Salesforce Certified Agentforce Specialist Preparation Details
The Salesforce Certified Agentforce Specialist exam validates your ability to design, build, and govern AI agents and prompt templates on Agentforce. This guide maps every objective to official Salesforce documentation covering Prompt Builder, Data 360, Agent Script, and multi-agent orchestration. You can also explore more Salesforce certification study guides on the Salesforce Certification category to keep building your skills.
Salesforce Certified Agentforce Specialist Materials
| Coursera | Agentforce Specialist (AI-201) Certification Prep |
| Udemy | Salesforce AI – Certified Agentforce Specialist Course |
Prompt Engineering: 20%
Given business requirements, identify when it’s appropriate to use Prompt Builder.
Identify access controls governing prompt templates.
Give Users Access to a Prompt Template
How Users Work with a Prompt Template
Identify the considerations for using a prompt template type such as field generation and flex types.
Field Generation Prompt Templates in Action
Create a Field Generation Prompt Template
Given a scenario, identify the appropriate grounding technique.
Retrieval Augmented Generation
Ground Prompt Templates with Salesforce Resources
Ground with Retrieval Augmented Generation (RAG) in Data 360
Example: Agentic RAG with Advanced Data 360 Setup
Explain the process for creating, activating, and executing prompt templates.
Change LLM Configurations in Prompt Templates
Explain how to implement best practices for writing effective prompts.
Best Practices for Building Prompt Templates
Example Prompt Template Library
Ensure That a Prompt Template Is Effective
Identify the security and privacy features of the Trust Layer.
Einstein Trust Layer: Designed for Trust
Explain how to manage and prevent specific models from being accessed.
Select Agentforce Model Option
Change LLM Configurations in Prompt Templates
Data 360 Fundamentals: 20%
Explain the considerations of Agentforce Data Library and its concepts.
Retrieving Content with Vector Search
Use Search for AI, Automation, and Analytics
Explain foundational concepts of Data 360 such as chunking, indexing, and retrievers.
AI Agents: 35%
Explain how an agent works and its basic building blocks of agent script.
Learn About New Agentforce Builder with Agent Script
Explain the components and benefits of hybrid reasoning, including how Agent Script functions in Canvas and Script View.
Learn About New Agentforce Builder with Agent Script
An Agentforce Guide to Context Engineering
Given a use case, manage deterministic behavior for the agent using mechanisms like filters, variables, and template expressions.
Improve Your Agent’s Memory with Filters and Variables
Create a Custom Variable for Your Agent in the Legacy Builder
An Agentforce Guide to Context Engineering
Given a scenario, select and configure standard topics, custom topics, standard Agent actions, and custom Agent actions.
Explore Standard Agent Topics and Actions
Customize Your Agents with Topics and Actions
Standard Agent Action Reference
Create a Custom Agent Action in the Legacy Builder
Explain the process for connecting agents to various channels such as digital experience, email, voice, and Slack.
Add Agentforce Service Agent to Email
Create the Channel for Agentforce Voice with PSTN
Explain the security context in which the agent is actually running, and how it impacts agent action execution.
Best Practices for Agent User Permissions
Give Users Access to Agentforce (Default)
Add User Identification to Agentforce Actions
Given a scenario, identify when to use an Employee or Service agent.
Considerations for Agentforce Employee Agent
Considerations for Agentforce Service Agent on Email
Given a scenario, identify when it’s appropriate to use Agent API.
Chat with Agents Using Agent API
Agentforce Developer Reference
Testing, Deployment, and Maintenance: 10%
Given a scenario, test an agent using Testing Center.
Access Agentforce Studio and the New Agentforce Builder
Explain how Testing Center evaluations work.
Identify the considerations for deploying an agent from sandbox to production.
Choose Your Tools for Developing and Deploying Changes
Identify the considerations for deploying a template from sandbox to production.
Salesforce CLI Considerations for Prompt Templates
Governance and Observability: 10%
Explain the process for managing and monitoring agents.
Learn About Agentforce Observability
Monitor Agentforce Service Agents
Explain agent analytics and agent optimization.
Get Insights with Agent Analytics
Multi-Agent Orchestration: 5%
Given a scenario, determine whether a Multi Agent architecture is appropriate for scalability and control.
Enterprise Agentic Architecture and Design Patterns
An Agentforce Guide to Context Engineering
Explain the purpose of existing open standard multi-agent protocols such as MCP and A2A.
Salesforce Hosted MCP Servers (Beta)
Salesforce Hosted MCP Servers Are in Beta Today
Create Custom Salesforce MCP Servers in API Catalog
Wrapping Up Salesforce Certified Agentforce Specialist
This guide covers every domain of the Salesforce Certified Agentforce Specialist exam, from Prompt Builder and Data 360 grounding to Agent Script, testing, governance, and multi-agent protocols like MCP and A2A. Work through each objective and its linked documentation to build real confidence before exam day. You can also explore more Salesforce certification study guides on the Salesforce Certification category to keep building your skills. Have a question or tip? Leave a comment below.
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