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Salesforce Certified AI Specialist Certification · LearnSpace
Назад в каталог
courseraIT и технологии

Salesforce Certified AI Specialist Certification

Курс от Packt
Средний≈ 8.7 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Updated in May 2025. This course now features Coursera Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. 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.

Навыки, которые вы освоите

Customer Relationship ManagementGenerative AIResponsible AIAgentic WorkflowsPredictive ModelingPrompt Engineering ToolsAI SecuritySalesforceData SecurityAI IntegrationsModel TrainingAI WorkflowsSalesforce DevelopmentGenerative AI AgentsLarge Language ModelingData Loss PreventionCustomer Relationship Management (CRM) SoftwareData Ethics

Программа курса

6 модулей · 53 учебных материалов

01Introduction to the Certification2 материалов

Introduction to the Certification

Introduction to the CertificationВидеоFull Course ResourcesЧтение
02Einstein Trust Layer9 материалов

Einstein Trust Layer

What is Einstein Trust Layer?Видео

Учитесь у экспертов

Packt - Course Instructors

Преподаватель курса

Salesforce Certified AI Specialist Certification
В каталоге вашей программы

Инвестируйте в себя

Новые знания — в удобное для вас время.

Начать на Coursera

Обучение откроется на Coursera
в новой вкладке

Обучение на Coursera

≈ 8.7 ч

6 модулей

Язык: Английский

Субтитры: Арабский, Французский, Итальянский, Бразильский португальский, Корейский, Немецкий, Пушту, Индонезийский, Испанский, Дари, Японский, Казахский, Венгерский

Часть программы вашего университета
Overview of Einstein Trust LayerВидео
Secure Data Retrieval and GroundingВидео
What is Data MaskingВидео
What is Prompt Defense and Prompt InjectionВидео
Zero Data Retention Policy in Salesforce Einstein Trust LayerВидео
What is Response Journey: Toxicity Detection, Data Unmasking, Feedback & AuditВидео
Understanding the Einstein Trust Layer in SalesforceDIALOGUE
Einstein Trust Layer - AssessmentЗадание
03Prompt Builder21 материалов

Prompt Builder

What is Prompt Builder?ВидеоPrompt and Prompt TemplateВидеоTypes of Prompt TemplateВидеоSetup Account with SalesforceВидеоEnable Einstein Setup and Einstein for SalesВидеоField Generation Prompt TemplateВидеоSales Email Prompt TemplateВидеоRecord Summary Template Part 1ВидеоScreen Flow to Display Record SummaryВидеоTemperature, Presence Penalty, Frequency PenaltyВидеоPrompt Template Permission SetsВидеоHow to Call Flow from Prompt TemplateВидеоCreate Prompt Template Triggered FlowВидеоCreate Field Generation Prompt Template to Invoke FlowВидеоWhat is Flex Template and Difference Between Record Summary, Field GenerationВидеоProject to Showcase Flex Template: Create Two Custom ObjectsВидеоProject to Showcase Flex Template: Populate Object with DataВидеоHow to Create Flex Template?ВидеоCreate a Flow for Flex TemplateВидеоUnderstanding Prompt Builder in SalesforceDIALOGUEPrompt Builder - AssessmentЗадание
04Einstein Copilot10 материалов

Einstein Copilot

Exam Objectives for This SectionВидеоOverview of Einstein CopilotВидеоWhat is Einstein Copilot and its FeaturesВидеоImportant Points Related to Einstein Copilot from Exam PerspectiveВидеоHow to Create a New Topic in Einstein CopilotВидеоCreate Flow Type Custom ActionВидеоCreate Prompt Template Custom ActionВидеоAdd Your Custom Actions to the AgentВидеоExploring Einstein Copilot with Agent ActionsDIALOGUEEinstein Copilot - AssessmentЗадание
05Model Builder6 материалов

Model Builder

Overview of Model BuilderВидеоDifference Between Predictive and Foundation ModelВидеоHow to Create Predictive and Foundation Model in Model BuilderВидеоSummary of What We Have Learned So Far and MoreВидеоExploring Salesforce Einstein Model BuilderDIALOGUEModel Builder - AssessmentЗадание
06Generative AI in CRM Applications: 17%5 материалов

Generative AI in CRM Applications: 17%

Call Summary and Call ExplorerВидеоEinstein Reply Recommendation, Work Summaries, and MoreВидеоGenerative AI in CRM Applications: 17% - AssessmentЗаданиеFull Course Practice AssessmentЗаданиеFull Course AssessmentЗадание