This course is designed to help you master the AI capabilities within the Salesforce ecosystem. By the end of this course, you will be able to configure and secure Salesforce AI tools, design and implement AI-driven workflows, and develop predictive models. You’ll gain in-depth knowledge of key AI tools like Einstein Trust Layer, Prompt Builder, and Einstein Copilot, which will allow you to automate processes, secure data, and enhance customer interactions within Salesforce.



Salesforce Certified AI Specialist Certification

Instructor: Packt - Course Instructors
Included with
Recommended experience
What you'll learn
Implement the Einstein Trust Layer to secure and govern AI-driven data operations in Salesforce
Build, customize, and automate Prompt Templates using flows and Salesforce AI features.
Deploy Einstein Copilot to create custom AI-driven customer service experiences.
Create, manage, and apply predictive and foundational models using Salesforce Model Builder.
Skills you'll gain
Details to know

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May 2025
6 assignments
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There are 6 modules in this course
In this module, we will introduce the Salesforce Certified AI Specialist Certification, providing a high-level overview of the skills, tools, and AI concepts covered throughout the course. You'll gain clarity on the certification’s significance and the core modules that prepare you for success in this credential.
What's included
1 video1 reading
In this module, we will explore the Einstein Trust Layer, the security and trust foundation behind Salesforce AI. You’ll gain a deep understanding of how data is protected, prompts are defended, and privacy is maintained through zero data retention and monitoring mechanisms. Each video unpacks critical layers that ensure responsible AI usage in Salesforce.
What's included
7 videos1 assignment
In this module, we will dive into the Prompt Builder, Salesforce’s key tool for designing, managing, and automating AI prompts. From setting up your environment to creating dynamic flows and templates, you’ll learn how to leverage Prompt Builder for real-world automation. Practical projects and comparisons between templates bring these tools to life.
What's included
19 videos1 assignment
In this module, we will explore Einstein Copilot, Salesforce’s conversational AI assistant. You’ll learn how to create custom topics, integrate prompt and flow actions, and optimize agent interactions. Special attention is given to exam-focused features to help you prepare effectively.
What's included
8 videos1 assignment
In this module, we will focus on Model Builder, Salesforce’s tool for developing AI models tailored to business data. You’ll explore the differences between predictive and foundation models and get hands-on with the creation process. The section wraps up with a comprehensive recap of the concepts learned.
What's included
4 videos1 assignment
In this module, we will examine how generative AI is transforming CRM applications in Salesforce. From summarizing calls to generating intelligent replies and work summaries, you'll see how AI enhances customer interactions and productivity. These tools also represent 17% of your certification exam focus, making this section vital for success.
What's included
2 videos2 assignments
Instructor

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Frequently asked questions
Yes, you can preview the first video and view the syllabus before you enroll. You must purchase the course to access content not included in the preview.
If you decide to enroll in the course before the session start date, you will have access to all of the lecture videos and readings for the course. You’ll be able to submit assignments once the session starts.
Once you enroll and your session begins, you will have access to all videos and other resources, including reading items and the course discussion forum. You’ll be able to view and submit practice assessments, and complete required graded assignments to earn a grade and a Course Certificate.
More questions
Financial aid available,