Salesforce Agentforce Workshop
Empowering Agents with the Tools for Smarter Selling

Overview
The Salesforce Agentforce Workshop is a focused, hands-on session designed to equip sales and service agents with the knowledge and practical skills to maximize their effectiveness using Salesforce’s Agentforce solution. Tailored for both new users and experienced professionals, the workshop emphasizes real-world scenarios, automation, data insights, and collaboration to drive agent productivity and customer satisfaction.

Workshop Objectives

* Understand the core capabilities of Agentforce, including lead management, opportunity tracking, and case resolution.

* Explore how Agentforce integrates with Salesforce Service Cloud and Sales Cloud to streamline operations.

* Learn how to personalize dashboards, reports, and list views for better visibility and decision-making.

* Apply automation tools such as Flow, Macros, and Quick Actions to minimize manual effort.

* Discover best practices in customer engagement, follow-ups, and omnichannel communication.

Key Topics Covered

1. Agentforce Fundamentals

* Introduction to the Agentforce workspace

* Navigation tips and productivity shortcuts

2. Lead and Opportunity Management

* Capturing and qualifying leads

* Converting leads into opportunities and tracking progress

3. Case Management and Service Efficiency

* Managing cases and inquiries in real-time

* Collaborating across teams using Chatter and Queues

4. Automation & Productivity

* Using Salesforce Flows and Quick Text

* Automating routine tasks with Macros

5. Insights and Reporting

* Creating and customizing reports and dashboards

* Real-time analytics for performance tracking