Salesforce Certified AI Specialist Exam Guide 2024

The Salesforce Certified AI Specialist Exam is designed to test your knowledge and skills related to implementing generative AI capabilities within Salesforce. Below are the key details you need to know to prepare for this exam.

AI Specialist Exam Format

• Number of Questions: 60 multiple-choice questions
• Time Allotted: 105 minutes
• Passing Score: 73%
• Registration Fee: $200 (plus applicable taxes)
• Retake Fee: $100
• Delivery Options: Proctored exam delivered either onsite at a testing center or online.
• Exam Prerequisites: None

Also Read – Salesforce Launches New AI Specialist Certification

Recommended Study Materials

To maximize your chances of passing, a combination of hands-on experience, training courses, and self-study is recommended. Key resources include:

• Trailhead:
  • Trail: Drive Productivity with Einstein AI
  • Module: Salesforce AI Specialist Certification Prep
• Certifications to Consider:
  • AI Associate Certification
  • Salesforce Certified Administrator
  • Salesforce Certified Platform App Builder

Exam Syllabus

The exam covers a range of topics, with each topic weighted to reflect its importance in the overall certification. Below is a detailed outline of the exam content:

1. Einstein Trust Layer (15%)

The Einstein Trust Layer is crucial for ensuring the security, privacy, and ethical use of AI within Salesforce. You will be tested on:

• Security Features: Understanding how Einstein protects data through encryption, access controls, and other security measures.
• Privacy Compliance: Knowledge of data privacy laws and how Salesforce complies with regulations such as GDPR.
• Grounding Features: Implementing AI models in a way that ensures their outputs are trustworthy and explainable to end-users.
• Managing the Trust Layer: Demonstrating proficiency in configuring and monitoring the Einstein Trust Layer to ensure data integrity and minimize bias in AI outputs.

2. Generative AI in CRM Applications (17%)

This section focuses on Salesforce’s use of generative AI in both Sales and Service contexts. The questions will cover:

• Einstein for Sales: Given specific scenarios, you need to identify the correct generative AI features that optimize sales processes, such as automating follow-ups, enhancing email replies, and providing predictive insights.
• Einstein for Service: You will be required to demonstrate knowledge of how AI can streamline customer service through features like automated case resolutions, sentiment analysis, and service reply suggestions.

3. Prompt Builder (37%)

The Prompt Builder plays a pivotal role in customizing AI outputs. This is the most heavily weighted section of the exam and will test your ability to effectively use this tool. You’ll need to demonstrate:

• Business Requirements: Identifying the correct use of Prompt Builder based on specific business scenarios, such as creating automated responses or personalized content.
• Roles and Responsibilities: Knowing which roles (e.g., admins, developers) are responsible for managing and executing prompt templates, and how to assign these roles appropriately.
• Prompt Template Creation: Understanding the best practices for building, activating, and executing prompt templates, including considerations like the right grounding techniques (contextual information to ensure accurate AI responses).
• Execution of Prompts: Recognizing the steps involved in ensuring prompt templates meet business needs, and knowing how to adjust them for accuracy and efficiency.

4. Einstein Copilot (23%)

The Einstein Copilot enables automation and assists in real-time actions within Salesforce. In this section, the exam will assess your knowledge of:

• Business Applications: Identifying when to use Einstein Copilot to automate repetitive tasks and streamline workflows based on specific business requirements.
• LLM Capabilities: Understanding how the Large Language Model (LLM) powers copilot actions, how it interprets business data, and how to optimize it for specific outcomes.
• Standard and Custom Copilot Actions: You’ll need to demonstrate your ability to use predefined copilot actions effectively, as well as create custom actions tailored to unique business needs.
• Copilot Adoption: Managing and monitoring the adoption of Copilot within an organization, ensuring that teams are leveraging it to its full potential.

5. Model Builder (8%)

Model Builder allows users to create and customize AI models for specific business cases. This section covers:

• Use Cases: Identifying scenarios where Model Builder is necessary to create custom AI models or fine-tune existing models for specific organizational goals.
• Model Configuration: Demonstrating proficiency in configuring standard, custom, and Bring Your Own Large Language Model (BYOLLM) generative models to meet specific business objectives.
• Business Requirements: Understanding how to align AI models with business strategies to optimize performance, whether it’s improving sales forecasting, automating customer interactions, or driving marketing campaigns.

How to Prepare for the Salesforce AI Specialist Exam

1. Understand the Exam Objectives

• Carefully review the exam outline to understand the key areas that will be tested. Focus on the major sections like Prompt Builder (37%) and Einstein Copilot (23%) as they carry significant weight.
• Pay close attention to foundational concepts like Einstein Trust Layer and Generative AI in CRM applications to ensure you’re well-prepared.

2. Gain Hands-On Experience

• Salesforce highly recommends gaining real-world experience before taking the exam. Practice configuring and using Salesforce Einstein features such as Prompt Builder, Copilot, and Model Builder.
• Try applying AI solutions to practical business scenarios in Sales and Service, customizing prompts, templates, and LLM-driven models.

3. Review Study Materials

• Utilize Trailhead modules and Salesforce’s documentation for features like Einstein AI, Prompt Builder, and Copilot. Be familiar with the setup, configuration, and governance of these tools, as well as best practices for implementation.
• Study topics related to predictive analytics, machine learning, and natural language processing (NLP) to strengthen your understanding of AI concepts.

4. Join Study Groups or Communities

• Join the Salesforce AI Specialist exam communities or forums where candidates share tips, study resources, and experiences.
• Engaging in discussions can help clarify complex topics and give you insights into others’ experiences.

5. Practice with Mock Exams

• Use mock tests and practice exams to assess your knowledge and time management. These will help you get comfortable with the exam format and identify areas where you need improvement.
• Focus on areas where you consistently score lower and review those topics thoroughly.

6. Stay Updated on Salesforce AI Innovations

• Salesforce AI capabilities, like Einstein and generative AI, are constantly evolving. Stay updated by following Salesforce blogs, release notes, and attending webinars or Salesforce events that focus on AI.
• Understanding the latest features, updates, and use cases will give you an edge in the exam.

7. Focus on Ethical and Responsible AI Practices

• The Einstein Trust Layer emphasizes security, privacy, and data ethics. Be sure to familiarize yourself with Salesforce’s trusted AI principles to answer questions related to privacy, security, bias mitigation, and ethical AI usage.

Summing Up

The Salesforce AI Specialist certification is your gateway to mastering AI-powered solutions within Salesforce. With the right preparation—hands-on experience, study resources, and a clear understanding of the exam objectives—you’ll be well on your way to passing with confidence.

Ready to take the next step? Enroll in our AI Specialist Course to master the skills needed for success in the AI Specialist exam.

It’s time to level up your skills and get certified—your future in AI is just a few clicks away!