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Emily Call, MBA and Jeremy Call, MSDA

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Salesforce is on the cutting edge of Artificial Intelligence and has a new associate certification for you to show your knowledge.  Artificial Intelligence, especially in business, can be daunting. We cover AI for CRM to get you caught up on all you need to know.

In this course, we cover all of the necessities to pass the Salesforce AI associate Certification, with absolutely no fluff. Easily and quickly getting you Salesforce Certified.

You can be confident in taking the Salesforce AI Associate Certification after learning these concepts, learning the key terms, and working through practice questions.

Easily get certified through this streamlined course with the following resources: 

  1. Complete video lectures covering all exam topics.

  2. Demoed solutions and practice questions after every section.

  3. Comprehensive glossary of all terms you need to know with links to learn more.

  4. A full practice exam formatted like the actual exam with explanations and documentation links.

  5. Notes on the 52 trailhead modules that make up this Trailmix.

Learn how to leverage AI with Salesforce and increase your productivity.

We are excited to see you pass the Salesforce AI Associate Certification and celebrate both your Salesforce and AI wins.

Enroll now

What's inside

Learning objectives

  • Ai fundamentals
  • Ai capabilities in crm
  • Ethical considerations for ai
  • Data for ai

Syllabus

Introduction
Welcome to the course!
Meet Jeremy
Meet Emily
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Introduction to the Glossary
Introduction to the Notes
About the Exam
AI Fundamentals - 17%
Introduction to AI Fundamentals
What is AI?
Predictive vs Generative
Predictive AI
Generative AI
Main AI Capabilities
Concerns of AI
Key Terms to be Familiar With
Practice Question Walkthrough: AI Fundamentals
Additional Practice Questions: AI Fundamentals
AI Capabilities in CRM - 8%
Introduction to AI Capabilities in CRM
Einstein for Multiple Objects
Einstein for Leads
Einstein for Opportunities
Einstein for Cases
Practice Question Walkthrough: AI Capabilities in CRM
Additional Practice Questions: AI Capabilities in CRM
Ethical Considerations for AI - 39%
Introduction to Ethical Considerations for AI
Salesforces Trusted AI Principles
5 Guidelines for Responsible AI Development
Ethical AI Practice Maturity Model
Biases
Practice Question Walkthrough: Ethical Considerations for AI
Additional Practice Questions: Ethical Considerations for AI
Data for AI - 36%
Introduction to Data for AI
Why is Data Important?
What Makes Good Data?
How to Make Good Data
Data Management Strategies
Practice Question Walkthrough: Data for AI
Additional Practice Questions: Data for AI
Full Length Practice Exam
Introduction to the Practice Exam
Thank you!
Thank you for Taking this Course!
Let's Connect!

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Introduces foundational concepts in Artificial Intelligence (AI), which is a widely adopted technology in modern business environments
Explores the use and relevance of AI within the context of customer relationship management (CRM), providing a practical perspective for learners
Teaches guidelines and principles for developing responsible and ethical AI systems, which is critical knowledge for professionals in this field
Covers techniques for data management and preparation, which are essential for building effective AI models and solutions
Provides a comprehensive and up-to-date study of AI for CRM, preparing learners for the Salesforce AI Associate Certification
Taught by instructors with expertise in both business and data science, ensuring the course is grounded in both theory and practice

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Prepare for the Salesforce AI Associate Certification with these activities:
Practice SQL Queries
Brush up on your SQL skills to enhance your ability to work with data in Salesforce.
Browse courses on SQL
Show steps
  • Review the basics of SQL syntax and commands.
  • Practice writing SQL queries to retrieve and manipulate data.
Review Essential AI Concepts
Solidify your understanding of the core concepts and applications of AI in business.
View Melania on Amazon
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  • Read the first three chapters of the book.
  • Summarize the key concepts covered in each chapter.
  • Identify the different types of AI algorithms and how they are used.
  • Discuss the ethical implications of AI and how it can be used for good.
Join a Salesforce AI Study Group
Connect with other learners and discuss the course material, best practices, and industry trends.
Browse courses on AI in Business
Show steps
  • Find a study group or create one with fellow classmates.
  • Set regular meeting times to discuss the course material.
  • Share knowledge, resources, and experiences with the group.
Three other activities
Expand to see all activities and additional details
Show all six activities
Complete Salesforce AI Practice Exam
Test your knowledge of the key concepts covered on the Salesforce AI Associate Certification exam.
Show steps
  • Take the full-length practice exam provided in the course materials.
  • Review your answers and identify areas where you need improvement.
  • Focus on practicing the concepts and topics where you struggled.
Create a Blog Post or Article on AI in Business
Share your knowledge and insights about the applications and benefits of AI in a business setting.
Browse courses on AI in Business
Show steps
  • Choose a specific topic related to AI in business.
  • Research and gather information from credible sources.
  • Write a well-organized and informative blog post or article.
Create a Salesforce AI Project
Apply your knowledge of AI in Salesforce by developing a real-world project.
Show steps
  • Identify a business problem that can be solved using AI.
  • Design and implement an AI solution using Salesforce Einstein.
  • Evaluate the results of your project and make necessary adjustments.

Career center

Learners who complete Prepare for the Salesforce AI Associate Certification will develop knowledge and skills that may be useful to these careers:
AI Engineer
An AI Engineer designs, develops, and deploys AI systems. This course may help build a foundation for a career as an AI Engineer by providing an overview of AI fundamentals, AI capabilities in CRM, ethical considerations for AI, and data for AI. These concepts are essential for understanding how to develop and deploy AI systems that can be used to solve complex business problems.
Data Scientist
A Data Scientist uses data to develop and test hypotheses, build models, and create visualizations to communicate insights. This course may help build a foundation for a career as a Data Scientist by providing an overview of AI fundamentals, AI capabilities in CRM, ethical considerations for AI, and data for AI. These concepts are essential for understanding how to use data to solve business problems and make informed decisions.
Machine Learning Engineer
A Machine Learning Engineer designs, develops, and deploys machine learning models to solve business problems. This course may help build a foundation for a career as a Machine Learning Engineer by providing an overview of AI fundamentals, AI capabilities in CRM, ethical considerations for AI, and data for AI. These concepts are essential for understanding how to develop and deploy machine learning models that can be used to automate tasks and improve decision-making.
Data Analyst
A Data Analyst is responsible for transforming raw data into usable information that can be used to make informed business decisions. This course may help build a foundation for a career as a Data Analyst by providing an overview of AI fundamentals, AI capabilities in CRM, ethical considerations for AI, and data for AI. These concepts are essential for understanding how to collect, analyze, and interpret data to identify trends and patterns that can be used to improve business outcomes.
Business Analyst
A Business Analyst gathers and analyzes business requirements to develop solutions that meet the needs of the business. This course may help build a foundation for a career as a Business Analyst by providing an overview of AI fundamentals, AI capabilities in CRM, ethical considerations for AI, and data for AI. These concepts are essential for understanding how to use AI to improve business processes and make better decisions.
Product Manager
A Product Manager is responsible for managing the development and launch of new products. This course may help build a foundation for a career as a Product Manager by providing an overview of AI fundamentals, AI capabilities in CRM, ethical considerations for AI, and data for AI. These concepts are essential for understanding how to develop and launch products that use AI to meet the needs of the market.
Software Engineer
A Software Engineer designs, develops, and maintains software applications. This course may help build a foundation for a career as a Software Engineer by providing an overview of AI fundamentals, AI capabilities in CRM, ethical considerations for AI, and data for AI. These concepts are essential for understanding how to develop software applications that can use AI to solve complex problems.
Marketing Manager
A Marketing Manager is responsible for developing and executing marketing campaigns to promote products and services. This course may help build a foundation for a career as a Marketing Manager by providing an overview of AI fundamentals, AI capabilities in CRM, ethical considerations for AI, and data for AI. These concepts are essential for understanding how to use AI to target customers and increase sales.
Sales Manager
A Sales Manager is responsible for leading and managing a sales team to achieve sales goals. This course may help build a foundation for a career as a Sales Manager by providing an overview of AI fundamentals, AI capabilities in CRM, ethical considerations for AI, and data for AI. These concepts are essential for understanding how to use AI to improve sales performance and close more deals.
Customer Success Manager
A Customer Success Manager is responsible for ensuring that customers are successful with a company's products or services. This course may help build a foundation for a career as a Customer Success Manager by providing an overview of AI fundamentals, AI capabilities in CRM, ethical considerations for AI, and data for AI. These concepts are essential for understanding how to use AI to improve customer satisfaction and retention.
Operations Manager
An Operations Manager is responsible for planning, organizing, and controlling the operations of a business. This course may help build a foundation for a career as an Operations Manager by providing an overview of AI fundamentals, AI capabilities in CRM, ethical considerations for AI, and data for AI. These concepts are essential for understanding how to use AI to improve operational efficiency and effectiveness.
Consultant
A Consultant provides advice and guidance to businesses on how to improve their operations. This course may help build a foundation for a career as a Consultant by providing an overview of AI fundamentals, AI capabilities in CRM, ethical considerations for AI, and data for AI. These concepts are essential for understanding how to use AI to solve business problems and improve operational efficiency.
Financial Analyst
A Financial Analyst is responsible for analyzing financial data to make investment recommendations. This course may help build a foundation for a career as a Financial Analyst by providing an overview of AI fundamentals, AI capabilities in CRM, ethical considerations for AI, and data for AI. These concepts are essential for understanding how to use AI to analyze financial data and make sound investment decisions.
Project Manager
A Project Manager is responsible for planning, executing, and closing projects. This course may help build a foundation for a career as a Project Manager by providing an overview of AI fundamentals, AI capabilities in CRM, ethical considerations for AI, and data for AI. These concepts are essential for understanding how to use AI to improve project planning, execution, and closure.
Entrepreneur
An Entrepreneur starts and runs their own business. This course may be useful for Entrepreneurs who want to learn how to use AI to improve their business operations and gain a competitive advantage.

Reading list

We've selected 11 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Prepare for the Salesforce AI Associate Certification.
Provides a comprehensive overview of reinforcement learning, which type of AI that is used in many applications.
Provides a comprehensive overview of AI, covering both its technical and philosophical aspects.
Provides a comprehensive overview of machine learning from a probabilistic perspective, which is essential for understanding AI.
Provides an in-depth look at the ethical considerations of AI and offers practical guidance for developing and deploying AI systems that are fair and responsible.
Explores the potential impact of AI and other emerging technologies on the future of humanity, providing a thought-provoking perspective on the future of AI.
Provides a practical introduction to data analysis with Python and the Pandas library, which prerequisite for working with data in AI applications.
Provides a practical introduction to data science, which is essential for working with data in AI applications.

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