Earlier this year, Salesforce announced that they would be introducing 35 new AI-focused Trailhead badges. Some of these have been already been released, with others soon to follow.
In this post, I will take a look at the best badges to take to get started with Salesforce AI. While not all of these badges are specifically about GPT technology, they will help you to understand the broader requirements needed to implement generative AI in Salesforce.
1. Salesforce Einstein Basics
I know what you’re thinking: “Einstein has been around for years”. Absolutely, Einstein was released back in 2014, nearly a decade ago. However, this is where AI started for Salesforce, which makes the Salesforce Einstein Basics a vitally important badge in understanding the fundamentals of Salesforce AI.
Effort: Low
2. Data Quality
Another badge where you may be thinking: “Andrew, this has nothing to do with AI”. Technically, you’re absolutely right – but the key to getting the most out of any AI system is good data. This is something so many orgs still struggle with, which is why I think the Data Quality badge is so important in the preparation for any Salesforce GPT product.
Effort: Medium
3. Artificial Intelligence Fundamentals
Finally, an actual badge on Artificial Intelligence! The Artificial Intelligence Fundamentals badge covers the basics of AI to help you get started, turn your data into models, and understand the need for neural networks.
Effort: Medium
4. Generative AI Basics
The Generative AI Basics badge will help you to understand the capabilities of generative AI and the technology that powers it. You will learn about:
- The qualities of generative AI models.
- Key vocabulary of AI language models.
- Key components that contribute to rapid generative AI development.
- Types of technology that comprise the generative AI tech stack.
- Common concerns that businesses have about generative AI.
Effort: Low
5. Natural Language Processing Basics
The Natural Language Processing Basics badge will help you to understand how AI can be used to interpret and generate natural human language. You will learn about:
- The everyday uses of Natural Language Processing (NLP).
- How NLP has evolved since the 1950s.
- How to differentiate between NLP, Natural Language Understanding (NLU), and Natural Language Generation (NLG).
You will also study the basic elements of natural language, several important techniques used when parsing natural language, and how sentiment, intent, and context analysis contribute to NLP.
Effort: Low
6. Responsible Creation of Artificial Intelligence
The Responsible Creation of Artificial Intelligence badge will help you understand how to remove bias from your data and algorithms to create ethical AI systems at your company. You will learn about:
- The terms bias and fairness.
- How to build a diverse team to avoid bias and gaps.
- How to translate company values into processes.
- How to describe the importance of understanding your customers for ethically aligned design.
- The role of data in developing an AI system.
- The difference between what is ethical and what is legal.
- The types of bias that can enter an AI system.
- The benefit of holding premortems to reduce interaction bias.
- How to set a plan to ensure new bias hasn’t been introduced into your results.
Effort: Medium
7. Artificial Intelligence for Business
The Artificial Intelligence for Business badge will help you understand how to use AI to meet your business needs. You will learn:
- To identify the technologies that comprise AI solutions.
- How to describe the role of workflow and rules in using AI predictions.
- How clearly defined outcomes affect the success of AI solutions.
- What sources of data will help train AI most effectively.
- What next steps to take once AI has produced a prediction.
- How AI helps marketing teams communicate more effectively with their customers.
- How AI helps prioritize the time of sales teams and streamline their workflow.
- How AI leads to a better experience for customers seeking service and support.
- How AI can make for a more personalized experience for those buying in stores and online.
Effort: Low
Quick Look Badges
You can earn a Trailhead Quick Look badge by completing a short, introductory module on a Trailhead topic. These badges are designed to give you a quick overview of a subject and help you decide if you want to learn more.
To earn a Trailhead Quick Look badge, you simply need to complete the introductory module. The modules are typically very short and can be completed in a few minutes. Once you have completed the module, you will be awarded the badge.
There are a number of quick-look badges dedicated to GPT features, all of which you can find below:
- Sales GPT: Quick Look
- Service GPT: Quick Look
- Marketing GPT: Quick Look
- Tableau GPT: Quick Look
- Commerce GPT: Quick Look
- Slack GPT: Quick Look
- Salesforce Data Cloud: Quick Look
Effort (for all): Low
Summary
These badges should help you learn the fundamentals of AI in Salesforce – from understanding the basics of Salesforce Einstein and the importance of data quality to Generative AI and Natural Language Processing. Undoubtedly, this list will change and grow as more and more badges are released, but there’s no time like the present to get started in learning about AI.
And if you want to learn even more about how you can use AI, check out our ChatGPT Mastery for Salesforce Professionals Course!
