PropAI 360 Agentforce project with Debasis Jena

Ready to turn Agentforce concepts into a hands-on project?

PropAI 360 is an end-to-end implementation guide for building an Agentforce real-estate solution in Salesforce.

Follow a structured project for UrbanNest Properties, a fictional Dubai real-estate company, from business requirements and data modelling through agent configuration, testing and deployment.

WHAT YOU WILL BUILD

• An agent that qualifies buyers, renters and investors.

• Structured customer requirement capture in Salesforce.

• Property searches using budget, location and customer preferences.

• Property viewing scheduling and follow-up.

• Lead scoring and indicative investment calculations using deterministic actions.

• Grounded answers to property policies and frequently asked questions.

• Customer verification, booking information lookup and human handoff.

WHAT’S INCLUDED

• Business requirements, personas and user stories.

• Solution architecture and entity relationship diagram (ERD).

• Salesforce data model and field definitions.

• Agentforce concept-to-scenario mapping.

• Step-by-step configuration and implementation guidance.

• Flow and Apex action guidance.

• Prompt and grounding examples.

• Sample data and test scenarios.

• Security, deployment and monitoring guidance.

CONCEPTS COVERED

Agentforce Builder, subagents/topics, custom actions, Flow, Apex, prompt templates, Knowledge, retrieval and grounding, variables, filters, customer verification and human handoff.

Advanced sections explore Data 360, Agent API, headless access, MCP and Agent Script.

WHO THIS IS FOR

Salesforce admins, developers, consultants and Agentforce learners who want a structured capstone project to build, practise and discuss in technical interviews.

HOW TO USE THE GUIDE

Read the requirements and architecture first. Set up the data model and sample records, implement the core actions, configure the agent, and validate each phase before moving to the next.

WHAT YOU NEED

Basic Salesforce administration knowledge and familiarity with Flow. Apex knowledge will help with the developer sections. You will need a suitable Salesforce environment with access to the features you implement. Advanced features may require additional setup, permissions, licences or external services.

DELIVERY AND SCOPE

This purchase includes a downloadable implementation guide.

It does not include a preconfigured Salesforce org, a ready-to-install application, platform licences, live training, video lessons or implementation support. The 100-question interview handbook is a separate product.

This is a training project. Payments, banking approvals and certain external integrations are simulated or outside the implementation scope.

Created by Debasis Jena | CtrlF Academy

Want guided implementation? Explore my profile for Agentforce training and mentoring options.