Knowledge, CRM data, Data Cloud, search, retrieval, and citation concepts
Conversation history, context, confirmations, permissions, and fallback
Topic and action design exercises
Practical Activity
Configure or analyze a scenario involving topics, classification, scope, instructions, boundaries, examples, and disambiguation.
Build and validate an exercise covering standard and custom actions, flow actions, apex actions, apis, and external services and prompt templates, inputs, grounding, merge fields, context, output formats, and evaluation.
Use tests, logs, reports, or documentation to verify topic and action design exercises.
Key Takeaways
Explain topics, classification, scope, instructions, boundaries, examples, and disambiguation in the context of Salesforce Copilot and Agentforce Training.
Apply practical methods for standard and custom actions, flow actions, apex actions, apis, and external services and prompt templates, inputs, grounding, merge fields, context, output formats, and evaluation.
Test, document, and troubleshoot topic and action design exercises.
