Pass your AI Specialist Certification | Elevate Your Salesforce Skills with Cutting-Edge AI Solutions

What you'll learn

Understand the security, privacy, and grounding features that ensure the safe implementation of AI in Salesforce.

Learn how to manage and configure the Einstein Trust Layer to protect sensitive data.

Identify and apply Generative AI features in Salesforce, tailored for both Sales and Service clouds.

Master the use of Einstein for Sales to automate and optimize the sales process, and Einstein for Service to enhance customer service with AI-driven solutions.

Learn when and how to use Prompt Builder to create effective AI-driven prompts that align with your business requirements.

Understand the process of building, activating, and executing AI prompts and templates that streamline business operations.

Explore best practices for managing and customizing prompts to fit specific user roles and scenarios.

Understand when to leverage Einstein Copilot for automation and efficiency.

Learn how Salesforce's large language model (LLM) drives Copilot actions and how to create custom copilot actions.

Understand the business scenarios that call for Model Builder, and how to configure standard, custom, and Bring Your Own Large Language Model (BYOLLM).

Learn how to integrate and deploy your AI models for maximum business impact.

Requirements

Basic understanding of salesforce is required to take this course.

Description

Unlock the Future of CRM with the Salesforce AI Specialist Certification CourseUnlock your potential with the Salesforce AI Specialist Certification Course! This comprehensive course is designed to help you pass your certification exam on the first attempt. Whether you're aiming to enhance your Salesforce career or break into the AI-driven CRM world, this course covers everything you need.Here's what you'll master:Einstein Trust Layer (15%): Understand and implement the security, privacy, and grounding features that protect your AI data.Generative AI in CRM Applications (17%): Learn to identify and leverage AI features in Einstein for Sales and Einstein for Service.Prompt Builder (37%): Dive deep into building, managing, and executing effective AI prompts tailored to your business needs.Einstein Copilot (23%): Harness the power of AI copilots to streamline actions, manage adoption, and customize for optimal performance.Model Builder (8%): Explore how to configure standard, custom, and Bring Your Own Large Language Model (BYOLLM) generative models.Each section is crafted with real-world scenarios to ensure you're fully prepared for the certification exam and ready to apply your skills immediately. Enroll now and become a certified Salesforce AI Specialist!Who is this course for?Salesforce professionals looking to enhance their expertise with cutting-edge AI technology.Newcomers eager to break into the world of AI-driven CRM solutions.Anyone who wants to fast-track their certification and get ahead in their career.

Overview

Section 1: Introduction

Lecture 1 Introduction to the certification

Section 2: Einstein Trust Layer

Lecture 2 What is Einstein Trust Layer?

Lecture 3 Overview Of Einstein Trust Layer

Lecture 4 Secure Data Retrieval and Grounding

Lecture 5 What is Data Masking

Lecture 6 What is Prompt Defense and Prompt Injection

Lecture 7 Zero Data Retention Policy in Salesforce Einstein Trust Layer

Lecture 8 What is Response Journey : Toxicity Detection, Data Unmasking , Feedback & Audit

Section 3: Prompt Builder

Lecture 9 What is Prompt Builder?

Lecture 10 Prompt and Prompt Template

Lecture 11 Types of Prompt Template

Lecture 12 Setup Account with Salesforce

Lecture 13 Enable Einstein Setup and Einstein for Sales

Lecture 14 Field Generation Prompt Template

Lecture 15 Sales Email Prompt Template

Lecture 16 Record Summary Template Part 1

Lecture 17 Screen Flow to display Record Summary

Lecture 18 Temperature, Presence Penalty, Frequency Penalty

Lecture 19 Prompt Template Permission Sets

Lecture 20 How to call flow from Prompt Template

Lecture 21 Create Prompt Template Triggered Flow

Lecture 22 Create Field Generation Prompt Template to invoke Flow

Lecture 23 What is Flex Template and difference between Record Summary, Field Generation

Lecture 24 Project to showcase Flex Template: Create two custom objects

Lecture 25 Project to showcase Flex Template: Populate object with data

Lecture 26 How to create Flex template?

Lecture 27 tutorial28FlexTemplateFlow

Salesforce professionals looking to enhance their expertise with cutting-edge AI technology.,Anyone who wants to fast-track their certification and get ahead in their career.,Newcomers eager to break into the world of AI-driven CRM solutions.