Salesforce Einstein AI: Novice to Expert in Einstein Copilot

Salesforce Einstein AI: Novice to Expert in Einstein Copilot

Salesforce Einstein AI: Novice to Expert in Einstein Copilot - 
A guide for implementing Einstein Copilot and Prompt Template , Build actions and Prompt template using apex and flows


What you'll 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

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