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  3. Supercharge with Salesforce Einstein (GPT)

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.

Connie Hazendonk
Connie Hazendonk
Business | intermediate | 2 hours |   Published: Oct 2024
In partnership with:  Coursera

    Discussions

Overview

1KSTUDENTS*
98.9%RECOMMEND*

This course includes:

  • 2 hours of on-demand video  
  • Certificate of completion  
  • Direct access/chat with the instructor 
  • 100% self-paced online 

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.  

By providing real-time insights and automation, Salesforce helps businesses build stronger relationships with their customers and drive growth. As part of their platform, Salesforce has developed their own AI solution, called Salesforce Einstein 1 (also called Einstein or 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. 

Skills You Will Gain

Salesforce
Salesforce integration
CRM Strategy
Einstein
GPT
Custom GPT development
Copilot

Learning Outcomes (At the end of this program you will be able to)

  • Explain the concepts of AI that underlie Salesforce Einstein.  
  • Implement the core functionality of the Einstein Studio in your organization.  
  • Evaluate the impact of the AI principles of Salesforce on ethical AI development and deployment.  

Prerequisites

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.
 

Who Should Attend

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.
 

Curriculum

Instructors

Frequently Asked Questions

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Yes, we do offer a certification upon completion of our course to showcase your newly acquired skills and expertise.

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Our course is designed with three levels to cater to your learning needs - Core, Intermediate, and Advanced. You can choose the level that best suits your knowledge and skillset to enhance your learning experience.

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We accept various payment methods such as major credit cards, PayPal, wire transfer, and company purchase orders. For more information related to payments contact customer support.

Do you offer refunds?

Yes, we do offer a 100% refund guarantee for our courses within a specified time frame. If you are not satisfied with the course, contact our customer support team to request a refund with your order details. Some restrictions may apply.

*Where courses have been offered multiple times, the “# Students” includes all students who have enrolled. The “%Recommended” shown is also based on this data.
1Module 01: Decoding Salesforce Einstein
2Module 02: Implementing Core Functionality of Einstein Studio
3Module 03: Applying GenAI Principles
Connie Hazendonk

Connie Hazendonk

With over a decade of expertise across various industries and Salesforce Clouds, Connie is dedicated to helping businesses unlock the full potential of their Salesforce implementations. Specializing in tailored, results-driven end-user training programs, Connie empowers teams to maximize productivity and efficiency.

With a deep understanding of Salesforce’s ecosystem and diverse functionalities, Connie crafts training solutions that are both informative and practical, ensuring businesses derive tangible value from their Salesforce investments. Believing that effective end-user training is crucial for business success, Connie incorporates business processes and change management principles to foster user adoption and adherence to best practices, promoting sustainable growth and streamlined operations.

Connie provides customized training solutions aligned with unique business goals, whether the focus is on enhancing user adoption, optimizing Salesforce configurations, or streamlining processes. Training methodologies include face-to-face and online group sessions, short support videos, detailed training manuals, and comprehensive exercise guides tailored to specific needs.

Passionate about connecting with organizations to help them harness the full power of Salesforce, Connie has extensive experience in developing practical Salesforce projects that help trainees stand out to employers, preparing them for recognized Salesforce Admin qualifications, and delivering client-specific end-user training. With a track record of successful projects across various sectors—including national government, private equity, and medical technology—Connie consistently focuses on achieving remarkable outcomes.

Connie is committed to helping organizations leverage Salesforce for long-term success.

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Segment 04: Analyzing Einstein Studio

Segment 05: Activating Einstein Studio

Segment 06: Exploring Einstein Co-Pilot

Segment 07: Using Einstein Co-Pilot

Segment 08: Exploring Einstein Prompt Builder

Segment 09: Using Einstein Prompt Builder

Segment 10: Exploring Einstein Model Builder

Segment 11: Evaluating Einstein Trust Layer

Segment 12: Practicing Guidelines of Ethical GenAI implementation

Segment 13: Congratulations and Continuous Learning Journey

Segment 01: Introduction to the Course & Meet Your Instructor

Segment 02: Analyzing AI in Salesforce

Segment 03: Comparing Generative AI vs Predictive AI