Prepare for the Salesforce AI Associate Certification from Udemy

Thank you for your interest in this course.

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:

Complete video lectures covering all exam topics.
Demoed solutions and practice questions after every section.
Comprehensive glossary of all terms you need to know with links to learn more.
A full practice exam formatted like the actual exam with explanations and documentation links.
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.

What's inside

Learning objectives

Ai fundamentals
Ai capabilities in crm

Ethical considerations for ai
Data for ai

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

Syllabus

Introduction

Welcome to the course!

Meet Jeremy

Meet Emily

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

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

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Brush up on your SQL skills to enhance your ability to work with data in Salesforce.

Browse courses on SQL

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Review the basics of SQL syntax and commands.
Practice writing SQL queries to retrieve and manipulate data.

Review Essential AI Concepts

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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

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Connect with other learners and discuss the course material, best practices, and industry trends.

Browse courses on AI in Business

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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

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Show all six activities

Complete Salesforce AI Practice Exam

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Test your knowledge of the key concepts covered on the Salesforce AI Associate Certification exam.

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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

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Share your knowledge and insights about the applications and benefits of AI in a business setting.

Browse courses on AI in Business

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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

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Apply your knowledge of AI in Salesforce by developing a real-world project.

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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.

See salaries and explore the career path for AI Engineer

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.

See salaries and explore the career path for Data Scientist

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.

See salaries and explore the career path for Machine Learning Engineer

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.

See salaries and explore the career path for Data Analyst

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.

See salaries and explore the career path for Business Analyst

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.

See salaries and explore the career path for Product Manager

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.

See salaries and explore the career path for Software Engineer

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.

See salaries and explore the career path for Marketing Manager

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.

See salaries and explore the career path for Sales Manager

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.

See salaries and explore the career path for Customer Success Manager

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.

See salaries and explore the career path for Operations Manager

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.

See salaries and explore the career path for Consultant

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.

See salaries and explore the career path for Financial Analyst

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.

See salaries and explore the career path for Project Manager

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.

See salaries and explore the career path for Entrepreneur