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Overview
This introductory course covers Salesforce Einstein Copilot, an AI-powered assistant that enhances CRM capabilities. Learners explore how Copilot automates tasks, provides predictive insights, and improves customer interactions within Salesforce. The curriculum includes setup, customization, and best practices for leveraging AI to boost sales, service, and marketing effectiveness. Designed for Salesforce users and administrators, the course equips participants to harness AI for smarter customer relationship management.
Syllabus
Generative AI Basics
- Explore the Capabilities of Generative AI
- Understand the Technology Ecosystem of Generative AI
Agentforce: Quick Look
- Get to Know Agentforce
Agentforce Basics
- Get Started with Agentforce
- Explore Agentforce
- Meet the Reasoning Engine
Quick Start: Agent Actions
- Connect Flows to Agentforce with Actions
Einstein Pricing: Quick Look
- Get to Know Einstein Pricing
Connect Data Cloud to Agentforce and Prompt Builder
- Get Started with Data Cloud and AI
- Bring External Data into the Contact Page Layout
- Enhance Agentforce to Act on Data with Conversational Language
- Add Data to a Prompt Template to Quickly Draft Emails
Instructor
trailhead.salesforce.com
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