Review AI Agents
Learning Objectives
After completing this unit, you’ll be able to:
- Explain how Agentforce works, including the reasoning engine, security, and agent types.
- Configure agents by selecting topics, actions, and settings to meet business requirements.
- Connect and manage agents across channels while ensuring consistent and deterministic behavior.
Key Topics
This unit prepares you for the AI Agents section of the Salesforce Agentforce Specialist exam, which makes up 35% of the overall exam. This section of the exam tests these topics.
- Given a use case, manage deterministic behavior for the agent using filters and variables.
- Explain how an agent works and how the reasoning engine powers Agentforce.
- Given a scenario, select and configure standard topics, custom topics, standard Agent actions, and custom Agent actions based on Agent types.
- Explain how to manage Agentforce security, including the concept of the Agent User and how it applies to an Employee agent, Service agent, or Sales agent.
- Given a scenario, identify when to use an Employee agent, Service agent, or Sales agent.
- Explain the process for connecting agents to various channels such as digital experience, email, and Slack.
This unit provides a number of interactive, real-world, scenario-based questions that are a lot like the ones you’ll encounter as a Salesforce Agentforce specialist. Looking at these scenarios helps prepare you to take the AI Agents section of the Salesforce Agentforce Specialist exam. As you tackle the practice questions, you get immediate feedback on your answers, along with detailed information on why your answers are correct (or incorrect).
The unit also contains interactive flashcards centered around study topics that help you prepare for the AI Agents section of the exam.
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 can 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.
Study Materials
Did you choose an incorrect answer? Check out the table for related study materials.
Questions |
Study Materials |
|---|---|
1-3 |
Study up on how Variables and Filters work together to safeguard your private data and simplify agent orchestration. |
4 |
Review how to create an agent from an Agentforce Service Agent Template designed to resolve common support cases and requests. |
Exam Topic Flashcards
The following flashcards cover important AI Agent 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.
Study Materials
Need to brush up on your flashcard terms and definitions? Check out the table for related study materials.
Flashcard |
Study Materials |
|---|---|
1-3 |
Review Variables and Filters to refresh your understanding of how context and conversation variables work together with filters. |
4 |
Read about how you can use Agentforce variables to structure agent memory to enhance agent accuracy, reliability, and functionality. |
Related Resources
Looking for more information? Explore these related badges and other resources.
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Congratulations! You’ve learned about AI Agents. Next, let’s take a look at Prompt Engineering.