Get Started with Salesforce AI Specialist Certification Prep

Learning Objectives

After completing this unit, you’ll be able to:

• Describe the key topic areas of the Salesforce AI Specialist Certification.
  
• Access resources to prepare for the Salesforce AI Specialist Certification.
  

The Salesforce AI Specialist Certification

The Salesforce AI Specialist Credential is designed for individuals aiming to harness the transformative power of Generative AI within Salesforce.

By successfully passing the Salesforce AI Specialist exam, you demonstrate a thorough knowledge and understanding of the following topics.

• How Salesforce Einstein works, its features, capabilities, and components.
  
• Foundational AI concepts, LLMs, prompts, models, tools, and platforms.
  
• Salesforce platform configurations, processes, and best practices.
  
• Building and configuring Einstein features such as prompts, prompt templates, and models.
  
• Testing, troubleshooting, and refining prompts or AI models.
  
• Tools and functionalities within Salesforce Einstein, such as Sales emails, Service replies, Work Summary, Einstein Copilot, Prompt Builder, and Model Builder.
  
• How to effectively implement and customize Einstein features to meet specific business needs.
  
• Navigating and utilizing Salesforce tools and functionalities.
  
• Developing custom solutions, actions, or integrations within the Salesforce environment.
  

Preparing for the Exam

Preparing for the Salesforce AI Specialist exam takes time! This module takes you through preparing for part of the exam. There are five additional units to help you continue your journey toward certification.

• Review Einstein Trust Layer
  
• Explore Generative AI in CRM Applications
  
• Develop with Prompt Builder
  
• Enhance Capabilities with Einstein Copilot
  
• Construct Solutions Using Model Builder
  

All five units contain real-world scenarios, interactive flashcards, links to resources, and key topic areas to study.

Don’t forget to join the Trailblazer Community, where you can ask questions, collaborate, and join groups to help you prepare for your exam.

Exam Logistics and Policies

Curious about the logistics of the exam? Here are some quick facts for you.

The quality of our certification exams and the value our credentials provide is our highest priority. Protecting the security and confidentiality of our exams is essential to providing our customers with credentials that are respected and industry-leading.

As a participant of the Salesforce Certification program, you’re required to accept the terms of the certification program agreement. Read the Salesforce Credential and Certification Program Agreement to take a look at some important reminders about the certification exam.

Maintain Your Certification

Once you take and pass your exam (woohoo!), how do you maintain your certification?

To maintain your Salesforce Credentials, all certified professionals must successfully complete release maintenance modules specific to their credentials once per year. You may view specific maintenance requirements here. If you don’t complete your maintenance modules by the completion deadline, your credentials will expire.

Note: If you’d like more information about certification maintenance, visit the Maintaining Your Salesforce Credential page.

What This Module Covers

This module is focused on these key topics, with each topic covered in its own unit.

• Einstein Trust Layer: 15% of exam
  
• Generative AI in CRM Applications: 17% of exam
  
• Prompt Builder: 37% of exam
  
• Einstein Copilot: 23% of exam
  
• Model Builder: 8% of exam
  

In each of the units, you learn the key areas to study for these five sections of the exam, including working through common scenarios.

Up first, dive into the exam section on the Einstein Trust Layer. Let’s go!