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Getting Started

Step by Step Guide to getting started with Agentforce

If you are brand new to Agentforce as a Salesforce Partner, follow the steps below to get started on your journey.

Step 1: Join our Collaboration Groups

Step 2: Become an Agentblazer

Step 3: Get Enabled

Step 4: Become an Agentforce Specialist

Step 5: Implementation Office Hours

If you are actively working on customer implementations and have questions that you’d like to discuss live with experts, please register to join our weekly office hours:

Step 6: Become an Agentforce Implementation Expert

    Partner Pocket Guide

    Partner
    Pocket Guide

    This Partner Pocket Guide is your one-stop shop for all the content and tools you need to successfully learn and implement Agentforce as a Salesforce Partner.

    Overview

    Agentforce is a proactive, autonomous AI application that provides specialized, always-on support to employees or customers. You can equip Agentforce with any necessary business knowledge to execute tasks according to its specific role.


    How Agentforce Works


    Visit www.agentforce.com to learn more.

    Enablement

    Get started with these Agentforce Partner enablement tools.

    Enablement

    Become an Agentblazer

    Each module you complete on Trailhead earns you a badge and points that go towards your Agentblazer Status. Agentblazer Status highlights your skills and hands-on experience building autonomous agents to create a digital workforce.

    Visit Trailhead
    Enablement

    Implementation Expert

    The Agentforce Implementation Expert program prepares partners for Agentforce Implementations. This on-demand curriculum counts towards a Consulting Partner's Navigator Implementation Expert distinction.

    Available on PLC
    Enablement

    Events

    Grow your skills and knowledge through content customized for you. Join us for virtual and in-person events!

    Visit Events Site
    Enablement

    Agentforce for Platform Partners Community Resources

    Explore our Partner Community with more in-depth resources on Agentforce for Platform Partners.

    Visit Partner Community
    Enablement

    Agentblazer.com

    Connect with Agentblazers from around the world to skill up on AI, discover use cases, hear from product experts, and more. Grow your AI expertise, drive your company’s success, and accelerate your career.

    Visit Site
    Enablement

    Agentforce Specialist Certification

    The Salesforce Agentforce Specialist credential is designed for a diverse group of Salesforce practitioners including administrators, developers, and architects aiming to harness the power of Agentforce.

    Learn About Exam
    Enablement

    Video Hub

    The Agentforce Video Hub for Partners is a curated content library built for Salesforce partners — featuring new feature announcements, product overviews, how-to and GTM content. It's the fastest way to get up to speed on Agentforce.

    Visit Video Hub
    Enablement

    Agentforce Guide

    Agentforce Guide to Reasoning, Topics, Instructions and Actions. In this resource you’ll find details on how Agentforce works, and the key capabilities and tradeoffs that architects, and all technical practitioners, need to know when building with Agentforce.

    Visit Site

    Collaboration

    Get involved with these Agentforce Partner enablement collaboration channels.

    Collaboration

    Partner Community

    Join the offical Agentforce group on Partner community and join Trailblazers from around the world.

    Visit Partner Community
    Collaboration

    Slack

    Join the all-new Partnerblazer Slack community where you can participate in various channels for community collaboration as well product support and updates.

    Join Now

    Demo Org Access

    Where do I get access to an Agentforce Demo/Dev org?


    The "Simple Demo Org", also known as SDO, is the most popular demo environment at Salesforce and contains demo tooling, scripts, and demo data. This org provides pre-populated configuration and data for specific use cases. More information, including Rules of Engagement for SDO, can be found here

    A SDO can be self provisioned via Partner Learning Camp (PLC) via the ‘Demo Org’ tab. To get access to Partner Learning Camp, you must first have access to the Partner Community.

    Learn More about the Partner Community

    SDOs expire in 30 days but can be automatically extended up to 12 months following steps outlined here.

    Developer Edition includes Agentforce & Data 360 for free.

    Sign up here.

    Developer Org allocations are outlined here

    Technical Release Readiness

    Hello Agentblazers, below you can find details on the latest and greatest features released for Agentforce.


    If you are interested in also reading the official release notes, please click here.



     For more information on these features, click here to download the Technical Release Readiness PDF for August 2026 from the Partner Community.


     For more information on these features, click here to download the Technical Release Readiness PDF for July 2026 from the Partner Community.


     For more information on these features, click here to download the Technical Release Readiness PDF for June 2026 from the Partner Community.


     For more information on these features, click here to download the Technical Release Readiness PDF for April 2026 from the Partner Community.

     For more information on these features, click here to download the Technical Release Readiness PDF for May 2026 from the Partner Community.


     For more information on these features, click here to download the Technical Release Readiness PDF for March 2026 from the Partner Community.


     For more information on these features, click here to download the Technical Release Readiness PDF for February 2026 from the Partner Community.

    Features Presented:
    • Route Agentforce Voice Calls Using SIP
    • Convert Audio to Text with Speech To Text Action
    • Streamline Enhanced Chat v2 Conversations with the Latest Improvements
    • New Usage Types for Agentforce Speech
    • Introducing Agentforce Voice Minutes Usage Type for Agentforce Voice
    • Improve Web Search Results By Using Allowed Domains
    • Manage Actions and Inputs in the Resources Panel
    • Model Reroutes
    • Use NVIDIA Nemotron 3 Nano 30B on the Einstein Platform (Beta)
    • The New Agentforce Builder (Generally Available)
    • Add New Input to Existing Prompt Templates
    • Improved Prompt Template Batch Processing with Flow
    • Use Anthropic Models to Process More Data with Native Provider Batch Processing
    • Measure Agent Outcomes With Task Resolution
    • Evaluate AI Performance with New RAG Metrics and Enriched Analytics
    • Opt Out of Allowing Salesforce Access to Customer Data
    • Accelerate Custom Lightning Type Creation for Agentforce with the Lightning Types MCP Tool (Developer Preview)


     For more information on these features, click here to download the Technical Release Readiness PDF for January 2026 from the Partner Community.

    Features Presented:
    • Enhanced Chat V2 support for Agentforce Builder (beta)
    • New enhancements to Agentforce Builder (beta) canvas view
    • Agentforce Builder (beta) now supports Employee Agents
    • Validation checks added to Agentforce Builder (Beta)

    Implementation Toolkit

    Explore curated assets to accelerate your delivery motion and improve implementation success.

    Asset Description Video
    Agentforce Guide to Achieving Reliable Agent BehaviorThis guide introduces the six levels of AI determinism for building reliable Agentforce agents, ranging from autonomous reasoning to strict Agent Script control. It explains how to balance LLM flexibility with deterministic logic—such as Apex, APIs, and Flows.no video
    The Agentforce Guide to Context EngineeringThis guide explores the core elements of Agentforce, and it’s the first in a series of guides that will evolve alongside Agentforce itself. In this resource you’ll find details on how Agentforce works, and the key capabilities and tradeoffs that architects, and all technical practitioners, need to know when building with Agentforce.no video
    Multilingual Agentforce AgentsUnderstanding Multi-Language Support in Agentforceno video
    Agentforce Primer for Partner & Customer-Led POCsThe Agentforce Primer for POCs is a central resource hub providing essential enablement content. It includes Trailhead modules, RAG best practice guides, comprehensive documentation, and key learnings from prior customer engagements.no video
    Asset Description Video
    Digital Wallet Activation ChecklistA step-by-step activation guide that walks you through the initial Digital Wallet setup, including configuring Consumption Threshold Alerts to ensure every implementation is protected from unexpected credit consumption.no video
    Agentforce Vibes LibraryThis repository provides a curated collection of Salesforce agent skills for building applications. It includes skills for Agentforce agents, Lightning apps, Flow, Apex, SOQL, Lightning Web Components (LWC), UI bundles, objects and fields, permission sets, and related areas.no video
    Help Agent AcceleratorFree, open-source package that lets any Salesforce customer go from zero to a working inline AI help agent (just like help.salesforce.com) in minutes, not weeks.no video
    Agent Script Common PatternsThis technical reference outlines common Agent Script patterns for optimizing Agentforce reliability and execution. It details reusable techniques for action sequencing, conditional logic, context engineering, and data retrieval to enhance agent reasoning.no video
    Customer-Facing Agents Setup GuideBuild an AI agent for Agentforce's top use cases in record time with the Agentforce Implementation Guides. Using a Developer Edition org or SDO, you can create a customer-facing agent that answers questions from a knowledge base and escalates for further assistance. No endless clicking, just download the PDF and go!Salesforce
    Employee-Facing Agents Setup GuideBuild an AI agent for Agentforce's top use cases in record time with the Agentforce Implementation Guides. Using a Developer Edition org or SDO, you can create a employee-facing agent that answers questions from a knowledge base and escalates for further assistance. No endless clicking, just download the PDF and go!Salesforce
    Agentforce Voice + Salesforce Voice + Amazon ConnectWatch a complete configuration walkthrough of how to utilize Agentforce Voice + Salesforce Voice with Amazon Connect.Vidyard
    Hands-on Quick-Start with Agentforce VoiceGrab a new SDO from Partner Learning Camp and then get hands-on with Agentforce Voice. Please be aware that the ceation and assignment of new phone numbers is not currently supported in Agent Builder within an SDO.Vidyard
    New Agent Builder beta Quick-StartGet a quick start on building an agent with the NEW Agent Builder beta. This guide walks you through how to use 'recipes' shared by our Salesforce Developers team to build an agent with the new builder and Agent Script.YouTube
    Deployment Guide: Agentforce Agent MetadataThis guide outlines the official workflow for deploying Agentforce metadata using the Salesforce CLI and API version 65.0. It provides instructions for retrieving and deploying Bot and GenAiPlannerBundle components, requires deactivating active target agents, and includes example package.xml configurations.no video
    Hands-on with Agentforce VibesGrab a new SDO from Partner Learning Camp and then get hands-on with Agentforce Vibes.Vidyard
    Agent Interaction with Salesforce APIsWith the growing adoption of AI Agents, effective communication between them is becoming crucial. This document examines typical patterns and important factors to consider when enabling AI Agent interactions, and details how Salesforce provides support for such communication.no video
    Best Practices for Agentforce + RAGThis document provides best practices for powering Agentforce with unstructured data (files) and long free-text fields on structured objects."no video
    Best Practices for Agentforce + RAG (podcast version)Podcast based on the "Best Practices for Agentforce + RAG" document.no video
    Is your document data ready for AI?Explanation of how to assess and score documents before incorporating them into a RAG solution.no video
    ISV Packaging1GP instructions for packaging Agent pieces for App Exchange.no video
    Agentforce SDO Setup GuideGuide to setup the SDO with Agentforce & Data Cloud functionalityno video
    Account ResearchStep by step walkthrough of creating a custom Account Research solution within Salesforce using Perplexity.Vidyard
    Web Search Demo ConfigHunter Reh from the Partner Data and AI Solutions team walk through how to configure the demo packages so you can create your own 3rd party web search demo. (examples for Gemini 2.0, OpenAI & Brave)Vidyard
    Data Cloud Web Content (Crawler) ConnectorAdd a conversational agent to your website that’s grounded with your website’s content using the Web Content (Crawler) connector for Data Cloud.DevBlog
    Document AI for Data CloudDocument AI in Data Cloud is used to read and import unstructured or semi-structured data from documents like invoices, resumes, lab reports, and purchase orders.YouTube
    Asset Description Video
    Agentforce Data Library TroubleshootingSetup & Troubleshoot Agentforce Data Libraries & Answer Question with Knowledge (Knowledge Article). This guide will benefit customers and partners looking to better understand Agentforce Data Libraries and troubleshooting steps.no video
    Asset Description Video
    Agent Platform Tracing An introduction to a new Salesforce observability feature. Enables customers deep, end-to-end visibility into what's happening inside the Agentforce platform during every agent transaction.no video
    Agentforce Analytics Deep DiveDeep dive into Agentforce Observability and Analytics, focusing on how organizations can monitor, understand, and optimize their AI agent performance. Includes core concepts of Observability Vidyard
    Observability EnhancementsOptimization Breadcrumb Navigation, UI Enhancements, and Additional Analytics Metricsno video

    Resources

    ResourceDescriptionAdded/Updated
    First Call Deck - AgentforceEasy to digest content, great for a first call with new customers.February 2026
    Technical Learning JourneysA detailed overview of how to level up with the product.April 2026
    Partnerblzer Slack CommunityA dedicated community where Salesforce partners – consultants, ISVs, tech partners, and system integrators – connect, learn, and celebrate innovation and expertise. Join us to access curated resources, connect with peers, and gain recognition for your achievements.October 2025
    Agentforce Advantage for Every PartnerThe deck has been designed to give partners a better understanding of their opportunities with Agentforce.May 2025
    ResourceDescriptionAdded/Updated
    Agentforce for Platform Partners FAQsExplore Agentforce for Platform Partners by reading through the consolidated list of frequently asked questions.November 2025
    Agentic Enterprise Partner GuidebookThe ultimate guide for Salesforce Consulting Partners to become the trusted advisor who empowers customers to bridge the gap between AI potential and real-world growth.April 2026
    SI Partner Guidebook for AgentforceThe Agentforce Partner Guidebook is your comprehensive step-by-step resource for launching with Agentforce. Tailored for SI partners, this guidebook is regularly updated with the latest information and resources, including new content and tools for FY26.April 2026
    ISV Partner Guidebook for AgentforceThe Agentforce Partner Guidebook is your comprehensive step-by-step resource for launching with Agentforce. Tailored for Technology and ISV partners, this guidebook is regularly updated with the latest information and resources, including new content and tools for FY26.April 2026
    ResourceDescriptionAdded/Updated
    Agentforce CoworkerAgentforce is your autonomous AI teammate that knows your business from day one and takes action on your behalf.June 2026
    Agentforce VoiceBring AI-powered voice to every channel with Agentforce Voice.October 2025
    Agentforce Voice Nov'25 Enablement SessionTransform your service with Voice AI! This Agentforce Voice enablmenet session covers key use cases, pricing, and the seamless agent handoff via Service Cloud. Includes a live demo of Agentforce Voice + Salesforce Voice configuration, plus deep dives on telephony and the future roadmap.December 2025
    Agentforce Builder & Agent ScriptEvery team can build reliable, powerful agents with a low-code AI agent builder. Apply advanced logic and controls to deliver agents you can trust in production.October 2025
    Product Decoded for Partners - Agentforce for Employee AgentsProduct Decoded is a Salesforce enablement series breaking down the latest in product innovations now available for partners!September 2025
    Product Decoded for Partners - Agentforce for Sales and Service Use CasesProduct Decoded is a Salesforce enablement series breaking down the latest in product innovations now available for partners!September 2025
    Product Decoded for Partners - Agentforce for MarketingProduct Decoded is a Salesforce enablement series breaking down the latest in product innovations now available for partners!September 2025
    ResourceDescriptionAdded/Updated
    Channel Order Application Ordering Consumption GuideExplore topics including the new Agentforce SKUs, identifying the new SKUs in your Channel Order Application (COA), how to place orders, pricing & invoicing, customer usage information, and more.November 2025
    Introduction to Agentforce to Platform Partners: Pricing, Packaging & CommercializationThis on-demand webinar introduces you to Agentforce for Platform Partners, covering pricing and packaging details, critical information on forecasting and flex credits, and featuring the Litify success story to demonstrate proven ROI. November 2025
    ResourceDescriptionAdded/Updated
    Agent Script Deep Dive Series A hands-on, technical webinar series designed specifically for Partner Architects and Engineers. We dive into the technical details, focusing entirely on live builds, architecture diagrams, and trace logs.June 2026
    Agentforce for Platform Partners Technical DocumentationA comprehensive guide for technical onboarding for Agentforce for Platform Partners.November 2025
    The Agentforce Guide to Context EngineeringThis guide explores the core elements of Agentforce, and it’s the first in a series of guides that will evolve alongside Agentforce itself. In this resource you’ll find details on how Agentforce works, and the key capabilities and tradeoffs that architects, and all technical practitioners, need to know when building with Agentforce.May 2025