Lesson 3: AI Automation, Agents, Actions, Integration, and User Experience
Lesson Overview
This lesson develops practical skills in ai automation, agents, actions, integration, and user experience for Salesforce AI Solutions (SAI201).
Topics Covered
Agent topics, instructions, actions, skills, channels, handoff, and guardrails
Flow, Apex, APIs, MuleSoft, external services, and action orchestration
Sales, service, marketing, and employee productivity assistant patterns
Conversation design, prompt UX, confirmation, permissions, errors, and fallback
Knowledge and data retrieval, citations, confidence, and escalation
Prototype, testing, red teaming, and acceptance criteria
Practical Activity
Configure or analyze a scenario involving agent topics, instructions, actions, skills, channels, handoff, and guardrails.
Build and validate an exercise covering flow, apex, apis, mulesoft, external services, and action orchestration and sales, service, marketing, and employee productivity assistant patterns.
Use tests, logs, reports, or documentation to verify prototype, testing, red teaming, and acceptance criteria.
Key Takeaways
Explain agent topics, instructions, actions, skills, channels, handoff, and guardrails in the context of Salesforce AI Solutions (SAI201).
Apply practical methods for flow, apex, apis, mulesoft, external services, and action orchestration and sales, service, marketing, and employee productivity assistant patterns.
Test, document, and troubleshoot prototype, testing, red teaming, and acceptance criteria.
