Salesforce AI Specalist
Salesforce AI Specalist
Where should the AI Specialist go to access all user interactions with the Agent, including Agent errors, incorrectly triggered actions, and incomplete plans?
A. O Event Logs
B.© Agent Settings
c.O Plan Canvas
C
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2 of 60. The sales team at a hotel resort would like to generate a guest summary about the guests’ interests and provide recommendations based on their activity preferenc
captured in each guest profile. They want the summary to be available only on the contact record page.
A. oO Agent Builder
B.@ Prompt Builder
c.© Model Builder
3 of 60. A Salesforce Administrator is exploring the capabilities of Agentforce to enhance user interaction within their organization. They are particularly interested in how
Agentforce processes user requests and the mechanism it employs to deliver responses. The administrator is evaluating whether Agentforce directly interfaces with a large
language model (LLM) to fetch and display responses to user inquiries, facilitating a broad range of requests from users.
3 of 60. A Salesforce Administrator is exploring the capabilities of Agentforce to enhance user interaction within their organization. They are particularly interested in how
Agentforce processes user requests and the mechanism it employs to deliver responses. The administrator is evaluating whether Agentforce directly interfaces with a large
language model (LLM) to fetch and display responses to user inquiries, facilitating a broad range of requests from users.
4 of 60. An AI Specialist needs to enable the use of Sales Email prompt templates for the sales team. The AI Specialist has already created the templates in Prompt Builder
According to best practices, which steps should the AI Specialist take to ensure the sales team can use these templates?
A. (@) Assign the Prompt Template User permission set and enable Sales Emails in Setup.
B.© Assign the Data Cloud Admin permission set and enable Sales Emails in Setup.
& oO Assign the Prompt Template Manager permission set and enable Sales Emails in Setup.
5 of 60. Which part of the Einstein Trust Layer architecture leverages an organization's own data within a large language model (LLM) prompt to confidently return relevant
accurate responses?
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6 of 60. An AI Specialist at Universal Containers is trying to set up a new Field Generation prompt template. They take the following steps.
1. Create a new Field Generation prompt template.
2. Choose Case as the object type.
3. Select the custom field AI_Analysis__c as the target field.
After creating the prompt template, the AI Specialist saves, tests, and activates it. However, when they go to a case record, the AI Analysis field does not show the #° (Spa
icon on the Edit pencil. When the AI Specialist was editing the field, it was behaving as a normal field.
7 of 60. What does it mean when a prompt template version is described as immutable?
7 of 60. What does it mean when a prompt template version is described as immutable?
7 of 60. What does it mean when a prompt template version is described as immutable?
8 of 60. Universal Container's internal auditing team asks an AI Specialist to verify that address information is properly masked in the prompt being generated.
How should the AI Specialist verify the privacy of the masked data in the Einstein Trust Layer?
9 of 60. Universal Containers (UC) wants to enable its sales team to use AI to suggest recommended products from its catalog.
10 of 60. A data science team has trained an XGBoost classification model for product recommendations on Databricks. The AI Specialist is tasked with bringing inferences
product recommendations from this model into Data Cloud as a stand-alone data model object (DMO).
A. oO Create the serving endpoint in Einstein Studio, then configure the model using Model Builder.
B. oO
& oO
Create the serving endpoint in Databricks, then configure the model using a Python SKD connector.
Create the serving endpoint in Databricks, then configure the model using Model Builder.
C
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11 of 60. Universal Containers' service team wants to customize the standard case summary response from Agentforce.
12 of 60.
An AI Specialist is tasked with configuring a generative model to create personalized sales emails using customer data stored in Salesforce. The AI Specialist has already fin
tuned a large language model (LLM) on the OpenAI platform. Security and data privacy are critical concerns for the client.
How should the AI Specialist integrate the custom LLM into Salesforce?
13 of 60. Universal Containers (UC) wants to offer personalized service experiences and reduce agent handling time with Al-generated email responses, grounded in
Knowledge base.
13 of 60. Universal Containers (UC) wants to offer personalized service experiences and reduce agent handling time with Al-generated email responses, grounded in
Knowledge base.
14 of 60. Universal Containers aims to streamline the sales team's daily tasks by using AI.
When considering these new workflows, which improvement requires the use of Prompt Builder?
15 of 60. What is the correct process to leverage Prompt Builder in a Salesforce org?
A. oO Select the appropriate prompt template type to use, select one of Salesforce's standard prompts, determine the object to associate the prompt, select a record to validate against, and associate the prompt to an action.
B. oO Enable the target object for generative prompting, develop the prompt within the prompt workspace, select records to fine-tune and ground the response, enable the Trust Layer, and associate the prompt to an action.
G Select the appropriate prompt template type to use, develop the prompt within the prompt workspace, select resources to dynamically insert CRM-derived grounding data, pick the model to use, and test and validate the
° generated responses.
16 of 60.
An administrator is responsible for ensuring the security and reliability of Universal Containers’ (UC) CRM data. UC needs enhanced data protection and up-to-date AI
capabilities. UC also needs to include relevant information from a Salesforce record to be merged with the prompt.
Which feature in the Einstein Trust Layer best supports UC's need?
17 of 60. An Al Specialist at Universal Containers (UC) is building with no-code tools only. They have many small accounts that are only touched periodically by a specialize
sales team, and UC wants to maximize the sales operations team's time. UC wants to help prep the sales team for the calls by summarizing past purchases, interests in
products shown by the Contact captured via Data Cloud, and a recap of past email and phone conversations for which there are transcripts.
Which approach should the AI Specialist recommend to achieve this use case?
A. oO
B. oO
Fine-tune the standard foundational model due to the complexity of the data.
Deploy UC's own custom foundational model on this data first.
C
& oO Use a prompt template grounded on CRM and Data Cloud data using standard foundation models.
18 of 60. A Salesforce Administrator wants to generate personalized, targeted emails that incorporate customer interaction data. The admin wants to leverage large langua
models (LLMs) to write the emails, and wants to reuse templates for different products and customers.
19 of 60.
Universal Containers (UC) is implementing generative AI and wants to leverage a prompt template to provide responses to customers that gives personalized product
recommendations to website visitors based on their browsing history.
Which initial step should UC take to ensure the chatbot can deliver accurate recommendations?
20 of 60. Universal Containers (UC) has implemented Generative AI within Salesforce to enable summarization of a custom object called Guest. Users have reported
mismatches in the generated information.
In refining its prompt design strategy, which key practices should UC prioritize?
A. oO Submit a prompt review case to Salesforce and conduct thorough testing in the playground to refine outputs until they meet user expectations.
B. oO Enable prompt test mode, allocate different prompt variations to a subset of users for evaluation, and standardize the most effective model! based on performance feedback.
& oO Create concise, clear, and consistent prompt templates with effective grounding, contextual role-playing, clear instructions, and iterative feedback.
21 of 60. Universal Containers wants to be able to detect with a high level of confidence if content generated by a large language model (LLM) contains toxic language.
Which action should an AI Specialist take in the Trust Layer to confirm toxicity is being appropriately managed?
A. fe) Create a Trust Layer audit report within Data Cloud that uses a toxicity detector type filter to display toxic responses and their respective scores.
B. O Access the Toxicity Detection log in Setup and export all entries where isToxicityDetected is true.
& oO Create a flow that sends an email to a specified address each time the toxicity score fram the response exceeds a predefined threshold.
A is
22 of 60. An AI specialist wants to leverage Record Snapshots grounding feature in a prompt template.
23 of 60. Universal Containers, dealing with a high volume of chat inquiries, implements Einstein Work Summaries to boost productivity.
After an agent-customer conversation, which additional information does Einstein generate and fill, apart from the "summary"?
24 of 60. An AI Specialist created a custom Agent action, but it is not being picked up by the planner service in the correct order.
Which adjustment should the AI Specialist make in the custom Agent action instructions for the planner service to work as expected?
A. oO Specify the LLM model provider and version to be used to invoke the action.
B.©) Specify the profiles or custom permissions allowed to invoke the action.
& @) Specify the dependent actions with the reference to the action API name.
25 of 60. A Salesforce AI Specialist is reviewing the feedback from a customer about the ineffectiveness of the prompt template.
26 of 60. Universal Containers needs a tool that can analyze voice and video call records to provide insights on competitor mentions, coaching opportunities, and other key
information. The goal is to enhance the team's performance by identifying areas for improvement and competitive intelligence.
Which feature provides insights about competitor mentions and coaching opportunities?
26 of 60. Universal Containers needs a tool that can analyze voice and video call records to provide insights on competitor mentions, coaching opportunities, and other key
information. The goal is to enhance the team's performance by identifying areas for improvement and competitive intelligence.
Which feature provides insights about competitor mentions and coaching opportunities?
26 of 60. Universal Containers needs a tool that can analyze voice and video call records to provide insights on competitor mentions, coaching opportunities, and other key
information. The goal is to enhance the team's performance by identifying areas for improvement and competitive intelligence.
Which feature provides insights about competitor mentions and coaching opportunities?
27 of 60. Universal Containers (UC) wants to leverage Generative AI Salesforce functionality to reduce Service Agent handling time by providing recommended replies base
on the existing Knowledge articles.
27 of 60. Universal Containers (UC) wants to leverage Generative AI Salesforce functionality to reduce Service Agent handling time by providing recommended replies base
on the existing Knowledge articles.
A
28 of 60. Universal Containers has seen a high adoption rate of a new feature that uses generative AI to populate a summary field of a custom object, Competitor Analysis
sales users have the same profile but one user cannot see the generative Al-enabled field icon next to the summary field.
A. oO The user does not have the Prompt Template User permission set assigned.
B. oO The prompt template associated with summary field is not activated for that user.
& oO The user does not have the field Generative Al User permission set assigned.
A
28 of 60. Universal Containers has seen a high adoption rate of a new feature that uses generative AI to populate a summary field of a custom object, Competitor Analysis
sales users have the same profile but one user cannot see the generative Al-enabled field icon next to the summary field.
A. oO The user does not have the Prompt Template User permission set assigned.
B. oO The prompt template associated with summary field is not activated for that user.
& oO The user does not have the field Generative Al User permission set assigned.
29 of 60. Universal Containers (UC) wants to enable its sales team to get insights into product and competitor names mentioned during calls.
A. oO Enable Einstein Conversation Insights, assign permission sets, define recording managers, and customize insights with up to 50 competitor names.
B. oO Enable Einstein Conversation Insights, enable sales recording, assign permission sets, and customize insights with up to 50 products.
& o Enable Einstein Conversation Insights, connect a recording provider, assign permission sets, and customize insights with up to 25 products.
30 of 60. An AI Specialist needs to create a prompt template to fill a custom field named Latest Opportunities Summary on the Account object with information from the th
most recently opened opportunities.
How should the AI Specialist gather the necessary data for the prompt template?
31 of 60. Universal Containers (UC) has recently received an increased number of support cases. As a result, UC has hired more customer support reps and has started to
assign some of the ongoing cases to newer reps.
Which generative AI solution should the new support reps use to understand the details of a case without reading through each case comment?
32 of 60. Universal Containers wants to allow its service agents to query the current fulfillment status of an order with natural language. There is an existing autolaunched
to query the information from Oracle ERP, which is the system of record for the order fulfillment process.
How should an AI Specialist apply the power of conversational AI to this use case?
33 of 60. An AI Specialist built a Field Generation prompt template that worked for many records, but users are reporting random failures with token limit errors.
A. oO The template type needs to be switched to Flex to accommodate the variable amount of tokens generated by the prompt grounding.
B. [o] The number of tokens generated by the dynamic nature of the prompt template will vary by record.
& Oo The number of tokens that can be processed by the LLM varies with total user demand.
A. oO Enable data scientists to train predictive AI models with historical CRM data using built-in machine learning capabilities.
B. oO Enable Salesforce admin users to create and train custom large language models (LLMs) using CRM data.
G fe) Bring together a conversational interface for interacting with Al for all Salesforce users, such as developers and ecommerce retailers.
35 of 60. Universal Containers (UC) is using Einstein Generative AI to generate an account summary. UC aims to ensure the content is safe and inclusive, utilizing the Einst
Trust Layer's toxicity scoring to assess the content's safety level.
In the Einstein Generative AI Toxicity Scoring system, what does a toxicity category score of 1 indicate?
35 of 60. Universal Containers (UC) is using Einstein Generative AI to generate an account summary. UC aims to ensure the content is safe and inclusive, utilizing the Einst
Trust Layer's toxicity scoring to assess the content's safety level.
In the Einstein Generative AI Toxicity Scoring system, what does a toxicity category score of 1 indicate?
36 of 60. An AI Specialist at Universal Containers (UC) is tasked with creating a new custom prompt template to populate a field with generated output. UC enabled the
Einstein Trust Layer to ensure AI Audit data is captured and monitored for adoption and possible enhancements.
Which prompt template type should the AI Specialist use and which consideration should they review?
37 of 60. What is an appropriate use case for leveraging Agentforce Sales Agent in a sales context? B
A. oO Instantly review and read incoming messages or emails that are then logged to the correct opportunity, contact, and account records to provide a full view of customer interactions and communications.
B. () Enable a sales team to use natural language to invoke defined sales tasks grounded in relevant data and be able to ensure company policies are applied, conversationally and in the flow of work.
G oO Enable a sales team by providing them with an interactive step-by-step guide based on business rules to ensure accurate data entry into Salesforce and help close deals faster.
A. oO Instantly review and read incoming messages or emails that are then logged to the correct opportunity, contact, and account records to provide a full view of customer interactions and communications.
B. () Enable a sales team to use natural language to invoke defined sales tasks grounded in relevant data and be able to ensure company policies are applied, conversationally and in the flow of work.
G oO Enable a sales team by providing them with an interactive step-by-step guide based on business rules to ensure accurate data entry into Salesforce and help close deals faster.
38 of 60. An AI Specialist has grounded a prompt template with a related list. During user acceptance testing (UAT), users are not getting the correct responses.
39 of 60. After a successful implementation of Agentforce Sales Agent with sales users, Universal Containers now aims to deploy it to the service team.
Which key consideration should the AI Specialist keep in mind for this deployment?
A. oO Assign the Agentforce for Service permission to the Service Cloud users.
B. oO Review and test standard and custom Agent topics and actions for Service Center use cases.
& @) Assign the standard service actions to Agentforce Service Agent.
B
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39 of 60. After a successful implementation of Agentforce Sales Agent with sales users, Universal Containers now aims to deploy it to the service team.
Which key consideration should the AI Specialist keep in mind for this deployment?
A. oO Assign the Agentforce for Service permission to the Service Cloud users.
B. oO
& @)
Review and test standard and custom Agent topics and actions for Service Center use cases.
Assign the standard service actions to Agentforce Service Agent.
B
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40 of 60. Universal Containers wants to incorporate the current order fulfillment status into a prompt for a large language model (LLM). The order status is stored in the
external enterprise resource planning (ERP) system.
41 of 60. Universal Containers (UC) wants to use the Draft with Einstein feature in Sales Cloud to create a personalized introduction email.
After creating a proposed draft email, which predefined adjustment should UC choose to revise the draft with a more casual tone?
42 of 60. How does Secure Data Retrieval ensure that only authorized users can access necessary Salesforce data for dynamic grounding?
A.© Retrieves Salesforce data based on the “Run As" user's permissions
B.C© Retrieves Salesforce data based on the Prompt template’s object permissions
G oO Retrieves Salesforce data based on the user's permissions executing the prompt
C
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What should the AI Specialist check before creating the Field Generation prompt to ensure it is possible for the field to be enabled for generative AI?
A. oO That the field chosen must be a rich text field with 255 characters or more
B.C) That the org is set to API version 59 or higher
& o That the Lightning page layout where the field will reside has been upgraded to Dynamic Forms
44 of 60. In addition to Recipient and Sender, which object should an AI Specialist utilize for inserting merge fields into a Sales email template prompt?
A. oO Recipient Opportunities
B.C© User Organization
c. oO Recipient Account C
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45 of 60. In Model Playground, which hyperparameters of an existing Salesforce-enabled foundational model can an AI Specialist change?
46 of 60. After creating a foundation model in Einstein Studio, which hyperparameter should an AI Specialist use to adjust the balance between consistency and randomne:
a response?
A.C) Variability
B. ©
c.O
Presence Penalty
Temperature
C
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47 of 60. Universal Containers (UC) is using standard Service AI Grounding. UC created a custom rich text field to be used with Service AI Grounding.
A.© Action Instructions tell the user how to call this action in a conversation.
answer
B. () Action Instructions tell the large language model (LLM) which action to use.
G oO Action Instructions define the expected user experience of an action.
50 of 60. Before activating a custom Agent action, an AI Specialist would like to understand multiple real-world user utterances to ensure the action is being selected
appropriately.
51 of 60. Which feature in the Einstein Trust Layer helps to minimize the risks of jailbreaking and prompt injection attacks?
52 of 60. Universal Containers (UC) wants to enable its sales reps to explore opportunities that are similar to previously won opportunities by entering the utterance, "Sho.
me other opportunities like this one."
52 of 60. Universal Containers (UC) wants to enable its sales reps to explore opportunities that are similar to previously won opportunities by entering the utterance, "Sho.
me other opportunities like this one."
53 of 60.
Universal Containers (UC) is implementing Einstein Generative AI to improve customer insights and interactions. UC needs audit and feedback data to be accessible for
reporting purposes.
A
54 of 60. Universal Containers has a custom Agent action calling a flow to retrieve the real-time status of an order from the order fulfillment system.
For the given flow, what should the AI Specialist consider about the running user's data access?
A. oO The flow must have the "with sharing" permission selected in the advanced settings for the permissions, field-level security, and sharing settings to be respected.
B. oO The Agent will always run flows in system mode so the running user's data access will not affect the data returned.
& @) The custom action adheres to the permissions, field-level security, and sharing settings configured in the flow.
B
55 of 60. A sales manager is using Agent Assistant to streamline their daily tasks. They ask the agent to "Show me a list of my open opportunities."
How does the large language model (LLM) in Agentforce identify and execute the action to show the sales manager a list of open opportunities?
A. oO Using a dialog pattern, the LLM matches the user query to the available topic, action and steps then performs the steps for each action, such as retrieving a list of open opportunities.
B. oO The LLM interprets the user's request, generates a plan by identifying the appropriate topics and actions, and executes the actions to retrieve and display the open opportunities.
& oO The LLM uses a static set of rules to match the user's request with predefined topics and actions, bypassing the need for dynamic interpretation and planning.
B
55 of 60. A sales manager is using Agent Assistant to streamline their daily tasks. They ask the agent to "Show me a list of my open opportunities."
How does the large language model (LLM) in Agentforce identify and execute the action to show the sales manager a list of open opportunities?
A. oO Using a dialog pattern, the LLM matches the user query to the available topic, action and steps then performs the steps for each action, such as retrieving a list of open opportunities.
B. oO The LLM interprets the user's request, generates a plan by identifying the appropriate topics and actions, and executes the actions to retrieve and display the open opportunities.
& oO The LLM uses a static set of rules to match the user's request with predefined topics and actions, bypassing the need for dynamic interpretation and planning.
56 of 60. Universal Containers (UC) wants to use Flow to bring data from unified Data Cloud objects to prompt templates.
56 of 60. Universal Containers (UC) wants to use Flow to bring data from unified Data Cloud objects to prompt templates.
57 of 60. An account manager is preparing for an upcoming customer call and wishes to get a snapshot of key data points from accounts, contacts, leads, and opportunitie
Salesforce.
57 of 60. An account manager is preparing for an upcoming customer call and wishes to get a snapshot of key data points from accounts, contacts, leads, and opportunitie
Salesforce.
58 of 60. What is an AI Specialist able to do when the "Enrich event logs with conversation data" setting in the Agentforce configuration is enabled?
A. fo] View session data including user input and Agent responses for sessions over the past 7 days.
B.© View the user click path that led to each Agent action.
G oO Generate details reports on all Agent conversations over any time period.
59 of 60. Universal Containers (UC) noticed an increase in customer contract cancellations in the last few months. UC is seeking ways to address this issue by implementin
proactive outreach program to customers before they cancel their contracts and is asking the Salesforce team to provide suggestions.
Which use case functionality of Model Builder aligns with UC's request?
60 of 60. An AI Specialist configured Data Masking within the Einstein Trust Layer.
How should the AI Specialist begin validating that the correct fields are being masked?
A. fe) Enable the collection and storage of Einstein Generative AI Audit Data on the Einstein Feedback setup page.
B.C) Request the Einstein Generative AI Audit Data from the Security section of the Setup menu.
& @) Use a Flow-based resource in Prompt Builder to debug the fields' merge values using Flow Debugger.