AI Associate Certification

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Module 1 – Lesson 1: What is AI and Why it Matters in Salesforce

AI Associate Certification Module 1 – Lesson 1: What is AI and Why it Matters in Salesforce
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Getting an introduction to AI for Salesforce and getting your Salesforce AI Associate certification has never been easier! With this comprehensive training material, you’ll be able to learn everything you need to know to get started with AI for Salesforce. After completing this training, you’ll be able to get your AI Associate certificate on your first attempt as long as you pay close attention and follow through with each Module in this course.

Remember, there are Free AI Associate Certification tests through the end of 2025 so don’t wait! Tackle this material. Take the test and get this one done so you can move onto the more advanced and fun AI topics for Salesforce!

Let’s get started by introducing you to the AI Fundamentals Podcast! These are short episodes that help drive home the topics and content you’ll be learning throughout your journey. While not every topic in a lesson is covered in each podcast episode, it’s a fun way to either get introduced to the topics, gear up your brain for what your learning, and help lock in some of those concepts.

Spotting AI-Generated Photos

Think you can trust your eyes? AI-generated photos can be sneaky. Ready for a test. Try an spot the anomalies in the following image. They are a dead giveaway!

  • Trim Work
  • Light Switches
  • Clothing Details
  • Background People

Pro Tip: Zoom in and scrutinize the little details. AI may be smart, but it’s not perfect! But don’t forget to look for big errors too. Once you spot it, you’ll never unsee it 😉. Check out an example here!

AI Myths Debunked

Think you know AI? Let’s bust some of the biggest myths about artificial intelligence!

  • Myth 1: “AI Will Take All Our Jobs!” Reality: AI is changing jobs, not stealing them. While automation handles repetitive tasks, it also creates opportunities for new roles like AI trainers, data analysts, and ethical AI advisors. Think of it as a shift, not a replacement.
  • Myth 2: “AI Takeover Is a Conspiracy Theory.” Reality: There’s no “evil AI overlord” planning world domination. AI systems are tools designed by humans with specific goals. They lack the intent or desire to rule anything (except maybe your Netflix recommendations).
  • Myth 3: “AI Can Think Like a Human.” Reality: AI mimics human behavior but doesn’t “think” or “feel.” It follows algorithms and processes data—it’s impressive, but it’s not sentient. Your chatbot isn’t plotting your demise; it just wants to reset your password.
  • Myth 4: “AI Is Only for Big Tech Companies.” Reality: AI is more accessible than ever! Different AI Tools are being developed every day to help solve every task, and the price of these tools is dropping dramatically. Small companies can take full advantage of AI tools as well.

Pro Tip: Understanding the truth about AI helps you embrace its potential instead of fearing it. AI is here to assist, not replace!

A Day in the Life of Einstein AI

Diaries of an Einstein AI

Dear Diary: Today was incredible! I predicted demand for holiday sweaters (spoiler: ugly ones are still a hit), helped classify 10,000 customer reviews in record time, and gave some solid recommendations for gift ideas.

Oh, and I helped a customer get a refund for their order that never arrived. I used an Agent for that. Thinks seem to be really working out well with my agents. I think we’re onto something big!

Looking forward tomorrow. I think we’re going to try to crank out some more nuanced marketing segments from our customer base!

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The AI Fundamentals Podcast

Episode 1: An Intro

Artificial Intelligence (AI) is the development of machines and software that can perform tasks that typically require human intelligence. In Salesforce, AI powers features that help businesses improve efficiency, make better decisions, and provide personalized experiences. AI can recognize patterns, make predictions, and even generate human-like responses.

By now you’re geared up to dig deep and start wrapping your mind around the concept of AI for Salesforce professionals. So this is a good time to sprinkle in some extras. For most lessons, on the right hand side of the page popup, you’ll get some fun extra topics, stories, terms, facts, or whatever else makes sense for the lesson. None of this is required to pass the quizzes, but it’s another helpful tool to help you lock in what you’re learning. Explore those anytime!

Capabilities of AI

Make Predictions: AI can predict future sales for a business by analyzing historical sales data, customer behavior patterns. and external factors like economic conditions or seasonal trends. For example, a retail company might use AI to forecast demand for products during the holiday season.

Classify and Categorize: AI can classify customer feedback as either “positive”, “neutral”, or “negative” based on sentiment analysis. This is commonly used in customer service to prioritize responses or measure overall customer satisfaction.

Recommend: AI-powered recommendation engines, such as those used by Netflix or Amazon, analyze a user’s viewing or shopping history and recommend similar shows, movies, or products based on preferences and behavior.

Summarize: AI tools like ChatGPT can automatically generate summaries of long documents or articles. For instance, AI could summarize a lengthy research paper into a few key points, helping readers quickly grasp the core ideas without going through the entire text.

Navigate a changing environment (Robotic Navigation): Autonomous vehicles, such as self-driving cars, use AI to navigate roads, detect objects, and adapt to dynamic environments. For example, AI in a self-driving car will recognize pedestrians, traffic signals, or sudden obstacles and adjust the vehicle’s route in real-time.

Process Natural Language: AI-powered chatbots are used in customer support. When a user asks a question like, “How can I reset my password?”, the AI interprets the query, understands the intent behind it, and responds with the appropriate steps to reset the password. These chatbots can handle a wide range of queries, understanding and generating human-like responses to assist users without human intervention.

Einstein AI in Salesforce

I’m sure you’re thinking about the many different ways AI has already impacted your life, and that you’re now imagining the possibilities of what it can do to help businesses on the Salesforce Platform!

Einstein AI is Salesforce’s AI platform that integrates AI capabilities directly into Salesforce’s applications to enhance decision-making, automate processes, and provide predictive insights. We’ll learn more about Einstein AI and its features in an upcoming section!

Now Drop In To Focus

What is Artificial Intelligence (AI)?
AI involves creating machines and software capable of performing tasks that typically require human intelligence. It encompasses recognizing patterns, making predictions, and generating human-like responses.
How does AI work in practice?
AI systems learn from vast amounts of data, identifying patterns and relationships. Using algorithms and models, they process information to predict outcomes, classify information, and understand human language.
Examples of AI capabilities?
Prediction: Forecasting sales. Classification: Categorizing sentiment. Recommendation: Suggesting products. Summarization: Condensing text. Navigation: Enabling autonomous vehicles. NLP: Powering chatbots.
How is AI being used in Salesforce?
Salesforce utilizes AI through its Einstein AI platform. Einstein integrates AI capabilities into various Salesforce applications, enhancing decision-making, automating processes, and providing predictive insights.
What are the benefits of using AI in business?
AI helps businesses improve efficiency, make data-driven decisions, personalize customer experiences, and automate tasks, ultimately leading to increased productivity and revenue.
Can you provide an example of how AI is being used in customer service?
AI-powered chatbots are commonly used in customer service to provide instant support and answer frequently asked questions. They can understand customer queries, provide relevant information, and even resolve simple issues without human intervention.
What is the role of AI in Robotic Navigation?
AI plays a crucial role in robotic navigation, particularly in autonomous vehicles. It enables these vehicles to perceive their surroundings, make decisions based on real-time data, and navigate safely and efficiently.
How can I learn more about Einstein AI and its features?
Stay tuned for an upcoming section that will provide a deeper dive into Einstein AI and its capabilities within the Salesforce platform.

Quiz Time!

Now it’s time to test what you’ve retained! Each lesson will finish with a quiz testing you on the topic and helping to prepare you for the Salesforce AI Associate certification. Use this as an opportunity to point out where you might have zoned out or gotten distracted by the kids, your boss, or that squirrel in the yard. Expect to see these types of questions later in the course material too so make sure you’ve got it before moving forward!

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