Study Up on Agentforce Concepts
Learning Objectives
After completing this unit, you’ll be able to:
- Identify when and how to implement Agentforce based on specific business needs.
- Describe the types of topics and actions available in Agentforce.
- Explain how the Atlas Reasoning Engine works.
- Configure Agentforce user security.
- Explain how to deploy, manage, monitor, and troubleshoot Agents.
Key Topics
This unit prepares you for the Agentforce Concepts section of the Salesforce Agentforce Specialist exam, which makes up 30% of the overall exam. This section of the exam tests these topics.
- Explain how an agent works and how the reasoning engine powers Agentforce.
- Use standard topics, custom topics, standard agent actions, and custom agent actions.
- Manage and monitor agent adoption.
- Manage Agentforce user security.
- Test an agent using Testing Center.
- Deploy an agent from sandbox to production.
Like the previous unit, 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 might 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 |
Review the documentation on how to Set Up a Service Agent to understand how to grant the service agent access to the necessary Salesforce objects. |
2 |
Study the Best Practices for Agent Action Instructions and learn how effective action instructions help your agent execute custom actions. |
3 |
Learn more about how to use Agentforce Testing Center to help you test your agents. |
4 |
Read about how to Create a Test in Agentforce Testing Center to test topics and actions for your new agent. |
Exam Topic Flashcards
The following flashcards cover key Agentforce 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 |
Read about how Agentforce analytics can help you increase adoption and improve the user experience. |
2 |
Learn how you can use Agent Builder to configure, test, and audit your agent in the Agents and Agentforce Basics module. |
3 |
Review The Building Blocks of Agents, and ensure you can explain what the reasoning engine does. |
4 |
Learn more about how to use Agentforce Testing Center to help you test your agents efficiently. |
Related Badges
Looking for more information? Explore these related badges.
Content |
Content Type |
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Trail |
You’ve reviewed Agentforce concepts. Next, let’s take a look at integrating Agentforce and Data Cloud.