Explore Agentforce and Sales Cloud
Learning Objectives
After completing this unit, you’ll be able to:
- Describe the various generative AI features in Agentforce for Sales.
- Describe Agentforce Sales Development Rep (SDR) and Agentforce Sales Coach, and explain when and how to implement each.
Key Topics
This unit prepares you for the Agentforce and Sales Cloud section of the Salesforce Agentforce Specialist exam, which makes up 10% of the overall exam. This section of the exam tests these topics.
- Given a scenario, identify the correct generative AI feature in Agentforce for Sales.
- Given a scenario, identify when to use Agentforce Sales Agents (SDR and Sales Coach).
Like the previous units, this unit contains practice scenario-based questions and flashcards.
Exam Practice Questions
Ready to jump in? The sample tool is not scored—it's just an easy way to quiz yourself. To use it, read the scenario, then click the answer you think is correct. Some questions may have more than one correct answer. Click Submit to learn whether the answer you chose is correct or incorrect, and why. When you reach the end, you can review the answers or retake the questions.
Did you choose an incorrect answer? Check out the table for related study materials.
Questions |
Study Materials |
|---|---|
1 |
Learn how Agentforce SDR can maximize your sales pipeline by sending customized intro emails to prospects, responding to replies, and connecting qualified leads with sales reps. |
2 |
Study Considerations for Using Agentforce SDR to understand how Agentforce SDR uses Activity Timeline to manage customer outreach. |
3 |
Explore how you can use prompt templates to modify the Agentforce Sales Coach’s feedback criteria for each sales stage. |
4 |
Read more to Understand How Einstein Generative AI Creates Sales Emails, and how you can use Sales Emails to personalize your customer interactions. |
Exam Topic Flashcards
The following flashcards cover key Agentforce and Sales Cloud terms and concepts. Use these interactive flashcards to brush up on some of the key topics you'll find on this part of the exam.
Read the question or term on each card, then click or tap the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left-facing arrow to return to the previous card.
Did you choose an incorrect answer? Check out the table for related study materials.
Flashcards |
Study Materials |
|---|---|
1 |
Review how Agentforce Sales Coach uses role play, real-time feedback, and actionable insights to upskill sellers. |
2 |
Read about the multiple Agentforce Sales Coach Permissions sets, and the differences between them. |
3 |
Learn more about how Agentforce SDR can help you generate pipeline around the clock. |
4 |
Study up on Call Explorer to learn how users can ask questions directly from voice and video call records. |
Related Resources
Looking for more information? Explore these related resources.
Content |
Content Type |
|---|---|
|
|
Module |
|
|
Module |
|
|
Module |
Congratulations! You’ve covered 100% of the Salesforce Agentforce Specialist Certification exam material in this badge.
You’ve reviewed these sections.
- Review Prompt Engineering
- Study Up on Agentforce Concepts
- Review Agentforce and Data Cloud
- Examine Agentforce and Service Cloud
- Explore Agentforce and Sales Cloud
Good luck on your exam!