Automate Workflows and Ground AI with Trusted Data for the Agentic Era
Learn to prepare trusted data, automate business processes with Flow, ground generative AI in CRM data, design autonomous Agentforce agents, connect workflows to external systems, and operate it all at production scale.
Build a Trusted Data Foundation
Establish the data model, quality, and security foundation every downstream automation and AI feature depends on.
Learn the basics of AI and the tech behind its amazing capabilities.
Give your data structure with objects, fields, and relationships.
Discover strategies for assessing and improving the quality of your data in Salesforce.
Resolve and prevent duplicate records to increase user confidence in your data.
Control access to data using point-and-click security tools.
Connect Agentforce agents to the knowledge sources that power high-quality responses, including CRM data, unstructured documents, and web search.
Establish AI Trust and Governance
Understand generative AI, its risks, and the guardrails Salesforce provides before building anything on top of it.
Discover the capabilities of generative AI and the technology that powers it.
Discover techniques to recognize and prevent data bias when using AI technologies.
Remove bias from your data and algorithms to create ethical AI systems at your company.
Learn how the Einstein Trust Layer protects your generative AI data.
Automate Processes with Flow
Build, test, and validate core declarative automations that read, evaluate, and update Salesforce data.
Explore Flow Builder and learn when to use flows to automate your business processes.
Start building flows to automate business processes using Salesforce records.
Create automation that guides users and interacts with them.
Use Flow Builder to capture and update contact information with a flow.
Configure flow actions, elements, and more to automate business processes.
Follow key guidelines before you build and distribute flows to minimize errors and rework.
Ground Automation with Generative AI
Turn trusted data and flows into grounded, reusable prompt templates.
Learn about large language models (LLMs) and how Salesforce uses them.
Write prompts effectively to get the most out of generative AI.
Learn how to create prompt templates and use them in your orgs.
Explore grounding to implement a strategy to connect your agents to trusted data sources.
Use Prompt Builder to dynamically ground your prompt templates in CRM data.
Design Autonomous Agentforce Agents
Turn grounded prompts and flows into agent actions that an Agentforce agent can reason about and execute.
Learn how AI agents use LLMs and context to assist customers and human agents.
Learn best practices for planning an effective, trusted AI agent.
Create agent-ready flows and configure agents to make the most of those flows.
Learn how Agentforce uses safeguards and responsible AI principles to create ethical AI.
Trace how an agent built in the legacy Agentforce Builder reasons, takes action, and generates a response.
Integrate Systems for End-to-End Automation
Extend automation and agent actions beyond Salesforce to external systems and events.
Explore and analyze Salesforce Lightning Platform integration patterns.
Connect an external service to Salesforce and invoke methods based on that service.
Build a flow that uses external services.
Deliver custom notifications within the platform and in external apps.
Synchronize Salesforce records with external data stores by streaming change events.
Build simple or complex automations, forms, and guided experiences with little to no code, then deploy them wherever you need them.
Test, Optimize, and Deploy for Production
Harden the full stack — data, flows, and agents — for scale, governance, and live operation.
Build solutions that help your org perform at scale.
Streamline existing flows to support scalability and enhance the user experience.
Deliver improved performance with flow adjustments and enhancements.
Discover Agentforce tools, considerations, and strategies for testing your agents.
Learn how to decide what should — and shouldn't — be automated with agentic AI.
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Check out other Salesforce products to see how they can help you create more personalized customer journeys and make data-driven decisions.