The Salesforce Certified Agentforce Specialist exam (Spring '26 release) validates your ability to design, build, ground, test, and deploy autonomous AI agents and prompt templates on the Salesforce platform. It spans six weighted areas: Prompt Engineering (20%), Data 360 fundamentals (20%), AI Agents (35%), Testing and Deployment (10%), Governance and Observability (10%), and Multi-Agent Orchestration (5%), with AI Agents carrying the most weight. Most questions are scenario based, so the exam rewards knowing which Salesforce feature or configuration fits a given business requirement, not raw definitions. Ground every answer in how Salesforce frames the feature (Prompt Builder, the Einstein Trust Layer, Agent Script, Data Library retrievers, Testing Center), because this is a criterion-referenced exam that grades its own preferred approach.
What This Cheat Sheet Covers
This topic spans 18 focused tables and 149 indexed concepts. Below is a complete table-by-table outline of this topic, spanning foundational concepts through advanced details.
Table 1: Prompt Builder and Prompt Template Types
Exam area Prompt Engineering (20%): given business requirements, decide when Prompt Builder is the right tool, and pick the correct prompt template type (Sales Email, Field Generation, Record Summary, or Flex) for a stated need.
| Concept | Example | Description |
|---|---|---|
Repeatable, grounded generation tied to CRM data, surfaced in the flow of work → build a reusable prompt template in Prompt Builder, not an ad-hoc one-off prompt | Tool to securely build, test, and activate reusable prompt templates that connect your Salesforce data to an LLM through the Einstein Trust Layer. • Use it for repeatable grounded generation, not one-time prompts • It configures templates declaratively; it does not write Apex or flows for you | |
Same instructions, different record each run → one Sales Email template generates a personalized email per contact | A reusable prompt with placeholders (merge fields) filled by real CRM, Data 360, or Apex data at runtime, so one template produces consistent, personalized output at scale. Grounding in your data is what makes the output relevant. | |
A rep needs a personalized outreach email drafted from a Lead or Contact record → Sales Email template | Drafts truly personalized emails for customers, products, and events based on record data. • Best when the deliverable is an email tied to a sales record • Has a predefined entry point in the Sales email experience, unlike Flex |