Salesforce Einstein AI: Novice to Expert in Einstein Copilot

Salesforce Einstein AI: Novice to Expert in Einstein Copilot, available at $54.99, has an average rating of 4.81, with 32 lectures, based on 189 reviews, and has 1059 subscribers.

You will learn about What is Einstein Copilot And Einstein Prompt builder Enable and Configure Einstein Copilot for Sales , Service and any Industry What is Copilot Builder and How to build Einstein Copilot using Copilot builder Understand Standard Actions in Einstein Copilot Architecture of Salesforce Trusted AI + Data , Understand where all different component sit in this Architecture What is Einstein Trust layer , and How it Provides Trusted interaction between CRM Data and AI Understand the planning and Execution phase of Einstein Copilot Exploring Custom Actions and Create Custom Actions Using Apex Create Complex Custom Actions Using Apex and External API’s Build Complex Actions using Flow which does Multiple Task for a User Event Logs/Audit trail , Debug Einstein Copilot Executions Understand Prompt Template and Prompt Builder Create Prompt template , Learn how to invoke Apex Class From Prompt template and Learn How to invoke Prompt template from Salesforce Screens Create Field generation Prompt template and Learn how to invoke Flows from Prompt template , and How to invoke Prompt Template from Flows Create Record Summary Prompt template , Invoke Prompt template from Einstein Copilot Build Complex Prompt template using Flex Template , Invoke the Flex template from Apex class and Integrate Prompt template with LWC Einstein For Sales:- Sales Email and Sales Email Prompt template Einstein For Service :- Einstein Service Replies for Email Einstein For Service :- Einstein Service Replies for Live Chat Einstein for Service :- Einstein Knowledge Creation Custom Actions Best Practices Einstein for Developers , CodeGen LLM Model Code Analyzer for Static Code Analysis This course is ideal for individuals who are All Salesforce Professional including Admin , Developers and Architects or Salesforce Professional who wants to build AI driven application in Salesforce It is particularly useful for All Salesforce Professional including Admin , Developers and Architects or Salesforce Professional who wants to build AI driven application in Salesforce.

Enroll now: Salesforce Einstein AI: Novice to Expert in Einstein Copilot

Summary

Title: Salesforce Einstein AI: Novice to Expert in Einstein Copilot

Price: $54.99

Average Rating: 4.81

Number of Lectures: 32

Number of Published Lectures: 32

Number of Curriculum Items: 32

Number of Published Curriculum Objects: 32

Original Price: ₹799

Quality Status: approved

Status: Live

What You Will Learn

What is Einstein Copilot And Einstein Prompt builder
Enable and Configure Einstein Copilot for Sales , Service and any Industry
What is Copilot Builder and How to build Einstein Copilot using Copilot builder
Understand Standard Actions in Einstein Copilot
Architecture of Salesforce Trusted AI + Data , Understand where all different component sit in this Architecture
What is Einstein Trust layer , and How it Provides Trusted interaction between CRM Data and AI
Understand the planning and Execution phase of Einstein Copilot
Exploring Custom Actions and Create Custom Actions Using Apex
Create Complex Custom Actions Using Apex and External API’s
Build Complex Actions using Flow which does Multiple Task for a User
Event Logs/Audit trail , Debug Einstein Copilot Executions
Understand Prompt Template and Prompt Builder
Create Prompt template , Learn how to invoke Apex Class From Prompt template and Learn How to invoke Prompt template from Salesforce Screens
Create Field generation Prompt template and Learn how to invoke Flows from Prompt template , and How to invoke Prompt Template from Flows
Create Record Summary Prompt template , Invoke Prompt template from Einstein Copilot
Build Complex Prompt template using Flex Template , Invoke the Flex template from Apex class and Integrate Prompt template with LWC
Einstein For Sales:- Sales Email and Sales Email Prompt template
Einstein For Service :- Einstein Service Replies for Email
Einstein For Service :- Einstein Service Replies for Live Chat
Einstein for Service :- Einstein Knowledge Creation
Custom Actions Best Practices
Einstein for Developers , CodeGen LLM Model
Code Analyzer for Static Code Analysis

Who Should Attend

All Salesforce Professional including Admin , Developers and Architects
Salesforce Professional who wants to build AI driven application in Salesforce

Target Audiences

All Salesforce Professional including Admin , Developers and Architects
Salesforce Professional who wants to build AI driven application in Salesforce

Welcome to the Salesforce Einstein AI course, where we will learn to build Einstein Copilot and prompt templates using Copilot Builder and Prompt Builder to create AI-driven applications. We will learn to create simple custom actions as well as complex custom actions using Apex, flows, and REST API, will also understand how to boost Developers Productivity using Einstein for Developers.

This course is designed to teach Einstein Copilot and all the different prompt templates from the very beginning to an advanced level. In this course, you will be able to learn every basic piece of information about Salesforce Einstein AI.

Salesforce Einstein Copilot is an AI assistant for Salesforce CRM. It talks and understands like a human thanks to large language models such as OpenAI’s GPT-4.

In this course, we will learn how to enable Einstein Copilot, how to utilize the standard actions, and how to build custom actions which will be assigned to Einstein Copilot to perform tasks that are specific to the business needs and can reduce lots of manual tasks that agents have to perform on a daily basis.

We will understand the architecture of Trusted AI + Data; we will delve into the Einstein Trust layer. We will learn to create all three types of custom actions using Apex, Flows, and Prompt templates.

We will learn what a prompt template is and what a prompt builder is. Then, we will learn to create all four types of prompt templates: the sales email template, the field generation template, the record summary, and the most powerful, the Flex Template.

We will also learn how this prompt template can invoke Apex, Flow, External API, and then we will learn how Apex, Flows, and Copilot actions can invoke these prompt templates with grounded Salesforce data.

We will Explore Einstein for Developers and Compare it with the other AI Coding Assistant such as GitHub Copilot

Note:

You will get the PPT of each lecture.
Code related to each lecture.
New videos will be added in the coming future with other Salesforce AI topics.

Course Curriculum

Chapter 1: Introduction to Einstein Copilot

Lecture 1: Agenda of the Course

Lecture 2: Important Note

Lecture 3: Introduction to Einstein Copilot

Lecture 4: Signing up for Einstein Gen – AI enabled org and enabling Einstein Copilot

Chapter 2: Copilot Builder and Copilot Actions

Lecture 1: Exploring Copilot Builder and Copilot Actions

Lecture 2: Event Logging / Auditing in Copilot builder

Chapter 3: Architecture of Einstein 1 Platform and Einstein trust Layer

Lecture 1: Architecture of Trusted AI + Data

Lecture 2: How Copilot works and Einstein trust Layer in Detail

Chapter 4: Building Custom Actions using Apex and Flows

Lecture 1: Exploring Custom Actions and Creating First custom action using Apex class

Lecture 2: Revisiting All the Steps of Custom Action

Lecture 3: Create Custom Actions to Perform Sales Rep's Daily task using apex class

Lecture 4: Build Complex Custom Actions using Apex and External API's

Lecture 5: Use case of Custom Actions for Einstein Copilot

Lecture 6: Einstein Copilot for Formulas and Validation Rules

Lecture 7: Best Practices for creating Custom actions , Introduction to Flows as Actions

Lecture 8: Create Custom Action using Flow

Lecture 9: Build Complex Custom actions using Flow

Chapter 5: Prompt Template it's Types and Prompt builder

Lecture 1: Introduction to Prompt template and Prompt Builder

Lecture 2: Note About Sales Email Template

Lecture 3: Build First Prompt template , Invoke Apex class from Prompt Template

Lecture 4: Build Prompt template and invoke Flows from the template and Vice Versa

Lecture 5: Build Prompt template to be used as custom Actions for Copilot Actions

Lecture 6: Build complex prompt template using Flex type , Invoke Prompt template from Apex

Lecture 7: Build Sales Email Prompt template to be used on Send Email Quick Action

Lecture 8: Invoking Prompt Templates through REST API

Chapter 6: New Lectures :- OOB Einstein Features

Lecture 1: Einstein for Service :-Intro of Einstein Service Replies for Live Chat and Email

Lecture 2: Einstein for Service :- Set Up Einstein Service Replies for Email

Lecture 3: Einstein for Service :- Set Up Einstein Service Replies for Chat

Lecture 4: Einstein for Service :- Einstein Knowledge Creation

Chapter 7: Einstein For Developers And Code Analyzer

Lecture 1: Einstein for Developers , It's capabilities and CodeGen Model

Lecture 2: Code Analyzer :- Setting Up and Scanning Salesforce Code in VS code

Chapter 8: Resources

Lecture 1: Course PPT

Instructors

Amit Sharma
Salesforce Instructor on Udemy

Rating Distribution

1 stars: 0 votes
2 stars: 0 votes
3 stars: 6 votes
4 stars: 35 votes
5 stars: 148 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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