The Salesforce AI Specialist exam is designed for all who aim to harness the power of generative AI within Salesforce. The AI Specialist plays a pivotal role in implementing and using Einstein AI solutions. This exam is designed for anyone who implements out-of-the-box AI capabilities and enhances them with Copilot Builder, Prompt Builder, and Model Builder. Here is your path toward earning a credential.
About Salesforce AI Specialist Certification
Read on for details about the Salesforce Certified AI Specialist Exam.
- Content: 60 multiple-choice questions.
- Time allotted to complete the exam: 105 minutes.
- Passing score: 73%.
- Registration fee: Free.
Salesforce Certified AI Specialist Exam Outline
- Einstein Trust Layer – 15%
- Generative AI in CRM App – 17%
- Prompt Builder – 37%
- Agentforce Tools – 23%
- Model Builder – 8%
1. Einstein Trust Layer -15%
The Einstein Trust Layer elevates the security of generative AI through seamless data and privacy controls for the end user. It uses several features to ensure that Generative AI in Salesforce is safe and secure.
Learn about all the below topics.
- Data masking: Data Masking is important layer for data privacy. With the GPT Trust Layer, Salesforce can strip all PII data from prompts using data masking tools so that sensitive data is even processed by the LLM.
- Secure Data Retrial: With Secure Data Retrial you can pull data from Salesforce using Data Cloud. This enables more relevant outputs from those models to build contextual prompts. Secure Data Retrial focuses on ensuring the security of data used by the Generative AI models.
- Dynamic Grouping: Dynamic grounding drive an LLM’s answers using the correct information, grounding the model in factual data and relevant context. Using this helps prevent the generation of irrelevant or misleading information by enhancing the accuracy and relevance of the AI-generated responses.
- Data Access and Permission Set
- Zero-Data Retention Policy: Most importantly, your data will never stored outside of Salesforce. Once model processes your prompt, the prompt and the generation are both forgotten. Data will not stored for any monitoring, not for quality, and certainly not for data training.
- System Guardrails
- Toxicity Scoring: Any generation from those models is scanned for toxicity and bias. It will help to flagging the date speech and negative prompts.
- The score for the safety category ranges from 0 through 1 with 1 being the safest.
- The scores for all other categories indicate the toxicity in each category, and ranges from 0 through 1, 1 being the most toxic.
- Audit trail & Feedback: Trust layer will audited for compliance reasons and make care you get high quality data.
- Hyperparameters: A parameter used to control the training process. Hyperparameters sit outside the generated model.
- Prompt Defense: one of these types of attacks is called prompt injection. Prompt defense can help protect from these attacks and decrease the likelihood of data being compromised.
Learn more about Einstein Trust Layer. Here is a list of topics that are focused on the exam standpoint.
- Identify the security, privacy, and grounding features of the Einstein Trust Layer.
- Implement and manage the Einstein Trust Layer.
Knowledge Checklist
- Data Masking of sensitive data
- Data retrieval secure
- Toxic output detections
- Data Leaks
- Remaining compliant with Data regulations.
- Generating audit trails
2. Generative AI in CRM App – 17%
- Identify the correct generative AI feature in Agentforce for Sales in a scenario.
- Identify the correct generative AI feature in Agentforce for Service given a scenario.
Here’s a snapshot of Einstein for Service features.
| Einstein for Service Features | Use |
| Einstein Article Recommendations | Recommends relevant knowledge articles to agents on open cases. |
| 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. This is included in the Service Intelligence SKU, not in the Einstein for Service SKU |
| 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. |
| Service Analytics | Provides insights into contact center operations, helping you deliver enhanced customer experiences. |
Knowledge Checklist
Make sure you are ready with all the below topics.
- Einstein Lead Score
- Einstein Opportunity Score
- Einstein Activity Capture
- Einstein Sale Email
- Einstein Service Replies for Email
- Einstein Call Exploration: Decode Sales Conversations
- Einstein Sales Summaries: Quicky prepare for customer meeting
- Einstein case classification & Care Routing
- Einstein Case Wrap-up
- Einstein Article Recommendations
3. Prompt Builder – 37%
Salesforce Prompts Builder is a way to communicate with a large language model (LLM) and use generative AI, such as ChatGPT, in the backend. A good Salesforce prompt makes a night and day difference in generating relevant and effective output based on your intent.
Supported Prompt Types
- Sales Email: help your team draft truly personalized emails for your customers, products, and events based on record data.
- Field Generation: bring generative AI-assisted workflows to custom fields within a Salesforce record.
- Flex Templates: generate content for business purposes not covered by other prompt template types, allowing you to define your own resources.
- Record Summary: creates a rich-text summary for a Salesforce record based on the record’s data.
User Permissions
| To create and manage prompt templates in Prompt Builder: | Prompt Template Manager permission set |
| To access and run prompt templates outside Prompt Builder | Prompt Template User permission set |
Best Practices for Designing Effective Prompts
- Be Clear and precise
- Include context and directives
- Consider output
- Provide Example responded
- Break up complex tasks
- Experiment and refine
Learn about Salesforce Prompt Builder Guide.
- 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. Agentforce Tools – 23%
Einstein Copilot empower teams to get work done faster complete any task across customer 360 with an orchestrated set of action in the flow of work. Deploy conversational AI with built-in trust generate trusted, relevant repoinses grounded in your CRM and external data.
Knowledge Checklist
- Given business requirements, identify when it’s appropriate to use Agents.
- Explain how an Agent works and how the reasoning engine powers Agentforce.
- Leverage standard topics, custom topics, standard Agent actions, and create custom Agent actions.
- Manage and monitor Agent adoption.
Learn about Einstein Copilot Standard and Custom Actions.
5. Model Builder – 8%
Model Builder brings your own predictive AI models. You can bring your own LLMs to the Einstein Trust Layer. With Model Builder, you can create no-code ML models on data cloud data with clicks.
Knowledge Checklist
- Where to access the model Builder
- Which type of model should you use based on the requirements
- What you can predict using right model
- How and when you might use BYOLLM.
Salesforce AI Specialist Certification Guide & Tips
- Understand the Exam Objectives: Familiarize yourself with the specific topics covered in the Salesforce AI Specialist certification. The exam typically includes areas such as AI concepts, Copilot Builder, Prompt Builder, and Model Builder.
- Explore Salesforce Resources: Utilize official Salesforce resources like trailheads, documentation, and study guides. Salesforce’s Trailhead offers modules related to AI that can be very helpful.
- Hands-On Experience: Gain practical experience by working on real-world projects. Setting up and experimenting with Salesforce Einstein features can boost your understanding.
- Join Study Groups: Engage with the Salesforce community through forums, study groups, or local meetups. Networking with other professionals can provide valuable insights and support.
- Practice Tests: Take advantage of practice exams to familiarize yourself with the format and types of questions you may encounter. This will help you gauge your knowledge and improve your timing.
- Stay Updated: Salesforce is constantly evolving, so it’s important to stay updated on the latest features and updates related to AI and Einstein.
- Focus on Key Use Cases: Understand how Salesforce AI can be applied in real business scenarios. Familiarize yourself with use cases where AI can optimize processes and decision-making.
- Review Case Studies: Read through case studies of businesses that have successfully implemented Salesforce AI solutions. These can provide practical examples and enhance your understanding.
- Time Management During the Exam: Practice managing your time effectively to ensure you can complete the exam. Read questions carefully and ensure you’re answering what is being asked.
- Relax Before the Exam: Make sure you get a good night’s sleep before the exam day. A calm mind will help you think more clearly and perform better.
Salesforce Certified AI Specialist exam practice questions
FREE Salesforce Certified AI Specialist exam practice questions.
- Check two sets of Free Salesforce AI Specialist Certification practice Questions.
- Trail: Drive Productivity with Einstein AI.
- Cert Prep: AI Specialist.
Summary
By following these tips and dedicating time to your studies, you’ll be well-prepared to tackle the Salesforce AI Specialist certification exam. Good luck!
