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0/163Learned
Agentforce Specialist
Study Checklist
Checklist progress
0/163Learned
Explain how an agent works and its basic building blocks of agent script
0/7
Explain the components and benefits of hybrid reasoning, including how Agent Script functions in Canvas and Script View
0/6
Given a use case, manage deterministic behavior for the agent using mechanisms like filters, variables, and template expressions.
0/7
Given a scenario, select and configure standard topics, custom topics, standard agent actions, and custom agent actions.
0/10
Explain the process for connecting agents to various channels such as digital experience, email, voice, and Slack.
0/8
Explain the security context in which the agent is actually running, and how it impacts agent action execution
0/6
Execution identity by agent type
Learn this conceptRunning-user permissions and sharing for actions
Learn this conceptEmployee agent access for end users
Learn this conceptCredential-based verification and Service run-as
Learn this conceptIdentity verification in sensitive agent actions
Learn this conceptContext variables versus data access control
Learn this conceptGiven a scenario, identify when to use an Employee or Service agent.
0/2
Given a scenario, identify when it's appropriate to use Agent API
0/6
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Before an Agentforce Service agent updates personal data, processes a payment, or otherwise acts on a customer's behalf, Salesforce recommends verifying that the person in the session is a known user or contact. That check proves identity; it does not, by itself, run the agent as that customer. Unless credential-based user verification is on for Enhanced Chat v1 on an Experience Cloud site, the agent still executes as EinsteinServiceAgent User, so sensitive actions must be filtered and queried against the verified customer ID.