AGENTFORCE + SALESFORCE DATA CLOUD

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Agentforce + Salesforce Data Cloud Training focuses on Salesforce AI, automation & data integration, helping learners master intelligent workflows, data modeling & next-gen CRM capabilities. The program teaches how to build AI-powered customer experiences using Agentforce & manage scalable data using Salesforce Data Cloud. This training is important because AI-driven automation & unified customer data are now essential for modern Salesforce implementations. Ideal for Salesforce Administrators, Developers, AI/Automation Engineers & professionals aiming to upskill in Salesforce’s latest AI ecosystem.

Duration of Training : 60 Hours
Batch type : Weekdays/Weekends
Mode of Training : Classroom/Online/Corporate Training

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Overview

The Syllabus

Curriculum Designed by Experts

MODULE 1: Introduction to Agentforce & Data Cloud

Topics
What is Salesforce Agentforce?
Einstein 1 Platform Overview
Architecture of Agentforce + Data Cloud
Where Agentforce fits in CRM, automation & gen-AI
Use cases for Sales, Service, Marketing & Field Ops
Assignments
Draw Agentforce architecture and components
Identify business use cases for Agentforce & Data Cloud

MODULE 2: Data Cloud Foundations

Topics
Data Cloud Terminology (Data Streams, Ingestion, DMO, ID Graph)
Unified Profiles & Identity Resolution
Data Cloud Object Model
Ingestion types: Batch, Streaming, CDC, Connectors
Data Cloud Permissions & Security
Labs
Create a Data Cloud environment
Configure data permissions & sharing

MODULE 3: Data Ingestion & Data Modeling

Topics
Ingesting data from Salesforce Ingesting data from external sources: AWS S3, Azure, APIs Mapping data to Data Model Objects (DMO) Primary Profiles & Secondary Profiles Calculated Insights & Aggregations
Labs
Build data streams from Salesforce & S3
Create DMO mappings
Create a Calculated Insight

MODULE 4: Identity Resolution & Data Unification

Topics
Match Rules & Resolution Rules
Golden Record creation
Deterministic vs Probabilistic matching
Unified Customer Profile creation
Labs
Configure identity resolution Create unified customer profiles

MODULE 5: Segmentation & Activation

Topics
Segments (batch, real-time)
Filters, rules & conditions
Export segments to Marketing Cloud / Ad platforms
Activation channels (Sales, Service, Tableau, Snowflake)
Labs
Build behavioral segments
Activate segments to Salesforce CRM

MODULE 6: Agentforce Fundamentals

Topics
What are AI Agents?
Agentforce Architecture
Policy Management & Guardrails
Prompt Templates & Prompt Builder
Skills, Actions & Knowledge Sources
AI Trust Layer – Safety, governance & compliance
Assignments
Create prompt templates
Define guardrails for Service Agents

MODULE 7: Building Agentforce AI Agents

Topics
Creating Flow-Based Agents Creating LLM Agents Multi-step Agents & Skill Chaining Enterprise Knowledge Integration Context windows & memory Error handling & fallback flows
Labs
Build a support agent to handle ticket classification
Build a sales agent that recommends next best actions

MODULE 8: Agent Actions & Integrations

Topics
Agent Actions (custom + standard)
Use Cases (CRM updates, troubleshooting, lookup, email, etc.)
Integrating Agents with:
Salesforce Flow Apex Classes MuleSoft APIs
Retrieving data from Data Cloud into Agents
Labs
Build custom agent actions using Apex
Connect agents with Data Cloud segments

MODULE 9: Einstein Copilot & Agentforce Integration

Topics
Einstein Copilot vs Agentforce Copilot Builder
Copilot Actions Using Data Cloud as context for Copilot
Copilot for Sales, Service & Marketing Testing & validating Copilots
Labs
Build a Copilot that retrieves customer insights from Data Cloud

MODULE 10: Advanced AI: Search, Vector Indexing & Semantic Data

Topics
Vector Databases in Data Cloud
Knowledge articles vectorization
Retrieval Augmented Generation (RAG) inside Salesforce
Semantic Search setup
Labs
Build a vector index using knowledge articles
Create a RAG-based support agent

MODULE 11: Security, Compliance & Governance

Topics
Data Cloud security Shield + Trust Layer
Audit Trail Guardrails for AI outputs Agent Policies (PII, toxicity, hallucination prevention)
Labs
Create data sharing rules for Data Cloud
Apply Agentforce security guardrails

MODULE 12: Performance Optimization & Monitoring

Topics
Monitoring ingestion jobs
Data Cloud optimizer
Agent performance & logs
Error monitoring & troubleshooting
Scaling Streams & CDC integrations
Labs
Monitor ingestion logs
Diagnose agent flow failures

MODULE 13: DevOps & Deployment

Topics
Package & deploy Data Cloud resources
Deploy Agentforce Agents using:
Change Sets
Salesforce CLI
DevOps Center
CI/CD for Data Cloud + Agentforce
Labs
Export/Import Data Streams
Deploy Agents to Sandbox/Production

REAL-TIME PROJECTS (Choose 2–3)

Project 1: Customer 360 Unified Profile system
Ingest data from CRM + S3
Create unified profiles & insights
Display insights to agents via Copilot
Project 2: AI Support Agent (Agentforce)
Auto-classify tickets
Suggest knowledge articles
Execute actions like reset password, update case
Project 3: Sales Intelligence Engine
Data Cloud Segmentation
Next Best Oger (NBO) Engine
Agentforce recommendations
Project 4: Marketing Personalization Platform
Build dynamic segments
Activate into Marketing Cloud Run personalized journeys

Deliverables

70+ Assignments
15 Hands-on Labs
3 Complete Projects
Data Cloud + Agentforce Interview Dumps
Architecture Diagrams & Flow Templates
Admin + Developer combined workbook

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Why Radical Technologies

Live Online Training

Highly practical oriented training

Installation of Software On your System

24/7 Email and Phone Support

100% Placement Assistance until you get placed

Global Certification Preparation

Trainer Student Interactive Portal

Assignments and Projects Guided by Mentors

And Many More Features

Course completion certificate and Global Certifications are part of our all Master Program

Live Classroom Training

Weekend / Weekdays / Morning / Evening Batches

80:20 Practical and Theory Ratio

Real-life Case Studies

Easy Coverup if you missed any sessions

PSI | Kryterion | Redhat Test Centers

Life Time Video Classroom Access ( coming soon )

Resume Preparations and Mock Interviews

And Many More Features

Course completion certificate and Global Certifications are part of our all Master Program

Self Paced Training

Self Paced Learning

Learn 300+ Courses at Your Own Time

50000+ Satisfied Learners

Course Completion Certificate

Practical Labs Available

Mentor Support Available

Doubt Clearing Session Available

Attend Our Virtual Job Fair

10% Discounted Global Certification

Course completion certificate and Global Certifications are part of our all Master Program

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Global Certification

Radical Technologies is the leading IT certification institute in Kochi, offering a wide range of globally recognized certifications across various domains. With expert trainers and comprehensive course materials, it ensures that students gain in-depth knowledge and hands-on experience to excel in their careers. The institute’s certification programs are tailored to meet industry standards, helping professionals enhance their skillsets and boost their career prospects. From cloud technologies to data science, Radical Technologies covers it all, empowering individuals to stay ahead in the ever-evolving tech landscape. Achieve your professional goals with certifications that matter.

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Career Services (Mock Interviews, Resume Preparation)
Placement Assistance upon clearing PRT
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Job Assistance
Interview Preparation
Profile Buliding

At Radical Technologies, we are committed to your success beyond the classroom. Our 100% Job Assistance program ensures that you are not only equipped with industry-relevant skills but also guided through the job placement process. With personalized resume building, interview preparation, and access to our extensive network of hiring partners, we help you take the next step confidently into your IT career. Join us and let your journey to a successful future begin with the right support.

At Radical Technologies, we ensure you’re ready to shine in any interview. Our comprehensive Interview Preparation program includes mock interviews, expert feedback, and tailored coaching sessions to build your confidence. Learn how to effectively communicate your skills, handle technical questions, and make a lasting impression on potential employers. With our guidance, you’ll walk into your interviews prepared and poised for success.

At Radical Technologies, we believe that a strong professional profile is key to standing out in the competitive IT industry. Our Profile Building services are designed to highlight your unique skills and experiences, crafting a resume and LinkedIn profile that resonate with employers. From tailored advice on showcasing your strengths to tips on optimizing your online presence, we provide the tools you need to make a lasting impression. Let us help you build a profile that opens doors to your dream career.

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Agentforce + Salesforce Data Cloud Training Course Certification With Training In Kochi

Q: MODULE 1: Introduction to Agentforce & Data Cloud

Topics What is Salesforce Agentforce? Einstein 1 Platform Overview Architecture of Agentforce + Data Cloud Where Agentforce fits in CRM, automation & gen-AI Use cases for Sales, Service, Marketing & Field Ops Assignments Draw Agentforce architecture and components Identify business use cases for Agentforce & Data Cloud

Q: MODULE 2: Data Cloud Foundations

Topics Data Cloud Terminology (Data Streams, Ingestion, DMO, ID Graph) Unified Profiles & Identity Resolution Data Cloud Object Model Ingestion types: Batch, Streaming, CDC, Connectors Data Cloud Permissions & Security Labs Create a Data Cloud environment Configure data permissions & sharing

Q: MODULE 3: Data Ingestion & Data Modeling

Topics Ingesting data from Salesforce Ingesting data from external sources: AWS S3, Azure, APIs Mapping data to Data Model Objects (DMO) Primary Profiles & Secondary Profiles Calculated Insights & Aggregations Labs Build data streams from Salesforce & S3 Create DMO mappings Create a Calculated Insight

Q: MODULE 4: Identity Resolution & Data Unification

Topics Match Rules & Resolution Rules Golden Record creation Deterministic vs Probabilistic matching Unified Customer Profile creation Labs Configure identity resolution Create unified customer profiles

Q: MODULE 5: Segmentation & Activation

Topics Segments (batch, real-time) Filters, rules & conditions Export segments to Marketing Cloud / Ad platforms Activation channels (Sales, Service, Tableau, Snowflake) Labs Build behavioral segments Activate segments to Salesforce CRM

Q: MODULE 6: Agentforce Fundamentals

Topics What are AI Agents? Agentforce Architecture Policy Management & Guardrails Prompt Templates & Prompt Builder Skills, Actions & Knowledge Sources AI Trust Layer – Safety, governance & compliance Assignments Create prompt templates Define guardrails for Service Agents

Q: MODULE 7: Building Agentforce AI Agents

Topics Creating Flow-Based Agents Creating LLM Agents Multi-step Agents & Skill Chaining Enterprise Knowledge Integration Context windows & memory Error handling & fallback flows Labs Build a support agent to handle ticket classification Build a sales agent that recommends next best actions

Q: MODULE 8: Agent Actions & Integrations

Topics Agent Actions (custom + standard) Use Cases (CRM updates, troubleshooting, lookup, email, etc.) Integrating Agents with: Salesforce Flow Apex Classes MuleSoft APIs Retrieving data from Data Cloud into Agents Labs Build custom agent actions using Apex Connect agents with Data Cloud segments

Q: MODULE 9: Einstein Copilot & Agentforce Integration

Topics Einstein Copilot vs Agentforce Copilot Builder Copilot Actions Using Data Cloud as context for Copilot Copilot for Sales, Service & Marketing Testing & validating Copilots Labs Build a Copilot that retrieves customer insights from Data Cloud

Q: MODULE 10: Advanced AI: Search, Vector Indexing & Semantic Data

Topics Vector Databases in Data Cloud Knowledge articles vectorization Retrieval Augmented Generation (RAG) inside Salesforce Semantic Search setup Labs Build a vector index using knowledge articles Create a RAG-based support agent

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Whether you are looking for Azure Data Engineer Training Online or prefer our in-person classes in Bangalore, Radical Technologies is your trusted partner for career advancement in data engineering. Join us today to enroll in the Best Azure Data Engineer Course and kick-start your journey towards becoming a certified data engineer.