Salesforce has just introduced a new certification: the Salesforce AI Specialist. While the AI Associate certification, released last year, focuses on fundamental AI skills, the Salesforce AI Specialist certificate takes it a step further by focusing on Salesforce’s AI-enabled products and their practical use cases.
Why should you attempt the Salesforce AI Specialist Certification Exam?
The Salesforce AI Specialist credential is tailored for those looking to leverage generative AI within the Salesforce ecosystem. As an AI Specialist, you’ll be key in implementing and utilizing Einstein AI solutions.
This exam is ideal for Salesforce Administrators, Developers, and Architects who are already working or looking to work with out-of-the-box AI features and extend them using tools like Copilot Builder, Prompt Builder and Model Builder.
Things you will learn preparing for the AI Specialist Certification Exam
Salesforce Einstein Features: You’ll learn all about Salesforce Einstein’s features, capabilities, and components, including foundational AI concepts, large language models (LLMs), and tools like prompts and models.
Salesforce Platform Expertise: You’ll become familiar with configuring and optimizing the Salesforce Platform. This includes understanding the best practices for building, testing, troubleshooting, and refining Einstein features like prompts and models.
Proficiency with Einstein Functionalities: You’ll gain proficiency in using Salesforce Einstein functionalities, such as Sales emails, Service replies, Work Summary, Copilot Builder, Prompt Builder, and Model Builder.
You’ll also learn how to implement and customize these features to meet specific business needs.
Custom Solutions & Integrations: You’ll develop the ability to navigate Salesforce tools and create custom solutions, actions, or integrations within the Salesforce environment.
AI Basics: Build a strong foundation in AI basics, covering predictive analytics, machine learning, natural language processing (NLP), computer vision, and Salesforce’s trusted AI principles in CRM systems.
Data Quality & Ethics: You’ll understand the importance of data quality, preparation, cleansing, and governance in AI model training and fine-tuning. You’ll also learn about ethical and responsible data handling practices, including privacy, bias, security, and compliance.
Stakeholder Engagement: You’ll learn how to engage stakeholders in discussions about AI applications, identifying opportunities and addressing challenges for AI-driven business improvements.
Are you preparing for the Salesforce AI Associate Certification Exam? Checkout our free practice set for the exam here
About the Exam
Here’s what you need to know about the exam:
- Content: 60 multiple-choice questions.
- Time: You’ll have 105 minutes to complete it.
- Passing Score: To be determined.
- Cost: The registration fee is $200, plus any applicable taxes based on your location. If you need to retake the exam, the fee is $100.
- Delivery Options: You can take the exam either at a testing centre or online with a proctor. For scheduling details, click here.
- References: No materials, either printed or online, are allowed during the exam.
- Prerequisite: There are no prerequisites for this exam.
Exam Outline
Einstein Trust Layer: 15%
You’ll need to understand the security, privacy, and grounding features of the Einstein Trust Layer. It’s also important to know how to implement and manage this layer effectively.
Generative AI in CRM Applications: 17%
Learn about the different scenarios, you’ll be asked to identify the right generative AI feature in Einstein, whether for Sales or Service. Knowing the right tool for the job is key.
Prompt Builder: 37%
When you have specific business needs, you’ll need to decide if using the Prompt Builder is the right move. You’ll also need to identify the right user roles to manage and execute prompt templates and understand the considerations for creating these templates.
Additionally, you’ll figure out the best grounding technique for each situation and be able to explain the process of creating, activating, and executing prompt templates.
Einstein Copilot: 23%
You’ll gain the ability to determine when Einstein Copilot is the best fit for your business needs. Along the way, you’ll learn how the large language model (LLM) identifies and carries out actions and how to use standard copilot actions or create custom ones to suit your goals.
Model Builder: 8%
You’ll learn how to decide when Model Builder is the right choice based on your business needs. This involves setting up standard models, customizing them, and even integrating your own large language model (BYOLLM).
Maintaining the Salesforce AI Specialist Certification
You’ll need to complete the Administrator certification maintenance modules on Trailhead each year. If you don’t get it done by the deadline, your certification will expire.
Recommended Resources
- Prepare for your Salesforce Certified AI Associate Credential Trailmix
- Drive Productivity with Einstein AI Trailmix
- Cert Prep: AI Specialist Trailhead module
If you’re planning to take the exam, you can sign up starting on September 9th, 2024.
Conclusion
Whether you’re already working with Salesforce AI products or eagerly anticipating the chance to do so, the AI Specialist certification offers an excellent overview of what these tools can deliver. If you’re already certified as a Salesforce AI Associate, this new certification is a perfect opportunity to enhance your skills and stay current with the latest AI trends in Salesforce.
