Salesforce Einstein

Course overview

Salesforce Einstein: Use as an AI Tool in CRM The training shows how Salesforce Einstein is used as an AI tool in CRM. Participants learn automation, lead scoring, forecasting, and prompting for modern sales and service processes. The focus is on Data Cloud, Trust Layer, and GDPR-compliant work. This creates practical skills for digital teams. What is the training about? The training systematically builds competencies - from the basics of a modern AI CRM to the targeted use of Salesforce Einstein for lead management, customer communication, predictions, summaries, workflows, and data-driven recommendations. Participants learn how CRM data, prompts, automation, record summarization, email drafting, predictive lead scoring, and predictive forecasting interact in everyday work and how these functions can be productively used in typical office, sales, and service processes. What do participants learn in content? Participants work with Salesforce Einstein, CRM, AI CRM, Customer 360, Data Cloud, Prompt Builder, Flow Builder, MuleSoft, RAG, LLMs, Predictive AI, Generative AI, Agentforce, Trust Layer, Prompt Engineering, Grounding, CRM data, lead scoring, predictive forecasting, next best action, automation, record summarization, AI call summaries, email drafting, customer segmentation, case resolution, KPI management, sales pipeline, marketing automation, data masking, zero data retention, audit trail, PII, compliance, governance, responsible AI, and GDPR. This enables them to understand both the operational use of modern AI functions in the Salesforce environment and the requirements for secure, traceable, and quality-assured processes in customer-oriented work areas.

Upcoming dates

• 2026-08-04T22:00:00.000Z · 2027-01-21T23:00:00.000Z · Virtuelles Klassenzimmer
• 2026-08-04T22:00:00.000Z · 2026-11-05T23:00:00.000Z · Virtuelles Klassenzimmer
• 2026-08-16T22:00:00.000Z · 2026-12-10T23:00:00.000Z · Virtuelles Klassenzimmer
• 2026-08-16T22:00:00.000Z · 2027-01-28T23:00:00.000Z · Virtuelles Klassenzimmer