Overview
This course will help you prepare for the Salesforce Certified AI Associate Certification by covering essential AI concepts and tools. By completing this course, you will gain a solid understanding of AI fundamentals, including machine learning, neural networks, and the differences between predictive and generative AI.
You'll explore how these AI capabilities are applied within Salesforce, enhancing your ability to use AI effectively in CRM systems. You will begin by learning the foundational aspects of AI, such as its capabilities, types, and ethical considerations.
The course covers key AI concepts, including structured and unstructured data, supervised and unsupervised learning, and the workings of neural networks. As you progress, you'll understand the role of AI in Salesforce and how it enhances decision-making and automation.
In the second part of the course, you will dive into practical applications of Salesforce AI tools like Einstein Prediction Builder, Einstein Activity Capture, and Einstein Bots. Through hands-on lessons, you will learn to configure, set up, and apply these tools, creating custom AI predictions, syncing data, and improving customer interactions.
By the end of this course, you will be well-versed in integrating AI-driven tools into Salesforce workflows. This course is ideal for professionals aiming to specialize in AI within Salesforce CRM.
It's suitable for those familiar with Salesforce who want to deepen their understanding of AI technologies and their practical applications. While prior experience with Salesforce is helpful, it's not required.
The course is designed for those looking to achieve the Salesforce Certified AI Associate certification.
Syllabus
- AI Fundamentals - 17%
In this module, we will introduce you to the foundational concepts of AI, focusing on its capabilities and key types. You will explore the different learning models, such as supervised and unsupervised learning, and gain insights into the importance of data types. Additionally, we will differentiate between predictive and generative AI and examine their applications within the Salesforce environment.
- Ethical Considerations of AI
In this module, we will explore the risks linked to AI, such as privacy violations and security challenges. You will also gain an understanding of Salesforce's Trusted AI principles, designed to ensure the ethical and secure application of AI technology. By the end of the module, you'll grasp the importance of integrating ethical considerations in AI systems.
- Einstein Prediction Builder
In this module, we will guide you through the process of setting up Einstein Prediction Builder and customizing Salesforce objects to support AI-driven predictions. You will learn how to create and configure custom fields, import data, and enable predictions, providing you with a complete understanding of how to apply Einstein Prediction Builder to various data types, such as medical appointments and reservations. By the end of the module, you'll be equipped to leverage predictions within your Salesforce environment.
- Einstein For Developers
In this module, we will walk you through the process of enabling Einstein for Developers, equipping you with the tools necessary to integrate AI into your custom Salesforce applications. You’ll learn how to set up Visual Studio Code and Salesforce CLI, and explore the power of writing code that taps into Einstein's AI capabilities. By the end, you’ll have a solid understanding of how to leverage Einstein to enhance your development projects.
- Einstein Activity Capture
In this module, we will introduce you to Einstein Activity Capture and how it helps sync vital data across Salesforce to provide valuable AI insights. You will learn the setup process for integrating this tool into your organization, and explore how syncing emails and appointments can streamline CRM data management, ensuring a seamless workflow. By the end of the module, you’ll be able to utilize Einstein Activity Capture to enhance data flow and capture key activities.
- Einstein Bot
In this module, we will guide you through the setup and configuration of Einstein Bots, starting with account setup and enabling chat functionalities. You will learn how to customize the bot by adding questions, invoking flows, and integrating Apex classes for enhanced responsiveness. By the end of the module, you'll be equipped to deploy and manage Einstein Bots for seamless customer engagement across platforms.
- Einstein Next Best Action
In this module, we will explore Einstein Next Best Action, an AI-powered feature that provides optimal suggestions for customer interactions. You will learn how to create and customize screen flows and recommendation records to deliver tailored responses. Additionally, we’ll dive into creating a Recommendation Strategy Flow to refine decision-making and personalize recommendations in Salesforce.
- AI Capabilities in CRM - 8%
In this module, we will introduce the AI capabilities available within CRM systems, focusing on how they improve customer interactions. You will also discover the power of Einstein Discovery in providing valuable insights from CRM data and how it can drive smarter decisions. Finally, we’ll review best practices and Salesforce guidelines to ensure AI is implemented responsibly and effectively within CRM solutions.
- Data for AI (36%)
In this module, we will focus on the importance of high-quality data for AI systems, starting with essential data quality standards and dimensions that ensure reliable outputs. You’ll learn the best practices for maintaining and cleaning your data, preparing it for AI analysis. We’ll also cover strategies to ensure sustainable success in AI-driven projects through effective data management.
Taught by
Packt - Course Instructors
Subjects
Business
