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Salesforce AI Free Course
Rating: 4.2 out of 5(95 ratings)
3,031 students

Salesforce AI Free Course

An Overview of Salesforce AI
Created byRichard Aragon
Last updated 9/2024
English

What you'll learn

  • An Overview of Salesforce Einstein
  • How to Utilize Salesforce AI for Sales and Marketing
  • How to Utilize Salesforce AI for Customer Service
  • Features of Salesforce AI
  • Using Your Own AI Model With Salesforce

Course content

1 section • 13 lectures • 1h 10m total length

  • Introduction3:17
  • Lecture 22:47
  • Lecture 32:54

    Einstein Opportunity Scoring ranks opportunities by likelihood of closing using factors like stage, amount, close date, and industry. Enable it in Salesforce to prioritize high-scoring deals and boost win rates.

  • Lecture 42:13

    Enable Einstein account matching to automatically identify and merge duplicate accounts using machine learning. Improve data quality, efficiency, and customer service in your Salesforce org.

  • Lecture 53:24

    Einstein Prediction Builder lets Salesforce users create custom machine learning models to predict outcomes like customer churn and product recommendations, trained on historical data and deployed to improve decisions.

  • Lecture 62:57

    Explore how the Einstein Platform Services API enables deploying and calling AI models in Salesforce, using a json file to define models and extend automation and personalized customer experiences.

  • Lecture 73:49
  • Lecture 85:44
  • Lecture 95:02
  • Connecting Salesforce to ChatGPT6:27
  • Introduction To Salesforce Einstein Copilot9:17

    Explore Salesforce Einstein Copilot's front-end and back-end, highlighting the trust layer, agent actions, and no-code capabilities to trigger flows, apex triggers, or workflow rules within a secure AI playground.

  • Setting Up Salesforce Einstein Copilot & Configuring Custom Actions10:45
  • Introduction To Einstein Service Bots11:30

Requirements

  • No programming experience necessary.

Description

Salesforce AI for Beginners

Learn how to use Salesforce AI to transform your business. This course is designed for business professionals and employees of companies who want to learn more about Salesforce AI, even if they have no prior experience with AI.

In this course, you will learn about the different AI features that are available in Salesforce, and how to use them to improve your business processes and results. You will also learn how to empower the Salesforce platform with your own custom AI models using the Einstein Platform Services API.

Here are some of the things you will learn in this course:

  • What is Salesforce AI and how does it work?

  • The different AI features that are available in Salesforce

  • How to use Einstein Lead Scoring to identify your most qualified leads

  • How to use Einstein Opportunity Scoring to prioritize your sales opportunities

  • How to use Einstein Account Matching to keep your data clean and accurate

  • How to use Einstein Prediction Builder to create your own custom machine learning models

  • How to use the Einstein Platform Services API to deploy your own AI models to Salesforce and call them from Salesforce

By the end of this course, you will have a solid understanding of Salesforce AI and how to use it to transform your business.

Enroll today and start learning how to use Salesforce AI to grow your business!

Who this course is for:

  • This is an introductory course to Salesforce AI and its features and benefits

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