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.
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 techniques to recognize and prevent data bias when using AI technologies.
Automate Processes with Flow
Build, test, and validate core declarative automations that read, evaluate, and update Salesforce data.
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.
Write prompts effectively to get the most out of generative AI.
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.
AI エージェントが LLM とコンテキストを使用して、お客様や人間のエージェントを補佐する方法を学習します。
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.
Salesforce Platform 内と外部アプリケーションにカスタム通知を配信します。
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.
Streamline existing flows to support scalability and enhance the user experience.
Deliver improved performance with flow adjustments and enhancements.
Learn how to decide what should — and shouldn't — be automated with agentic AI.
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