Agentforce 360 for Salesforce Admins: From Zero to Your First AI Agent
Understand the essentials, explore CRM use cases, and learn how to start building.

Your first AI agent starts with a business problem—and the Salesforce skills you already have.

Join this practical webinar to understand Agentforce 360, discover where AI agents fit into everyday CRM work, and explore your role as an AI Orchestrator. Through relatable use cases and a recorded walkthrough, you’ll learn what to prepare, how an agent comes together, and where to begin building independently.

Designed for Salesforce Admins, Business Analysts, and CRM business users. No prior Agentforce experience required.

What We’ll Cover

1. Welcome: Your Journey to Your First Agent

   • Discover what you’ll learn and how to continue practicing after the session.

2. Why AI Agents? Start with a Real CRM Problem

   • Explore everyday CRM tasks and where an AI agent could help.

3. Agentforce 360 Made Simple

   • Understand how CRM data, instructions, actions, and people come together.

4. The Admin as an AI Orchestrator

   • See how your Salesforce skills help you define, guide, and improve agent behavior.

5. Before You Build: Five Questions to Answer

   • Prepare your data, actions, instructions, access controls, and success criteria.

6. Choose Your First Agent’s Job

   • Identify a focused use case with a clear business outcome and practical boundaries.

7. See It in Action: Design, Test, and Improve

   • Follow a recorded walkthrough showing how an agent is configured, tested, and refined.

8. Build It Yourself: Your Next Steps

   • Discover the practice environment, guided exercise, and checklist to get started.

9. Q&A

   • Bring your questions about use cases, preparation, and building your first agent.

What You’ll Take Away

• A clear understanding of Agentforce 360.

• A practical view of your role as an AI Orchestrator.

• A readiness checklist and framework for choosing your first use case.

• A guided path to build and test your first AI agent after the webinar.