What will you in Mastering Salesforce AI: Agentforce and Prompt Templates Course
Understand the core concepts of Salesforce Einstein and Copilot integration.
Learn how to set up, configure, and manage Salesforce Einstein AI features.
Gain hands-on experience with predictive analytics, forecasting, and automation.
Use Einstein Copilot for enhanced CRM decision-making and productivity.
Apply AI tools to real-world sales, marketing, and service scenarios in Salesforce.
Program Overview
Module 1: Introduction to Salesforce Einstein AI
⏳ 30 minutes
Overview of Einstein AI and its role in CRM transformation.
Key benefits and capabilities of AI in Salesforce.
Module 2: Einstein Copilot Fundamentals
⏳ 45 minutes
Understanding the Copilot interface and key functions.
Role-based features for sales, marketing, and service teams.
Module 3: Predictive Insights and Forecasting
⏳ 60 minutes
Setting up predictive lead and opportunity scoring.
Using Einstein to forecast sales trends and outcomes.
Module 4: Configuring Einstein Bots
⏳ 60 minutes
Building customer service bots with guided flows.
Training, deploying, and managing conversational AI.
Module 5: Automation with Einstein Next Best Action
⏳ 45 minutes
Creating rules and recommendations for users.
Enhancing customer journeys through automation.
Module 6: Real-World Use Cases and Dashboards
⏳ 60 minutes
Sales pipeline enhancement and customer service analytics.
Building and interpreting Einstein-powered dashboards.
Module 7: Best Practices and Governance
⏳ 30 minutes
Responsible AI usage within Salesforce.
Ensuring compliance and data security.
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Job Outlook
High Demand: AI-integrated CRM platforms are becoming industry standard.
Career Advancement: Valuable for Salesforce admins, consultants, and analysts.
Salary Potential: Salesforce professionals with Einstein skills earn $100K–$150K+.
Freelance Opportunities: CRM automation, AI setup, and Einstein bot development.
Specification: Mastering Salesforce AI: Agentforce and Prompt Templates
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