Agentforce Workshop:
Build an AI CRM Assistant
Four hours, one live build: an Agentforce assistant that searches your Salesforce records, manages opportunities, automates follow-ups and answers questions from your documents.
What you walk out with
- Search records in natural language
- Create and update opportunities
- Automate follow-up tasks
- Ask questions of your PDFs (RAG)
Hosted by Shubham Kanse · Salesforce & Agentforce Consultant, 4x Salesforce Certified
What you will build and learn
Learn how Agentforce can handle practical sales and CRM activities through natural language, connected Salesforce data, and AI-powered actions.
Search Salesforce Records
Search Accounts, Contacts, Leads, and Opportunities using natural language.
Create & Update Opportunities
Create new Opportunities or update existing Opportunities directly through natural language requests.
Smart Follow-up Task Automation
Create and manage follow-up Tasks and reminders for customers and sales Opportunities.
Draft Professional Sales Emails
Generate personalized and professional sales emails using Salesforce CRM information and user instructions.
Upload PDFs & Ask Questions (RAG)
Ask questions and get accurate answers from uploaded PDF documents using the Agentforce Data Library.
AI Sales & Customer Summaries
Generate concise AI-powered summaries of customers, Accounts, Opportunities, and sales information.
Next Best Action Recommendations
Analyze CRM information and recommend practical next steps to help sales teams move opportunities forward.
Learn with Shubham Kanse
Salesforce & Agentforce Consultant
Shubham Kanse is an experienced Salesforce and Agentforce consultant helping organizations build scalable CRM solutions, intelligent automations, and AI-powered business processes.
He actively works with Salesforce development, Flow automation, Apex, Agentforce implementation, Lightning customization, and enterprise solution consulting.
What attendees receive
- Full workshop recording to revisit the complete implementation.
- Agent ZIP file for practice, testing, and future reference.
- Supporting documents used during the live workshop.
Is this for you?
This workshop is made for Salesforce professionals who want practical exposure to Agentforce.
It is especially useful if you are learning Agentforce and want to build an AI CRM assistant hands-on.
Salesforce Admins · Developers · Consultants · LearnersBuild your first AI CRM assistant live
Join the live Agentforce workshop, build the assistant alongside the trainer, and leave with the recording, the agent file and the supporting documents.
Reserve my seat — USD 19 →One-time payment of USD 19 · normally USD 49.