salesforce-agentforce-specialistlisted

Building and governing Salesforce Agentforce and generative-AI features — Agentforce agents (topics, actions, agent-user security, the reasoning loop), Prompt Builder templates (Sales Email, Field Generation, Record Summary, Flex), Data 360 (formerly Data Cloud) and Knowledge grounding/RAG, and the Einstein Trust Layer (data masking, zero-retention, audit). Use when implementing or reviewing agents, prompt templates, grounding, or AI guardrails. Not admin-level Agentforce permission setup alone (see salesforce-administrator) or Apex action-code internals (see salesforce-platform-developer-2). Scoped and benchmarked by the Agentforce Specialist (AI-201) blueprint.
toddkasper/expert-skills · ★ 0 · AI & Automation · score 75

Install: claude install-skill toddkasper/expert-skills

# Salesforce Agentforce Specialist (AI-201) — Skills Reference ## Overview > **Rebrand note (read first):** The original **"Salesforce Certified AI > Specialist"** exam (launched September 2024) was rebranded > **"Salesforce Certified Agentforce Specialist" (AI-201)** on March 3, 2025. > Topic areas and weights shifted significantly. Existing AI Specialist > credential holders were automatically transitioned with no retest required. > "AI Specialist" is no longer the current name — use **Agentforce Specialist > (AI-201)**. (Distinct from the entry-level **AI Associate** credential, which > was retired in early 2026.) The Agentforce Specialist (formerly AI Specialist) validates the ability to implement, configure, and govern Salesforce generative + agentic AI — Prompt Builder, Agentforce agents (formerly Einstein Copilot), Model Builder, Data 360 (formerly Data Cloud) grounding, and the Einstein Trust Layer. This document is an **operational playbook**, not an exam outline: every section states the rule as an actionable instruction, the real limits, the decision criteria, and the anti-patterns to catch in review. > **Product rename (Oct 2025):** Salesforce **Data Cloud** was renamed > **Data 360** at Dreamforce on October 13, 2025. The underlying product, > licenses, data model, and integrations are unchanged. This document uses > "Data 360 (formerly Data Cloud)" on first use and "Data 360" thereafter. The certification sits between entry-level **AI Associate** (conceptua