Agentforce Topics

Master Agentforce capabilities with comprehensive topic guides. Learn advanced strategies, implementation techniques, and best practices for Sales, Service, and Marketing agents.

Showing 17 of 17 topics

Account Growth Strategy

Sales AgentAdvanced

Develop comprehensive growth strategies for existing accounts using Agentforce AI agents to analyze opportunities, map stakeholders, and create expansion roadmaps.

You'll Learn

Build AI-powered account growth strategies
Identify expansion opportunities systematically
+2 more outcomes
15-20 minutes
Strategic Planning
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Stakeholder Analysis

Sales AgentIntermediate

Leverage Agentforce to build comprehensive stakeholder maps, analyze influence networks, and orchestrate engagement strategies for complex B2B sales cycles.

You'll Learn

Create automated stakeholder maps
Identify key decision makers and influencers
+2 more outcomes
10-15 minutes
Relationship Management
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Opportunity Management

Sales AgentIntermediate

Master strategic opportunity development, deal progression analysis, and revenue forecasting using Agentforce AI to maximize win rates and accelerate sales cycles.

You'll Learn

Implement AI-powered opportunity scoring and prioritization
Create systematic deal progression and milestone tracking
+2 more outcomes
15-20 minutes
Deal Strategy
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Customer Health Monitoring

Service AgentIntermediate

Deploy Agentforce to continuously monitor customer health indicators, predict churn risks, and automatically trigger retention interventions.

You'll Learn

Set up automated health score monitoring
Configure predictive churn detection
+2 more outcomes
12-18 minutes
Customer Success
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Customer Health Analysis

Service AgentIntermediate

Monitor and analyze customer health scores, engagement patterns, and usage trends to identify at-risk accounts using Agentforce AI-powered analytics.

You'll Learn

Implement comprehensive customer health monitoring
Create predictive churn risk identification
+2 more outcomes
10-15 minutes
Health Monitoring
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Feature Adoption Tracking

Service AgentIntermediate

Track product feature adoption rates and identify opportunities for deeper engagement using Agentforce analytics to optimize customer success strategies.

You'll Learn

Implement comprehensive feature adoption monitoring
Create adoption benchmarking and comparison reports
+2 more outcomes
12-18 minutes
Product Analytics
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Renewal Management

Service AgentAdvanced

Proactively manage contract renewals and identify expansion opportunities using Agentforce predictive analytics and automated workflows.

You'll Learn

Implement predictive renewal risk assessment
Create automated renewal preparation workflows
+2 more outcomes
18-25 minutes
Revenue Protection
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Quarterly Business Reviews

Service AgentIntermediate

Prepare comprehensive QBRs that demonstrate value and strengthen relationships using Agentforce automated analysis and reporting capabilities.

You'll Learn

Automate QBR preparation and analysis
Create compelling value demonstration materials
+2 more outcomes
20-30 minutes
Executive Engagement
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Implementation Success

Service AgentAdvanced

Guide customers through successful implementations and onboarding processes using Agentforce project management and success tracking capabilities.

You'll Learn

Create systematic implementation success frameworks
Develop automated milestone tracking and reporting
+2 more outcomes
25-35 minutes
Customer Onboarding
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Risk Mitigation

Service AgentAdvanced

Identify and address potential risks before they impact customer satisfaction using Agentforce predictive analytics and automated intervention systems.

You'll Learn

Implement predictive risk identification systems
Create automated intervention and escalation workflows
+2 more outcomes
15-22 minutes
Risk Management
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Case Study Development

Marketing AgentIntermediate

Use Agentforce to transform customer success stories into compelling marketing assets with automated content generation, stakeholder coordination, and multi-format optimization.

You'll Learn

Automate case study creation workflows
Generate multi-format content variations
+2 more outcomes
20-25 minutes
Content Strategy
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Content Strategy Development

Marketing AgentAdvanced

Create comprehensive content strategies that align with business objectives and target audience needs using Agentforce AI-powered content planning and optimization.

You'll Learn

Develop data-driven content strategies
Create audience-specific content plans
+2 more outcomes
25-30 minutes
Content Strategy
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Campaign Management

Marketing AgentAdvanced

Design, execute, and optimize multi-channel marketing campaigns for maximum impact using Agentforce automation and performance intelligence.

You'll Learn

Create sophisticated multi-channel campaigns
Implement automated campaign optimization
+2 more outcomes
20-30 minutes
Campaign Execution
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Lead Generation & Nurturing

Marketing AgentIntermediate

Develop sophisticated lead qualification and nurturing strategies to drive conversion using Agentforce intelligent lead scoring and automated nurture workflows.

You'll Learn

Implement intelligent lead scoring systems
Create automated nurture sequences
+2 more outcomes
15-25 minutes
Lead Management
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Competitive Intelligence

Marketing AgentAdvanced

Monitor competitor activities and develop strategic positioning advantages using Agentforce automated competitive analysis and market intelligence.

You'll Learn

Implement automated competitive monitoring
Create strategic positioning frameworks
+2 more outcomes
20-30 minutes
Market Intelligence
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Market Opportunity Analysis

Marketing AgentAdvanced

Identify and evaluate new market opportunities for business expansion using Agentforce market intelligence and predictive analytics.

You'll Learn

Identify high-value market opportunities
Develop market entry strategies
+2 more outcomes
25-35 minutes
Market Intelligence
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Personalization & Targeting

Marketing AgentAdvanced

Create highly targeted and personalized marketing experiences for different segments using Agentforce AI-powered personalization and audience intelligence.

You'll Learn

Implement advanced audience segmentation
Create personalized content experiences
+2 more outcomes
20-30 minutes
Audience Engagement
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17
Total Topics
Across all agent types
15
Categories
Specialized areas of expertise
3
Agent Types
Sales, Service, Marketing

Recommended Learning Paths

Start with these foundational topics to build your Agentforce expertise

1

Sales Foundation

Master account management and opportunity development

• Account Growth Strategy
• Stakeholder Analysis
• Opportunity Management
2

Service Excellence

Build customer success and retention capabilities

• Customer Health Analysis
• Feature Adoption Tracking
• Renewal Management
3

Marketing Mastery

Advanced content and campaign strategies

• Content Strategy
• Lead Generation
• Campaign Optimization