Salesforce Certified AI Specialist Course
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25 Tasks
Study Plan -
1 Mock
Exam -
5 Practice
Tests -
10 Hours
Learning Time -
150 Flash
Cards
Salesforce Certified AI Specialist Course Overview
The Salesforce AI Specialist credential is designed for those with a foundational understanding of Salesforce AI and who want to apply AI capabilities to improve business processes and solutions.
This Salesforce AI Specialist course will help you prepare for the certification exam and improve your chances of passing on the first attempt.
- Salesforce Einstein Features: Foundational AI concepts, LLMs, and prompt engineering.
- AI Model Customization: Configuring, testing, and refining Einstein features.
- Salesforce Configuration: Integrating and troubleshooting AI solutions.
- Data Management & Governance: Ethical AI, data preparation, and model training.
- AI Implementation Strategies: Identifying AI-driven opportunities for business growth.
Course Features
Life-time access with free upgrades
AI Powered Learning Assistant
Exclusive Slack Community
Unlimited Interview Prep
24x7 Mentor Support
Exclusive Live Sessions
AI Specialist Course Curriculum
- Security and Privacy Features
- Implementing and Managing Trust Layer
- Generative AI for Sales
- Generative AI for Service
- When to Use Prompt Builder
- Managing Prompt Roles and Templates
- Creating and Activating Prompts
- Grounding Techniques for Prompts
- When to Use Einstein Copilot
- Understanding Copilot Actions
- Creating and Managing Custom Copilot Actions
- Monitoring Copilot Adoption
- When to Use Model Builder
- Configuring Standard and Custom Models
- Bring Your Own LLM (BYOLLM) Setup
Meet our gurus
Izzy Navarrete
Salesforce Consultant,
Saasguru
Problem solver with a knack for getting to the bottom of any situation. I have over 13 years of experience in customer service, sales, and hospitality services. Although successful in my hospitality career, I have realized the aspects of my work I find most rewarding are all in tech-related functions and found an interest in Salesforce. I achieved being certified as a Salesforce Consultant and have since become 4X Salesforce Certified.
Charles Mcgregor
Principal Salesforce Functional Consultant,
Merkle
Seasoned Salesforce Architect with experience in various roles, including End User, Product, and Consulting. I specialize in advanced multi-cloud solutions and have a track record of developing accredited Quality Management Systems in accordance with ISO 9001:2008 standards. Let's connect if you share my passion for innovation and technology.
Steven Trumble
Salesforce Consultant,
Blue Engine Solutions
Certified Salesforce Consultant with expertise in streamlining processes, integrating systems, and implementing Salesforce solutions. With nine certifications and a strong track record of optimizing workflows. One of my standout achievements includes successfully migrating more than 500 workflows and process builders to flows, resulting in significant efficiency gains for my clients.
Sona Dhar
Salesforce Functional Consultant,
Algoworks
I specialize in delivering innovative solutions to achieve business goals. My expertise includes designing custom solutions, optimizing workflows, and providing comprehensive training. I excel in Salesforce Sales Cloud, Service Cloud, and Field Service Lightning, enhancing sales processes and customer engagement. I'm also skilled in Salesforce CPQ for streamlining quoting and contracting. My competencies include business analysis, Salesforce administration, and project management. If you seek exceptional results, contact me to drive success with Salesforce.
Brandon Van Galder
Salesforce Technical Consultant,
Salesforce
A 10x Salesforce Certified Administrator with a passion for continuous learning. Excels in leveraging Salesforce for win rates, pipeline reporting, automation, and app creation. Active in Salesforce communities, holding Superbadges, and 500+ Trailhead badges.
Shikha Mahajan
Director, Salesforce Practice,
Viseo
With 21 years of professional experience, including over 11 years focused on enterprise transformations, operations, and strategic planning, this technology and operations leader possesses a wealth of expertise. They excel in managing business units, driving growth, and ensuring client success by delivering innovative technology solutions and efficient process management. Their track record includes successfully managing complex enterprise projects, both financially and non-financially, and they have a strong history of building and retaining talented teams globally.
Mohammed Nadeem Shaikh
Senior Program Architect,
Salesforce
An innovative tech leader driving impactful solutions in domains like Financial Services, Energy, HR, Healthcare, and Social Impact. Empowers customer success through efficient and cutting-edge technology implementations, addressing critical business challenges with expertise and vision.
Siddhesh Phadke
Technical Architect,
Salesforce
Experienced IT professional with 18+ years in project management and development across diverse domains. Proven track record in delivering challenging projects on time and within budget, leveraging various technologies and global delivery models. Transitioned from developer to 17X Salesforce certified architect, passionate about learning and ensuring customer success.
Vishal Gupta
Salesforce Solution Architect,
TCS
Seasoned Salesforce professional with over 11 years of experience in various roles, including Architect, Consultant, Tech Lead, and Developer. He has a strong track record of working with clients in AMER and EMEA regions, excelling in direct client interaction, requirements gathering, and translating them into technical designs.
Himanshu Matharu
Senior Technical Consultant,
Datacom
I am a Senior Salesforce Technical Consultant experienced in creating efficient technological solutions and emphasizing teamwork in project roles. I am an adept Salesforce developer with a passion for tackling complex challenges. No problem is too intricate when it comes to finding solutions, and I prioritize teamwork in project roles. My main focus is on delivering required functionality while considering technical debt and complexity.
Prateek Kataria
CPO,
saasguru
An ardent Salesforce enthusiast with over 12 years of industry experience and 18X Salesforce certifications. Currently serving as the Chief Product Officer (CPO) at saasguru. I shape saasguru's product strategy by seamlessly connecting customer requirements with our objectives and goals. My mission is to craft exceptional products that consistently add value to our business and end-users, enhancing overall customer outcomes.
Amit Chodhary
CEO & Co-Founder,
saasguru
Amit is the Co-Founder and CEO of saasguru, an Ed Tech platform focused on SaaS certification preparation. He's also an early-stage investor in Ed Tech startups and previously co-founded SaaSfocus, which became the largest boutique Salesforce Consulting company in the APAC region before being acquired by Cognizant. With over 20 years of experience in global IT outsourcing and consulting, Amit has a successful track record in leading Digital Transformation and complex outsourcing projects across various industries and technologies. He's a highly motivated and results-driven business leader.
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Adnan Kazmi
Project Manager/Business Analyst (Salesforce)
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Emilia Sledzinska
Salesforce Business Consultant
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Shawn Smothers
Volunteer Staff
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Pressy Abraham
Sr. Business Analyst
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Chris C.
Programmer Analyst BI Developer
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Salesforce AI Specialist Training - FAQs
The Salesforce AI Specialist certification is designed for individuals looking to implement and optimize generative AI features within Salesforce, including Einstein AI solutions.
You can register for the exam through Salesforce’s certification portal. Exam dates are available starting September 9.
The registration fee is US$200 plus applicable taxes, with a retake fee of US$100.
The exam covers areas like the Einstein Trust Layer, Generative AI in CRM Applications, Prompt Builder, Einstein Copilot, and Model Builder.
The exam consists of 60 multiple-choice questions and has a time limit of 105 minutes.
Salesforce recommends a combination of hands-on experience, relevant training courses, Trailhead Trails, and self-study.
There are no official prerequisites, but foundational knowledge of Salesforce and experience with AI features are recommended.
You’ll need to complete the required maintenance modules on Trailhead once a year to keep your certification current.
The passing score is still to be determined (TBD). More information will be provided closer to the exam date.