Salesforce · Admin · Developer · All clouds · Enrolling now

Salesforce Masters

One program across the whole platform: build administration, Flow, Apex, LWC and integration foundations, deploy Agentforce, then implement Sales Cloud, Service Cloud, Data 360, Marketing Cloud and Revenue Cloud with governed release practices.

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1,000+
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Where our Salesforce & Agentforce alumni work
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Direct answer

What is the Salesforce Masters program?

Salesforce Masters covers the full platform in one program: administration, development, Agentforce and the major clouds. Most courses cover one role or one cloud. This program covers admin, Flow, Apex, LWC and integrations, then Sales Cloud, Service Cloud, Data 360, Marketing Cloud and Revenue Cloud implementation, and ends with governed DevOps, release and a capstone.

The complete delivery chain Twelve links, one owner — end to end.
01CONFIGURE
  • •Users, profiles, permission sets & sharing
  • •Objects, fields, relationships & data quality
  • •Lightning apps, pages & dynamic forms
  • •Flow Builder automation & approvals
02DEPLOY AGENTS
  • •Agent Builder topics, instructions & actions
  • •Prompt Builder grounded in Data 360
  • •Piper, Hunter, Casey & Paige on Sales & Service
  • •Claudeforce, Slackforce & Coworker enablement
03GOVERN
  • •Einstein Trust Layer & Salesforce Guardian
  • •Agent Fabric inventory & Command Center
  • •Testing Center, DevOps Center & releases
  • •Adoption, KPIs & value reporting
AI in Salesforce · Dreamforce '26

The platform got a new layer. Admin roles moved with it.

AIforceLive interface layer
Salesforce now comes to where people work — Claude, Slack and the Lightning Coworker — running on existing permissions with Zero Data Retention. Admins enable, scope and audit it.
Claudeforce & SlackforceNew '26
Salesforce in Claude ships as a prebuilt MCP plugin with 37 sales skills installed from AgentExchange; Slack CRM and Slackforce Surfaces let teams update records and pin live views without opening Salesforce.
Agentforce 360Digital workforce
Seven job-ready agents — Piper, Hunter, Casey, Paige, Fin, Carter, Marshall — plus Agent Builder for your own. Configured through topics, instructions and Flow actions, not code.
Koa & model choiceReasoning layer
Salesforce's first CRM reasoning model built with NVIDIA, alongside Anthropic, Google, AWS Bedrock and OpenAI — admins pick and govern the model behind each agent.
Data 360Governed context
Unified profiles and Zero Copy federation across Snowflake, BigQuery and AWS — the grounding that decides whether an agent answers correctly or hallucinates.
Salesforce Guardian & Agent FabricGovernance layer
Zero Data Retention, Einstein Trust Layer, Agent Fabric inventory and the Enterprise AI Harness — the controls employers now audit admins against.

What this means for your career: admin roles increasingly ask for Agentforce configuration, Data 360 grounding and AI governance — the differentiator is deploying agents with tests, guardrails and adoption evidence, not just clean profiles and dashboards.

Who should join

Built for people moving into AI-era Salesforce administration.

Fresh graduates & career switchers Existing Salesforce admins adding Agentforce Sales, service & CRM operations staff IT support & helpdesk professionals Business analysts & power users Admins from other CRMs or ITSM tools

Prior experience: none required. No coding. The program builds CRM and platform foundations before Agentforce, Data 360 and AIforce.

What you will be able to do

Run the org — and ship its AI safely.

Secure & configure the orgUsers, profiles, permission sets, sharing, objects, fields and Lightning apps.
Automate with FlowRecord-triggered, screen and scheduled flows, approvals and orchestration — also as agent actions.
Build & deploy Agentforce agentsTopics, instructions, actions and prompt templates; Piper, Casey and Paige on Sales & Service Cloud.
Ground agents in Data 360Unified profiles, Zero Copy sources and Calculated Insights feeding prompts and agents.
Enable AIforceSalesforce in Claude, Slack CRM, Slackforce Surfaces and the Lightning Coworker for a pilot team.
Govern & releaseTrust Layer, Guardian, Agent Fabric, Testing Center, Command Center and DevOps Center.
Course curriculum

Fourteen sections. 103 modules. Admin → Developer → Agentforce → every major cloud.

01

Salesforce Platform & the 2026 Stack

How Salesforce is layered today and where the admin works in it — Data 360, Customer 360, Agentforce and AIforce. Org types, navigation, Trailhead and the vocabulary employers now use.
5 MODULES
SECTION 1
What a CRM does — leads, accounts, contacts, opportunities, cases
Salesforce clouds and the Customer 360 apps: Sales, Service, Field, Marketing, Commerce, Revenue, Industries
Editions, licences and the AppExchange / AgentExchange marketplaces
Admin career pathways and the certification roadmap
Data 360 — integration, federation and harmonization
Customer 360 — apps, semantics and workflow intelligence
Agentforce — the digital workforce of job-ready agents
AIforce — the live interface layer: Claudeforce, Slackforce, Coworker, Headless Toolkit
App Launcher, navigation bar, global search and favourites
Setup menu, Quick Find and Object Manager
Home page, record pages, related lists and activity timeline
Personal settings, display density and accessibility options
Creating a Developer Edition org and enabling Agentforce
Sandbox types: Developer, Developer Pro, Partial, Full
Trailhead Playgrounds and hands-on challenges
Release cycle — Spring, Summer, Winter and preview sandboxes
What Salesforce Guardian protects and how Zero Data Retention works with model providers
Einstein Trust Layer: dynamic grounding, data masking, toxicity detection, audit trail
Model partners — Anthropic, AWS, Google, NVIDIA, OpenAI and Salesforce Koa
Where trust settings live in Setup and what an admin is accountable for
02

Org Setup, Security & Access

The security model that every agent, integration and AIforce surface inherits. Get this right and everything above it stays governed.
5 MODULES
SECTION 2
Company information, business hours, fiscal year, currencies and locales
Creating, deactivating and freezing users; licence types and feature licences
Login hours, login IP ranges and trusted IP ranges
Delegated administration and user management best practice
Standard vs custom profiles and the minimum-access model
Permission sets, permission set groups and muting permissions
Object, field, app, tab and system permissions
User access policies and the permission-set-led access model
Organization-Wide Defaults — private, public read-only, read/write
Role hierarchy and grant access using hierarchies
Criteria-based and owner-based sharing rules, public groups, queues
Manual sharing, team sharing and troubleshooting record access
Field-level security and page-layout visibility
Multi-factor authentication and single sign-on basics
Session settings, password policies and login flows
Health Check and remediating security risks
Agentforce agent users and the Einstein Agent permission sets
Connected apps, OAuth scopes and API access for AIforce surfaces
How Claudeforce and Slackforce inherit the requesting user's permissions
Auditing who can act on Salesforce from outside the UI
03

Data Modeling & Data Management

Objects, relationships and clean data — the metadata that AIforce and agents reason over.
5 MODULES
SECTION 3
Standard objects and when to create custom objects
Field types, picklists, dependent picklists and global value sets
Record types, page layouts and business processes
Object Manager and naming conventions
Lookup vs master-detail relationships and their behaviour
Many-to-many with junction objects
Hierarchical and external lookups
Visualising and editing the data model in Schema Builder
Formula fields — text, number, date and logical functions
Validation rules and error placement
Roll-up summary fields and their limits
Cross-object formulas and troubleshooting
Data Import Wizard vs Data Loader vs Dataloader.io
Insert, update, upsert, delete and export with external IDs
Duplicate rules, matching rules and merge
Mass transfer, mass delete and the Recycle Bin
How agents and prompt templates read CRM fields
Completeness, consistency and freshness metrics for AI-ready data
Data quality dashboards and stewardship routines
Case study: an agent answering wrong because of duplicate accounts
04

Flow Builder & Automation

Flow is the automation backbone and the way agents take action. Every agent action later in the course is a Flow you build here.
5 MODULES
SECTION 4
Flow types and when to use each
Record-triggered flows — before-save vs after-save, entry conditions
Scheduled flows and scheduled paths
Platform-event-triggered flows
Screen elements, input validation and conditional visibility
Reactive screen components and choice sets
Launching screen flows from pages, actions and utility bar
Designing guided processes for reps and agents
Approval processes, approvers, steps and actions
Flow Orchestration — stages, steps and interactive work items
Email alerts, templates and notifications
Migrating legacy Workflow Rules and Process Builder
Debug mode, rollback and debug logs
Fault paths, custom error messages and transaction control
Versioning, activation and Flow Trigger Explorer
Governor limits, bulkification and performance
Autolaunched flows as Agentforce actions
Designing inputs, outputs and instructions the agent understands
Guardrails: confirmation, approval and read-only actions
Testing an agent action end to end
05

Apex Development

The language, runtime and limits — written the way the platform expects.
11 MODULES
SECTION 5
Apex syntax, data types, variables and operators
Classes, interfaces, enums and access modifiers
Multi-tenant execution and governor limits
Order of execution
Lists, Sets and Maps and their idioms
Loops, conditionals and exception handling
Custom exceptions and error handling patterns
Bulk-safe collection processing
SELECT, WHERE, ORDER BY, LIMIT, aggregate functions
Relationship queries — parent-to-child and child-to-parent
Dynamic SOQL and binding variables
SOSL and search patterns
insert, update, upsert, delete, undelete, merge
Database methods and partial success
Transaction control, savepoints and rollback
Bulk DML and limits
Inheritance, interfaces, abstract and virtual classes
Service, selector and domain layers
Singleton, factory and strategy patterns in Apex
Writing reusable, testable code
Trigger events, context variables and recursion control
One trigger per object and handler classes
Trigger frameworks — fflib and lightweight alternatives
Bypass and feature switches
Future methods and their limits
Queueable Apex and chaining
Batch Apex and stateful processing
Schedulable Apex and monitoring jobs
Publishing and subscribing to platform events
Change Data Capture and event-driven design
Event replay and error handling
Pub/Sub API overview
Custom metadata types vs custom settings
Configuration-driven Apex
Feature flags and environment differences
Packaging configuration
Debug logs, checkpoints and Apex Replay Debugger
Query plans and selective SOQL
Heap, CPU and SOQL limit management
Large data volume patterns
@InvocableMethod and @InvocableVariable design
Exposing Apex to Flow and Agentforce agents
Input/output contracts an agent can reason over
Guardrails: confirmation, idempotency and logging
06

Lightning Web Components

Modern front-end development on the platform, from ES6+ to enterprise-grade components.
6 MODULES
SECTION 6
ES6+ — let/const, arrow functions, destructuring, modules
Promises, async/await and the event loop
Classes, getters and decorators
Debugging in browser DevTools
Component structure — HTML, JS, CSS, meta XML
Lifecycle hooks and reactivity
@api, @track and getters
Composition, slots and conditional rendering
SLDS utilities and styling hooks
Base components — lightning-datatable, record forms, inputs
Accessibility and responsive layouts
Custom styling and CSS boundaries
Lightning Data Service and record forms
@wire with adapters and Apex methods
Imperative Apex calls and error handling
Caching, refreshApex and getRecordNotifyChange
Custom events and parent-child communication
Lightning Message Service
NavigationMixin and page references
Quick actions, utility bar and Experience Cloud usage
Dynamic components and third-party libraries
LWC in Flow screens and Agentforce surfaces
Jest unit tests, mocks and wire adapters
Performance and lazy loading
07

Integrations & APIs

Connect Salesforce to everything, and expose it safely to agents and external systems.
5 MODULES
SECTION 7
Request-reply, fire-and-forget, batch, remote call-in
REST, SOAP, Bulk 2.0, Streaming, Pub/Sub, GraphQL and Composite APIs
API limits and choosing the right API
Authentication with OAuth 2.0 flows
HTTP callouts, JSON parsing and wrapper classes
Named and external credentials
Callout limits, timeouts and retries
Mocking callouts in tests
@RestResource and custom Apex REST endpoints
Connected apps and API security
GraphQL API for LWC and external clients
Versioning and documentation
MuleSoft Anypoint and Composer overview
External Services from OpenAPI specs
Data 360 Zero Copy and ingestion APIs
Informatica and Agent Fabric — where developers hand off
Headless Toolkit — APIs, MCP servers and CLI
Designing governed MCP tools for external agents (Claude, Gemini, Copilot)
Permissions inheritance and Zero Data Retention
Testing tools from Claude and Slack
08

Agentforce in Salesforce

Build your first agent: topics, instructions, actions, prompts and the reasoning engine underneath. Aligns with the Agentforce Specialist certification.
12 MODULES
SECTION 8
How an agent plans and reasons: Atlas Reasoning Engine
Koa, Salesforce's CRM reasoning model built with NVIDIA
Choosing models — Anthropic, Google, AWS Bedrock, OpenAI — and Zero Data Retention
Employee agents vs customer-facing agents
Creating an agent, defining its job and scope
Topics, classification descriptions and instructions
Standard topics vs custom topics
Testing conversations in the Agent Builder preview
Action types and how the agent selects them
Adding Flow actions built in Section 05
Prompt template actions and external API actions (overview)
Action instructions, inputs and outputs
Sales email, field generation and flex prompt templates
Grounding with record merge fields, related lists and Data 360
Prompt versioning and activation
Using templates from Lightning pages and agents
Dynamic grounding and secure data retrieval
Data masking and demasking
Toxicity detection and feedback
Audit trail and Data 360 storage of prompts and responses
Generating test cases from topics and utterances
Running batch tests and reading results
Fixing misclassified topics and weak instructions
Go-live checklist for an agent
Atlas Reasoning Engine, Koa and model choice
Agent Builder — topics, instructions, actions
Job-ready agents: Piper, Hunter, Casey, Paige, Fin
Employee vs customer-facing agents and licensing
Flow actions vs invocable Apex vs external API actions
Action instructions, inputs and outputs
Multi-step actions and orchestration
Error handling and human handoff
Agent Script for deterministic agent behaviour
Combining scripted and reasoning steps
Versioning and testing scripted agents
When to script vs when to instruct
Prompt templates and merge fields
Grounding with Apex, Flow and Data 360 retrievers
Invoking prompt templates from Apex and LWC
Prompt evaluation and versioning
Search indexes, retrievers and the Agentforce Data Library
Grounding agents in unified profiles
Vector search and knowledge grounding
Measuring answer quality
Einstein Trust Layer — masking, toxicity, audit
Salesforce Guardian and Zero Data Retention in code paths
Agentforce Testing Center and batch evaluations
Agent Fabric and governance evidence
09

Sales Cloud & Service Cloud Implementation

Solution the two most common implementations end to end, with the packaged agents that now come with them.
11 MODULES
SECTION 9
Lead capture, assignment and conversion
Accounts, contacts, opportunities, products and price books
Sales processes, stages and forecasting
Quotes, orders and Revenue Cloud handoff
Piper for inbound qualification and meeting booking
Hunter for outbound prospecting
Requirements for channels, topics and rep handoff
Pipeline KPIs for agents
Case management, assignment and escalation rules
Omni-Channel routing, queues and Service Console
Knowledge management and article lifecycle
Entitlements, milestones and SLAs
Casey across voice, SMS, WhatsApp and chat
Paige for IT and HR employee service
Fin for complex customer workflows
Escalation and human handoff requirements
Industries clouds and when they fit
Field Service, Marketing and Commerce touchpoints
Experience Cloud portals for customers and partners
Multi-cloud data and process consistency
Lead capture, assignment, conversion and web-to-lead
Accounts, contacts, opportunities, products and price books
Sales processes, stages and forecasting
Activities, email integration and Einstein Activity Capture
Piper — inbound lead qualification and meeting booking
Hunter — outbound prospecting and sequences
Configuring channels, topics and handoff to reps
Measuring pipeline generated by agents
Case management, assignment and escalation rules
Omni-Channel routing, queues and presence
Knowledge articles, data categories and article lifecycle
Entitlements, milestones and SLAs
Deploying Casey on Messaging for In-App and Web
Voice, SMS and WhatsApp channels
Agentforce Voice and speech settings
Escalation to human agents in Service Console
Paige — employee IT and HR requests in Slack and Lightning
Fin — multi-step customer experience workflows
Configuring knowledge, actions and approvals for employee agents
Choosing between packaged agents and a custom agent
Escalation topics and transfer-to-agent actions
Case and lead creation on handoff
Notifying teams in Slack channels
Reviewing transcripts and improving instructions
10

Data 360 Implementation

How Data 360 is built — lakehouse, data spaces, DLOs and DMOs — and how to provision it.
8 MODULES
SECTION 10
Data 360 (formerly Data Cloud) architecture overview
Data lake objects, data model objects and the Customer 360 Data Model
Metadata Platform as the shared semantic layer
Where Informatica, MuleSoft and Tableau Knowledge plug in
Provisioning Data 360 and connecting the home org
Data spaces for brands, regions and business units
Permission sets and data-space-level access
Admin settings and usage monitoring
Standard DMOs — Individual, Contact Point, Sales Order, Case
Subject areas — party, engagement, product, sales order, loyalty
Extending standard DMOs and creating custom DMOs
Modelling for downstream agents and analytics
Data kits for bundling streams, models and insights
Sandbox and multi-org strategies
Deploying Data 360 configuration between orgs
Documentation and naming conventions
Deterministic vs fuzzy matching
Unified Individual and Unified Link objects
Match vs reconciliation
Impact on downstream activation
Designing match rules — exact, normalised, fuzzy
Reconciliation rules — source priority, most recent, most frequent
Party identification and anonymous profiles
Running and reviewing rulesets
Consolidation rate and over/under-matching
Iterating rulesets safely
Auditing and explaining a unified profile
Governance for identity changes
Exploring unified profiles
Data Explorer for DLOs and DMOs
SQL in Query Editor
Validating data for agents and analysts
11

Marketing Cloud Implementation

Orchestrate cross-channel journeys that respond to customer behaviour.
9 MODULES
SECTION 11
Entry sources — data extensions, API events, Salesforce data
Activities — email, SMS, push, wait, decision split
Journey settings and contact re-entry
Testing and validating journeys
Einstein splits and Path Optimizer
Sales and Service Cloud activities — create lead, update contact, create case
Journey versioning and analytics
Transactional messaging API
MobileConnect and keywords
MobilePush and in-app messaging
WhatsApp-first business messaging
Mobile compliance and opt-in
Welcome, nurture, win-back and lifecycle journeys
Mapping journeys to customer stages
KPIs per journey
Governance of journey sprawl
Architecture on the Salesforce platform and Data 360
Editions, features and licensing
Campaigns, content and brand in the core UI
Migration considerations from Engagement
Building journeys with Flow Builder
Segments as entry and decision points
Email, SMS and WhatsApp in Flow journeys
Testing and monitoring flows
Data streams, unified profiles and segments
Zero Copy — Snowflake, BigQuery, AWS — for marketing data
Calculated Insights for lifetime value and engagement
Activation to Marketing Cloud, ads and commerce
Einstein segment creation and content generation
Agentforce Campaign Agent — brief to journey
Guardrails, approvals and brand controls
Measuring agent-built campaigns
Engagement vs Growth decision framework
Coexistence patterns
Data migration and journey rebuild
Stakeholder communication
12

Revenue Cloud Implementation

From opportunity to signed quote.
8 MODULES
SECTION 12
Creating quotes from opportunities
Product Configurator and Transaction Manager
Quote line editing and adjustments
Quote validation
Document templates and generation
Terms and conditions
E-signature integration
Quote versioning
Approval routing on quotes
Deal desk collaboration in Slack
Escalations and SLAs
Audit trail
Quoting agent — bundle, price and draft from a natural-language ask
Actions on catalog, pricing and quote APIs
Approval guardrails and margin limits
Testing Center and go-live
Billing policies and treatments
Billing schedules and schedule groups
Billing periods and proration
Billing for one-time, term and usage
Invoice generation and runs
Invoice lines, taxes and adjustments
Credit and debit memos
Invoice delivery
Payment gateways and methods
Payment application and allocation
Collections and dunning
Agentforce collections agent (overview)
Usage ingestion and rating
Rate cards and tiered usage
Usage summaries and invoicing
Data 360 for usage data
13

Governance, DevOps & Release

Employers audit against this layer. Learn the controls and the evidence.
10 MODULES
SECTION 13
Registering internal and third-party agents
Policies, permissions and agent-to-agent interoperability
MCP interoperability with external agents
Governance reporting for leadership
The Harness components available today
Unified experience expected early FY28
Preparing an org for the Harness
What changes for admins and what does not
Session volumes, topics and outcomes
Cost tracking and consumption
Quality signals and feedback review
Alerting on failures and drift
Security Center dashboards and policies
Event Monitoring and login forensics
Shield Platform Encryption and Field Audit Trail (overview)
Setup Audit Trail and change tracking
Salesforce's trusted AI principles applied to an org
Pre-deployment checklist for agents
Evidence pack — tests, approvals, audit logs, KPIs
Presenting governance to auditors and stakeholders
Sandbox strategy and refresh cadence
Outbound and inbound change sets
DevOps Center — projects, work items, pipelines and Git
Deployment validation and rollback
Metadata types for agents, topics and prompt templates
Moving Data 360 configuration between orgs
Post-deployment activation checklist
Regression testing with Testing Center
Reading release notes and preview sandboxes
Release readiness live and Trailhead modules
Optimizer and Lightning Usage app
Feature adoption plans
Agentforce Vibes and natural-language building
Salesforce Development plugin for Claude Code — what developers get
Using AI to draft formulas, flows and documentation
Boundaries: what admins should still review by hand
Capstone: Sales + Service org with Piper and Casey live, Claude and Slack enabled, governance evidence
Salesforce Certified Administrator exam prep
Agentforce Specialist and AI Associate exam prep
Portfolio, verification URL and interview preparation
14

Capstone, Certifications & Career

One end-to-end Data 360 build, certification and a verifiable portfolio.
3 MODULES
SECTION 14
Ingest CRM, web and a Zero Copy warehouse source
Harmonise, resolve identity and build Calculated Insights
Activate segments to CRM and Marketing; pin a Slackforce Surface
Ground a Casey or Piper agent and evidence accuracy, consent and lineage with a public verification URL
Salesforce Certified Data Cloud Consultant
Agentforce Specialist
AI Associate and Administrator (optional)
Exam strategy and practice questions
Portfolio of models, insights, segments and agent evaluations
Resume rewrite around data and AI outcomes
Data 360 interview scenarios and case studies
Warm introductions to hiring partners
Tools you'll master

25+ Salesforce & AI tools, one production project.

SF
Salesforce
SC
Sales Cloud
SvC
Service Cloud
MC
Marketing Cloud
DC
Data Cloud
EC
Experience Cloud
AF
Agentforce
AR
Atlas Reasoning
Ei
Einstein
FB
Flow Builder
Ax
Apex
LWC
LWC
SOQ
SOQL / SOSL
OS
OmniStudio
CPQ
Salesforce CPQ
Vf
Visualforce
ML
MuleSoft
Tb
Tableau
Hk
Heroku
CLI
Salesforce CLI
Wb
Workbench
Tr
Trailhead
OAI
OpenAI
LC
LangChain
LG
LangGraph
MCP
MCP
G
Git
GH
GitHub
aws
AWS
Sl
Slack
DOC
DevOps Center
C
Cursor AI
Real-time projects

You don't watch videos. You ship software.

Three full-production projects, each threaded through the entire curriculum. By the project, you've built the whole stack around them.

Hero project

Service Cloud agent on Agentforce

Build an end-to-end Service Cloud workspace — Omni-Channel intake, Flow Builder routing, and an Agentforce agent grounded on Data Cloud + Atlas Reasoning that summarises cases, drafts replies, and closes tier-1 tickets without a human in the loop.

01Live Service Cloud org with Case, Account, and Contact workflows wired through Flow Builder and entitlements.
02Omni-Channel intake from web, email, WhatsApp, and Slack — routed to the right queue with skills-based assignment.
03Agentforce agent grounded on Data Cloud knowledge that summarises cases, drafts customer replies, and auto-fills work notes.
04Atlas Reasoning agent that closes recurring tier-1 cases — password resets, return RMAs, status questions — with zero human touch.
Outcome: ~58% case deflection
Avg. resolution: −45%
Reviewer: Summit Partner panel
Service CloudAgentforceData CloudAtlas ReasoningFlow Builder
Enterprise

Sales Cloud + Einstein revenue copilot

Ship an opportunity-to-cash flow on Sales Cloud with Einstein Prediction Builder forecasting close probability, an Agentforce SDR agent that drafts emails and books meetings, and a CPQ flow that configures quotes against live Data Cloud signals.

Sales CloudEinsteinAgentforceCPQ
Real-time

Data Cloud unification stream

Stream events from MuleSoft, Heroku, and external apps into Data Cloud, unify identities into a 360° profile, and auto-trigger Marketing Cloud journeys plus an Atlas Reasoning agent that explains every segment shift to ops.

Data CloudMuleSoftMarketing CloudAtlas Reasoning
Project

Your AI Salesforce agent in a controlled project environment.

Pick a real partner workflow. Deploy a production agent into a Salesforce org — Agentforce + Atlas Reasoning + Data Cloud — that handles cases, drafts updates, and accelerates service & sales resolution.

Download the real world project
Full scope, sample deployment contexts, project milestones, and grading rubric — PDF, 14 pages.
Production-style capstoneCareer support included
Your instructor

Taught by engineers who shipped agentic AI to production.

MK
Manikanta Kona
Founder, Edify Nuva · Principal Salesforce & Agentforce Architect
Salesforce · Agentforce · Atlas Reasoning · Data Cloud · Apex · LWC
"Salesforce at enterprise scale is where AI agents earn their keep — Agentforce grounded on Data Cloud, Atlas Reasoning orchestrating Sales, Service, and Marketing as one fabric. That's the bar I teach to, every class."
15 yrs
SALESFORCE
2,400+
LEARNERS
4.8 /5
RATING

Manikanta is the founder of Edify Nuva and brings 15 years of enterprise platform architecture from AT&T, Salesforce, Cox Communications, and Broadcom — where he led Sales Cloud, Service Cloud, Marketing Cloud, and Data Cloud rollouts for Fortune-500 banks, telcos, and insurers. Most recently he architected production Agentforce + Atlas Reasoning deployments that replaced traditional triage tiers with autonomous case-handling.

His classes get you two things other programs don't give you: a founding architect who's shipped enterprise Salesforce + AI from inside the Fortune 500, and a curriculum rewritten every release — so when hiring managers ask about Data Cloud harmonisation, Agentforce sub-flows, or Atlas Reasoning orchestration, you've already built it. M.S. in Engineering, Purdue University.

RK
Ravi Krishna
Chief Technologist, Edify Nuva · Agentforce Lead
Agentforce · Atlas Reasoning · Data Cloud · Apex · LWC · Flow Builder · OmniStudio
"Agentforce is where Salesforce stops being a CRM and starts being the decision layer of the enterprise — Atlas Reasoning planning multi-step actions, Data Cloud feeding grounded context in real time, and Apex/LWC turning agent decisions into production behaviour. That's what I teach."
10 yrs
SALESFORCE & AGENTS
1,800+
LEARNERS
4.8 /5
RATING

Ravi is Chief Technologist at Edify Nuva, where he leads the Agentforce and Salesforce engineering practice. After 8 years building production Apex, LWC, and integration pipelines on Sales Cloud and Service Cloud, he stepped into the Chief Technologist seat to wire Agentforce, the Atlas Reasoning Engine, and Data Cloud into the way revenue and service teams actually work — autonomous agents that resolve cases, qualify pipeline, and stitch together Sales, Service, Marketing, and Data Cloud without humans being the integration layer.

His Agentforce modules are built from real production rollouts, not slide decks. Expect to leave with working Agentforce Builder agents grounded on Data Cloud, Flow Builder orchestrations, OmniStudio guided flows, and Apex + LWC components that recruiters can actually verify in your dev org. Ten years on the Salesforce stack, eight of them shipping in production — Hyderabad-based, hands-on, and known for the unglamorous integration work everyone else skips.

HIRING PARTNERS · INDUSTRY VOICES

What Salesforce employers say about Edify Nuva grads.

Real feedback from talent leaders at Salesforce Summit / Crest Partners and the firms hiring our Salesforce + Agentforce graduates.

Salesforce logo

Edify Nuva grads ramp 40% faster on Agentforce projects than typical hires. Best Salesforce training pipeline in India.

Aakash Mehta

Aakash Mehta, Partner Programme Lead, Salesforce

Deloitte logo

We've onboarded 80+ Edify Nuva alumni in 18 months. Lowest ramp time we've seen for Salesforce plus Agentforce practices.

Anita Sharma

Anita Sharma, Senior Manager, Deloitte

Mphasis logo

The Salesforce programme is comprehensive — Admin, Platform Developer I & II, plus Agentforce flows. Grads come pre-trained for enterprise.

Rahul Bhatt

Rahul Bhatt, Solutions Lead, Mphasis

TCS logo

Their Service Cloud + Einstein track produces engineers who write production-grade Apex and Flow Builder flows on day one. Genuinely rare.

Deepak Pillai

Deepak Pillai, Senior Architect, TCS

Accenture logo

What sets Edify Nuva apart is the Agentforce + Atlas Reasoning layer baked into the Salesforce track. Our enterprise clients ask for exactly this profile.

Suresh Menon

Suresh Menon, Practice Lead, Accenture

Infosys logo

Their Salesforce Administrator + Platform Developer prep is rigorous, and the project Agentforce deployment on a real dev org is what closes interviews for us.

Vikram Iyer

Vikram Iyer, Director, Infosys

Wipro logo

Edify Nuva's Salesforce grads close cases twice as fast in the first 90 days on Service Cloud + Einstein. Our internal metrics back this up clearly.

Lakshmi Nair

Lakshmi Nair, VP Engineering, Wipro

Cognizant logo

Best Salesforce + Agentforce pipeline we've sourced from in India. Their projects are production work on real dev orgs, not toy code.

Karthik Subramanian

Karthik Subramanian, Engineering Director, Cognizant

Capgemini logo

Strong Marketing Cloud and Experience Cloud foundation. Their Salesforce grads need almost zero ramp time on enterprise engagements with us.

Arun Joshi

Arun Joshi, Practice Director, Capgemini

IBM logo

We've placed 40+ Edify Nuva alumni across our Salesforce and watsonx-on-Salesforce teams. Strong fundamentals, sharp on the Agentforce stack.

Sanjay Verma

Sanjay Verma, Talent Director, IBM

LTIMindtree logo

Data Cloud + Einstein Prediction Builder is exactly the talent gap we've been struggling to close. Edify Nuva is filling it for us reliably.

Anjali Desai

Anjali Desai, Practice Head, LTIMindtree

Tech Mahindra logo

Their Salesforce track delivers consultants who navigate Sales Cloud, MuleSoft, and Flow Builder on customer engagements unsupervised.

Ramesh Iyer

Ramesh Iyer, Senior Manager, Tech Mahindra

Cyient logo

Hired 25+ Edify Nuva graduates for our Salesforce practice. Strong Apex, strong platform depth, sharp on the Agentforce layer.

Geetha Pillai

Geetha Pillai, Talent Acquisition Lead, Cyient

Microsoft logo

Edify Nuva grads who blend Agentforce with Azure OpenAI land production-ready on day one. Rare combination, well-trained.

Priya Reddy

Priya Reddy, Talent Lead, Microsoft

03Program certifications

An Agent‑Ready credential, not a participation trophy.

Edify Nuva · Institute Certificate
Agent‑Ready Salesforce Engineer
Presented to
Spandana Bala
For the successful design, build, and production deployment of an AI agent on the Salesforce Agentforce + Atlas Reasoning Engine + Data Cloud platform, evaluated against the 2026 Agent‑Ready rubric and Salesforce Administrator / Platform Developer I & II / Agentforce Specialist competencies.
Manikanta Kona
CEO · Edify Nuva
AGENT
READY
2026
01
Industry‑recognized
Co‑branded with the Salesforce Summit / Crest Partner ecosystem and mapped to Salesforce Administrator, Platform Developer I & II, and Agentforce Specialist — names that hiring managers already scan for on resumes.
02
Project artifact included
Every certificate carries your project project name, the partner org, and a link to the deployed Agentforce + Atlas Reasoning + Data Cloud artifact — proof, not a promise.
03
Enhanced skill validation
Graded against the 2026 Agent‑Ready rubric: Sales/Service Cloud design, Flow Builder + Apex build, Agentforce deployment, safety and monitoring. No pass/fail — a level 1‑5 band.
04
Verifiable on a public URL
Each credential has a public verification page recruiters can check in 10 seconds — no PDF back‑and‑forth.
Job roles

Roles this program prepares you for.

Salesforce Administrator Own users, security, data model, Flows, reports and releases.
Agentforce Administrator / Specialist Build, deploy and monitor Agentforce agents and prompt templates.
Sales Cloud Administrator Run lead-to-cash configuration with Piper and Hunter agents.
Service Cloud Administrator Run case-to-resolution with Omni-Channel and Casey agents.
AI Adoption & Governance Admin Enable AIforce surfaces and evidence Trust Layer and Guardian controls.
Data 360 Administrator Manage data streams, unified profiles and agent grounding.
Employee Experience Admin (IT & HR) Deploy Paige and Coworker for internal service in Slack and Lightning.
Salesforce Release / DevOps Admin Run DevOps Center pipelines, sandboxes and release readiness.
Salesforce Analyst / Reporting Admin Build dashboards and agent performance reporting with Tableau Next.
Salesforce Consultant (career path) Grow toward functional consulting and solution design roles.

What employers should see in your portfolio: that you can take an org from setup to governed AI — secure it, model the data, automate with Flow, deploy job-ready agents grounded in Data 360, enable Claude and Slack for a team, release through DevOps Center, and keep every agent inside the Trust Layer.

04Job placement support

Your first Salesforce offer isn't a lottery ticket. It's a built process.

GitHub, LinkedIn, resume — and most importantly, warm intros into Salesforce Summit and Crest Partners. Our placement team works your search like an account, not a helpdesk.
01 / GITHUB PROFILE

A portfolio, not a graveyard.

Guidance on building a GitHub that showcases your unlocked packages, Agentforce + Atlas Reasoning project, Flow Builder flows, Apex + LWC components, and a working dev org link — reviewed 1:1, not via template.

02 / RESUME PREP

Rewrite, don't proofread.

A one-page resume rebuilt around the Salesforce clouds you implemented (Sales, Service, Marketing, Data Cloud), the Agentforce agent you deployed, and the business outcome. Reviewed by engineers who've read 10,000+ resumes.

03 / LINKEDIN + INTROS

Where most opportunities actually live.

Profile tuning plus direct warm introductions into the Salesforce Summit + Crest Partner network — Deloitte, Accenture, Cognizant, Capgemini, Slalom, Persistent, IBM, Wipro. You leave with recruiter contacts, not a generic "good luck."

Salesforce alumni

Hundreds of Salesforce careers launched — here are eight.

SB
Spandana Bala
Salesforce Administrator
Hyderabad · India
Now at · Infosys
NV
Naveen Vedala
Apex Developer
Hyderabad · India
Now at · TCS
TA
Tejashwini Addla
Agentforce Specialist
Hyderabad · India
Now at · Deloitte
TD
Tharunesh Dillikar
Service Cloud Consultant
Seattle · United States
Now at · Salesforce
MM
Mujahed Mohammed
Marketing Cloud Engineer
Hyderabad · India
Now at · Accenture
BK
Bhargav Kumar Murala
Data Cloud Architect
Hyderabad · India
Now at · Capgemini
SL
Sai Manasa Leburi
OmniStudio Developer
New York · United States
Now at · Slalom
RD
Rahul Dhamma
Sales Cloud Lead
Hyderabad · India
Now at · Cognizant
Our locations

Come chat with us — over coffee, or over Zoom.

One flagship campus in Hyderabad, plus online Salesforce classes running on Indian and US timezones.

Flagship campus
Hyderabad
11th Floor, MEENAKSHI TECH PARK, B-Block, Gachibowli, Hyderabad, Telangana 500032, India
Call
+91 9963471616
US desk
+1 256 388 7766
Hours
Mon–Sun · 7 AM–9 PM
Online class
Global
Weekend and evening Salesforce classes running on IST and PST. Every online class ships the same three production projects and the Agentforce + Atlas Reasoning + Data Cloud project as the on‑campus track, with Trailhead modules running alongside live training.
Timezones
IST & PST
Format
Live + Trailhead + 1:1 mentorship
Admissions
ENROLLING NOW
FAQ

Questions we actually get — answered honestly.

Straight answers on prerequisites, the platform, certifications, and placement. If something's missing, book a 20-minute advisor call — no slides, no pitch.

Do I need a CS background or prior CRM/Sales experience?+
No on both counts. About 40% of every class comes from non-CS streams — mechanical, electrical, BCom, BBA — and zero Salesforce or CRM exposure is assumed. The opening modules cover the platform data model, Setup, and declarative tooling from scratch. What you do need is consistency and regular practice.
Do I get a real Salesforce dev org to build on?+
Yes. Every learner provisions a free Developer Edition org and a scratch org from the start and keeps them for the full program. Every lab, project, and the project are built on your own live tenant — not a sandbox simulator — so the artifacts you ship are demonstrable to recruiters.
Are Salesforce Administrator and Platform Developer I & II covered?+
Yes. The curriculum is mapped to Salesforce Administrator and Platform Developer I; the advanced track also preps Platform Developer II and the Agentforce Specialist credential. We run two full mock exams and reimburse the voucher fee on first-attempt pass.
Will I actually build with Agentforce, Atlas Reasoning, and Data Cloud?+
You actually build. The Agentforce track is hands-on — you'll design agents in Agentforce Builder, ground them on Data Cloud, orchestrate multi-step actions on the Atlas Reasoning Engine, wire Einstein Prediction Builder for classification, and deploy your project agent into a real dev org. Nothing in the agent track is theory-only.
How is the learning workload structured?+
The program combines live mentor-led classes, guided labs, project work, and optional support sessions. An advisor can explain the current class format before enrolment.
Is placement support really 1:1, and which companies hire?+
Yes. Career support includes portfolio and profile preparation, interview practice, and role-fit introductions where available. Edify Nuva does not guarantee an interview, offer, salary, employer, location, or timeline.
Online, weekend, or on-campus?+
All three. On-campus at the Hyderabad flagship, live online (IST and PST classes), and a weekend track for working professionals. Every format ships the same three projects and the same Agentforce + Data Cloud project — only the schedule changes.
What if I fall behind, or can't continue mid-class?+
Freeze your seat for up to 90 days and rejoin the next class — no extra fee. TAs run catch-up sessions every Saturday for learners needing additional support, and recordings of every live session are available for the lifetime of your account.

Still have a question? Talk to an advisor — no slides, no pitch.

One million AI‑native professionals by 2027.
Let's put you in that number.

Book a 20‑minute advisor call. We'll map your current role to the right program, talk honestly about timelines, and walk you through a real class's project.

Get Skilled

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