How to Pass Salesforce Certified AI Specialist Exam.
The Salesforce AI Specialist certificate is intended for professionals who want to harness the power of generative AI within Salesforce. The AI Specialist is critical to the successful deployment and application of Einstein AI solutions. This test is intended for Salesforce Administrators, Developers, and Architects who extend out-of-the-box AI capabilities with Copilot Builder, Prompt Builder, and Model Builder.
1. About the Salesforce Certified AI Specialist Exam
 | Content | 60 multiple-choice |
 | Time allotted | 105 minutes |
 | Passing score | 73% (44 out of 60 Questions) |
 | Exam Fee | USD 200 plus applicable taxes |
 | Retake Fee | USD 100 plus applicable taxes |
 | Prerequisite | None |
For up to date information about this certification please refer to the official exam guide here!
2. Salesforce Salesforce Certified AI Specialist Exam Outline
2.1 Einstein Trust Layer: 15%
- Identify the security, privacy, and grounding features of the Einstein Trust Layer.
- Implement and manage the Einstein Trust Layer.
2.2 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.
2.3 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.
2.4 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.
2.5 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.
3. Salesforce Salesforce Certified AI Specialist Exam Study Course
- Trailmix: Drive Productivity with Einstein AI
- Cert Prep: Study for the Salesforce AI Specialist Certification Exam
- Free Practice Questions (Coming Soon)
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4. Important Topics for the Salesforce Certified AI Specialist Exam
- The Einstein Trust Layer elevates the security of generative AI through data and privacy controls that are seamlessly integrated into the end-user experience. These controls enable Einstein to deliver AI that’s securely grounded in your customer and company data, without introducing potential security risks.
- Secure data retrieval: This service focuses on ensuring the security of data used by the Generative AI models. By implementing robust security measures, such as encryption and access controls, the trust layer protects sensitive information from unauthorized access and potential breaches.
- Dynamic grounding: Dynamic grounding refers to the process of aligning the output generated by the Generative AI models with the intended context and purpose. This service helps prevent the generation of irrelevant or misleading information by enhancing the accuracy and relevance of the AI-generated responses.
- Toxicity detection: To address the concern of generating harmful or inappropriate content, the trust layer incorporates a toxicity detection mechanism. This service analyzes the generated content for potentially offensive or harmful language, helping to mitigate the risk of inadvertently producing toxic outputs.
- Data masking: Data masking is a crucial component of data privacy. The trust layer employs techniques to mask personally identifiable information (PII) or any other sensitive data that may be present in the prompts or messages returned from the Generative AI models. By obfuscating sensitive data, this service ensures compliance with privacy regulations and safeguards user information.
- Zero retention: As an additional privacy measure, the trust layer adopts a zero retention policy. This means that prompts sent to the Generative AI models are not stored or retained, reducing the potential for unauthorized access or data leakage.
- Auditing: The auditing service provides transparency and accountability by logging and monitoring the activities related to Generative AI usage. It allows organizations to track and review the interactions between users and the AI models, facilitating compliance with regulatory requirements and enabling the identification of any potential issues or biases.
- Prompt Defense: Prompt Builder provides additional guardrails to protect Jessica and her customer. These guardrails are further instructions to the LLM about how to behave in certain situations to decrease the likelihood it outputs something unintended or harmful.
- The Salesforce approach to generative AI is rooted in four guiding principles.
- Trust: It’s the most critical element of generative AI’s development. Our Zero Retention Policy with OpenAI ensures your data is not stored outside of Salesforce. Learn more about the 5 guidelines Salesforce is using to develop trusted generative AI.
- Relevance: Content is created using your own trusted CRM data to ensure accuracy and relevance.
- Security: Sales AI is built on the secure platform Hyperforce. This ensures data privacy and keeps personal identifiable information safe.
- Ecosystem: Use our open ecosystem to bring in any large language model (LLM). Use your model, our model, or any model.
- Sales AI tools:
- Prepare with Einstein Copilot: This AI-powered assistant helps you prepare for meetings by researching prospects, summarizing records, and delivering recommendations for planning your day. It provides selling guidance and close plans, auto-updates CRM data, and more.
- Create AI-powered generative emails: You can auto-create personalized and impactful emails at scale for prospecting, following up on meetings, and sending proposals.
- Leverage AI-powered call summaries and call support: Your reps save time, improve follow-up, and make every interaction count with AI-powered insights, summaries, automated follow-ups, and sales signals. Sellers are provided with key mentions, transcripts, and action items automatically from recorded calls.
- Build your data foundation: Use automatic activity capture, opportunity and lead scoring, predictive forecasting, account insights and deal insights to make data-driven decisions.
- Coach sellers: Provide instant and actionable feedback through immersive simulations and personalized coaching programs.
- Guide selling and grow relationships: Use propensity to buy, next-best opportunity, and product recommendations alongside relationship maps, recommended connections, and email insights to sell the right solution to the right person at the right time.
- Einstein for Service features.
- Einstein Article Recommendations: Recommends relevant knowledge articles to agents on open cases.
- Einstein Bots: Automatically resolves common issues in conversations on chat and messaging channels.
- Einstein Case Classification: Predicts field values like Priority, Reason, or Type for classifying incoming cases based on the text a customer presents in the case Subject and Description.
- Einstein Case Routing: Works with Einstein Case Classification to triage and route cases to the right agent or queue.
- Einstein Case Wrap-Up: Lets chat agents complete cases fast, with greater accuracy and consistency.
- Einstein Conversation Mining: Transforms conversation data into service insights and builds bot intents.
- Einstein Knowledge Creation: Grows your knowledge base and captures information in the flow of work with AI-generated article drafts.
- Einstein Next Best Action: Uses data insights and business rules to recommend offers and actions for an agent to take.
- Einstein Reply Recommendations: Analyzes chat transcripts to recommend relevant replies during chat and messaging sessions.
- Einstein Service Replies: Drafts and recommends fluent, courteous, and relevant replies using generative AI for your agents to review, edit, and post.
- Einstein Work Summaries: Drafts a summary, issue, and resolution using generative AI, based on a Chat conversation between an agent and customer.
- Four questions for a great prompt template:
- Who is involved, and how are they related? [Key Ingredients: Participants, relationships, data]
- What are you trying to accomplish? [Key Ingredients: Goal, instructions]
- What is the context? [Key Ingredients: Setting, tone & style, language]
- What are the constraints? [Key Ingredients: Limits, instructions]
- With Prompt Builder, you create, test, revise, customize, and manage prompt templates that can make use of your CRM data.
- Prompt Builder incorporates all the ingredients that make a prompt template great: instructions, participants, context, goals, relationships, constraints, and, most importantly, your CRM data.
- Einstein Copilot takes the power of the Salesforce CRM and the convenience of an AI assistant, then adds the complex natural language processing abilities of large language models (LLMs) like ChatGPT to understand and engage with you in a conversational way.
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