Salesforce AI Specialist
The Salesforce AI Specialist certification is designed for individuals seeking to leverage generative AI within the Salesforce ecosystem. AI Specialists are crucial in deploying and utilizing Einstein AI solutions. This exam targets Salesforce Administrators, Developers, and Architects who integrate built-in AI features and enhance them using Copilot Builder, Prompt Builder, and Model Builder.
Target Audience
Candidates for the Salesforce Certified AI Specialist should have a strong grasp of Salesforce’s core functionalities and be comfortable navigating the platform. This certification is ideal for those looking to showcase their expertise in the following areas:
- In-depth understanding of Salesforce Einstein, including its features, capabilities, foundational AI concepts, large language models (LLMs), and related tools such as prompts and models.
- Experience with Salesforce Platform configurations, processes, and best practices, with skills in building, testing, troubleshooting, and optimizing Einstein features like prompts and models.
- Proficiency in using Salesforce Einstein functionalities, including Sales emails, Service replies, Work Summary, Copilot Builder, Prompt Builder, and Model Builder, with the ability to tailor these tools to specific business needs.
- Expertise in using Salesforce tools to create custom solutions, actions, or integrations within the platform.
- Solid knowledge of AI fundamentals, such as predictive analytics, machine learning, natural language processing (NLP), computer vision, and Salesforce’s trusted AI principles in CRM environments.
- Awareness of data quality, preparation, cleansing, and governance essential for training and refining AI models, alongside a commitment to ethical data practices, including privacy, bias mitigation, security, and regulatory compliance.
- Capability to engage stakeholders in meaningful discussions around AI applications, identifying opportunities and challenges for driving AI-powered business growth.
A candidate pursuing this certification is not required to:
- Have deep expertise in configuring or fine-tuning large language models (LLMs).
- Be familiar with coding languages like Apex or Python.
- Hold advanced knowledge of external AI tools.
- Understand the intricacies of transformer architectures.
- Conduct return on investment (ROI) calculations.
- Be knowledgeable in white space analysis.
- Have prior experience with Marketing Cloud, Heroku, Commerce Cloud, MuleSoft, Tableau, Slack, Quip, or Industry-specific Clouds.
Exam Details
The Salesforce AI Specialist exam consists of 60 multiple-choice questions, with a time limit of 105 minutes to complete. A passing score of 73% is required, and the exam can be taken either at a proctored testing center or through an online proctored environment. No hard-copy or online reference materials are allowed during the exam.
Course Outline
The Salesforce Certified AI Specialist Exam assesses a candidate’s knowledge and abilities across the following objectives. The exam covers the following topics:
1. Einstein Trust Layer 15%
- Identify the security, privacy, and grounding features of the Einstein Trust Layer.
- Implement and manage the Einstein Trust Layer.
2. Generative AI in CRM Applications 17%
- Given a scenario, identify the correct generative AI feature in Einstein for Sales.
- Given a scenario, identify the correct generative AI feature in Einstein for Service.
3. Prompt Builder 37%
- Given business requirements, identify when it’s appropriate to use Prompt Builder.
- Identify the right user roles to manage and execute prompt templates.
- Identify the considerations for creating a prompt template.
- Given a scenario, identify the appropriate grounding technique.
- Explain the process for creating, activating, and executing prompt templates.
4. Einstein Copilot 23%
- Given business requirements, identify when it’s appropriate to use Einstein Copilot.
- Explain how the large language model (LLM) identifies and executes a copilot action.
- Leverage standard copilot actions and create custom copilot actions.
- Manage and monitor Copilot adoption.
5. Model Builder 8%
- Given business requirements, identify when it’s appropriate to use Model Builder.
- Configure standard, custom, and Bring Your Own Large Language Model (BYOLLM) generative models.
FAQs: Salesforce AI Specialist
Salesforce Exam Candidate Code of Conduct
At Salesforce, trust is a top priority, and safeguarding the security of Salesforce credentials is a shared responsibility. By participating in the Salesforce Credentialing Program, you must agree to the terms outlined in the Salesforce Credential and Certification Program Agreement.
Participants in the Salesforce Credentialing Program are expected to:
- Use official Salesforce study resources on Trailhead, including exam guides, trailmixes, and Trailhead courses to prepare for certification exams.
- Engage with the Trailblazer Community to find additional training, collaborate with peers, and connect with study groups or mentors.
- Follow the rules for both online proctored and in-person certification exams.
- Report any activity that compromises credential security to the Credential Security team.
Participants in the Salesforce Credentialing Program are prohibited from:
- Sharing, using, or seeking out certification exam questions and answers, or superbadge solutions.
- Requesting, offering, or accepting assistance during your certification exam.
- Engaging in any activity that violates the Salesforce Credential and Certification Program Agreement.
Violations of the Program Agreement may result in:
- Cancellation of upcoming exams.
- Suspension from taking online proctored exams.
- Ban from participating in any certification exams.
- Revocation of existing certifications and superbadges.
- Removal from the Salesforce Credentialing Program and the Trailblazer Community.
Salesforce AI Specialist Study Guide
1. Explore the Salesforce Exam Guide
The Salesforce exam guide is created to help you assess your readiness for the Salesforce Certified AI Specialist Exam. It offers insights into the ideal candidates for the certification, suggested training resources, and a detailed breakdown of the exam objectives, all aimed at guiding you toward a successful outcome. To boost your chances of passing, Salesforce strongly advises combining hands-on experience, formal training courses, and independent study.
2. Recommended Training and Resources
To prepare for this exam, Salesforce suggests a blend of practical experience, completing relevant training courses, engaging with Trailhead Trails, and self-study in the topics outlined in the Exam Outline section. The recommended self-study resources for this exam include:
– Build Salesforce AI Solutions (SAI201) Course
Use this to discover how to enhance customer success and productivity by creating designed, intelligent solutions using Agentforce and generative AI. In this three-day instructor-led course, you will learn to develop grounded prompts in Prompt Builder, design custom agent actions with Agent Builder, and adjust hyperparameters for foundational models in Model Builder. You will also delve into Sales AI and Customer Service AI features, such as Sales Summaries, Sales Emails, Service Replies, and Work Summaries. Learn to implement the Einstein Trust Layer and utilize audit trails to effectively deliver secure, business-specific AI solutions that broaden platform capabilities.
Who should enroll in this course?
This course is intended for administrators, developers, and architects looking to implement Agentforce and generative AI solutions tailored to specific business needs. Participants should ideally have the Salesforce Administrator or App Builder certification, possess a solid understanding of no-code customization on the Salesforce Platform, and demonstrate familiarity with fundamental concepts in Sales, Service, Platform, and Salesforce Flow, though these prerequisites are not mandatory.
– Certifications Recommended (Optional)
The following certifications are recommended (but not mandatory) for this exam:
- Certification: AI Associate Certification:
- The Salesforce AI Associate credential is tailored for individuals with varying levels of AI knowledge, from beginners to those with more experience. This certification validates foundational skills related to the ethical and responsible management of data in the context of AI within CRM systems.
- Certification: Salesforce Certified Administrator:
- The Salesforce Administrator certification is intended for individuals with experience using Salesforce who actively seek ways to help their organizations maximize the benefits of additional features and capabilities.
- Certification: Salesforce Certified Platform App Builder:
- The Salesforce Platform App Builder certification is aimed at those who can showcase their skills and knowledge in designing, building, and deploying custom applications utilizing the declarative customization features of the Salesforce Platform.
3. Explore Salesforce Trailhead Academy
Salesforce Trailhead Academy is an invaluable resource for preparing for the Salesforce Certified AI Specialist Exam. It offers a structured learning path that combines hands-on exercises, interactive content, and expert-led training. With a variety of modules focused on AI concepts, Salesforce Einstein features, and best practices, candidates can build a solid foundation of knowledge and skills necessary for the exam. The platform also provides access to Trailhead Trails specifically designed for the AI Specialist certification, allowing learners to explore essential topics at their own pace. By engaging with the diverse learning materials and community support available through Trailhead Academy, candidates can enhance their confidence and readiness to succeed on the exam.
4. Take Practice Exam Tests
After completing your preparation, it’s essential to take practice tests. This self-assessment phase allows you to assess your strengths and weaknesses, build confidence, and enhance your time management abilities. Practice exams replicate actual test conditions, providing a realistic experience to help you measure your preparedness. By pinpointing areas that need improvement, you can make necessary adjustments before the exam day. Consistent self-evaluation is vital for maximizing your performance and ensuring a seamless exam experience.
