Salesforce AI Free Course

Discover how Salesforce AI automates tasks, personalizes experiences, and improves decisions with Einstein Lead Scoring, Einstein Opportunity Scoring, Einstein Account Matching, and Prediction Builder, via the Einstein Platform Services API.

Einstein lead scoring uses machine learning on historical data—based on factors like company size, industry, job title, website visits, and email engagement—to score leads 0–100 in Salesforce and prioritize leads.

Einstein Opportunity Scoring ranks opportunities by likelihood of closing using factors like stage, amount, close date, and industry. Enable it in Salesforce to prioritize high-scoring deals and boost win rates.

Enable Einstein account matching to automatically identify and merge duplicate accounts using machine learning. Improve data quality, efficiency, and customer service in your Salesforce org.

Einstein Prediction Builder lets Salesforce users create custom machine learning models to predict outcomes like customer churn and product recommendations, trained on historical data and deployed to improve decisions.

Explore how the Einstein Platform Services API enables deploying and calling AI models in Salesforce, using a json file to define models and extend automation and personalized customer experiences.

Explore the Einstein model, a multimodal system trained on text, code, and images. Use it for natural language processing, image tasks, and code generation across chatbots and software development.

Explore how Salesforce uses ai across its apps and integrates external databases through Data Cloud to create a real-time golden customer view. Use Einstein Copilot to drive insights and automation.

Explore real world Salesforce AI use cases across sales, service, marketing, and commerce, leveraging Einstein lead scoring, opportunity scoring, discovery, bots, case routing, segmentation, and marketing analytics.

Connect Salesforce to ChatGPT using simple Salesforce in Python to generate and insert lead records with first name, last name, company, and email, using prompts and parsing with human oversight.

Explore Salesforce Einstein Copilot's front-end and back-end, highlighting the trust layer, agent actions, and no-code capabilities to trigger flows, apex triggers, or workflow rules within a secure AI playground.

Activate and configure Salesforce Einstein Copilot, then define custom actions—apex triggers, flows, or prompt templates—using a manager–agent framework with clear input and output instructions.

Explore how to set up and customize Salesforce Einstein bots in service cloud, including bot types, templates, blocks, omnichannel flow, and dialogue intents for agent transfer.