Salesforce Dev Help
1️⃣ Understand the Exam Blueprint
| Section | Approx. % of Exam | Core Topics |
|---|---|---|
| Foundations of Agentforce | 20 % | Architecture, Copilot concepts, security model |
| Prompt Builder | 20 % | Prompt creation, variables, testing, best practices |
| Custom Actions & Copilot Library | 20 % | Apex‑based actions, Flow‑based actions, registration |
| AI‑Driven Automation | 15 % | Using Einstein, building agents, orchestration |
| Governance & Ethics | 15 % | Data privacy, model bias, audit trails |
| Performance & Troubleshooting | 10 % | Limits, logging, debugging custom actions |
Tip: The exam is scenario‑based. Each question presents a business problem and asks you to choose the best Agentforce solution. Memorizing definitions alone won’t cut it.
2️⃣ Build a Hands‑On Lab Environment
- Create a Scratch Org (use
sfdx force:org:create -f config/project-scratch-def.json -a agentforce‑lab). - Install the Agentforce Managed Package (latest version).
- Enable Einstein Copilot in Setup → “Einstein Copilot Settings”.
- Create a Prompt Builder Template that extracts a contact’s sentiment from a free‑text field.
- Build a Custom Action (Apex) that calls the Prompt Builder and returns the result to the Copilot.
- Register the Action in the Copilot Library and test it in the Copilot Builder UI.
Why? The exam includes a “Lab‑Simulation” question where you must identify a missing configuration step. Having a live org eliminates guesswork.
3️⃣ Study Resources – Prioritize Quality Over Quantity
| Resource | Format | What to Focus On |
|---|---|---|
| Official Exam Guide (PDF) | Document | Blueprint, weighting, sample questions |
| Trailhead – “Agentforce Basics” | Interactive | End‑to‑end flow from Prompt Builder → Copilot |
| Agentforce Developer Guide (PDF) | Documentation | API reference, limits, security model |
| “AI Governance on Salesforce” Webinar (recorded) | Video | Ethics, data privacy, model bias |
| Community Superbadge – “Agentforce Specialist” | Hands‑on | Real‑world scenarios, peer review |
| Practice Exams (Third‑party, e.g., Focus on Force) | Quiz | Time‑boxed, multiple‑choice, explanations |
Tip: Do not try to read every blog post. Focus on the official guide, the Trailhead module, and the Superbadge—these map directly to exam objectives.
4️⃣ Master the Core Concepts
a. Prompt Builder Essentials
- Variables & Types: Use
{{Contact.FirstName}}style placeholders. - Testing: The “Test Prompt” button gives you a JSON preview of the LLM request.
- Best Practices:
- Keep prompts under 500 tokens for lower latency.
- Use system messages to set tone (e.g., “You are a friendly sales assistant”).
b. Custom Copilot Actions
- Apex Action Skeleton:
public with sharing class SentimentAction implements AgentforceAction {
@InvocableMethod
public static List<AgentforceResult> run(List<AgentforceInput> inputs) {
// 1️⃣ Extract text from inputs
// 2️⃣ Call Prompt Builder via ConnectApi
// 3️⃣ Return the sentiment string
}
}
- Error Handling: Always wrap external calls in try/catch and return a user‑friendly message (e.g., “Unable to analyze sentiment right now”).
c. Governance & Ethics
- Data Privacy: Never send PII (e.g., SSN) to the LLM. Mask it before calling Prompt Builder.
- Bias Mitigation: Include a “review” step in the flow that lets a human override the AI suggestion.
d. Performance
- Limits: 100 LLM calls per hour per org (adjustable via Support).
- Caching: Store recent prompt results in a Custom Setting to avoid repeat calls.
5️⃣ Exam‑Day Strategies
| Strategy | How to Apply |
|---|---|
| Read the scenario twice | Identify the business goal before looking at answer choices. |
| Eliminate obviously wrong answers | Usually one or two options violate security or governor limits. |
| Prioritize “Least‑Privileged” | Choose the option that uses the fewest permissions or the most declarative approach. |
| Watch for “All of the above” traps | Only select if you’re 100 % sure each statement is correct. |
| Time Management | 90 minutes for ~60 questions → ~1.5 min per question. Flag tough ones, return later. |
| Use the “Mark for Review” flag | Keeps track of questions you’re unsure about. |
6️⃣ Quick Checklist Before You Finish the Exam
- Have you enabled Einstein Copilot in the org you used for practice?
- Did you register every custom action in the Copilot Library?
- Are all Prompt Builder templates tested and saved?
- Did you add audit fields (
CreatedBy,LastModifiedBy) to any custom objects used by agents? - Have you reviewed the Governance section of the exam guide (privacy, bias, logging)?
7️⃣ Final Thought
Passing the Agentforce Specialist exam isn’t just about memorizing facts; it’s about thinking like an AI‑first architect. Demonstrate that you can blend declarative tools, Apex, and responsible AI practices into a seamless solution. Follow the roadmap above, practice in a real org, and you’ll be well on your way to earning that badge—and to building the next generation of intelligent Salesforce experiences.