How I passed the Salesforce AI Specialist certification

I’m pretty sure you noticed this new certification, which is available since September 2024. I originally tried to pass it before Dreamforce but failed, but finally found time before Christmas and this time I passed.

I wasn’t alone and you’ll see on social networks even more people happily sharing their successes. No surprise as Salesforce decided to give first try of this certification for free till the end of 2025 and on top of that pushes partners to get at least 5 certified people to qualify for some extra treatment in the AI area.

Meredith put together great article with plenty of links and I would add the Einstein Cheat Sheet on top of that. There were also preparation days with Salesforce, which I didn’t attend but heard the recordings are great. See part 1 and part 2.

What should you really know?

From my experience, there are a few areas where you really need to be strong:

• Prompt Builder, how to navigate it, what you can find/see in each area and why some things might not work when you didn’t do something;
• types of prompt templates and when to use which;
• Einstein Trust Layer, what it does, and how you can monitor it;
• super crucial is know what each functionality of Einstein product portfolio does (hence the cheat sheet). While Microsoft Copilot (or is it called Agent these days as well?) is pretty universal and it looks like you can use it for any purpose, in Salesforce we have different „products“ for different use cases. Do you want to generate sales email? Sales Email. Do you want to generate reply to a case (it is actually an email as well)? Service Replies. Do you want to generate reply to a case via chat? Reply Recommendation. You know the difference between Call Summaries and Call Explorer? And Conversation Insights? And what is the limit on products which can be mentioned during the call? And and and. To me this was crucial during both tries and gut feeling it made half of the exam. Probably not that much, but felt a lot.

Besides that there are some small bits but nothing major I would say.

What now?

Go for it! First try is for free, so no reason why not try it, obviously if you want to pass it pays off to study a bit more. The exam probably won’t really give you an answer how Prompt Builder and Einstein are different to Agentforce, but don’t worry too much about Salesforce product names and focus on what is important – the right use case, where it can really bring some benefits to the users and to the business.

Good luck!