Salesforce Certified Ai Specialist Rapid Pass + Agentforce

Full Salesforce Certified AI Specialist Certification Prep Course - Learn Agentforce Agents and Generate Practice Tests

What you'll learn

Learn how to become AI Specialist Certified Quickly

Learn the core tenants and features which drive Agentforce - Agents were formerly called Copilots in Salesforce so a lot of these concepts apply to Agentforce

Learn how Generative AI is set up and used inside of Salesforce

Learn the configuration, setup and management of the Salesforce Einstein Trust Layer

Learn the Generative AI Features for Einstein for Sales and Einstein for Service

Learn the Prompt Builder and the four types of Prompt Templates

Learn to create your own timed practice tests and quizzes using generative AI

Learn Einstein Copilot

Learn Model Builder and BYOLLLM concepts

Learn advanced prompting techniques to reasoning AI systems such as OpenAI's ChatGPT o1 model

Requirements

There are no pre-requisites for the AI Specialist Certification from Salesforce, although they do recomend that you have previously attained the Salesforce AI Associate, Salesforce Administrator and/or the Salesforce Platform App Builder certifications. Although this course is designed for beginners and leverages AI for assisting your studies, you may benefit from gaining some hands on experience on the Salesforce platform through one of those prior certification courses of mine before attempting the AI Specialist.

Description

In this course, I'll teach you how to apply my new Rapid Pass Framework to the concepts and topics that are found on the Salesforce AI Specialist Certification Exam. I will get you hands on in key areas of the exam and give you guidance and direction on how to direct and focus your studies. Welcome to my Rapid Pass course for Salesforce's newest AI certification - the Salesforce Certified AI Specialist Exam. I took and passed this certification on the day of its release. I am currently authoring a Salesforce Certification book for O'Reilly Media and am the best selling Salesforce instructor in the world, having taught hundreds of thousands of students how to prepare for and pass Salesforce Certification Exams. I have also attained best-selling status in the area of AI as well, and am leveraging my expertise in both Salesforce and AI to create something new - this Rapid Pass Framework. This course also includes an exclusive 44-page Prompt Workbook. This workbook contains all of the prompts and responses that I used in the filming of this course. It is an invaluable resource to reveal advanced prompting techniques which I input into OpenAI's brand-new reasoning engine LLM ChatGPT o1 as well as Claude 3.5. You can leverage the prompts in your own Generative AI tool of choice and continue the conversation further in your own instances as well as to reference and leverage the responses I received all along the way. This will provide you with a comprehensive list of topics you'll need to understand on the exam. But wait, there's more! In this Prompt Workbook, I also have the prompts and code used to create Interactive Flashcards, Timed Quizzes and Timed Practice Tests. You can use the provided code and the accompanying prompts to further your studies at your own pace and reinforce your learning as part of this Rapid Pass Framework.

Overview

Section 1: Introduction

Lecture 1 Introduction

Lecture 2 Exam Guide

Lecture 3 How to Get a Free Data Cloud Org with Einstein Enabled (14-Day Access)

Lecture 4 Generative AI Glossary

Lecture 5 Using AI to Analyze the AI Specialist Exam Guide

Lecture 6 Extracting Topics from an Exam Guide with AI

Lecture 7 ChatGPT o1 vs. Claude - Prompting a Reasoning Engine

Lecture 8 Data Cloud Setup and Turning on Einstein Generative AI

Lecture 9 Einstein Trust Layer Data Masking & De-Masking

Lecture 10 Enabling Einstein Feedback for Audit Trail

Lecture 11 Enabling Einstein for Sales

Lecture 12 Enabling Einstein for Service and Prompt Grounding

Lecture 13 Turning on Einstein Data Library

Lecture 14 Confirming Knowledge is Disabled in Our Einstein Learning Orgs

Lecture 15 Prompt Builder and Prompt Templates Introduction

Lecture 16 Creating a Sales Email Prompt Template

Lecture 17 Missing Data in Prompt Template Merge Fields

Lecture 18 Activating and Testing a Custom Prompt Template

Lecture 19 Creating a Field-Generation Template Triggered Prompt Flow

Lecture 20 Creating a Field Generation Prompt Template

Lecture 21 Creating Generative AI-enabled fields

Lecture 22 Agentforce: Agents and Copilot

Lecture 23 Using Einstein Copilot / Agentforce Agents

Lecture 24 Creating Custom Copilot Actions

Lecture 25 Adding a Custom Copilot Action to an Agent Topic

Lecture 26 Additional Einstein Features - Workbook Topic List

Lecture 27 Agent Actions vs. Global Actions

Lecture 28 Agent Topic Configuration and Instructions

Lecture 29 Copilot / Agent Adoption and Audit Analytics - Reports and Dashboards

Lecture 30 Person Account Considerations with Sales Cloud Einstein

Lecture 31 Model Builder Tour

Lecture 32 Creating Record Summary Prompt Template from Model with Related List Resources

Lecture 33 Creating a Model from Scratch and Limits

Lecture 34 Create Interactive Flashcards from the Trailmix

Lecture 35 Creating Interactive Timed Quizzes and Practice Tests with AI

Anyone with some Salesforce or AI Experience,No pre-requisites, but some Salesforce prior knowledge is assumed!