What You’ll Master:
Einstein Trust Layer (15%)
Learn how to implement the security, privacy, and grounding features that keep your AI data safe. The Einstein Trust Layer ensures that your data is protected, compliant, and reliable—making it an essential component of any AI-driven CRM strategy.
Generative AI in CRM Applications (17%)
Discover how to leverage Generative AI features in Salesforce's Einstein for Sales and Einstein for Service. You'll learn how to identify the right AI tools for your business needs, improving productivity and customer experiences by automating tasks and providing actionable insights.
Prompt Builder (37%)
This section dives into Prompt Builder, a core tool for creating, managing, and executing AI prompts tailored to specific business functions. You'll develop the skills to build effective prompts that drive outcomes, helping you solve complex business problems with AI.
Einstein Copilot (23%)
Take a closer look at Einstein Copilot and learn how to use AI to streamline workflows and manage adoption effectively. Einstein Copilot allows you to automate tasks, guide users through processes, and customize workflows for optimal performance, saving time and enhancing productivity.
Model Builder (8%)
Explore the power of the Model Builder tool to configure standard, custom, and Bring Your Own Large Language Model (BYOLLM) generative models. This section gives you a hands-on understanding of how to design AI models that fit your organization’s unique needs, driving more intelligent decision-making and automation.
Real-World Scenarios
The course is packed with real-world scenarios that allow you to apply your newly gained skills immediately. You'll get hands-on experience with AI tools that are relevant to your business, ensuring you're fully prepared for both the certification exam and real-world applications.
Curriculum
- What is Einstein Trust Layer? (7:55)
- Overview Of Einstein Trust Layer (6:14)
- Secure Data Retrieval and Grounding (4:24)
- What is Data Masking (4:33)
- What is Prompt Defense and Prompt Injection (7:39)
- Zero Data Retention Policy in Salesforce Einstein Trust Layer (3:11)
- What is Response Journey : Toxicity Detection, Data Unmasking , Feedback & Audit (4:30)
- What is Prompt Builder? (2:58)
- Prompt and Prompt Template (4:00)
- Types of Prompt Template (8:39)
- Setup Account with Salesforce (2:01)
- Enable Einstein Setup and Einstein for Sales (1:13)
- Field Generation Prompt Template (16:19)
- Sales Email Prompt Template (14:30)
- Record Summary Template Part 1 (7:59)
- Screen Flow to display Record Summary (11:30)
- Important tip for the exam
- Temperature, Presence Penalty, Frequency Penalty (4:57)
- Prompt Template Permission Sets (3:40)
- How to call flow from Prompt Template (9:58)
- Create Prompt Template Triggered Flow (8:32)
- Create Field Generation Prompt Template to invoke Flow (9:55)
- What is Flex Template and difference between Record Summary, Field Generation (5:11)
- Project to showcase Flex Template: Create two custom objects (5:24)
- Project to showcase Flex Template: Populate object with data (4:00)
- How to create Flex template? (7:31)
- Create a Flow for Flex template (15:24)
- Important tip for the exam
- Overview of Einstein Copilot (19:08)
- Exam Objectives for this section (1:30)
- What is Einstein Copilot and its features (6:09)
- Important points related to Einstein Copilot from Exam perspective (9:31)
- how to create a new topic in Einstein Copilot (10:58)
- Create Flow Type Custom Action (14:34)
- Create Prompt Template Custom Action (7:29)
- Add your custom actions to the Agent (8:14)
- Important tip for the exam
Expert-Level
Mastering Predictive Insights with Salesforce Einstein
Proficient
Navigating the World of AI-Driven CRM Strategies
Cutting-Edge
Harnessing Advanced AI Tools for Salesforce Excellence