Salesforce AI Fundamentals

Overview

Master Salesforce AI fundamentals, ethical considerations, and CRM capabilities to prepare for the AI Associate certification with hands-on practice and comprehensive exam resources.

Syllabus

- Introduction to Salesforce and AI -- Overview of Salesforce platform -- Introduction to Artificial Intelligence and its significance in business - Understanding Salesforce Einstein -- Overview of Salesforce Einstein -- Key features and capabilities - Data Preparation and Management -- Data collection and integration within Salesforce -- Data cleaning and preprocessing techniques - Predictive Analytics in Salesforce -- Understanding predictive analytics -- Case studies and applications - Automating Workflows with AI -- Utilizing AI for workflow automation -- Customizing AI-driven workflows - Building Einstein Prediction Builder Models -- Introduction to Einstein Prediction Builder -- Creating and deploying AI models with Prediction Builder - Text and Sentiment Analysis with Einstein -- Introduction to natural language processing in Salesforce -- Implementing sentiment analysis in customer interactions - Implementing Voice and Chatbot Solutions -- Overview of Salesforce voice and chatbot solutions -- Designing and deploying virtual service agents - Ethical and Responsible AI Use -- Understanding ethical considerations in AI -- Best practices for responsible AI use in Salesforce - Hands-on Lab Exercises and Projects -- Real-world exercises using Salesforce Einstein -- Capstone project to integrate learned skills - Review and Q&A Session -- Recap of key concepts -- Open forum for questions and discussion - Course Conclusion and Next Steps -- Summary of course learnings -- Continuing education resources and certifications in Salesforce AI

Taught by

Emily Call, MBA and Jeremy Call, MSDA

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