Salesforce AI Specialist | Beginner Guide To Prompt Builder

Name: Salesforce AI Specialist | Beginner Guide To Prompt Builder
Rating: 4.7 (48 reviews)

Salesforce AgentForce | Master Prompt Builder and Transform Your Salesforce Experience with Generative AI

Created byRajesh Prabhu B

Last updated 12/2024

English

What you'll learn

Learn how to setup an org with Einstein Gen AI Enabled
Learn when and how to use Prompt Builder to create effective AI-driven prompts that align with your business requirements.
Start building reusable prompts using prompt builder
Learn how to configure & use Assistive Agent (Einstein Copilot)
Learn how to use prompt templates and leverage AI for resolving business requirements

Course content

1 section • 11 lectures • 1h 58m total length

Introduction | Setup AgentForce (Einstein Gen AI ) Org3:33
What will you learn
Option #1:
Use Trailhead & Setup Einstein Gen AI Playground Org
Option #2:
Use Partner Learning Camp & Setup Einstein Gen AI Playground Org
Enable Einstein Generative AI & Assistive Agent (Einstein Copilot)5:55
What will you learn
Enable Einstein Gen AI
Enable Einstein Copilot
Use Prompt Builder & Build your first prompt | Personalize Sales Email35:08
What will you learn
Use Prompt Builder to create reusable prompts
Enable Sales Email Prompt Type
Setup Sales Email Prompt
Activate Sale Email Prompts
Enable Sales Users to use Prompts in Send Email Action
Prompt Builder | How to use Field Generation Template15:11
What will you learn
Use Prompt Builder - Field Generation
Ground Data With Record Data
Configure Record Field To Use Prompt Template
Generate AI response and update record field
Prompt Builder | Field Generation Template | Add Related Records And Ground Data12:46
What will you learn
Use Prompt Builder - Field Generation
Ground Data With Related Records List
Configure Record Field To Use Prompt Template
Generate AI response and update record field
Prompt Builder | Invoke Prompt Template From Record Triggered Flow9:23
What will you learn
Use of Record Triggered Flow
Use of Prompt Template Action
Invoke Prompt Template and Read Response
Use update record element to update AI enabled record field
Understanding New Template Triggered Prompt Flow & Add Prompt Instructions9:25
What will you learn
Use of Record Triggered Flow
Use of Prompt Template Action
Invoke Prompt Template and Read Response
Use update record element to update AI enabled record field
Use Template Triggered Flow In Prompt Template - Use Case #114:20
Use Template Triggered Flow (Auto Input) In Prompt Template - Use Case #25:09
Use APEX in Field Generation Prompt Template6:50
To Learn Further....1:12
As this is a free course, we are limited to 120 minutes of content. However, to further support learners, we’ve added additional videos to our YouTube channel. If you’re interested in exploring more about building Intelligent AI Agents using the Agentforce platform, please check out the playlist below:

Channel Name: Salesforce Cafe
Playlist Name: How to Series | Salesforce AI Specialist
Note: I couldn't share external direct links owing to udemy restriction.

Requirements

Basic Understanding Of Salesforce

Description

Unlock the power of artificial intelligence in Salesforce with our free course designed specifically for beginners. As a Salesforce AI Specialist, you'll learn how to harness the capabilities of Salesforce's cutting-edge AgentForce tool and become proficient in prompt building techniques.

Note: As this is a free course, we are limited to 120 minutes of content. However, to further support learners, we’ve added additional videos to our YouTube channel. If you’re interested in exploring more about building Intelligent AI Agents using the Agentforce platform, please check out the playlist below:

Channel Name: Salesforce Cafe

Playlist Name: How to Series | Salesforce AI Specialist

I couldn't share external direct links owing to udemy restriction.

AgentForce is Salesforce’s latest innovation, designed to redefine how businesses interact with AI. Built as a suite of autonomous AI agents, AgentForce aims to transform workflows by automating complex tasks across sales, marketing, service, and beyond.

Unlike conventional chatbots, AgentForce agents function autonomously—analyzing data, making decisions, and performing actions independently, providing a transformative level of business automation.

Powered by generative AI, AgentForce handles tasks such as crafting personalized emails, generating sales proposals, and producing marketing content from customer data. This capability enables businesses to respond swiftly while customizing each interaction according to real-time information, greatly enhancing customer engagement.

How AgentForce Works:

Behind the scenes, AgentForce operates by integrating powerful tools such as no-code and low-code platforms. It utilizes the Prompt Builder, Flow, and Apex to customize agents for specific tasks.

By mastering the Prompt Builder you can create Gen AI tailored solutions that drive automation and optimize processes within Salesforce

This course will help you

Start your journey with prompt builder and simplify your org users’ daily tasks by integrating generative-AI moments
Gives you a head start in taking your Salesforce AI journey to the next level

You will learn by using a business use case and complete the implementation

The course is divided into simple modules covering the below topics from beginner perspective.

Setup Org With Einstein Generative AI
Enable Einstein Generative AI & Assistive Agent (Einstein Copilot)
Build your first reusable prompt | Use Prompt Builder & Personalize Sales Email
Use Prompt Builder & Update Record Field Content using AI | Field Generation Template
Prompt Builder | Invoke Prompt Template From Record Triggered Flow
Understanding New Template Triggered Prompt Flow & Add Prompt Instructions
Use Template Triggered Flow (Auto Input) In Prompt Template

Who this course is for:

Get started with Salesforce AgentForce tools , specifically Prompt Builder
Anyone who is interested to learn setting up Gen AI enabled org from scratch & see how business problems can be resolved using AI
Anyone who is interested to learn Salesforce prompt builder and solve business problems with no code or low code
Build your first AI prompt and automate business use case