Salesforce Certified AI Specialist Certification

Salesforce Certified AI Specialist Certification

Instructor: Packt - Course Instructors

Included with Coursera Plus

Learn more

6 modules

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

8 hours to complete

Flexible schedule

Learn at your own pace

6 modules

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

8 hours to complete

Flexible schedule

Learn at your own pace

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

Shareable certificate

Add to your LinkedIn profile

See how employees at top companies are mastering in-demand skills

Learn more about Coursera for Business

logos of Petrobras, TATA, Danone, Capgemini, P&G and L'Oreal

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV

Share it on social media and in your performance review

There are 6 modules in this course

Updated in May 2025.

This course now features Coursera Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. 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. The course starts with an introduction to the certification, setting the stage for your learning journey. You will then dive into the Einstein Trust Layer, exploring its role in secure data management, data masking, prompt defense, and toxicity detection. Next, you will work with the Prompt Builder, where you’ll learn to create custom prompt templates, and flows, and integrate Flex Templates for dynamic automation. Further, you'll explore Einstein Copilot, Salesforce's conversational AI assistant, and learn how to create custom actions to improve customer interactions. The final section covers Model Builder, where you’ll learn to build and differentiate between predictive and foundation models, applying generative AI techniques in CRM applications. This intermediate-level course is ideal for Salesforce admins, developers, and AI enthusiasts looking to enhance their skills in AI-driven CRM applications.

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 assignment1 plugin

7 videosTotal 38 minutes

What is Einstein Trust Layer?7 minutesPreview module
Overview of Einstein Trust Layer6 minutes
Secure Data Retrieval and Grounding4 minutes
What is Data Masking4 minutes
What is Prompt Defense and Prompt Injection7 minutes
Zero Data Retention Policy in Salesforce Einstein Trust Layer3 minutes
What is Response Journey: Toxicity Detection, Data Unmasking, Feedback & Audit4 minutes

1 assignmentTotal 15 minutes

Einstein Trust Layer - Assessment15 minutes

1 pluginTotal 15 minutes

Understanding the Einstein Trust Layer in Salesforce15 minutes

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 assignment1 plugin

19 videosTotal 143 minutes

What is Prompt Builder?2 minutesPreview module
Prompt and Prompt Template4 minutes
Types of Prompt Template8 minutes
Setup Account with Salesforce1 minute
Enable Einstein Setup and Einstein for Sales16 minutes
Field Generation Prompt Template14 minutes
Sales Email Prompt Template7 minutes
Record Summary Template Part 111 minutes
Screen Flow to Display Record Summary4 minutes
Temperature, Presence Penalty, Frequency Penalty3 minutes
Prompt Template Permission Sets9 minutes
How to Call Flow from Prompt Template8 minutes
Create Prompt Template Triggered Flow9 minutes
Create Field Generation Prompt Template to Invoke Flow5 minutes
What is Flex Template and Difference Between Record Summary, Field Generation5 minutes
Project to Showcase Flex Template: Create Two Custom Objects4 minutes
Project to Showcase Flex Template: Populate Object with Data7 minutes
How to Create Flex Template?15 minutes
Create a Flow for Flex Template2 minutes

1 assignmentTotal 15 minutes

Prompt Builder - Assessment15 minutes

1 pluginTotal 15 minutes

Understanding Prompt Builder in Salesforce15 minutes

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 assignment1 plugin

8 videosTotal 77 minutes

Exam Objectives for This Section1 minutePreview module
Overview of Einstein Copilot19 minutes
What is Einstein Copilot and its Features6 minutes
Important Points Related to Einstein Copilot from Exam Perspective9 minutes
How to Create a New Topic in Einstein Copilot10 minutes
Create Flow Type Custom Action14 minutes
Create Prompt Template Custom Action7 minutes
Add Your Custom Actions to the Agent8 minutes

1 assignmentTotal 15 minutes

Einstein Copilot - Assessment15 minutes

1 pluginTotal 15 minutes

Exploring Einstein Copilot with Agent Actions15 minutes

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 assignment1 plugin

4 videosTotal 28 minutes

Overview of Model Builder9 minutesPreview module
Difference Between Predictive and Foundation Model6 minutes
How to Create Predictive and Foundation Model in Model Builder3 minutes
Summary of What We Have Learned So Far and More9 minutes

1 assignmentTotal 15 minutes

Model Builder - Assessment15 minutes

1 pluginTotal 15 minutes

Exploring Salesforce Einstein Model Builder15 minutes

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 videos3 assignments

Instructor

Packt - Course Instructors

Packt

751 Courses114,659 learners

Offered by

Packt

Explore more from Cloud Computing

KodeKloud
AWS Certified AI Practitioner
Course
Coursera Instructor Network
Supercharge with Salesforce Einstein (GPT)
Course
CertNexus
CertNexus Certified Artificial Intelligence Practitioner
Professional Certificate
Whizlabs
Exam Prep AIF-C01: AWS Certified AI Practitioner
Course

Why people choose Coursera for their career

Felipe M.

Learner since 2018

"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."

Jennifer J.

Learner since 2020

"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."

Larry W.

Learner since 2021

"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."

Chaitanya A.

"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."

New to Cloud Computing? Start here.

Open new doors with Coursera Plus

Unlimited access to 10,000+ world-class courses, hands-on projects, and job-ready certificate programs - all included in your subscription

Learn more

Advance your career with an online degree

Earn a degree from world-class universities - 100% online

Explore degrees

Join over 3,400 global companies that choose Coursera for Business

Upskill your employees to excel in the digital economy

Learn more

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.