Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, customer service, and other operations in one place. It enables companies to track interactions with customers, streamline workflows, and improve overall efficiency. This course is designed to provide learners with a comprehensive understanding on Salesforce Einstein and its functionality. Through showcasing the functionality of Salesforce Einstein, learners will be able to kickstart their Salesforce Einstein journey and implement Einstein within their organization.
This course is designed for CRM Managers, Business Analysts, IT Professionals, Salesforce Administrators, and Salesforce Developers who are responsible for managing and enhancing customer relationship management (CRM) platforms. These professionals typically play a pivotal role in their organizations by analyzing data, implementing CRM solutions, and improving business processes.
Participants should have a basic understanding of the Salesforce platform, including its core functions and integrations. Familiarity with foundational AI concepts is recommended, as the course blends CRM functions with AI-driven insights. This knowledge will prepare learners to implement and manage AI solutions effectively within their roles.
By the end of this course, participants will be able to explain the AI concepts underlying Salesforce Einstein, equipping them with a foundational understanding of how AI enhances CRM platforms. They will also gain practical knowledge on implementing Einstein Studio's core features to streamline and automate CRM tasks. Lastly, learners will critically evaluate the ethical implications of Salesforce's AI principles, preparing them to make responsible, informed decisions in AI development and deployment within their organizations.
Overview
Syllabus
- Supercharge with Salesforce Einstein (GPT)
- This course is designed to provide learners with a comprehensive understanding on Salesforce Einstein and its functionality. Through showcasing the functionality of Salesforce Einstein, learners will be able to kickstart their Salesforce Einstein journey and implement Einstein within their organization.
Taught by
Connie Hazendonk