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Salesforce Agents: Building AI-Powered Automations

Ce cours n'est pas disponible en Français (France)

Nous sommes actuellement en train de le traduire dans plus de langues.

Salesforce Agents: Building AI-Powered Automations

Instructeur : Hurix Digital

Inclus avec

3 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Intermédiaire

Expérience recommandée

4 heures à compléter

Planning flexible

Apprenez à votre propre rythme

3 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Intermédiaire

Expérience recommandée

4 heures à compléter

Planning flexible

Apprenez à votre propre rythme

Compétences que vous acquerrez

Catégorie : Organizational Change
Catégorie : AI Product Strategy
Catégorie : Performance Measurement
Catégorie : Agentic systems
Catégorie : Business Workflow Analysis
Catégorie : Salesforce Development
Catégorie : Scalability
Catégorie : AI Enablement
Catégorie : Generative AI Agents
Catégorie : Automation
Catégorie : Process Optimization
Catégorie : AI Integrations
Catégorie : Business Process Automation
Catégorie : Customer experience improvement

Outils que vous découvrirez

Catégorie : Agentic Workflows
Catégorie : Salesforce
Catégorie : AI Workflows

Détails à connaître

Certificat partageable

Ajouter à votre profil LinkedIn

Récemment mis à jour !

décembre 2025

Évaluations

5 affectations¹

Noté par l'IA voir l'avis de non-responsabilité

Enseigné en Anglais

91% of learners achieved a positive career outcome

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Il y a 3 modules dans ce cours

Mastering AI Automation with Salesforce Agents is an intermediate-level course designed for Salesforce professionals ready to transform their workflows with intelligent automation. In today's competitive landscape, organizations that leverage AI agents don't just improve efficiency—they fundamentally reshape how work gets done. This course equips you with strategic frameworks and practical skills to identify automation opportunities, implement Salesforce Agentforce solutions, and create comprehensive strategies that drive sustainable business value. Through real-world case studies including Wiley's 40% improvement in customer support resolution and Precina Health's breakthrough diabetes management results, you'll learn to design AI agents that eliminate routine tasks while amplifying human expertise. The course combines strategic thinking with hands-on implementation, featuring scenario-based exercises, technical configuration guidance, and comprehensive planning frameworks. Whether you're managing customer service workflows, sales processes, or operational tasks, you'll master the art of intelligent automation that scales with your organization's growth and creates lasting competitive advantages.

Détails du module

In this foundational lesson, learners will explore how to analyze existing Salesforce workflows to identify prime opportunities for AI integration. They'll examine workflow bottlenecks, understand AI agent capabilities, and learn to map business processes that benefit most from automation. Through real-world case studies including Wiley's customer support transformation, learners will develop skills to recognize patterns and inefficiencies that AI agents can address.

Inclus

4 vidéos2 lectures1 devoir

4 vidéosTotal 21 minutes

Introduction and Welcome3 minutes
Recognizing Automation Opportunities in Your Current Workflows7 minutes
Understanding AI Agent Capabilities and Limitations5 minutes
Case Study: Wiley's Customer Support Transformation5 minutes

2 lecturesTotal 13 minutes

Welcome to the Course: Course Overview3 minutes
Analyzing Workflow Bottlenecks and Inefficiencies10 minutes

1 devoirTotal 15 minutes

HOL: Map Automation Opportunities in a Sample Workflow15 minutes

This lesson focuses on the practical implementation of AI agents within Salesforce environments. Learners will explore Salesforce Agentforce capabilities, learn to configure AI models for specific tasks, and practice building automated workflows. Through hands-on exercises and real-world examples like Engine's 15% efficiency improvement, learners will develop technical skills to deploy AI agents that enhance data processing and customer service operations.

Inclus

3 vidéos1 lecture1 devoir

In this capstone lesson, learners will integrate all course concepts to create strategic frameworks for organizational AI automation. They'll explore scaling considerations, success measurement, and long-term sustainability of AI agent implementations. Through examples like 1-800Accountant's peak workload management and Precina Health's healthcare applications, learners will develop comprehensive strategies that optimize business processes while ensuring sustainable adoption and continuous improvement.

Inclus

5 vidéos1 lecture3 devoirs

5 vidéosTotal 27 minutes

From Pilot to Production: Scaling AI Agent Implementation5 minutes
Measuring Success: KPIs and ROI for AI Automation7 minutes
Case Study: 1-800Accountant's Peak Workload Management6 minutes
Advanced Applications: Precina Health's Healthcare Innovation6 minutes
Congratulations and Continuous Learning Journey3 minutes

1 lectureTotal 6 minutes

Building Sustainable AI Automation Ecosystems6 minutes

3 devoirsTotal 75 minutes

HOL: Design a Comprehensive AI Agent Strategy for Your Organization20 minutes
Project HOL: Comprehensive Salesforce AI Agent Implementation Strategy45 minutes
Assessment10 minutes