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Make CRM + AI + Data Your Trusted Formula
Trail

Make CRM + AI + Data Your Trusted Formula

Learn how to make smarter decisions, power automation, and build trusted AI using the most popular Salesforce products and technology.

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Skills you will gain

Complete the Trail to build your expertise. Learn More
  • Marketing Strategy and Techniques
  • Digital Marketing
  • Community and Social Work
  • Artificial Intelligence and Machine Learning
  • General Sales Practices
  • Show More
  • Marketing Strategy and Techniques
  • Digital Marketing
  • Community and Social Work
  • Artificial Intelligence and Machine Learning
  • General Sales Practices
  • Data Analysis
  • Business Intelligence
  • Computer Science
  • IT Automation
  • Data Management
  • Quality Assurance and Control
  • Data Integration
  • Self-Development
  • App and Web Design
  • Motivating and Empowering
  • Customer Service
  • App Development and Engineering Practices
  • Productivity
  • Research and Discovery
  • Predictive Artificial Intelligence
  • Sales Management
  • Product Management
  • IT Management
  • Business Strategy
  • Business Solutions
  • Data Governance and Ethics
  • Generative Artificial Intelligence
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Products

  • Marketing Cloud Engagement
  • Sales Cloud
  • Data Cloud
  • Einstein
  • Service Cloud
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  • Marketing Cloud Engagement
  • Sales Cloud
  • Data Cloud
  • Einstein
  • Service Cloud
  • Salesforce Platform
  • Experience Cloud
  • Show Less
This Trail may include content that is only available in English. Learn More
+6,000 points
Intermediate
Administrator
8 hrs 50 mins

Get to Know Salesforce

Transform your business and create deeper customer relationships with Salesforce.

Module

Learn how Salesforce helps your business build stronger relationships with your customers.

+100 Points
~5 mins
Module

Learn how the technology driving the Fourth Industrial Revolution impacts your business.

+100 Points
~5 mins
Module

Learn how the Customer 360 Platform has innovation and flexibility built right in.

+100 Points
~5 mins
Module

See how Salesforce improves developer productivity with the Customer 360 Platform.

+100 Points
~5 mins
Module

Connect with other Trailblazers by exploring the Trailblazer Community.

+100 Points
~5 mins

Discover Sales Cloud

Grow your business and boost productivity with Sales Cloud.

Module

Grow your business, boost productivity, and make smart decisions with Sales Cloud.

+300 Points
~15 mins
Module

Optimize Salesforce with the right combination of products for your sales teams.

+400 Points
~30 mins
Video

Learn how AI can automate your prospecting, supercharge your inbox, and streamline customer meetings.

~15 mins •
Mark as Complete

Empower Managers and Agents with Service Cloud

Optimize your service center, answer questions everywhere, resolve cases fast, and delight your customers.

Module

Hire, coach, and empower service agents to succeed on any channel.

+200 Points
~20 mins
Module

Supercharge your agents with omni-channel tools and an intelligent service platform.

+400 Points
~25 mins
Video

Move from human to digital-first service to deliver proactive support, provide 24/7 service, and lift CSAT with Service Cloud.

~30 mins •
Mark as Complete

Get to Know Marketing Cloud Engagement

Craft 1-to-1 consumer experiences across email, mobile, social, advertising, and the web with Marketing Cloud Engagement.

Module

Create customer experiences that strengthen relationships and grow your business.

+100 Points
~5 mins
Module

Explore our powerful suite of products and start building your digital marketing strategy.

+300 Points
~20 mins
Module

Build an effective digital marketing team with the right mix of skills.

+300 Points
~25 mins
Module

Review the Marketing Cloud Engagement release schedule and prepare for releases.

+300 Points
~15 mins

Prepare Your Data for AI

Successfully implement AI with the Einstein Trust layer, enhanced data quality, and optimized data sets.

Module

Discover strategies for assessing and improving the quality of your data in Salesforce.

+700 Points
~1 hr
Module

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

+100 Points
~5 mins
Module

Use Data Cloud to create personalized, real-time experiences across Salesforce and beyond.

+200 Points
~35 mins
Module

Create and schedule complex data transformations using batch data transforms.

+100 Points
~5 mins
Module

Learn the fundamentals of data mapping, identity resolution, and unified records.

+400 Points
~30 mins
Module

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

+300 Points
~30 mins
Module

Share data in Data Cloud using BYOL data shares.

+100 Points
~5 mins

Get Smart with Salesforce Einstein

See how AI is transforming CRM with smart predictions, intelligent recommendations, and timely automation.

Module

Discover insights and predict outcomes with this powerful set of AI-enhanced features.

+300 Points
~25 mins
Module

Remove bias from your data and algorithms to create ethical AI systems at your company.

+400 Points
~45 mins
Module

Learn how to make customer service smarter and easier with chatbots.

+300 Points
~30 mins
Module

Recommend offers and actions at the point of maximum impact.

+200 Points
~30 mins
Module

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

+100 Points
~5 mins

About this Trail

Learn how you can transform your business with the Salesforce Customer 360. You’ll discover how to boost productivity with Sales Cloud, optimize your service center with Service Cloud, create world-class experiences with Marketing Cloud Engagement, and amplify it all using AI. In this trail, you will gain skills in app development, business intelligence, customer service, digital marketing, AI, sales management, and more.