Salesforce AI Fundamentals

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.

Concepts

Introduction

Welcome to the course
About Jeremy
About Emily
Introduction to the glossary
Introduction to the notes
Introduction to the practice exam
Exam outline

AI Fundamentals

Introduction to AI fundamentals
What is AI
Predictive vs. generative AI
Predictive AI
Generative AI
Main AI capabilities
Concerns of AI
Key AI terms
Practice question walkthrough - AI fundamentals

AI Capabilities in CRM

Introduction to AI for customer relationship management (CRM)
Einstein for multiple objects
Einstein for leads
Einstein for opportunities
Einstein for cases
Practice question walkthrough - AI capabilities in CRM

Ethical Considerations of AI

Introduction to ethical considerations of AI
Salesforce's trusted AI principles
Five guidelines for responsible AI development
Ethical AI practice maturity model
Biases
Practice question walkthrough - Ethical considerations of AI

Data for AI

Introduction to data for AI
Why is data important
What makes good data
How to make good data
Data management strategies
Practice question walkthrough - Data for AI

Demos

Introdution to demos
Set up a prompt generator AI org
Set up a prompt generator using OpenAI ChatGPT
Set up a prompt generator AI to invoke a flow in Salesforce
Set up duplicate and matching rules

Conclusion

Thank you for taking this course
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