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Overview
See how AI is transforming CRM with smart predictions, intelligent recommendations, and timely automation. Discover insights and predict outcomes with this powerful set of AI-enhanced features. Remove bias from your data and algorithms to create ethical AI systems at your company. Learn how to make customer service smarter and easier with chatbots. Recommend offers and actions at the point of maximum impact. Log your activities, target the right leads, and close more deals with AI for sales. Get up and...
Syllabus
- Salesforce Einstein Basics
- Get Started with Einstein
- Learn About Einstein Out-Of-The-Box Applications
- Use the Einstein Platform
- Responsible Creation of Artificial Intelligence
- Understand the Ethical Use of Technology
- Learn the Basics of Artificial Intelligence
- Recognize Bias in Artificial Intelligence
- Remove Bias from Your Data and Algorithms
- Einstein Bots Basics
- Learn About Einstein Bots
- Plan Your Bot Content
- Learn the Prerequisites and Enable Einstein Bots
- Einstein Next Best Action
- Get Started with Einstein Next Best Action
- Understand How Einstein Next Best Action Works
- Sales Cloud Einstein
- Increase Sales Productivity
- Automate Sales Activities
- Target the Best Leads
- Close More Deals
- Connect with Your Customers and Create New Business
- Improve Sales Predictions
- Sales Cloud Einstein Rollout Strategies
- Use AI to Improve Sales
- Start with a Plan
- Set Goals and Priorities
- Get Ready for Einstein
- Start Using Sales Cloud Einstein
- Quick Start: Einstein Prediction Builder
- Sign Up for an Einstein Prediction Builder Trailhead Playground
- Create a Formula Field to Predict
- Enrich Your Prediction
- Build a Prediction
- Create a List View for Your Predictions
- Quick Start: Einstein Image Classification
- Get an Einstein Platform Services Account
- Get the Code
- Create a Remote Site
- Create the Apex Classes
- Create the Visualforce Page
- Einstein Intent API Basics
- Get Started with Einstein Language
- Set Up Your Environment
- Create the Dataset
- Train the Dataset and Create a Model
- Use the Model to Make a Prediction
- Put Predictions into Action with Next Best Action
- Learn the Basics and Set Up a Custom Playground
- Define and Build a Prediction
- Customize Your Contact and List Displays
- Create Recommendations for Einstein Next Best Action
- Create a Next Best Action Strategy
- Add Next Best Action to Your Contacts
Instructor
trailhead.salesforce.com
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