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About Course:

Salesforce-Generative-AI-Certification-Course

This Salesforce’s latest AI innovations course includes Prompt Builder, Einstein Copilot, and Agentforce—organizations can supercharge productivity, improve customer engagement, and streamline operations. This Instructor led industrial Online training program is designed to equip participants with the knowledge and hands-on skills needed to leverage these AI-powered capabilities effectively within Salesforce CRM.


Duration : 25 hours

Fee: 518


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Includes
  • 24 hours on-demand video
  • Articles
  • Coding Exercises
  • Full lifetime access
  • Certificate of Completion

Module of Training

LIVE ONLINE TRAINING


Live presentation of theory, demonstration of tool, features & tasks

We are connecting Online via Goto Meeting

Get practice environment for practical & hands-on Training curriculum has been designed by real-time industry professionals & real-time scenarios training pattern

CORPORATE TRAINING


Learn as per day-wise & customized schedule with discussions & lab exercises included

One to one or Batch-wise interactive demonstration of a tool, features and 100% practical classes

World-class learning material & case studies for the course

Completely customizable course content & schedule as per convenience

Certification guidance provided if necessary

Curriculum

Salesforce Generative AI Certification Course Download  

Salesforce Generative AI Online Training Certification Course Curriculum

Training Objectives

By the end of this program, participants will be able to:

  • Understand the Einstein Trust Layer and secure AI architecture in Salesforce.
  • Build and manage Prompts and Prompt Templates using Prompt Builder.
  • Configure and deploy Einstein Copilot for end-users to improve customer and employee experiences.
  • Explore Agentforce Agents and learn how to automate workflows, answer queries, and provide personalized experiences.
  • Apply AI use cases in Sales Cloud, Service Cloud, and Industry Clouds.

Introduction to Salesforce AI & Trust Layer

  • Overview of Salesforce AI Ecosystem
  • Understanding the Einstein Trust Layer
  • AI Ethics and Responsible Usage
  • Role of AI in Sales & Service

Prompt Builder Deep Dive

  • Introduction to Prompt Builder
  • What is a Prompt and Prompt Template?
  • Types of Prompt Templates in Prompt Builder
  • Creating and Configuring Prompt Templates
  • Field Generation Prompt Template
  • Setting up Sales Email Prompt Template
  • Setting up Record Summary Prompt Template
  • Setting up Record Details Prompt Template
  • Hands on Lab: Build a Record Summary Prompt Template for Accounts with Opportunities & Contacts

Prompt Builder & Prompt Template (Advanced)

  • Use of Flow in Field Generation Prompt Template
  • Use of Apex in Field Generation Prompt Template
  • Setting up Knowledge Answer Template
  • Create Flex Prompt Template using Apex and Flows

Einstein Copilot Studio

  • Enable Agents – Einstein Copilot
  • Introduction to Einstein Copilot and Builder
  • Einstein Copilot Standard Actions
  • Hands on Lab: Create a Sales Copilot Flow to fetch account insights

AgentForce Introduction and Setup

  • Introduction to Salesforce AgentForce and its use case
  • Key features and benefits
  • Difference between Agentforce, Copilot, and Prompt Builder
  • Understanding Agentforce Agents
  • Flex Generation & Record Prompt Templates for Agents
  • Configuring & Deploying AI Agents in Salesforce
  • Hands on Lab: Build an Agentforce Agent for Customer Support

AgentForce Agents

  • Understanding Agentforce Agents
  • Types of Agents (customer facing vs. internal)
  • Capabilities: conversations, record actions, knowledge retrieval
  • Agent lifecycle: design → configuration → deployment

Prompt Template for Agents

  • Role of Prompt Templates in Agentforce
  • Record Summary Templates for Agents
  • Field Generation Templates for Agents
  • Knowledge Answer Templates for Agents
  • Flex Generation Templates (advanced use case)

Configuring Agentforce

  • Creating an Agent in Salesforce
  • Assigning Prompt Templates to Agents
  • Defining agent actions (record lookup, create, update, delete)
  • Setting agent permissions and data access

Deploying Agentforce Agents

  • Publishing agents to Salesforce channels (Service Console, Sales Console, Experience Cloud, Digital Engagement)
  • Integrating Agentforce with existing workflows

 

Who should Learn Salesforce Generative AI Certification Course?

This course is designed for:

  • Salesforce Admins
  • Salesforce Developers
  • Solution Architects
  • Business Analysts
  • Functional Consultants
  • Customer Success Teams

Prerequisite to learn Salesforce Generative AI Certification Course

Professional should have the following basic knowledge and skills:

  • Basic Understanding of Salesforce Platform
  • Salesforce Admin Fundamentals
  • Basic Knowledge of Salesforce Flows
  • Interest in AI & Generative AI Concepts
  • No Coding Required

Delivery Methodology used to deliver the Salesforce Generative AI Certification Course

We are using an experiential delivering methodology that blends theoretical concepts with hands-on practical learning

Class delivery

Live Interactive classes with expert

Salesforce Generative AI Certification Course FAQ

Question: Can I attend the Demo session before enrollment?

Answer: Yes, you may attend the Demo class before enrollment for training Quality Evaluation. You can also Interact with a trainer as one to one session for a specific requirement or discussion

Question: Can you schedule the training based upon my availability?

Answer: Yes, we need to discuss it with a trainer, accordingly, we can schedule training at a convenient time.

Question: How I can pay for the course?

Answer: You can pay the fee or enroll yourself via payment gateway through the course page, make an online payment using various options.

Question: What if I missed any class?

Answer: BISP has a missing class policy. If you missed any session, we will be sharing a recorded session. However, you may retake whole training multiple times within 6 month period but the trainer is the same.

Question: Is there any live project training along with regular training?

Answer: Our training curriculum includes real-time scenarios and lives project working module & the trainer explains every topic with examples. If you have any issue or you are stuck in any scenario the trainer will explain end-to-end.

Question: What about certification preparation and guidance?

Answer: BISP technical faculty assist & guide you completely for certification and preparation. We ensure you will get certified easily after our training.

Question: Who is the trainer & about his experience?

Answer: All our trainers are working professionals and industry experts with at least 10-12 years of relevant teaching experience. Each of them has gone through a rigorous selection process which includes profile screening, technical evaluation, and a training demo We also ensure that only those trainers with a high alumni rating continue to train for us.

Question: Do you provide Job support?

Answer: Yes, we provide Job support services, but the cost structure is different and fixed. For more details: Just give us a call at: +91 769-409-5404 & +1 678-701-4914 You can also write to us: support@bisptrainings.com

Question: What if I have more queries and doubts?

Answer: Just give us call at : +91 769-409-5404 & +1 678-701-4914 You can also write to us: support@bisptrainings.com

Question: How Fee Refund Policy works?

Answer: Please refer the link for refund policy: https://www.bisptrainings.com/Refund-Policy

Case Study and Learning Pdf's

Certificate

Certificate123
Benefits of Certificate

Certification demonstrates your dedication, motivation and technical knowledge on a specific platform. Having a certification shows that you not only possess comprehensive knowledge of that technology but you also care enough about your own career to spend the time and money to get the certification.

We are welcoming our Students or professionals to participate in our professional online courses. We are offering great variety of online training programs and professional courses that you can always find as desired. After the completion of training program they will receive a certificate from BISP. As a Certified professional you can apply that knowledge in your future profession and enjoy with better salaries & career prospects.

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