How to Pass the Salesforce AI Specialist Certification

Nov 15 / Christine Marshall
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Key Highlights

  • The Salesforce AI Specialist certification is a challenging exam that requires both theoretical knowledge and hands-on experience.
  • This certification is designed for individuals looking to leverage AI within the Salesforce platform.
  • Key topics covered include the Einstein Trust Layer, Generative AI in CRM Applications, Prompt Builder, Einstein Copilot, and Model Builder.
  • There are no prerequisites to take this exam.
The Salesforce AI Specialist is a deep dive into the use of generative AI within Salesforce. Although there are no prerequisites, the Salesforce AI Specialist is not a foundational certification and requires an in-depth understanding of AI capabilities, their setup, and limitations.

The Salesforce AI Specialist Certification opens doors to leveraging cutting-edge AI features within Salesforce, and with the right resources, you can ace this certification with confidence.

What is the Salesforce AI Specialist Certification?

The Salesforce AI Specialist Certification validates your ability to implement and manage AI-driven features within Salesforce. This certification focuses on skills like ensuring security with the Einstein Trust Layer, creating custom Agent actions, and using Prompt Builder to meet diverse business requirements.

Aimed at professionals working with CRM applications, the certification emphasizes the integration of AI into the flow of work for enhanced decision-making and productivity.

About the Salesforce AI Specialist Certification

Overview

  • 60 multiple-choice/multiple-select questions.
  • 105 minutes to complete the exam.
  • 73 % pass mark.
  • Free until December 31, 2025, retakes are $100.
  • Take online or at a testing center.
  • No prerequisites to take this exam.

Topics, Objectives, and Weighting

There are five topics in the Salesforce AI Specialist exam, with Prompt Builder and Einstein Copilot having far higher weightings than the others, equating to a massive 60% of the total exam

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.

Step-by-Step Guide for the Salesforce AI Specialist Certification

Passing the Salesforce AI Specialist Certification exam is a goal you can achieve with a smart plan and consistent efforts. Start by making a study schedule. Break the exam topics into smaller parts. Set aside certain times for study and stick to your plan.

Step 1: Familiarize Yourself with the Exam Guide

Start by reviewing the official Salesforce AI Specialist exam guide on Trailhead. This will explain the format, key topics, objectives, and weightings.

Using the exam guide, make a study plan that fits your learning style and free time. Set aside enough time for each topic. Consider how important the topic is and how well you know it. Break your study sessions into smaller parts that focus on individual features to avoid becoming overwhelmed.

If you want to focus on your weakest areas first, consider skipping ahead and trying a practice exam to test your existing knowledge. This can help you spot areas where you need to spend more time. This is especially helpful if you are short on study time.

Step 2: Dive into Trailhead Modules Specific to AI

I’m a big fan of Trailhead and consider using the relevant trails a must to pass this exam. Start by checking out the Drive Productivity with Einstein AI trail. It offers a broad look at what Salesforce AI can do and how to use the various features for different business needs.

Towards the end of your certification prep, recap on what you’ve learned using the Cert Prep: AI Specialist.

Step 3: Engage in Hands-on Practice

As much as I love the Trailhead modules, hands-on practice is the key to passing this exam with confidence. Theoretical knowledge is not enough for the Salesforce AI Specialist exam. You need hands-on experience to really understand and prepare for real-world situations. Setting up a dedicated Salesforce environment for practice is a great idea.

It’s not as simple as getting a developer org or regular Trailhead playground though… You’ll need a custom Einstein AI Playground. These are only available via certain Trailhead modules like this one. This is a temporary Salesforce environment meant for learning and practicing.

Step 4: Take Practice Exams and Review Your Answers

As you move through your study plan, use practice exams to check your knowledge and improve your test-taking strategies. Reputable practice exam providers will provide both topic-level and full-length exams. As you complete a topic, use a topic-level exam to ensure you have fully grasped the content.

As exam day gets closer, take any full-length practice exams. Be sure to spend enough time reviewing your answers, especially those you got wrong. Section-level scoring can help you identify the areas that still need improvement.

At Your Cloud Coach, our Salesforce AI Specialist practice exams include 3 full-length practice exams, 5 topic-level exams, plus explanations and links to the relevant Salesforce documentation or Trailhead module.

Resources

Summary

I found this to be a very tough exam! I did about 70% of the recommended Trailhead and did not feel adequately prepared. I highly recommend you get yourself an Einstein AI-enabled playground via Trailhead and play around, explore the different features, and create custom actions and prompts. Once I got hands-on experience, it was much easier to understand the material needed for this exam.

In conclusion, passing the Salesforce AI Specialist Certification Exam takes hard work, hands-on practice, and smart preparation but it is a fascinating subject and one that is becoming more and more important - so it’s well worth your efforts.

Start your Salesforce AI Specialist Certification journey today by leveraging the resources and practice exams mentioned in this guide - and most importantly - good luck!

Frequently Asked Questions

What is the Passing Score for the Salesforce AI Specialist Exam?

The Salesforce AI Specialist exam has a passing score of 73%.

Can I Retake the Exam If I Don't Pass on the First Try?

Salesforce has a retake policy. This means you can try the exam again if you don't pass the first time. You can set up a second attempt after a waiting period. This waiting time is described in the Salesforce exam rules. This policy supports continuous learning and helps you keep trying to reach your certification goals. Retakes cost $100.

How Much Does the Exam Cost?

The AI Specialist certification would normally cost $200. However, Salesforce has made the exam free until December 31, 2025. You do have to pay for retakes if you don’t pass first time; retakes cost $100.

How Can I Register for the Exam?

You can register for the exam via WebAssessor here.

How Can Practice Exams Help You Pass the Salesforce AI Specialist Certification?

Practice exams are an invaluable tool for Salesforce AI Specialist Certification preparation. They simulate the actual exam environment, helping you familiarize yourself with the question types and time constraints. By focusing on topic-specific and full-length practice exams, you can identify weak areas, track your progress, and refine your test-taking strategy.
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