Salesforce Certified Agentforce Specialist Exam Guide

About the Agentforce Specialist Exam Credential
This certification is for professionals who oversee Agentforce within their organizations. Credential holders are expected to have a strong grasp of Agentforce functions along with the setup of the Salesforce Platform. The exam serves to confirm an individual’s ability to apply Agentforce in improving business outcomes.

Candidate Profile: Salesforce Agentforce Specialist

Candidates must be capable of configuring and managing Agentforce and understand Salesforce’s core functions well. The exam evaluates candidates’ knowledge, skills, and practical experience in areas including:

• Operating Salesforce tools and developing custom solutions, actions, or integrations
• Determining when to use Prompt Builder, managing prompt templates, and applying grounding methods
• Creating and modifying agents to meet specific business requirements, and using the Agentforce Testing Center for evaluations
• Utilizing the Agentforce Data Library to improve response accuracy and tailor interactions
• Understanding the function of Data Cloud retrievers in grounding responses
• Monitoring agent usage while maintaining user security
• Collaborating with stakeholders to identify opportunities and challenges for business improvements using Agentforce

Successful candidates will demonstrate their capability to use Agentforce for streamlining business processes and supporting team productivity. They can build tailored agents with prebuilt functionalities for various departments, connect these agents with existing systems, and use Agentforce tools and best practices to ensure precise, context-aware interactions.

This certification does not require candidates to:

• Possess in-depth knowledge of configuring and fine-tuning large language models (LLMs)
• Be familiar with basic coding languages such as Apex or Python
• Have detailed experience with external artificial intelligence (AI) tools
• Understand transformer architecture
• Perform return on investment (ROI) calculations
• Be acquainted with white space analysis
• Have experience with Marketing Cloud, Heroku, Commerce Cloud, MuleSoft, Tableau, Slack, Quip, or Industry Clouds

Purpose of This Exam Guide

This guide aims to support your preparation for the Salesforce Certified Agentforce Specialist Exam. It covers the intended audience, recommended training and reference materials, and provides a complete list of exam objectives. Salesforce recommends pairing on-the-job experience with self-study to boost your chance of success.

Exam Details

Content: 60 multiple-choice questions plus up to five additional unscored questions
Duration: 105 minutes to complete the exam
Passing Score: 73%
Registration: Free of charge
Retake Fee: USD 100 plus applicable taxes, if needed
Delivery Options: Proctored exam available onsite at testing centers or online (more scheduling details available)
References: No printed or digital materials allowed during the exam
Prerequisite: None

Candidates are invited to offer feedback on individual exam questions. After finishing the exam and before viewing your results, you’ll be asked to complete a short 10-question survey about your experience. This brief survey, which takes about 5 minutes, helps improve our certifications and overall Credentialing Program.

Exam Outline

Prompt Engineering (30%):
• Recognize when to use Prompt Builder based on business needs
• Identify suitable user roles for managing and executing prompt templates
• Understand key factors for creating a prompt template
• Choose the proper grounding technique for a given scenario
• Explain the steps for creating, activating, and running prompt templates

Agentforce Concepts (30%):
• Describe how an agent functions and the role of the reasoning engine
• Utilize standard topics, custom topics, and both standard and custom agent actions
• Monitor and review agent usage
• Manage Agentforce user security
• Test an agent using the Testing Center
• Transition an agent from sandbox to production

Agentforce and Data Cloud (20%):
• Use the Agentforce Data Library to improve response accuracy and personalize interactions
• Apply grounding with Data Cloud retrievers

Agentforce and Service Cloud (10%):
• Build an agent that uses Knowledge articles to answer questions
• Connect an agent to a digital channel
• Identify the correct generative AI feature in Service scenarios

Agentforce and Sales Cloud (10%):
• Identify the appropriate generative AI feature for Sales situations
• Recognize when to use Agentforce Sales Agents (SDR and Sales Coach)

Maintaining Your Salesforce Credential

One benefit of holding a Salesforce credential is staying informed about new product updates. To keep your credential current, you must complete the Administrator certification maintenance module on Trailhead each year.
Be sure to finish all maintenance requirements by the due date to prevent your credential from expiring.
Keep these useful resources handy for managing your credential maintenance, including information on overall maintenance requirements, module due dates, verifying your certification status, and details on certification expiration.

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