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Drive Productivity with Salesforce AI
Trail

Drive Productivity with Salesforce AI

Learn to use out-of-the-box Salesforce AI products, get hands-on, and prep for the AI Specialist Certification.

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Skills you will gain

Complete the Trail to build your expertise. Learn More
  • Artificial Intelligence and Machine Learning
  • General Sales Practices
  • IT Automation
  • Generative Artificial Intelligence
  • Productivity
  • Show More
  • Artificial Intelligence and Machine Learning
  • General Sales Practices
  • IT Automation
  • Generative Artificial Intelligence
  • Productivity
  • Business Intelligence
  • Data Science
  • Data Management
  • Predictive Artificial Intelligence
  • Configuration Management
  • Data Governance and Ethics
  • Business Solutions
  • Show Less

Products

  • Sales Cloud
  • Einstein
  • Service Cloud
  • Agentforce
  • Salesforce Platform
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  • Sales Cloud
  • Einstein
  • Service Cloud
  • Agentforce
  • Salesforce Platform
  • Prompt Builder
  • Show Less
This Trail may include content that is only available in English. Learn More
+5,600 points
Intermediate
Administrator
8 hrs 41 mins

Protect Generative AI data with the Einstein Trust Layer

Discover how the Einstein Trust Layer keeps your AI data secure.

Module

Complete this trail to gain the skills you need to become proficient with Salesforce AI.

+100 Points
~15 mins
Video

Learn how Salesforce's Einstein Trust Layer protects data privacy and security while enhancing the use of generative AI.

~7 mins •
Mark as Complete
Module

Learn how the Einstein Trust Layer protects your generative AI data.

+300 Points
~30 mins

Use Generative AI in CRM

See how generative AI is transforming sales and service.

Video

Learn how generative AI can enhance customer service and sales with Salesforce’s Einstein for Service and Sales.

~7 mins •
Mark as Complete
Module

Discover how generative AI and Einstein are transforming the future of sales.

+100 Points
~5 mins
Module

Use AI to improve customer service and boost team productivity.

+100 Points
~5 mins

Create Generative AI Experiences Using Prompt Builder

Learn the importance of AI prompts, then create and test your own prompts.

Video

Explore the transformative capabilities of Salesforce’s Prompt Builder.

~7 mins •
Mark as Complete
Module

Write prompts effectively to get the most out of generative AI.

+300 Points
~25 mins
Module

Use Prompt Builder to create generative AI experiences in your user workflows.

+100 Points
~10 mins
Module

Learn how to create prompt templates and use them in your orgs.

+400 Points
~35 mins
Project

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

+100 Points
~20 mins
Project

Integrate a flow and a Flex prompt template to generate a custom newsletter.

+200 Points
~30 mins
Project

Generate personalized, targeted emails at scale using a sales email prompt template.

+100 Points
~20 mins
Superbadge

Create Prompt Builder templates to supercharge AI-powered insights and engagement.

~1 hr •
Mark as Complete
Article

Enable Einstein in your organization and assign users the correct permission set to use Prompt Builder.

~3 mins •
Mark as Complete

Set Up and Use Agentforce as a Conversational AI Assistant

Discover Agentforce and get hands on with conversational AI.

Module

Discover how Agentforce helps employees perform business tasks more efficiently.

+100 Points
~10 mins
Module

Learn how to set up and use the default AI agent for CRM.

+400 Points
~40 mins
Project

Bring Flow automations into conversational AI with Agentforce actions.

+100 Points
~20 mins
Article

Learn how to create effective instructions to optimize your agent actions.

~8 mins •
Mark as Complete
Article

Discover the four components of agents: the agents, actions, the reasoning engine, and the large language model (LLM).

~3 mins •
Mark as Complete
Project

Combine harmonized data and generative AI to create powerful interactions and automations.

+400 Points
~1 hr 15 mins

Configure Custom Models Using Model Builder

Get to know Model Builder and configure a model.

Video

Explore the powerful capabilities of Salesforce Model Builder, a comprehensive tool that helps you create custom AI models with no code.

~6 mins •
Mark as Complete
Module

Build, train, and evaluate your own predictive AI models in Einstein Studio.

+200 Points
~20 mins

Get Certification Ready

Study and prepare for the AI Specialist certification.

Module

Study resources for the AI Specialist exam.

+600 Points
~55 mins
Link

Learn how you can become a Salesforce Certified AI Specialist and register for your exam.

~5 mins •
Mark as Complete

About this Trail

Discover how you can use generative AI to boost your CRM. Plus, use Prompt Builder to build effective prompts, set up Agentforce as your AI assistant, and build custom AI models with Model Builder. In this trail, you will gain skills in artificial intelligence and machine learning, data governance and ethics, productivity, generative and predictive AI, and more.