I passed this just recently on the first day it became available for testing.
While the ‘Salesforce AI Associate’ certification is largely AI buzzwords/trends and beginner Generative/NLP foundations, the ‘Salesforce AI Specialist’ exam is almost entirely focused on the actual Salesforce tools and discussions around implementing them.
I recommend following the full recommended Salesforce Trailhead path as it’s very practical, hands-on, and includes a useful Super-Badge unit that can be accomplished in a relatively short time.
Salesforce AI Specialist Exam Guide
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.
Focused Quick-Study (will be tough to pass by just doing the quick-study):
- Fantastic blog-post study guide
- Focus on Einstein Trust Layer as Salesforce loves this type of content and it’s scattered throughout the exam:
- Focus on Generative AI portion (it’s by far the toughest part of the exam and seems to comprise more than 17%):
- Einstein Generative AI Features
- Particularly focus on:
- Einstein for Service features
- Einstein Sales Tools
- What makes these questions difficult is the branding of tools running together while their functions are similar: ‘Einstein Service Replies’, ‘Einstein Reply Recommendations’, ‘Einstein Work Summaries’, ‘Call Summaries’, ‘Call Explorer’, etc.
- Test your readiness before the exam
Fuller Study Path (recommended, especially if you’re going to be implementing these concepts into Salesforce as the study path is very practical):
- Hands-on trail path
Directly relevant for both the Super-Badge and certification. - Practical Super-Badge
Can be done in relatively short order. - Fantastic blog-post study guide
- Test your readiness before the exam
