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Salesforce Chatbot Course Overview

Salesforce Chatbot Course Overview

Unlock the potential of AI in customer service with our Salesforce Chatbot course. This comprehensive 5-day program covers everything from setting up your own chatbot to advanced management and analytical techniques. On Day 1, you'll get introduced to Salesforce Chatbot basics, including how to create your first bot. Day 2 dives into designing intuitive dialog flows and hands-on chatbot development. By Day 3, you'll explore advanced features like conditional logic and data integration. Day 4 focuses on tracking and improving chatbot performance with Salesforce analytics. Finally, Day 5 covers optimizing, securing, and governing your chatbot for best results. This course blends theory with practical applications, offering hands-on experience to ensure you're ready to deploy effective chatbots in the real world.

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Course Prerequisites

Minimum Required Prerequisites for Undertaking Salesforce Chatbot Training:


  • Basic Salesforce Knowledge:
    • Familiarity with Salesforce basics, including navigating Salesforce and understanding core objects.
  • Introduction to Programming Concepts:
    • Basic understanding of programming concepts and logic (e.g., conditional statements, loops).
  • Comfort with Web-Based Tools:
    • Experience using web-based applications and tools.
  • Understanding of Data Management:
    • Basic knowledge of data management principles and practices.
  • Interest in Customer Service Technologies:
    • Enthusiasm for learning about chatbots and customer service automation tools.

These prerequisites ensure that our students have the foundational knowledge needed to successfully engage with the course material and derive maximum benefit from the training.


Target Audience for Salesforce Chatbot

The Salesforce Chatbot course offers comprehensive training on designing, building, and optimizing chatbots using Salesforce Einstein. It's ideal for professionals looking to enhance customer interaction and data integration.


  • Salesforce Administrators
  • Salesforce Developers
  • CRM Consultants
  • Customer Support Managers
  • Automation Engineers
  • Business Analysts
  • IT Managers
  • Technical Architects
  • Customer Experience Managers


Learning Objectives - What you will Learn in this Salesforce Chatbot?

Course Introduction

The Salesforce Chatbot course is designed to equip students with comprehensive skills in building, configuring, and managing chatbots using Salesforce. The course covers foundational concepts, advanced features, analytics, and governance best practices.

Learning Objectives and Outcomes

  • Understanding Salesforce Chatbot Features and Use Cases

    • Learn the benefits and applications of chatbots in various scenarios.
    • Explore the capabilities of Salesforce Chatbot.

  • Setting Up a Salesforce Developer Org

    • Create and configure your Salesforce developer organization.
    • Enable and navigate chatbot features in your org.

  • Creating Basic Chatbots with Einstein Bots

    • Master basic chatbot concepts and terminology.
    • Design and implement your first chatbot.

  • Designing and Configuring Dialogs

    • Develop and customize chatbot dialogs using input and output variables.
    • Establish and test dialog flows and bot responses.

  • Advanced Dialog Techniques and Functionalities

    • Integrate conditional logic, looping, and branching within dialogs.
    • Handle user interruptions and errors efficiently.

  • Integration with Salesforce Data

    • Connect chatbots to Salesforce objects and utilize lookup fields.
    • Automate data updates through chatbots.

  • Performance Tracking and Analytics

    • Monitor chatbot performance using key metrics.

Target Audience for Salesforce Chatbot

The Salesforce Chatbot course offers comprehensive training on designing, building, and optimizing chatbots using Salesforce Einstein. It's ideal for professionals looking to enhance customer interaction and data integration.


  • Salesforce Administrators
  • Salesforce Developers
  • CRM Consultants
  • Customer Support Managers
  • Automation Engineers
  • Business Analysts
  • IT Managers
  • Technical Architects
  • Customer Experience Managers


Learning Objectives - What you will Learn in this Salesforce Chatbot?

Course Introduction

The Salesforce Chatbot course is designed to equip students with comprehensive skills in building, configuring, and managing chatbots using Salesforce. The course covers foundational concepts, advanced features, analytics, and governance best practices.

Learning Objectives and Outcomes

  • Understanding Salesforce Chatbot Features and Use Cases

    • Learn the benefits and applications of chatbots in various scenarios.
    • Explore the capabilities of Salesforce Chatbot.

  • Setting Up a Salesforce Developer Org

    • Create and configure your Salesforce developer organization.
    • Enable and navigate chatbot features in your org.

  • Creating Basic Chatbots with Einstein Bots

    • Master basic chatbot concepts and terminology.
    • Design and implement your first chatbot.

  • Designing and Configuring Dialogs

    • Develop and customize chatbot dialogs using input and output variables.
    • Establish and test dialog flows and bot responses.

  • Advanced Dialog Techniques and Functionalities

    • Integrate conditional logic, looping, and branching within dialogs.
    • Handle user interruptions and errors efficiently.

  • Integration with Salesforce Data

    • Connect chatbots to Salesforce objects and utilize lookup fields.
    • Automate data updates through chatbots.

  • Performance Tracking and Analytics

    • Monitor chatbot performance using key metrics.