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AI + Data + CRM Trailhead Quests

AI + Data + CRM = Customer Magic

Businesses have tried and failed to get value from their customer data for years. It’s easy to see why—it’s hard to connect data from different systems, harmonise it into something useful, and most importantly put it to work for your customer. 

Now, there’s a solution. AI + Data + CRM.

What does AI + Data + CRM mean?

The future of business is AI + Data + CRM. At Salesforce, we are helping companies act on insights with AI, unify customer data, and automate in real time. This combination of AI + Data + CRM means your data works smarter. And it all adds up to what we call customer magic. Because customers are at the heart of everything we do. 

But how? By using built-in AI from Einstein to create insights and recommendations, combined with powerful automation from Flow, Salesforce Data Cloud powers the first-ever real-time CRM. This generative CRM means that now, every business can have the power to connect and harmonise their customer data. It’s the intelligent heart of your customer engagement. 

And because Data Cloud was purpose-built for the Salesforce platform it transforms every experience inside Salesforce, giving your organisation that single view of your customer across sales, service, marketing, commerce, and more. Plus, unlike other data solutions, you’ll use low-code tools to help you implement these experiences with built-in security that keeps your data safe.

Learn more with AI + Data + CRM Trailhead Quests

It takes work to stay on top of the latest trends in technology. Trailblazers are always looking to future-proof their careers, be more productive, and help their teams work smarter, not harder. 

There’s no better way to learn than on Trailhead, the free online learning platform from Salesforce. Trailhead allows individuals, teams, and companies to skill up by learning Salesforce skills, from CRM to Flow Builder along with crucial interpersonal and business skills like data literacy and emotional intelligence.

While learning is its own reward, there’s always room for a little extra motivation. That’s where Trailhead Quests come in! Trailhead Quests combine the challenge of learning new skills with the chance of winning sweet prizes.

Here are three new Trailhead Quests, curated by experts, to help you understand the latest innovations across AI, Data, and CRM:

Einstein GPT Quest

If you dream it, the world’s first generative AI for CRM can create it. Get ready. Einstein GPT has entered the chat. Ready to learn more about Einstein GPT? Dive into the future of generative AI with this custom learning journey. Einstein GPT Quest

Data Cloud Quest

Unify your customer data and take action on insights with AI and automation in real-time. Bring real-time data power to Customer 360. Save time and money while growing revenue with Data Cloud. Harness the power of real-time data from any source, optimise and personalise with AI, and automate across people, processes, and systems. Data Cloud Quest

Automation Quest

Automate with Salesforce Flow. Create workflows that drive efficiency and learn how to automate at any skill level with Salesforce Flow. Automation Quest

How to participate

Get started on your quest with two simple steps:

  1. Sign up for your free Trailhead account, if you don’t have one already.
  2. Complete any or all of the three quest trailmixes
    1. Einstein GPT Quest
    2. Data Cloud Quest
    3. Automation Quest

Three new exclusive community badges

Once you’ve completed each quest you’ll earn an exclusive community badge, collect one or all three!

Community badges are limited-edition virtual prizes you can earn only by attending an event or completing a Trailhead Quest. These badges will appear on your profile in the badge section; just click the drop-down menu and select Event/Community to view your community badge collection.

*Official rules apply. See the Trailhead Quests page for full details and restrictions.

Salesforce Staff

The 360 Blog from Salesforce teaches readers how to improve work outcomes and professional relationships. Our content explores the mindset shifts, organizational hurdles, and people behind business evolution. We also cover the tactics, ethics, products, and thought leadership that make growth a meaningful and positive experience.

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