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Salesforce-AI-Specialist Questions and Answers

Question # 6

Universal Containers (UC) is experimenting with using public Generative AI models and is familiar with the language required to get the information it needs. However, it can be time consuming for both UC's sales and service reps to type in the prompt to get the information they need, and ensure prompt consistency.

Which Salesforce feature should a Salesforce AI Specialist recommend to address these concerns?

A.

Einstein Recommendation Builder

B.

Einstein Copilot Action: Query Records

C.

Einstein Prompt Builder and Prompt Templates

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Question # 7

What is best practice when refining Einstein Copilot custom action instructions?

A.

Provide examples of user messages that are expected to trigger the action.

B.

Use consistent introductory phrases and verbs across multiple action instructions.

C.

Specify the persona who will request the action.

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Question # 8

Amid their busy schedules, sales reps at Universal Containers dedicate time to follow up with prospects and existing clients via email regarding renewals or new deals. They spend many hours throughout the

week reviewing past communications and details about their customers before performing their outreach.

Which standard Copilot action helps sales reps draft personalized emails to prospects by generating text based on previous successful communications?

A.

Einstein Copilot Action: Find Similar Opportunities

B.

Einstein Copilot Action: Draft or Revise Sales Email

C.

Einstein Copilot Action: Summarize Record

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Question # 9

An Al Specialist is tasked with configuring a generative model to create personalized sales emails using customer data stored in Salesforce. The AI

Specialist has already fine-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?

A.

Create an application of the custom LLM and embed it in Sales Cloud via iFrame.

B.

Add the fine-tuned LLM in Einstein Studio Model Builder.

C.

Enable model endpoint on OpenAl and make callouts to the model to generate emails.

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Question # 10

Universal Containers is using Einstein Copilot for Sales to find similar opportunities to help close deals faster. The team wants to understand the criteria used by the copilot to match opportunities.

What is one criteria that Einstein Copilot for Sales uses to match similar opportunities?

A.

Matched opportunities are limited to the same account.

B.

Matched opportunities were created in the last 12 months.

C.

Matched opportunities have a status of Closed Won from last 12 months.

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Question # 11

The AI Specialist of Northern Trail Outfitters reviewed the organization's data masking settings within the Configure Data Masking menu within Setup. Upon assessing all of the fields, a few additional fields

were deemed sensitive and have been masked within Einstein's Trust Layer.

Which steps should the AI Specialist take upon modifying the masked fields?

A.

Turn off the Einstein Trust Layer and turn it on again.

B.

Test and confirm that the responses generated from prompts that utilize the data and masked data do not adversely affect the quality of the generated response

C.

Turn on Einstein Feedback so that end users can report if there are any negative side effects on AI features.

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Question # 12

Universal Containers tests out a new Einstein Generative AI feature for its sales team to create personalized and contextualized emails for its customers. Sometimes, users find that the draft email contains placeholders for attributes that could have been derived from the recipient's contact record.

What is the most likely explanation for why the draft email shows these placeholders?

A.

The user does not have Einstein Sales Emails permission assigned.

B.

The user does not have permission to access the fields.

C.

The user's locale language is not supported by Prompt Builder.

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Question # 13

Universal Containers wants to use an external large language model (LLM) in Prompt Builder.

What should an AI Specialist recommend?

A.

Use Apex to connect to an external LLM and ground the prompt.

B.

Use BYO-LLM functionality in Einstein Studio,

C.

Use Flow and External Services to bring data from an external LLM.

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Question # 14

Universal Containers (UC) recently rolled out Einstein Generative capabilities and has created a custom prompt to summarize case

records. Users have reported that the case summaries generated are not returning the appropriate information.

What is a possible explanation for the poor prompt performance?

A.

The data being used for grounding Is incorrect or incomplete.

B.

The prompt template version is incompatible with the chosen LLM.

C.

The Einstein Trust Layer is incorrectly configured.

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Question # 15

An administrator wants to check the response of the Flex prompt

template they've built, but the preview button is greyed out.

What is the reason for this?

A.

The records related to the prompt have not been selected.

B.

The prompt has not been saved and activated,

C.

A merge field has not been inserted in the prompt.

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Question # 16

An Al Specialist is tasked with creating a prompt template for a sales team. The template needs to generate a summary of all related opportunities for a given Account.

Which grounding technique should the Al Specialist use to include data from the related list of opportunities in the prompt template?

A.

Use the merge fields to reference a custom related list of opportunities.

B.

Use merge fields to reference the default related list of opportunities.

C.

Use formula fields to reference the Einstein related list of opportunities.

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Question # 17

How should an organization use the Einstein Trust layer to audit, track, and view masked data?

A.

Utilize the audit trail that captures and stores all LLM submitted prompts in Data Cloud.

B.

In Setup, use Prompt Builder to send a prompt to the LLM requesting for the masked data.

C.

Access the audit trail in Setup and export all user-generated prompts.

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Question # 18

An AI Specialist implements Einstein Sales Emails for a sales team. The team wants to send personalized follow-up emails to leads based on their interactions and data stored in Salesforce. The AI Specialist needs to configure the system to use the most accurate and up-to-date information for email generation.

Which grounding technique should the AI Specialist use?

A.

Ground with Apex Merge Fields

B.

Ground with Record Merge Fields

C.

Automatic grounding using Draft with Einstein feature

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Question # 19

Universal Containers is evaluating Einstein Generative AI features to improve the productivity of the service center operation.

Which features should the AI Specialist recommend?

A.

Service Replies and Case Summaries

B.

Service Replies and Work Summaries

C.

Reply Recommendations and Sales Summaries

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Question # 20

Universal Containers implemented Einstein Copilot for its users.

One user complains that Einstein Copilot is not deleting activities from the past 7 days.

What is the reason for this issue?

A.

Einstein Copilot Delete Record Action permission is not associated to the user.

B.

Einstein Copilot does not have the permission to delete the user's records.

C.

Einstein Copilot does not support the Delete Record action.

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Question # 21

An AI Specialist wants to include data from the response of external service invocation (REST API callout) into the prompt template.

How should the AI Specialist meet this requirement?

A.

Convert the JSON to an XML merge field.

B.

Use External Service Record merge fields.

C.

Use “Add Prompt Instructions” flow element.

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Question # 22

Universal Containers is considering leveraging the Einstein Trust Layer in conjunction with Einstein Generative AI Audit Data.

Which audit data is available using the Einstein Trust Layer?

A.

Response accuracy and offensiveness score

B.

Hallucination score and bias score

C.

Masked data and toxicity score

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Question # 23

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 preferences captured in each guest profile. They want the summary to be available only on the contact record page.

Which AI capability should the team use?

A.

Einstein Copilot

B.

Prompt Builder

C.

Model Builder

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Question # 24

Universal Containers (UC) wants to enable its sales team with automatic post-call visibility into mention of competitors, products, and other custom phrases.

Which feature should the AI Specialist set up to enable UC's sales team?

A.

Call Summaries

B.

Call Explorer

C.

Call Insights

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Question # 25

Universal Containers (UC) plans to send one of three different emails to its customers based on the customer's lifetime value score and their market segment.

Considering that UC are required to explain why an e-mail was selected, which AI model should UC use to achieve this?

A.

Predictive model and generative model

B.

Generative model

C.

Predictive model

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Question # 26

Universal Containers wants to allow its service agents to query the current fulfillment status of an order with natural language. There is an existing auto launched flow 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?

A.

Create a Flex prompt template in Prompt Builder.

B.

Create a custom copilot action which calls a flow.

C.

Configure the Integration Flow Standard Action in Einstein Copilot.

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Question # 27

Universal Containers (UC) wants to offer personalized service experiences and reduce agent handling time with Al-generated email responses, grounded in Knowledge base.

Which AI capability should UC use?

A.

Einstein Email Replies

B.

Einstein Service Replies for Email

C.

Einstein Generative Service Replies for Email

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Question # 28

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.

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.

B.

Create concise, clear, and consistent prompt templates with effective grounding, contextual role-playing, clear instructions, and iterative feedback.

C.

Submit a prompt review case to Salesforce and conduct thorough testing In the playground to refine outputs until they meet user expectations.

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