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Trailhead

Get Smart with Salesforce Einstein

Salesforce via Trailhead

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Overview

See how AI is transforming CRM with smart predictions, intelligent recommendations, and timely automation.
  • Discover insights and predict outcomes with this powerful set of AI-enhanced features.
  • Remove bias from your data and algorithms to create ethical AI systems at your company.
  • Learn how to make customer service smarter and easier with chatbots.
  • Recommend offers and actions at the point of maximum impact.
  • Log your activities, target the right leads, and close more deals with AI for sales.
  • Get up and running with Sales Cloud Einstein.
  • Build an app to predict which restaurant reservations will be no-shows. No code required.
  • Use Apex to create a simple app to recognize and classify images.
  • Build a deep-learning custom model to categorize text and automate business processes.
  • Use Einstein Prediction Builder and Next Best Action to get the right offers to customers.

Syllabus

  • Salesforce Einstein Basics
    • Get Started with Einstein
    • Learn About Einstein Out-Of-The-Box Applications
    • Use the Einstein Platform
  • Responsible Creation of Artificial Intelligence
    • Understand the Ethical Use of Technology
    • Learn the Basics of Artificial Intelligence
    • Recognize Bias in Artificial Intelligence
    • Remove Bias from Your Data and Algorithms
  • Einstein Bots Basics
    • Learn About Einstein Bots
    • Plan Your Bot Content
    • Learn the Prerequisites and Enable Einstein Bots
  • Einstein Next Best Action
    • Get Started with Einstein Next Best Action
    • Understand How Einstein Next Best Action Works
  • Sales Cloud Einstein
    • Increase Sales Productivity
    • Automate Sales Activities
    • Target the Best Leads
    • Close More Deals
    • Connect with Your Customers and Create New Business
    • Improve Sales Predictions
  • Sales Cloud Einstein Rollout Strategies
    • Use AI to Improve Sales
    • Start with a Plan
    • Set Goals and Priorities
    • Get Ready for Einstein
    • Start Using Sales Cloud Einstein
  • Quick Start: Einstein Prediction Builder
    • Sign Up for an Einstein Prediction Builder Trailhead Playground
    • Create a Formula Field to Predict
    • Enrich Your Prediction
    • Build a Prediction
    • Create a List View for Your Predictions
  • Quick Start: Einstein Image Classification
    • Get an Einstein Platform Services Account
    • Get the Code
    • Create a Remote Site
    • Create the Apex Classes
    • Create the Visualforce Page
  • Einstein Intent API Basics
    • Get Started with Einstein Language
    • Set Up Your Environment
    • Create the Dataset
    • Train the Dataset and Create a Model
    • Use the Model to Make a Prediction
  • Put Predictions into Action with Next Best Action
    • Learn the Basics and Set Up a Custom Playground
    • Define and Build a Prediction
    • Customize Your Contact and List Displays
    • Create Recommendations for Einstein Next Best Action
    • Create a Next Best Action Strategy
    • Add Next Best Action to Your Contacts

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