Chapter 8 of 8 · Salesforce Platform Administrator

Agentforce

Agent capabilities and use cases, security and permissions, and maintaining prompts and instructions.

  • 1topics
  • 4 minfast track
  • 8%of the exam

Topics in this chapter

Take them in order, or jump to the one you need.

  1. 1Agentforce for AdministratorsAgentforce for admins: agent use cases, topics, instructions and actions, security and agent permissions, prompts and testing in…4 min

About this chapter

What this chapter covers

Agentforce is 8% of the Salesforce Certified Platform Administrator exam. It covers Agentforce capabilities and use cases, when AI is appropriate, security and agent permissions, and maintaining prompts and instructions in Agent Builder.

Questions are mostly scenarios: a company has a requirement, and you choose the declarative feature or setting that meets it. Writing code is never the expected answer on this exam.

How the topics fit together

Use caseAgenttopics, instructions, actionsPermissions and securityTestconversation previewActivate and maintain

Agentforce agents use AI to understand requests and take actions in Salesforce. The administrator decides what the agent may do, maintains its instructions and prompts, and tests changes before activating them.

Exam tip

Agents can only do what their actions and permissions allow. When an agent cannot complete a task, check its topics, instructions, actions and the permissions of the user it runs as.

How to use these pages

Each topic page has the same shape, so you can skim for what you need.

  • What it is: the idea in plain words.
  • How it works: the mechanism, with tables and examples.
  • What to remember for the exam: the facts to memorise and how questions are phrased.
  • Common mistakes: the classic traps.
  • Check yourself: three questions to test your understanding.

Ready for more practice?

The full Salesforce Platform Administrator question bank has 650 questions, with timed practice exams and an explanation for every answer.

This study guide is independent and is not affiliated with, endorsed by, or sponsored by Salesforce. Vendor names, certification names and exam codes are trademarks of their respective owners and are used for identification only.