Packt
Salesforce Certified AI Specialist Certification
Packt

Salesforce Certified AI Specialist Certification

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Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

7 hours to complete
3 weeks at 2 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

7 hours to complete
3 weeks at 2 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Implement the Einstein Trust Layer to secure and govern AI-driven data operations in Salesforce

  • Build, customize, and automate Prompt Templates using flows and Salesforce AI features.

  • Deploy Einstein Copilot to create custom AI-driven customer service experiences.

  • Create, manage, and apply predictive and foundational models using Salesforce Model Builder.

Details to know

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Recently updated!

May 2025

Assessments

6 assignments

Taught in English

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There are 6 modules in this course

In this module, we will introduce the Salesforce Certified AI Specialist Certification, providing a high-level overview of the skills, tools, and AI concepts covered throughout the course. You'll gain clarity on the certification’s significance and the core modules that prepare you for success in this credential.

What's included

1 video1 reading

In this module, we will explore the Einstein Trust Layer, the security and trust foundation behind Salesforce AI. You’ll gain a deep understanding of how data is protected, prompts are defended, and privacy is maintained through zero data retention and monitoring mechanisms. Each video unpacks critical layers that ensure responsible AI usage in Salesforce.

What's included

7 videos1 assignment

In this module, we will dive into the Prompt Builder, Salesforce’s key tool for designing, managing, and automating AI prompts. From setting up your environment to creating dynamic flows and templates, you’ll learn how to leverage Prompt Builder for real-world automation. Practical projects and comparisons between templates bring these tools to life.

What's included

19 videos1 assignment

In this module, we will explore Einstein Copilot, Salesforce’s conversational AI assistant. You’ll learn how to create custom topics, integrate prompt and flow actions, and optimize agent interactions. Special attention is given to exam-focused features to help you prepare effectively.

What's included

8 videos1 assignment

In this module, we will focus on Model Builder, Salesforce’s tool for developing AI models tailored to business data. You’ll explore the differences between predictive and foundation models and get hands-on with the creation process. The section wraps up with a comprehensive recap of the concepts learned.

What's included

4 videos1 assignment

In this module, we will examine how generative AI is transforming CRM applications in Salesforce. From summarizing calls to generating intelligent replies and work summaries, you'll see how AI enhances customer interactions and productivity. These tools also represent 17% of your certification exam focus, making this section vital for success.

What's included

2 videos2 assignments

Instructor

Packt - Course Instructors
Packt
717 Courses107,704 learners

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