Agentforce Specialist cheat sheet

Updated September 20, 2026

Last-minute reference for the Agentforce Specialist exam. The section people lose marks on is Data 360, not prompt engineering.

Exam facts

Questions60 scored
Duration105 minutes
Passing score72%
Price200 USD

A published percentage, unusually — so practice scoring is directly meaningful. Aim comfortably above it.

Section weights

SectionWeight
AI Agents35%
Prompt Engineering20%
Data 360 Fundamentals20%
Testing, Deployment, and Maintenance10%
Governance and Observability10%
Multi-Agent Orchestration5%

Agent constructs

ConstructPurpose
TopicWhat the agent handles; its classification description drives routing
ActionA deterministic, permission-aware operation — always preferred over generated text for a business operation
ScopeWhat is explicitly out of bounds, with a scripted refusal
EscalationTransfer to a human with transcript and context preserved
VariableConversation-scoped to carry values between topics

Data 360 essentials

  • Identity resolution — match and merge records across systems into one profile
  • Harmonised data model — map source fields to a standard structure
  • Streaming vs batch — continuously changing behavioural data needs streaming
  • Why quality matters more here — the agent acts on and asserts the data to customers

Recurring right answers

  • Ground the template with merge fields from the related record, never typed values
  • Specify the output structure explicitly when summaries come back inconsistent
  • Require human confirmation before a refund or other consequential action
  • Enforce entitlement at retrieval, before content reaches the model
  • Deploy via sandbox to production, not by editing production
  • Escalation and abandonment rates by topic are the useful production signal

Traps

  • Agents cannot return data the executing context lacks rights to. The platform does not silently bypass sharing rules.
  • Instructing a model to respect permissions is not a control.
  • Salesforce platform knowledge is the real prerequisite, not AI knowledge.
  • Data 360 is worth the same as prompt engineering — 20% each.

Night-before checklist

  • Six sections and weights; AI Agents is 35%
  • Passing score is 72%, a real target
  • Security model: entitlement enforced at retrieval
  • Check ID and proctoring rules — see exam day

Take the 20-question practice test.