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Data + AI + CRM Trailhead Quests

Characters Genie, Einstein, and Flow
Data + AI + CRM = Customer Magic

These quests will cover what you need to know to personalize every customer interaction with Einstein, Data Cloud, and Customer 360, the #1 CRM.

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, harmonize it into something useful, and most importantly put it to work for your customer. 

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

What does Data + AI + CRM mean?

The future of business is Data + AI + CRM. At Salesforce, we are helping companies act on insights with AI, unify customer data, and automate in real time. This combination of Data + AI + 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 harmonize 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 organization 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.

Say hello to Einstein Copilot

Your trusted conversational AI assistant for CRM gives everyone the power to get work done faster. It’s a total game-changer for your company.

Learn more with Data + AI + 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 Quest

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

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

Vanessa Ng Senior Manager, Trailblazer Ecosystem Marketing

Vanessa is focused on empowering Trailblazers to reach their learning goals and succeed within the Salesforce ecosystem by bringing the fun with Trailhead Quests. She also manages the Trailblazer Store and enjoys creating one-of-a-kind Salesforce swag.

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