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Trailhead

Get Started with Einstein Copilot

Salesforce via Trailhead

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Overview

Set up, test, and extend your conversational AI assistant in Salesforce.
  • Discover the capabilities of generative AI and the technology that powers it.
  • Discover how Einstein Copilot helps employees perform business tasks more efficiently.
  • Learn how to set up and use the new conversational AI assistant for CRM, now in beta.

Syllabus

  • Generative AI Basics
    • Explore the Capabilities of Generative AI
    • Understand the Technology Ecosystem of Generative AI
  • Einstein Copilot: Quick Look
    • Get to Know Einstein Copilot
  • Einstein Copilot Basics
    • Get Started with Einstein Copilot
    • Explore Einstein Copilot
    • Enable and Customize a Copilot
    • Test and Activate a Copilot

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