Enhance Capabilities with Einstein Copilot
Learning Objectives
After completing this unit, you’ll be able to:
- Explain when and how to implement Einstein Copilot based on specific business needs.
- Define the types of standard actions available in Einstein Copilot.
- Describe the Copilot Builder and explain how the planner service works.
- Explain when and how to create custom actions in Einstein Copilot.
- Describe how to manage, monitor, and troubleshoot Einstein Copilot.
Key Topics
This unit prepares you for the Einstein Copilot section of the Salesforce AI Specialist exam, which makes up 23% of the overall exam. This section of the exam tests these topics.
- Given business requirements, identify when it’s appropriate to use Einstein Copilot.
- Explain how the LLM identifies and executes a Copilot action.
- Leverage standard Copilot actions and create custom Copilot actions.
- Manage and monitor Copilot adoption.
Like the previous units, this unit contains practice scenario-based questions and flashcards.
Exam Practice Questions
Ready to jump in? The sample tool is not scored—it's just an easy way to quiz yourself. To use it, read the scenario, then click on the answer you think is correct. Some questions may have more than one correct answer. Click Submit to learn whether the answer you chose is correct or incorrect, and why. If there’s a longer explanation, click 
to expand the window, then click anywhere in the window to close it. When you reach the end, you can review the answers or retake the questions.
Did you choose an incorrect answer? Check out the table for related study material.
Questions |
Study Materials |
|---|---|
1 |
Review Einstein Copilot to learn how it can help boost productivity across a wide range of workflows and tasks. |
2 |
Complete the Einstein Copilot Basics module to understand how you can use Event Logs to test and troubleshoot your copilot. |
3 |
Study the Best Practices for Einstein Copilot Action Instructions and learn how effective action instructions help your copilot execute custom actions. |
4 |
Review the Standard Copilot Action Reference list to see how you can use standard copilot actions to summarize CRM records. |
Exam Topic Flashcards
The following flashcards cover key topics within the Einstein Copilot exam section. Use these interactive flashcards to brush up on some of the key topics you’ll find on this part of the exam.
Read the question or term on each card, then click or tap the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left-facing arrow to return to the previous card.
Did you choose an incorrect answer? Check out the table for related study material.
Flashcards |
Study Materials |
|---|---|
1 |
Review The Building Blocks of Einstein Copilot, and ensure you can explain the function of each component. |
2 |
Study up on How Einstein Copilot Works to learn how the planner service orchestrates Copilot actions. |
3 |
Learn more about how you can use Copilot builder to configure, test, and audit your copilot in the Einstein Copilot Basics module. |
4 |
Read about the Einstein Copilot Analytics dashboard, and how you can use it to drive copilot adoption. |
Related Badges
Looking for more information? Explore these related badges.
Badge |
Content Type |
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Trail |
Congratulations! You’ve reviewed key information about Einstein Copilot. Next, let’s take a look at Model Builder.