Enhance Capabilities with Agentforce Tools
Learning Objectives
After completing this unit, you’ll be able to:
- Explain when and how to implement Agentforce based on specific business needs.
- Define the types of standard actions available in Agentforce.
- Describe the Agent Builder and explain how the reasoning engine works.
- Explain when and how to create custom Agent actions.
- Describe how to manage, monitor, and troubleshoot Agents.
Key Topics
This unit prepares you for the Agentforce Tools section of the Salesforce AI Specialist exam, which makes up 23% of the overall exam. This section of the exam tests these topics.
- Given business requirements, identify when it’s appropriate to use Agents.
- Explain how an Agent works and how the reasoning engine powers Agents.
- Leverage standard topics, custom topics, standard Agent actions and custom Agent actions.
- Manage and monitor Agent adoption.
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 on 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. If there’s a longer explanation, click 
to expand the window, then click anywhere in the window to close it. 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 material.
Questions |
Study Materials |
|---|---|
1 |
Review What are Agents? to learn how agents can help boost productivity across a wide range of workflows and tasks. |
2 |
Complete the Einstein Agents and Copilot Basics module to understand how you can use Event Logs to test and troubleshoot your Agent. |
3 |
Study the Best Practices for Custom Action Instructions and learn how effective action instructions help your Agent execute custom actions. |
4 |
Review the Standard Agent Action Reference list to see how you can use standard actions to summarize CRM records. |
Exam Topic Flashcards
The following flashcards cover key topics within the Agentforce Tools exam section. 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 material.
Flashcards |
Study Materials |
|---|---|
1-2 |
Review The Building Blocks of Agents and Copilot, and ensure you can explain the function of each component. |
3 |
Learn more about how you can use Agent Builder to configure, test, and audit your agent in the Einstein Agents and Copilot Basics module. |
4 |
Read about how Agentforce Analytics can help you drive adoption and improve the user experience. |
Related Badges
Looking for more information? Explore these related badges.
Badge |
Content Type |
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Trail |
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Project |
Congratulations! You’ve reviewed key information about Agentforce. Next, let’s take a look at Model Builder.