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Get Started with Einstein Copilot

Salesforce via Trailhead

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Overview

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Set up, test, and extend your conversational AI assistant in Salesforce.
  • Discover the capabilities of generative AI and the technology that powers it.
  • Discover how Einstein Copilot helps employees perform business tasks more efficiently.
  • Learn how to set up and use the new conversational AI assistant for CRM, now in beta.

Syllabus

  • Generative AI Basics
    • Explore the Capabilities of Generative AI
    • Understand the Technology Ecosystem of Generative AI
  • Agentforce: Quick Look
    • Get to Know Agentforce
  • Agentforce Basics
    • Get Started with Agentforce
    • Explore Agentforce
    • Meet the Reasoning Engine
  • Quick Start: Agent Actions
    • Connect Flows to Agentforce with Actions
  • Connect Data Cloud to Agentforce and Prompt Builder
    • Get Started with Data Cloud and AI
    • Bring External Data into the Contact Page Layout
    • Enhance Agentforce to Act on Data with Conversational Language
    • Add Data to a Prompt Template to Quickly Draft Emails

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