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
Custom Actions Best Practices

Requirements
Basic Knowledge of Salesforce Flows and Apex Development
Basic knowledge of Gen AI technology is good to have but we will learn everything in this course also

Description
Welcome to the Salesforce Einstein AI course, where we will learn to build Einstein Copilot and prompt templates using Copilot Builder and Prompt Builder to create AI-driven applications. We will learn to create simple custom actions as well as complex custom actions using Apex, flows, and REST API.This course is designed to teach Einstein Copilot and all the different prompt templates from the very beginning to an advanced level. In this course, you will be able to learn every basic piece of information about Salesforce Einstein AI.Salesforce Einstein Copilot is an AI assistant for Salesforce CRM. It talks and understands like a human thanks to large language models such as OpenAI’s GPT-4.In this course, we will learn how to enable Einstein Copilot, how to utilize the standard actions, and how to build custom actions which will be assigned to Einstein Copilot to perform tasks that are specific to the business needs and can reduce lots of manual tasks that agents have to perform on a daily basis.We will understand the architecture of Trusted AI + Data; we will delve into the Einstein Trust layer. We will learn to create all three types of custom actions using Apex, Flows, and Prompt templates.We will learn what a prompt template is and what a prompt builder is. Then, we will learn to create all four types of prompt templates: the sales email template, the field generation template, the record summary, and the most powerful, the Flex Template.We will also learn how this prompt template can invoke Apex, Flow, External API, and then we will learn how Apex, Flows, and Copilot actions can invoke these prompt templates with grounded Salesforce data.Note:You will get the PPT of each lecture.Code related to each lecture.New videos will be added in the coming future with other Salesforce AI topics.

Overview
Section 1: Introduction to Einstein Copilot

Lecture 1 Agenda of the Course

Lecture 2 Important Note

Lecture 3 Introduction to Einstein Copilot

Lecture 4 Signing up for Einstein Gen – AI enabled org and enabling Einstein Copilot

Section 2: Copilot Builder and Copilot Actions

Lecture 5 Exploring Copilot Builder and Copilot Actions

Lecture 6 Event Logging / Auditing in Copilot builder

Section 3: Architecture of Einstein 1 Studio and Einstein trust Layer

Lecture 7 Architecture of Trusted AI + Data

Lecture 8 How Copilot works and Einstein trust Layer in Detail

Section 4: Building Custom Actions using Apex and Flows

Lecture 9 Exploring Custom Actions and Creating First custom action using Apex class

Lecture 10 Create Custom Actions to Perform Sales Rep’s Daily task using apex class

Lecture 11 Build Complex Custom Actions using Apex and External API’s

Lecture 12 Best Practices for creating Custom actions , Introduction to Flows as Actions

Lecture 13 Create Custom Action using Flow

Lecture 14 Build Complex Custom actions using Flow

Section 5: Prompt Template it’s Types and Prompt builder

Lecture 15 Introduction to Prompt template and Prompt Builder

Lecture 16 Build First Prompt template , Invoke Apex class from Prompt Template

Lecture 17 Build Prompt template and invoke Flows from the template and Vice Versa

Lecture 18 Build Prompt template to be used as custom Actions for Copilot Actions

Lecture 19 Build complex prompt template using Flex type , Invoke Prompt template from Apex

Section 6: Resources

Lecture 20 Course PPT

All Salesforce Professional including Admin , Developers and Architects,Salesforce Professional who wants to build AI driven application in Salesforce