Salesforce Certified AI Specialist Exam Guide

About the Salesforce Certified AI Specialist Credential
The Salesforce AI Specialist credential is designed for professionals aiming to effectively use generative AI within the Salesforce platform. AI Specialists play a key role in deploying and managing Einstein AI solutions. This certification is tailored for Salesforce Administrators, Developers, and Architects who work with built-in AI features and enhance them using tools like Copilot Builder, Prompt Builder, and Model Builder.

Audience Description: Salesforce AI Specialist

Candidates for the Salesforce Certified AI Specialist should have a strong grasp of Salesforce’s core features and be skilled in navigating the platform. The Salesforce Certified AI Specialist Exam is designed for those who wish to showcase their expertise in the following areas:

A thorough understanding of Salesforce Einstein capabilities, including foundational AI concepts, large language models (LLMs), prompts, models, and tools.
Familiarity with Salesforce Platform configurations, processes, and best practices, along with the ability to build, configure, test, troubleshoot, and refine Einstein features like prompts and models.
Proficiency in using Salesforce Einstein functionalities, such as Sales emails, Service replies, Work Summary, Copilot Builder, Prompt Builder, and Model Builder, with the capacity to implement and customize these features to address specific business needs.
Competence in utilizing Salesforce tools and developing custom solutions, actions, or integrations within the Salesforce ecosystem.
Knowledge of AI fundamentals, including predictive analytics, machine learning, natural language processing (NLP), computer vision, and Salesforce’s trusted AI principles in CRM systems.
An understanding of the importance of data quality, preparation, cleansing, and governance in AI model training and fine-tuning, as well as ethical and responsible data handling practices, including privacy, bias mitigation, security, and compliance.
The ability to engage stakeholders in discussions on AI applications, identifying opportunities and addressing challenges for AI-driven business improvements.

Candidates for this certification are not expected to:

Have advanced knowledge of configuring and fine-tuning LLMs.
Be familiar with coding languages such as Apex or Python.
Possess expertise in external AI tools.
Understand transformer architecture.
Perform return on investment (ROI) calculations.
Understand white space analysis.
Have experience with Marketing Cloud, Heroku, Commerce Cloud, MuleSoft, Tableau, Slack, Quip, or Industry Clouds.

Purpose of This Exam Guide

This exam guide is designed to help you evaluate your preparedness for the Salesforce Certified AI Specialist Exam. It provides information on the target audience, suggested training, documentation, and a detailed list of exam objectives, all focused on helping you achieve a passing score. To increase your likelihood of success, Salesforce recommends a combination of practical experience, course attendance, and self-study.

About the Exam

Here are the specifics for the Salesforce Certified AI Specialist Exam:

Content: 60 multiple-choice questions
Time allotted: 105 minutes
Passing score: To be determined (TBD)
Registration fee: US$200 plus applicable taxes, depending on local regulations
Retake fee: US$100
Delivery options: Proctored exam, available both onsite at a testing center or online in a proctored environment. Click here for scheduling information.
References: No hard-copy or online materials are allowed during the exam.
Prerequisite: None

Note: After finishing the exam, and before receiving your results, you’ll have the opportunity to provide comments and feedback on specific questions. Additionally, you’ll be invited to complete a short 10-question survey about your exam experience. This survey, taking no more than 5 minutes, helps us improve our certifications and Credentialing Program.

Recommended Training and References

To prepare for this exam, we recommend combining hands-on experience, relevant training courses, exploring Trailhead Trails, and self-study centered around the topics outlined in the Exam Outline section of this guide.

Suggested study materials include:

ForceWise: Salesforce Certified AI Specialist Practice Exams
Trail: Drive Productivity with Einstein AI

While not required, the following certifications are recommended for this exam:

Certification: AI Associate Certification
The Salesforce AI Associate credential is appropriate for individuals with varying levels of AI knowledge, from beginners to those with more experience. This certification validates foundational skills in ethical and responsible data handling as they relate to AI in CRM.
Certification: Salesforce Certified Administrator
The Salesforce Administrator credential is designed for those with Salesforce experience who want to maximize their organization’s use of additional features and capabilities.
Certification: Salesforce Certified Platform App Builder
The Salesforce Platform App Builder credential is intended for those who can demonstrate their ability to design, build, and implement custom applications using Salesforce’s declarative customization tools.

Exploring Exam Content: Salesforce AI Associate

The Salesforce Certified AI Specialist Exam measures a candidate’s knowledge and skills related to the following objectives.

Einstein Trust Layer: 15%
Identify the security, privacy, and grounding features of the Einstein Trust Layer.
Implement and manage the Einstein Trust Layer.

Generative AI in CRM Applications: 17%
Given a scenario, identify the correct generative AI feature in Einstein for Sales.
Given a scenario, identify the correct generative AI feature in Einstein for Service.

Prompt Builder: 37%
Given business requirements, identify when it’s appropriate to use Prompt Builder.
Identify the right user roles to manage and execute prompt templates.
Identify the considerations for creating a prompt template.
Given a scenario, identify the appropriate grounding technique.
Explain the process for creating, activating, and executing prompt templates.

Einstein Copilot: 23%
Given business requirements, identify when it’s appropriate to use Einstein Copilot.
Explain how the large language model (LLM) identifies and executes a copilot action.
Leverage standard copilot actions and create custom copilot actions.
Manage and monitor Copilot adoption.

Model Builder: 8%
Given business requirements, identify when it’s appropriate to use Model Builder.
Configure standard, custom, and Bring Your Own Large Language Model (BYOLLM) generative models.