A guide for implementing Einstein Copilot and Prompt Template , Build actions and Prompt template using apex and flows
Welcome to the Salesforce Einstein AI course, where we will learn to build Einstein Copilot and prompt templates using Copilot Builder and Prompt Builder to create AI-driven applications. We will learn to create simple custom actions as well as complex custom actions using Apex, flows, and REST API.
What you’ll learn
- What is Einstein Copilot And Einstein Prompt builder.
- Enable and Configure Einstein Copilot for Sales , Service and any Industry.
- What is Copilot Builder and How to build Einstein Copilot using Copilot builder.
- Understand Standard Actions in Einstein Copilot.
- Architecture of Salesforce Trusted AI + Data , Understand where all different component sit in this Architecture.
- What is Einstein Trust layer , and How it Provides Trusted interaction between CRM Data and AI.
- Understand the planning and Execution phase of Einstein Copilot.
- Exploring Custom Actions and Create Custom Actions Using Apex.
- Create Complex Custom Actions Using Apex and External API’s.
- Build Complex Actions using Flow which does Multiple Task for a User.
- Event Logs/Audit trail , Debug Einstein Copilot Executions.
- Understand Prompt Template and Prompt Builder.
- Create Prompt template , Learn how to invoke Apex Class From Prompt template and Learn How to invoke Prompt template from Salesforce Screens.
- Create Field generation Prompt template and Learn how to invoke Flows from Prompt template , and How to invoke Prompt Template from Flows.
- Create Record Summary Prompt template , Invoke Prompt template from Einstein Copilot.
- Build Complex Prompt template using Flex Template , Invoke the Flex template from Apex class and Integrate Prompt template with LWC.
- Custom Actions Best Practices.
Course Content
- Introduction to Einstein Copilot –> 4 lectures • 21min.
- Copilot Builder and Copilot Actions –> 2 lectures • 18min.
- Architecture of Einstein 1 Studio and Einstein trust Layer –> 2 lectures • 10min.
- Building Custom Actions using Apex and Flows –> 6 lectures • 1hr.
- Prompt Template it’s Types and Prompt builder –> 5 lectures • 1hr 13min.
- Resources –> 1 lecture • 1min.
Requirements
Welcome to the Salesforce Einstein AI course, where we will learn to build Einstein Copilot and prompt templates using Copilot Builder and Prompt Builder to create AI-driven applications. We will learn to create simple custom actions as well as complex custom actions using Apex, flows, and REST API.
This course is designed to teach Einstein Copilot and all the different prompt templates from the very beginning to an advanced level. In this course, you will be able to learn every basic piece of information about Salesforce Einstein AI.
Salesforce Einstein Copilot is an AI assistant for Salesforce CRM. It talks and understands like a human thanks to large language models such as OpenAI’s GPT-4.
In this course, we will learn how to enable Einstein Copilot, how to utilize the standard actions, and how to build custom actions which will be assigned to Einstein Copilot to perform tasks that are specific to the business needs and can reduce lots of manual tasks that agents have to perform on a daily basis.
We will understand the architecture of Trusted AI + Data; we will delve into the Einstein Trust layer. We will learn to create all three types of custom actions using Apex, Flows, and Prompt templates.
We will learn what a prompt template is and what a prompt builder is. Then, we will learn to create all four types of prompt templates: the sales email template, the field generation template, the record summary, and the most powerful, the Flex Template.
We will also learn how this prompt template can invoke Apex, Flow, External API, and then we will learn how Apex, Flows, and Copilot actions can invoke these prompt templates with grounded Salesforce data.
Note:
- You will get the PPT of each lecture.
- Code related to each lecture.
- New videos will be added in the coming future with other Salesforce AI topics.