Free Salesforce AI Training and Certification Opportunities

Salesforce really wants everyone using their new AI solutions.

Until December 31, 2025 free AI training through virtual hands-on workshops, in person courses and certifications is being offered.

Scientists studying neural connections
Scientists studying neural connections. Author: @pch.vector from FreePik.com

This includes a virtual hands-on workshops (You can attend one of these for free)

  • How to Build your First Agent
  • Run Your Sales organization using Agentforce Sales Agents
  • Run Your Service organization using Agentforce Service Agents
  • Get Started with Copilot
  • Get Started with Prompt Builder

In late 2024, there will be an instructor led 3-day course that teaches how to use Salesforce products such as Agentforce. (Available in San Francisco and London, with more opening in AMER and APAC regions).

But, my favorite and the one I plan to take advantage of is the chance to earn one exam attempt for either of these two AI certifications:

AI Associate – Allows you to provide informed strategies and principle regarding This one is pretty easy to get and you can check out this post about tips for studying to this one.

AI Specialist – Allows you to implement out-of-the-box AI Capabilities that Salesforce offers. Includes Einstein CoPilot, Prompt Builder and Model Builder. This is the one I plan on taking for free soon.

Even though these free offerings involve Salesforce AI solutions and practices, they are still a great opportunity to get up to speed on all that Salesforce is offering and prove that you know it.

Tips for passing Salesforce AI Associate exam

I just passed the Salesforce Certified AI Associate exam. The exam is only 40 questions and costs only $75 US Dollars, so why not?

Of all the Salesforce certification tests I have taken, this was honestly the easiest. But, you should still prepare. As long as you use this Trailhead Trailmix, you should be fine.

I went through the majority of the trailmix. The Modules are good, but I suggest studying these docs specifically:

Good luck as your prepare for the exam, but don’t think you need a data science degree or math training to do it. You don’t.

Generative AI and Salesforce

My rendered version of a friendly AI Bot

My rendered version of a friendly AI Bot

Generative AI. ChatGPT. Large Language Models.

Heard of them?

Unless you have been living in a cave the past 6 months, you likely have. But, what does all that mean for Salesforce?

OpenAI released two API’s earlier this year. Since then, there has been an explosion in new products that can create new data or content based on patterns from existing data. To begin with, Salesforce has a research division centered around AI. And like many tech companies they announced a partnership with OpenAI.

The result?

Einstein GPT

Einstein GPT was released in March 2023. Users can use simple sentences to create content using Salesforce CRM. This is helpful because it can change quickly when customer information and needs change. Salesforce also offers other AI-powered features, like Einstein GPT, that can help with sales, service, marketing, Slack Customer 360 apps, and Developers. These features can automatically create tasks, articles, personalized content, and even help with chats. The goal is to make customers happy and help businesses be more productive.

As with all GPT products, the user just types in what they need and the system generates it. But, it is based on Salesforce data, which is NOT available to products like ChatGPT. And, if you do not like the first response, you just type in a follow-up question or response to get something else. Kind of like having a personal assistant that has access to Salesforce data.

Slack GPT

Built by OpenAI and currently in Beta, this will let you do the same things as Einstein GPT is looks like, but directly from Slack. However, it will allow integration with models used by ChatGPT or Anthropic’s Claude. Anthropic is a rival startup (funded by Salesforce Ventures) and founded by former OpenAI founders. It currently can digest a larger quantity of text that ChatGPT and looks to be more accurate that GPT-4.

Conclusion

This is all great, but how much does it cost and will it be safe? Two very good questions. The answers are changing on an almost daily basis as the AI wars continue.

Sam Altman, CEO of OpenAI appeared yesterday in congress begging lawmakers to regulate the industry. That has got to be a first.

I will be following all this closely and will post more in this blog as I learn about things (especially those involving Salesforce). Stay tuned.

AI for Everyone? Kind of

Recently, Salesforce started a campaign concerning their latest product offering, Einstein. This einsteinplane1campaign promises, “AI for Everyone”.

That is quite a claim and Salesforce is certainly not the first to make it. As a self-proclaimed AI Enthusiast/junkie, I can say that I have seen this type of claim before. However, this is the first time that I think it might actually be somewhat possible. At least as far as a specific area of AI known as deep learning is concerned. And, also if were talking about relating this just to Salesforce in particular.

So, does this mean that soon everyone will have personal robot butlers?

Absolutely not. We are not even beginning to talk about robotics here. Nor some other areas that fall under the rather large AI umbrella.

So what can Salesforce customers do with Einstein?

Well that will certainly change as the product evolves, but right now the most relevant thing you can do with it is to utilize the Predictive Vision Service (PVS). This can be used to classify images into categories using supervised learning and very specifically optimized machine learning algorithms. These algorithms were developed by a company called MetaMind, which was last year aquired by Salesforce and since then they have been working feverishly to offer their services on the Force.com platform.

If you are interested in learning more about how this works, check out the docs here or this recently released webinar, which does a very good job of laying out what is currently possible with the PVS.

Note that currently Salesforce is not offering a service that does Natural Language Processing (NLP).  But, I am sure that will be the next big thing Salesforce customers will be demanding. NLP is a huge field and one that has been around for many years, but with varying levels of success.  The most difficult challenge I suspect will come from the fact that the product will need to support several languages beyond English to be considered useful. It will also need to be able to handle untrained users with a high degree of accuracy, which is a very tall order to fill.

It appears to me that the majority of Einstein’s capabilities will be “Baked in” to many of Salesforce’s products and their use should be seamless to users. They will also be very specific to Salesforce CRM.

The most important thing to understand is that Einstein is NOT a general purpose AI engine. As enthusiastic as the Salesforce Marketing team obviously is, Salesforce has not reinvented the wheel and certainly not developed some new and unheard form of AI that will corner the market.

BUT, they have started to offer some very useful API’s that can be used to implement specific areas of AI that were once only accessible to the elite of AI researchers.

And the most promising news was just announced this month when a group from Salesforce Research created a neural network named the Dynamic Coattention Network and that model was the first to break the 80% mark when tested against the Stanford Question Answering Dataset. And for those of you that just said to yourselves, “and why should I care about that?”.

Well, ever since Stanford released their dataset, which now consists of questions posed by crowdworkers on a set of Wikipedia articles, lots of top AI researchers (including Microsoft, Google and IBM) have been racing to create models that will reach this golden threshold, but Salesforce was the first to reach it. It’s kind of a big deal.

I look forward to the next few years and seeing all the new services that will be added to the platform, bringing about the Enhanced Computing world I always envisioned.