Salesforce Certified AI Specialist Certification

Overview

This course is designed to help you master the AI capabilities within the Salesforce ecosystem. By the end of this course, you will be able to configure and secure Salesforce AI tools, design and implement AI-driven workflows, and develop predictive models.

You’ll gain in-depth knowledge of key AI tools like Einstein Trust Layer, Prompt Builder, and Einstein Copilot, which will allow you to automate processes, secure data, and enhance customer interactions within Salesforce. The course starts with an introduction to the certification, setting the stage for your learning journey.

You will then dive into the Einstein Trust Layer, exploring its role in secure data management, data masking, prompt defense, and toxicity detection. Next, you will work with the Prompt Builder, where you’ll learn to create custom prompt templates, and flows, and integrate Flex Templates for dynamic automation.

Further, you'll explore Einstein Copilot, Salesforce's conversational AI assistant, and learn how to create custom actions to improve customer interactions. The final section covers Model Builder, where you’ll learn to build and differentiate between predictive and foundation models, applying generative AI techniques in CRM applications.

This intermediate-level course is ideal for Salesforce admins, developers, and AI enthusiasts looking to enhance their skills in AI-driven CRM applications.

Syllabus

• Introduction to the Certification
In this module, we will introduce the Salesforce Certified AI Specialist Certification, providing a high-level overview of the skills, tools, and AI concepts covered throughout the course. You'll gain clarity on the certification’s significance and the core modules that prepare you for success in this credential.
• Einstein Trust Layer
In this module, we will explore the Einstein Trust Layer, the security and trust foundation behind Salesforce AI. You’ll gain a deep understanding of how data is protected, prompts are defended, and privacy is maintained through zero data retention and monitoring mechanisms. Each video unpacks critical layers that ensure responsible AI usage in Salesforce.
• Prompt Builder
In this module, we will dive into the Prompt Builder, Salesforce’s key tool for designing, managing, and automating AI prompts. From setting up your environment to creating dynamic flows and templates, you’ll learn how to leverage Prompt Builder for real-world automation. Practical projects and comparisons between templates bring these tools to life.
• Einstein Copilot
In this module, we will explore Einstein Copilot, Salesforce’s conversational AI assistant. You’ll learn how to create custom topics, integrate prompt and flow actions, and optimize agent interactions. Special attention is given to exam-focused features to help you prepare effectively.
• Model Builder
In this module, we will focus on Model Builder, Salesforce’s tool for developing AI models tailored to business data. You’ll explore the differences between predictive and foundation models and get hands-on with the creation process. The section wraps up with a comprehensive recap of the concepts learned.
• Generative AI in CRM Applications: 17%
In this module, we will examine how generative AI is transforming CRM applications in Salesforce. From summarizing calls to generating intelligent replies and work summaries, you'll see how AI enhances customer interactions and productivity. These tools also represent 17% of your certification exam focus, making this section vital for success.

Taught by

Packt - Course Instructors

Subjects

Business