Salesforce AI Fundamentals
1h 50mBeginner2025-05-07
Authors
Emily Call
Jeremy Call
Course details
Discover the latest AI capabilities of Salesforce, the world’s most widely used CRM platform. In this course, experts Jeremy and Emily Call explore the fundamentals of predictive and generative AI, and how they surface in the context of Salesforce. Get up and running with Einstein, Salesforce's AI model, and learn how to leverage its unique features and characteristics. Find out how Einstein interacts with Salesforce objects, leads, opportunities, and cases, as you learn more about the scope of what AI can accomplish. Along the way, Jeremy and Emily explore key ethical considerations, data governance for Salesforce and Einstein, and how to get started writing your own AI prompts.
Skills covered
SalesforceCRM SoftwareAI for Business FoundationsCustomer ServiceSalesArtificial Intelligence for BusinessFoundationsBusiness Software and Tools
Concepts
0. Introduction
- 01 - Welcome to the course
- 02 - About Jeremy
- 03 - About Emily
- 04 - Introduction to the glossary
- 05 - Introduction to the notes
- 06 - Introduction to the practice exam
- 07 - Exam outline
1. AI Fundamentals
- 08 - Introduction to AI fundamentals
- 09 - What is AI
- 10 - Predictive vs. generative AI
- 11 - Predictive AI
- 12 - Generative AI
- 13 - Main AI capabilities
- 14 - Concerns of AI
- 15 - Key AI terms
- 16 - Practice question walkthrough - AI fundamentals
2. AI Capabilities in CRM
- 17 - Introduction to AI for customer relationship management (CRM)
- 18 - Einstein for multiple objects
- 19 - Einstein for leads
- 20 - Einstein for opportunities
- 21 - Einstein for cases
- 22 - Practice question walkthrough - AI capabilities in CRM
3. Ethical Considerations of AI
- 23 - Introduction to ethical considerations of AI
- 24 - Salesforce's trusted AI principles
- 25 - Five guidelines for responsible AI development
- 26 - Ethical AI practice maturity model
- 27 - Biases
- 28 - Practice question walkthrough - Ethical considerations of AI
4. Data for AI
- 29 - Introduction to data for AI
- 30 - Why is data important
- 31 - What makes good data
- 32 - How to make good data
- 33 - Data management strategies
- 34 - Practice question walkthrough - Data for AI
5. Demos
- 35 - Introdution to demos
- 36 - Set up a prompt generator AI org
- 37 - Set up a prompt generator using OpenAI ChatGPT
- 38 - Set up a prompt generator AI to invoke a flow in Salesforce
- 39 - Set up duplicate and matching rules
Conclusion
- 40 - Thank you for taking this course
- 41 - Let's connect