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Build Your Path to AI Success with Salesforce
Trail

Build Your Path to AI Success with Salesforce

Learn how Salesforce can help you succeed with self-service resources and trusted guidance from CRM, Agentforce, and data experts.

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Skills you will gain

Complete the Trail to build your expertise. Learn More
  • Process Improvement and Optimization
  • Business Solutions
  • Programming Languages
  • Client Support
  • Business Consulting
  • Show More
  • Process Improvement and Optimization
  • Business Solutions
  • Programming Languages
  • Client Support
  • Business Consulting
  • Business Strategy
  • Business Analysis
  • Artificial Intelligence and Machine Learning
  • Customer Service
  • Generative Artificial Intelligence
  • Computer Science
  • IT Automation
  • Data Management
  • Business Intelligence
  • Sales Management
  • Product Management
  • Business Management
  • Critical Thinking and Problem Solving
  • Personal Success
  • Employee Training
  • Self-Development
  • Configuration Management
  • Change Management
  • Show Less

Products

  • AppExchange
  • Einstein
  • Service Cloud
  • Agentforce
  • Data Cloud
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  • AppExchange
  • Einstein
  • Service Cloud
  • Agentforce
  • Data Cloud
  • Tableau
  • Salesforce Platform
  • Show Less
This Trail may include content that is only available in English. Learn More
+4,500 points
Beginner
Administrator
8 hrs 32 mins

Enable Your Workforce with Agentforce

Discover the capabilities of Agentforce and launch your first AI agent.

Module

Discover the capabilities of generative AI and the technology that powers it.

+200 Points
~20 mins
Project

Create and test a prompt template for summarizing support cases with generative AI.

+100 Points
~20 mins
Module

Learn how these autonomous apps use LLMs and context to assist customers and human agents.

+100 Points
~5 mins
Video

Watch Agentforce in action.

~5 mins •
Mark as Complete
Module

Help customers with next-gen AI bots that offer autonomous, natural responses.

+100 Points
~5 mins
Project

Create an Agentforce Service Agent to assist with recommendations and bookings.

+500 Points
~20 mins
PDF

Confidently deploy Agents fast with Agentforce Activator.

~5 mins •
Mark as Complete
Blog

AI agents are set to become ubiquitous in our daily lives. Here's how they work and how they are transforming business and application development alike.

~11 mins •
Mark as Complete
Video

Register for free to join our panel of experts for essential strategies to help you cultivate a highly skilled AI workforce.

~53 mins •
Mark as Complete
Link

Validate foundational knowledge of AI and data as they apply to CRM.

~5 mins •
Mark as Complete
Link

Prove skills implementing out-of-the-box AI capabilities and enhancing them with Einstein.

~5 mins •
Mark as Complete

Establish Your AI and Data Roadmap

Learn effective strategies and best practices to ensure the long-term success of your implementation.

Module

Define your organization’s vision, use cases, roadmap, and governance for trustworthy AI.

+300 Points
~30 mins
Module

Learn how to create strategy and prepare your data for AI projects.

+300 Points
~30 mins
Module

Discover Data Cloud, the real-time platform for customer magic.

+100 Points
~5 mins
Module

Learn strategies and best practices to support organizational change when introducing AI.

+200 Points
~10 mins
Module

Discover strategies to maximize the impact of data and AI on decision-making.

+400 Points
~40 mins
Video

Register for free to join our panel of experts to learn how to build trust and cultivate a culture of AI adoption with our proven approach.

~46 mins •
Mark as Complete
PDF

Achieve your most important AI and data goals with trusted Salesforce advisors by your side.

~5 mins •
Mark as Complete
Link

Showcase expertise to fulfill customer requirements and create solutions with Data Cloud.

~5 mins •
Mark as Complete

Build a Path With Customer Success

Get the most out of your Salesforce investment with these resources, guidance and support.

Module

Learn how Salesforce Customer Success can help you achieve your goals.

+100 Points
~15 mins
Module

Get more value from Salesforce with Success Plans.

+300 Points
~25 mins
Video

Enhance your Salesforce success with the Customer Success Score

~3 mins •
Mark as Complete
Article

Discover what the Customer Success Score is and how to access actionable insights.

~9 mins •
Mark as Complete
Module

Realize value faster with the experts closest to Salesforce technology.

+100 Points
~10 mins
Module

Use Trailhead to develop a culture of learning at your company.

+500 Points
~40 mins

Extend Your Expertise with Salesforce Partners

Discover how industry-leading experts bring CRM + AI + Data expertise and trusted apps to help companies connect with their customers in a whole new way.

Link

Unlock your data and deploy AI throughout your CRM with industry-leading Salesforce partner apps and experts.

~5 mins •
Mark as Complete
Module

Discover the customers, partners, and Trailblazers that make up the Salesforce ecosystem.

+100 Points
~5 mins
Module

Extend the power of Salesforce with apps and services from AppExchange.

+900 Points
~55 mins
Module

Find Salesforce experts to help on your projects.

+200 Points
~20 mins

About this Trail

Explore how Agentforce and Salesforce Customer Success can transform your strategy with Salesforce. In this trail, you'll discover how agents can support your organization, build your first agent, and implement effective strategies for long-term success with CRM, data, and AI. Additionally, you'll uncover the range of Customer Success resources available to support your journey.