marketing & CRM SVP

"A very pragmatic approach and clear, explicit teaching methods that allow us to project ourselves into the field of possibilities of what we can do with Agentforce. This course has had a real impact on my career and on the way I think about and deliver new projects.
The training environment is very pleasant. There's a great atmosphere, a sense of team unity and mutual support. That's a great thing for a training course, because it's a new subject in areas of transformation and new ways of working, and it gives you the confidence to succeed."

Ghizlane Thernisien

CRM and customer relations process manager

"I came in search of technical knowledge to better understand and guide a POC.
Understanding the various pre-configured agents, visualizing the phases of an AI project, estimating costs and ROI and putting the basis of an Agent (Service) into practice were captivating topics.
Thanks again for this great experience!"

The training program

AI in Salesforce

Identify the key concepts of Artificial Intelligence
Differentiate between the main types of AI (predictive, generative, agentic)
Justify the importance of prompting in AI interaction
Formulate effective prompts using basic principles

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, Topics and Actions
Experiment with a concrete example of how an Agent works
Evaluating various Agentforce use cases

Analyzing the strategic role of Data Cloud for AI
Illustrate the RAG (Retrieval Augmented Generation) mechanism for enriching AI
Explore the use of Data Libraries in Data Cloud to feed the 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

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

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.

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.

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.

Gilles Rolland-Monnet

Consultant Manager Salesforce

Passionate about Artificial Intelligence, Gilles shares his expertise within numerous Salesforce communities. His infectious enthusiasm and pedagogy will enable you to master the essential concepts of AI applied to the Salesforce world.

How to finance 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.

Financing