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Salesforce Agents: Building AI-Powered Automations · LearnSpace
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Salesforce Agents: Building AI-Powered Automations

Курс от Coursera
Средний≈ 4 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Mastering AI Automation with Salesforce Agents is an intermediate-level course designed for Salesforce professionals ready to transform their workflows with intelligent automation. In today's competitive landscape, organizations that leverage AI agents don't just improve efficiency—they fundamentally reshape how work gets done. This course equips you with strategic frameworks and practical skills to identify automation opportunities, implement Salesforce Agentforce solutions, and create comprehensive strategies that drive sustainable business value. Through real-world case studies including Wiley's 40% improvement in customer support resolution and Precina Health's breakthrough diabetes management results, you'll learn to design AI agents that eliminate routine tasks while amplifying human expertise. The course combines strategic thinking with hands-on implementation, featuring scenario-based exercises, technical configuration guidance, and comprehensive planning frameworks. Whether you're managing customer service workflows, sales processes, or operational tasks, you'll master the art of intelligent automation that scales with your organization's growth and creates lasting competitive advantages.

Навыки, которые вы освоите

AI IntegrationsProcess OptimizationBusiness Process AutomationCustomer experience improvementSalesforce DevelopmentAI Product StrategyBusiness Workflow AnalysisPerformance MeasurementAgentic WorkflowsGenerative AI AgentsWorkflow ManagementOrganizational ChangeBusiness MetricsAI EnablementScalabilityAI WorkflowsSalesforceAgentic systemsAutomation

Программа курса

3 модулей · 25 учебных материалов

01Lesson 1: Identifying AI Automation Opportunities in Salesforce Workflows9 материалов
The Lead Qualification NightmareDIALOGUEWelcome to the Course: Course OverviewЧтениеIntroduction and WelcomeВидеоRecognizing Automation Opportunities in Your Current WorkflowsВидео

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Преподаватель курса

Salesforce Agents: Building AI-Powered Automations
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Обучение на Coursera

≈ 4 ч

3 модулей

Язык: Английский

Часть программы вашего университета
Understanding AI Agent Capabilities and LimitationsВидео
Analyzing Workflow Bottlenecks and InefficienciesЧтение
Case Study: Wiley's Customer Support TransformationВидео
HOL: Map Automation Opportunities in a Sample WorkflowЗадание
Reflecting on Your Automation Opportunity AnalysisDIALOGUE
02Lesson 2: Building and Implementing AI Agents for Task Automation6 материалов
Introduction to Salesforce Agentforce PlatformВидеоAI Model Selection and Configuration StrategiesЧтениеCase Study: Engine's Process Automation SuccessВидеоConfiguring AI Agents for Data Processing and Customer ServiceВидеоHOL: Build an AI Agent Prototype for Task AutomationЗаданиеReflecting on Your AI Agent Design DecisionsDIALOGUE
03Lesson 3: Developing Comprehensive AI Agent Automation Strategies10 материалов
From Pilot to Production: Scaling AI Agent ImplementationВидеоMeasuring Success: KPIs and ROI for AI AutomationВидеоBuilding Sustainable AI Automation EcosystemsЧтениеCase Study: 1-800Accountant's Peak Workload ManagementВидеоAdvanced Applications: Precina Health's Healthcare InnovationВидеоHOL: Design a Comprehensive AI Agent Strategy for Your OrganizationЗаданиеRefining Your Comprehensive AI Automation StrategyDIALOGUECongratulations and Continuous Learning JourneyВидеоProject HOL: Comprehensive Salesforce AI Agent Implementation StrategyЗаданиеAssessmentЗадание