Lilly Tech Systems
Salesforce Einstein AI
Master AI-powered CRM with Salesforce Einstein. Learn Einstein GPT for generative content, predictive scoring, Copilot for productivity, and Data Cloud for unified customer profiles.
Your Learning Path
Follow these lessons in order, or jump to any topic that interests you.
1. Introduction
What is Einstein AI? Understand Salesforce's AI layer and how it enhances every cloud product.
2. Einstein GPT
Generative AI for Salesforce — auto-generate emails, summaries, code, and content across Sales, Service, and Marketing.
3. Predictions
Lead scoring, opportunity insights, case classification, and custom predictions with Einstein Prediction Builder.
4. Copilot
Einstein Copilot — conversational AI assistant that takes actions across Salesforce with natural language.
5. Data Cloud
Unified customer data platform powering AI with real-time profiles, segmentation, and activation.
6. Best Practices
Data quality, trust layer, adoption strategies, and measuring AI ROI in Salesforce.
What You'll Learn
By the end of this course, you'll be able to:
Generative CRM
Use Einstein GPT to auto-generate personalized emails, case summaries, and marketing content.
Predictive Intelligence
Build and deploy predictive models for lead scoring, opportunity insights, and case routing.
AI Assistants
Configure Einstein Copilot to automate CRM tasks through natural language conversations.
Data Unification
Create unified customer profiles with Data Cloud for AI-powered personalization at scale.