Introduction
Welcome to the course
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About Jeremy
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About Emily
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Introduction to the glossary
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Introduction to the notes
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Introduction to the practice exam
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Exam outline
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1. AI Fundamentals
Introduction to AI fundamentals
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What is AI?
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Predictive vs. generative AI
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Predictive AI
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Generative AI
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Main AI capabilities
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Concerns of AI
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Key AI terms
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Practice question walkthrough: AI fundamentals
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2. AI Capabilities in CRM
Introduction to AI for customer relationship management (CRM)
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Einstein for multiple objects
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Einstein for leads
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Einstein for opportunities
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Einstein for cases
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What is Agentforce?
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Einstein Trust Layer
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AI capabilities: Key terms
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Practice question walkthrough: AI capabilities in CRM
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3. Ethical Considerations of AI
Introduction to ethical considerations of AI
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Salesforce's trusted AI principles
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Five guidelines for responsible AI development
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Ethical AI practice maturity model
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Biases
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Practice question walkthrough: Ethical considerations of AI
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4. Data for AI
Introduction to data for AI
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Why is data important?
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What makes good data?
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How to make good data
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Data management strategies
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Data for AI Key Terms
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Practice question walkthrough: Data for AI
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5. Demos
Introdution to demos
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Set up a prompt generator AI org
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Set up a prompt generator using OpenAI ChatGPT
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Set up a prompt generator AI to invoke a flow in Salesforce
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Set up duplicate and matching rules
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Conclusion
Thank you for taking this course!
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Let's connect
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Ex_Files_Salesforce_AI_Fundamentals_2026.zip
(1.1 MB)