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Salesforce Agents: Building AI-Powered Automations

Instructor: Hurix Digital

Included with

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3 modules

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

4 hours to complete

Flexible schedule

Learn at your own pace

3 modules

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

4 hours to complete

Flexible schedule

Learn at your own pace

Skills you'll gain

Tools you'll learn

Details to know

Shareable certificate

Add to your LinkedIn profile

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There are 3 modules in this course

Mastering AI Automation with Salesforce Agents is an intermediate-level course designed for Salesforce professionals ready to transform their workflows with intelligent automation. In today's competitive landscape, organizations that leverage AI agents don't just improve efficiency—they fundamentally reshape how work gets done. This course equips you with strategic frameworks and practical skills to identify automation opportunities, implement Salesforce Agentforce solutions, and create comprehensive strategies that drive sustainable business value. Through real-world case studies including Wiley's 40% improvement in customer support resolution and Precina Health's breakthrough diabetes management results, you'll learn to design AI agents that eliminate routine tasks while amplifying human expertise. The course combines strategic thinking with hands-on implementation, featuring scenario-based exercises, technical configuration guidance, and comprehensive planning frameworks. Whether you're managing customer service workflows, sales processes, or operational tasks, you'll master the art of intelligent automation that scales with your organization's growth and creates lasting competitive advantages.

Module details

In this foundational lesson, learners will explore how to analyze existing Salesforce workflows to identify prime opportunities for AI integration. They'll examine workflow bottlenecks, understand AI agent capabilities, and learn to map business processes that benefit most from automation. Through real-world case studies including Wiley's customer support transformation, learners will develop skills to recognize patterns and inefficiencies that AI agents can address.

What's included

4 videos2 readings1 assignment

4 videosTotal 21 minutes

Introduction and Welcome3 minutes
Recognizing Automation Opportunities in Your Current Workflows7 minutes
Understanding AI Agent Capabilities and Limitations5 minutes
Case Study: Wiley's Customer Support Transformation5 minutes

2 readingsTotal 13 minutes

Welcome to the Course: Course Overview3 minutes
Analyzing Workflow Bottlenecks and Inefficiencies10 minutes

1 assignmentTotal 15 minutes

HOL: Map Automation Opportunities in a Sample Workflow15 minutes

This lesson focuses on the practical implementation of AI agents within Salesforce environments. Learners will explore Salesforce Agentforce capabilities, learn to configure AI models for specific tasks, and practice building automated workflows. Through hands-on exercises and real-world examples like Engine's 15% efficiency improvement, learners will develop technical skills to deploy AI agents that enhance data processing and customer service operations.

What's included

3 videos1 reading1 assignment

3 videosTotal 19 minutes

Introduction to Salesforce Agentforce Platform6 minutes
Case Study: Engine's Process Automation Success6 minutes
Configuring AI Agents for Data Processing and Customer Service8 minutes

1 readingTotal 8 minutes

AI Model Selection and Configuration Strategies8 minutes

1 assignmentTotal 15 minutes

HOL: Build an AI Agent Prototype for Task Automation15 minutes

In this capstone lesson, learners will integrate all course concepts to create strategic frameworks for organizational AI automation. They'll explore scaling considerations, success measurement, and long-term sustainability of AI agent implementations. Through examples like 1-800Accountant's peak workload management and Precina Health's healthcare applications, learners will develop comprehensive strategies that optimize business processes while ensuring sustainable adoption and continuous improvement.

What's included

5 videos1 reading3 assignments

5 videosTotal 27 minutes

From Pilot to Production: Scaling AI Agent Implementation5 minutes
Measuring Success: KPIs and ROI for AI Automation7 minutes
Case Study: 1-800Accountant's Peak Workload Management6 minutes
Advanced Applications: Precina Health's Healthcare Innovation6 minutes
Congratulations and Continuous Learning Journey3 minutes

1 readingTotal 6 minutes

Building Sustainable AI Automation Ecosystems6 minutes

3 assignmentsTotal 75 minutes

Assessment10 minutes
HOL: Design a Comprehensive AI Agent Strategy for Your Organization20 minutes
Project HOL: Comprehensive Salesforce AI Agent Implementation Strategy45 minutes