What you'll learn?
- Integrate Einstein AI features into your existing Salesforce workflows for maximum impact.
- Automate lead scoring, opportunity management, and next steps using Einstein’s predictive analytics.
- Enhance customer service experiences with Einstein Bots and case classification.
- Generate AI-driven recommendations for sales and service strategies.
- Leverage Einstein Discovery for actionable business insights and automated reporting.
- Create custom AI solutions within Salesforce tailored to your organization’s needs.
- Ensure ethical AI use and compliance within Salesforce environments.
- Future-proof your CRM by exploring advanced integrations and career pathways with Salesforce Einstein.
Course Modules
Getting Started with Salesforce Einstein
- Introduction to Salesforce Einstein
- Understanding the Einstein AI Ecosystem
- Prerequisites and Setup for Einstein
- Navigating Einstein in Salesforce Cloud
- Configuring User Access and Permissions
Core AI Concepts in CRM
- Overview of AI & Machine Learning in CRM
- The Role of AI in Customer Relationship Management
- Types of AI Models in Einstein
- Reading and Interpreting AI-Powered Insights
- Trust and Explainability in Einstein AI
Automating Sales with Einstein
- Einstein Lead Scoring Fundamentals
- Opportunity Insights and Forecasting
- Next Best Action Setups
- Implementing Automated Sales Processes
- Personalizing Sales Outreach with AI
Enhancing Customer Service Using Einstein
- Einstein Bots for Support Automation
- Case Classification and Routing
- Service Analytics with Einstein
- Knowledge Article Recommendations
- Measuring Service AI Success
Einstein Discovery and Business Intelligence
- Introduction to Einstein Discovery
- Connecting Data Sources to Discovery
- Building Predictive Models
- Generating Story-Based Business Insights
- Creating and Automating Reports
Custom AI Solutions with Einstein
- Einstein Prediction Builder Overview
- Creating Custom AI Predictions
- Deploying Prediction Models
- Data Preparation Best Practices
- Monitoring and Improving Prediction Accuracy
Integrating Einstein Across Salesforce Clouds
- Einstein for Sales Cloud
- Einstein for Service Cloud
- Einstein for Marketing Cloud
- Cross-Cloud Data Sharing
- Building Unified AI-Driven Workflows
Practical Projects: Building AI-Powered Solutions
- Designing an AI-Driven Sales Pipeline
- Automating Support Cases with Bots
- Leveraging Predictive Analytics for Campaigns
- Creating Custom Dashboards with Einstein Insights
- End-to-End Project Implementation
Advanced Features and Integrations
- Einstein Voice Assistant and Analytics
- Integrating External Data with Einstein
- AI-Powered Automation with Process Builder and Flows
- API Integration for Custom Applications
- Scaling AI Solutions in Large Organizations
Ethics, Governance, and the Future of AI in Salesforce
- AI Ethics and Responsible Use in CRM
- Data Privacy and Regulatory Compliance
- Bias Detection and Mitigation in Models
- Ongoing Model Maintenance and Auditing
- Career Opportunities and Certification Pathways
What is unique about this training program?
- Embedded natively within Salesforce objects, workflows, and data models
- Predictions and recommendations are trained on first-party CRM data, not generic datasets
- Automates lead scoring, opportunity insights, and forecasting inside existing pipelines
- Designed for explainable outputs aligned with sales and service decision points
- Reduces manual analysis across large CRM datasets compared to external AI tools
- Focuses on operational CRM intelligence rather than content or chat-based assistance
Certification
This is how the NSDC and Skill India certificate will appear under the current approved format (subject to updates by the authorities).
Vinod Mehra
Software Development | Tech & Gadgets Enthusiast<p>Vinod Mehra is an AI Tools Strategist, Tech Entrepreneur, and Business Consultant with 22+ years of experience in digital transformation, software development, and growth strategy.</p><p>Over the p...
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