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Preguntas de especialiastas en inteligencia artificial

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Quiz on Preguntas de especialiastas en inteligencia artificial, created by Edward Hurtado on 27/04/2025.
Edward Hurtado
Quiz by Edward Hurtado, updated 8 months ago
Edward Hurtado
Created by Edward Hurtado 8 months ago
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Resource summary

Question 1

Question
An AI Specialist needs to create a Sales Email with a custom prompt template. They need to ground on the following data.
Answer
  • Call a prompt initiated flow to fetch and ground the required data.
  • Utilize a standard email template and manually insert the required data fields.
  • Create a flex template that takes the records in question as inputs.

Question 2

Question
Universal Containers (UC) recently rolled out Einstein Generative AI 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?
Answer
  • The Einstein Trust Layer is incorrectly configured.
  • The data being used for grounding is incorrect or incomplete.
  • The prompt template version is incompatible with the chosen LLM.

Question 3

Question
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?
Answer
  • A merge field has not been inserted in the prompt.
  • The records related to the prompt have not been selected.
  • The prompt has not been saved and activated.

Question 4

Question
Universal Containers (UC) wants to offer personalized service experiences and reduce agent handling time with AI-generated email responses, grounded in Knowledge base. Which AI capability should UC use?
Answer
  • Einstein Email Replies
  • Einstein Generative Service Replies for Email
  • Einstein Service Replies for Email

Question 5

Question
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?
Answer
  • Use a Flow-based resource in Prompt Builder to debug the fields merge values using Flow Debugger.
  • Enable the collection and storage of Einstein Generative AI Audit Data on the Einstein Feedback setup page.
  • Request the Einstein Generative AI Audit Data from the Security section of the Setup menu.

Question 6

Question
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 three most recently opened opportunities. How should the AI Specialist gather the necessary data for the prompt template?
Answer
  • Select the Account Opportunity object as a resource when creating the prompt template.
  • Create a flow to retrieve the opportunity information.
  • Select the latest Opportunities related list as a merge field.

Question 7

Question
An AI Specialist is considering using a Field Generation prompt template type. 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?
Answer
  • That the Lightning page layout where the field will reside has been upgraded to Dynamic Forms
  • That the field chosen must be a rich text field with 255 characters or more
  • That the org is set to API version 59 or higher

Question 8

Question
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?
Answer
  • Predictive model and generative model
  • Predictive model
  • Generative model

Question 9

Question
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?
Answer
  • Model Builder
  • Einstein Copilot
  • Prompt Builder

Question 10

Question
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?
Answer
  • Automatic grounding using Draft with Einstein feature
  • Ground with Apex Merge Fields
  • Ground with Record Merge Fields

Question 11

Question
The marketing team at Universal Containers is looking for a way to personalize emails based on customer behavior, preferences, and purchase history. Why should the team use Einstein Copilot as the solution?
Answer
  • To generate relevant content when engaging with each customer
  • To analyze past campaign performance
  • To send automated emails to all customers

Question 12

Question
What is the role of the large language model (LLM) in executing an Einstein Copilot Action?
Answer
  • Determine a user’s access and sort actions by priority to be executed
  • Find similar requests and provide the actions that need to be executed
  • Identify the best matching actions and correct order of execution

Question 13

Question
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?
Answer
  • Einstein Copilot Action: Summarize Record
  • Einstein Copilot Action: Find Similar Opportunities
  • Einstein Copilot Action: Draft or Revise Sales Email

Question 14

Question
What is best practice when refining Einstein Copilot custom action Instructions?
Answer
  • Provide examples of user messages that are expected to trigger the action.
  • Use consistent introductory phrases and verbs across multiple action instructions.
  • Specify the persona who will request the action.

Question 15

Question
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 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?
Answer
  • Create an application of the custom LLM and embed It in Sales Cloud via iFrame.
  • Enable model endpoint on OpenAI and make callouts to the model to generate emails.
  • Add the fine-tuned LLM in Einstein Studio Model Builder.

Question 16

Question
An AI Specialist built a Field Generation prompt template that worked for many records, but users are reporting random failures with token limit errors. What is the cause of the random nature of this error?
Answer
  • The number of tokens generated by the dynamic nature of the prompt template will vary by record.
  • The template type needs to be switched to Flex to accommodate the variable amount of tokens generated by the prompt grounding.
  • The number of tokens that can be processed by the LLM varies with total user demand.

Question 17

Question
Universal Containers wants to reduce overall agent handling time by minimizing the time spent typing routine answers for common questions in-chat, and reducing the post-chat analysis by suggesting values for case fields.
Answer
  • Einstein Service Replies and Work Summaries
  • Einstein Reply Recommendations and Case Classification
  • Einstein Reply Recommendations and Case Summaries

Question 18

Question
A Salesforce Administrator is exploring the capabilities of Einstein Copilot to enhance user interaction within their organization. They are particularly interested in how Einstein Copilot processes user requests and the mechanism it employs to deliver responses. The administrator is evaluating whether Einstein Copilot directly interfaces with a large language model (LLM) to fetch and display responses to user inquiries, facilitating a broad range of requests from users. How does Einstein Copilot handle user requests in Salesforce?
Answer
  • Einstein Copilot will trigger a flow that utilizes a prompt template to generate the message.
  • Einstein Copilot analyzes the user’s request and LLM technology is used to generate and display the appropriate response.
  • Einstein Copilot will perform an HTTP callout to an LLM provider.

Question 19

Question
Universal Containers needs its sales reps to be able to only execute prompt templates. What should an AI Specialist recommend to achieve this requirement?
Answer
  • Prompt Template Manager permission set
  • Prompt Execute Template permission set
  • Prompt Template User permission set

Question 20

Question
When a customer chat is initiated, which functionality in Salesforce provides generative AI replies or draft emails based on recommended Knowledge articles?
Answer
  • Einstein Service Replies
  • Einstein Grounding
  • Einstein Reply Recommendations

Question 21

Question
Universal Containers wants to utilize Einstein for Sales to help sales reps reach their sales quotas by providing AI-generated plans containing guidance and steps for closing deals. Which feature should the AI Specialist recommend to the sales team?
Answer
  • Create Account Plan
  • Find Similar Deals
  • Create Close Plan

Question 22

Question
A service agent is looking at a custom object that stores travel information. They recently received a weather alert and now need to cancel flights for the customers that are related with this itinerary. The service agent needs to review the Knowledge articles about canceling and rebooking the customer flights. Which Einstein Copilot capability helps the agent accomplish this?
Answer
  • Generate a Knowledge article based off the prompts that the agent enters to create steps to cancel flights.
  • Invoke a flow which makes a call to external data to create a Knowledge article.
  • Execute tasks based on available actions, answering questions using information from accessible Knowledge articles.

Question 23

Question
What is the main purpose of Prompt Builder?
Answer
  • A tool that enables companies to create reusable prompts for large language models (LLMs), bringing generative AI responses to their flow of work.
  • A tool within Salesforce offering real-time AI-powered suggestions and guidance to users, improving productivity and decision-making.
  • A tool for developers to use in Visual Studio Code that creates prompts for Apex programming, assisting developers in writing code more efficiently.

Question 24

Question
How does the Einstein Trust Layer ensure that sensitive data is protected while generating useful and meaningful responses?
Answer
  • Responses that do not meet the relevance threshold will be automatically rejected.
  • Masked data will be de-masked during response journey.
  • Masked data will be de-masked during request journey.

Question 25

Question
Universal Containers (UC) has a legacy system that needs to integrate with Salesforce. UC wishes to create a digest of account action plans using the generative API feature. Which API service should UC use to meet this requirement?
Answer
  • SOAP API
  • Metadata API
  • REST API

Question 26

Question
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?
Answer
  • Einstein Sales Insights
  • Call Explorer
  • Call Summaries

Question 27

Question
Universal Containers (UC) wants to assess Salesforce’s generative AI features but has concerns over its company data being exposed to third-party large language models (LLMs). Specifically, UC wants the following capabilities to be part of Einstein’s generative AI service. No data is used for LLM training or product improvements by third-party LLMs. No data is retained outside of UC’s Salesforce org. The data sent cannot be accessed by the LLM provider. Which property of the Einstein Trust Layer should the AI Specialist highlight to UC that addresses these requirements?
Answer
  • Data Masking
  • Zero-Data Retention Policy
  • Prompt Defense

Question 28

Question
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?
Answer
  • Zero-data retention policy
  • Dynamic grounding with secure data retrieval
  • Data masking

Question 29

Question
Universal Containers has an active standard email prompt template that does not fully deliver on the business requirements. Which steps should an AI Specialist take to use the content of the standard prompt email template in question and customize it to fully meet the business requirements?
Answer
  • Save as New Template and edit as needed.
  • Clone the existing template and modify as needed.
  • Save as New Version and edit as needed.

Question 30

Question
A support team handles a high volume of chat interactions and needs a solution to provide quick, relevant responses to customer inquiries. Responses must be grounded in the organization’s knowledge base to maintain consistency and accuracy. Which feature in Einstein for Service should the support team use?
Answer
  • Einstein Service Replies
  • Einstein Reply Recommendations
  • Einstein Knowledge Recommendations

Question 31

Question
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?
Answer
  • Einstein Recommendation Builder
  • Einstein Copilot Action: Query Records
  • Einstein Prompt Builder and Prompt Templates

Question 32

Question
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?
Answer
  • Call Insights
  • Call Explorer
  • Call Summaries

Question 33

Question
Northern Trail Outfitters (NTO) wants to configure Einstein Trust Layer in its production org but is unable to see the option on the Setup page. After provisioning Data Cloud, which step must an AI Specialist take to make this option available to NTO?
Answer
  • Turn on Einstein Copilot.
  • Turn on Prompt Builder.
  • Turn on Einstein Generative AI.

Question 34

Question
When configuring a prompt template, an AI Specialist previews the results of the prompt template they’ve written. They see two distinct text outputs: Resolution and Response. Which information does the Resolution text provide?
Answer
  • It shows the response from the LLM based on the sample record.
  • It shows which sensitive data is masked before it is sent to the LLM.
  • It shows the full text that is sent to the Trust Layer.

Question 35

Question
Universal Containers (UC) is using Einstein Generative AI to generate an account summary. UC aims to ensure the content safe and inclusive, utilizing the Einstein Trust Layer’s toxicity scoring to assess the content’s safety level. What does a safety category score of 1 indicate in the Einstein Generative AI Toxicity Score?
Answer
  • Moderately safe
  • Not safe
  • Safe

Question 36

Question
Which use case is best supported by Salesforce Einstein Copilot’s capabilities?
Answer
  • Bring together a conversational Interface for Interacting with AI for all Salesforce users, such as developers and ecommerce retailers.
  • Enable Salesforce admin users to create and train custom large language models (LLMs) using CRM data.
  • Enable data scientists to train predictive AI models with historical CRM data using built-in machine learning capabilities.

Question 37

Question
A sales rep at Universal Containers is extremely busy and sometimes will have very long sales calls on voice and video calls and might miss key details. They are just starting to adopt new generative AI features. Which Einstein Generative AI feature should an AI Specialist recommend to help the rep get the details they might have missed during a conversation?
Answer
  • Sales Summary
  • Call Explorer
  • Call Summary

Question 38

Question
Universal Containers wants to use an external large language model (LLM) in Prompt Builder. What should an AI Specialist recommend?
Answer
  • Use Flow and External Services to bring data from an external LLM.
  • Use BYO-LLM functionality in Einstein Studio.
  • Use Apex to connect to an external LLM and ground the prompt.

Question 39

Question
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?
Answer
  • Einstein Copilot Delete Record Action permission is not associated to the user.
  • Einstein Copilot does not have the permission to delete the user’s records.
  • Einstein Copilot does not support the Delete Record action.

Question 40

Question
Universal Containers is planning a marketing email about products that most closely match a customer’s expressed interests. What should an AI Specialist recommend to generate this email?
Answer
  • Custom sales email template which is grounded with interest and product information
  • Standard email draft with Einstein and choose standard email template
  • Standard email marketing template using Apex or flows for matching interest in products

Question 41

Question
An AI Specialist turned on Einstein Generative AI in Setup. Now, the AI Specialist would like to create custom prompt templates in Prompt Builder. However, they cannot access Prompt Builder in the Setup menu. What is causing the problem?
Answer
  • The large language model (LLM) was not configured correctly in Data Cloud.
  • The Prompt Template Manager permission set was not assigned correctly.
  • The Prompt Template User permission set was not assigned correctly.

Question 42

Question
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 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?
Answer
  • Configure the Integration Flow Standard Action in Einstein Copilot.
  • Create a custom copilot action which calls a flow.
  • Create a Flex prompt template in Prompt Builder.

Question 43

Question
What is the correct process to leverage Prompt Builder in a Salesforce org?
Answer
  • 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.
  • 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.
  • 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.

Question 44

Question
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?
Answer
  • Create a flow that sends an email to a specified address each time the toxicity score from the response exceeds a predefined threshold.
  • Access the Toxicity Detection log in Setup and export all entries where isToxicitvDetected is true.
  • Create a Trust Layer audit report within Data Cloud that uses a toxicity detector type filter to display toxic responses and their respective scores.

Question 45

Question
An AI Specialist has created a copilot custom action using flow as the reference action type. However, it is not delivering the expected results to the conversation preview, and therefore needs troubleshooting. What should the AI Specialist do to identify the root cause of the problem?
Answer
  • In Copilot Builder within the Dynamic Panel, turn on dynamic debugging to show the inputs and outputs.
  • In Copilot Builder within the Dynamic Panel, confirm selected action and observe the values in Input and Output sections.
  • In Copilot Builder, verify the utterance entered by the user and review session event logs for debug information.

Question 46

Question
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?
Answer
  • The user’s locale language is not supported by Prompt Builder.
  • The user does not have Einstein Sales Emails permission assigned.
  • The user does not have permission to access the fields.

Question 47

Question
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?
Answer
  • Matched opportunities are limited to the same account.
  • Matched opportunities have a status of Closed Won from last 12 months.
  • Matched opportunities were created in the last 12 months.

Question 48

Question
Universal Containers (UC) noticed an increase in customer contract cancellations in the last few months. UC is seeking ways to address this issue by implementing a 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?
Answer
  • Contract Renewal Date prediction
  • Customer chum prediction
  • Product recommendation prediction

Question 49

Question
Universal Containers (UC) wants to use Flow to bring data from unified Data Cloud objects to prompt templates. Which type of flow should UC use?
Answer
  • Template-triggered prompt flow
  • Data Cloud-triggered flow
  • Unified-object linking flow

Question 50

Question
Universal Containers (UC) wants to enable its sales reps to explore opportunities that are similar to previously won opportunities by entering the utterance, “Show me other opportunities like this one.” How should UC achieve this in Einstein Copilot?
Answer
  • Create a custom Copilot action calling a flow.
  • Use the standard Copilot action.
  • Create a custom Copilot action calling an Apex class.

Question 51

Question
Universal Containers’ current AI data masking rules do not align with organizational privacy and security policies and requirements. What should an AI Specialist recommend to resolve the issue?
Answer
  • Add new data masking rules in LLM setup.
  • Enable data masking for sandbox refreshes.
  • Configure data masking in the Einstein Trust Layer setup.

Question 52

Question
What is an AI Specialist able to do when the “Enrich event logs with conversation data” setting in Einstein Copilot is enabled?
Answer
  • View the user click path that led to each copilot action.
  • View session data including user input and copilot responses for sessions over the past 7 days.
  • Generate details reports on all Copilot conversations over any time period.

Question 53

Question
What is the primary function of the planner service in the Einstein Copilot system?
Answer
  • Generating record queries based on conversation history
  • Identifying copilot actions to respond to user utterances
  • Offering real-time language translation during conversations

Question 54

Question
Universal Containers (UC) uses Salesforce Service Cloud to support its customers and agents handling cases. UC is considering implementing Einstein Copilot and extending Service Cloud to mobile users. When would Einstein Copilot implementation be most advantageous?
Answer
  • When the focus is on optimizing marketing campaigns and strategies
  • When the main objective is to enhance data security and compliance measures
  • When the goal is to streamline customer support processes and improve response times

Question 55

Question
Universal Containers implements Custom Copilot Actions to enhance its customer service operations. The development team needs to understand the core components of a Custom Copilot Action to ensure proper configuration and functionality. What should the development team review in the Custom Copilot Action configuration to identify one of the core components of a Custom Copilot Action?
Answer
  • Output Types
  • Action Triggers
  • Instructions

Question 56

Question
Universal Containers (UC) wants to enable its sales team to use AI to suggest recommended products from its catalog. Which type of prompt template should UC use?
Answer
  • Record summary prompt template
  • Email generation prompt template
  • Flex prompt template

Question 57

Question
Which feature in the Einstein Trust Layer helps to minimize the risks of jailbreaking and prompt injection attacks?
Answer
  • Secure Data Retrieval and Grounding
  • Prompt Defense
  • Data Masking

Question 58

Question
Universal Containers (UC) wants to improve the efficiency of addressing customer questions and reduce agent handling time with AI-generated responses. The agents should be able to leverage their existing knowledge base and identify whether the responses are coming from the large language model (LLM) or from Salesforce Knowledge. Which step should UC take to meet this requirement?
Answer
  • Turn on Service AI Grounding, Grounding with Case, and Service Replies.
  • Turn on Service AI Grounding and Grounding with Knowledge.
  • Turn on Service Replies, Service AI Grounding, and Grounding with Knowledge.

Question 59

Question
Universal Containers (UC) wants to enable its sales team to get insights into product and competitor names mentioned during calls. How should UC meet this requirement?
Answer
  • Enable Einstein Conversation Insights, assign permission sets, define recording managers, and customize insights with up to 50 competitor names.
  • Enable Einstein Conversation Insights, enable sales recording, assign permission sets, and customize insights with up to 50 products.
  • Enable Einstein Conversation Insights, connect a recording provider, assign permission sets, and customize insights with up to 25 products.

Question 60

Question
Universal Containers (UC) wants to create a new Sales Email prompt template in Prompt Builder using the “Save As” function. However, UC notices that the new template produces different results compared to the standard Sales Email prompt due to missing hyperparameters. What should UC do to ensure the new prompt template produces results comparable to the standard Sales Email prompts?
Answer
  • Manually add the hyperparameters to the new template.
  • Use Model Playground to create a model configuration with the specified parameters.
  • Revert to using the standard template without modifications.

Question 61

Question
Universal Containers is very concerned about security compliance and wants to understand: Which prompt text is sent to the large language model (LLM) How it is masked - The masked response - What should the AI Specialist recommend?
Answer
  • Review the debug logs of the running user.
  • Enable audit trail in the Einstein Trust Layer.
  • Ingest the Einstein Shield Event logs into CRM Analytics.

Question 62

Question
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?
Answer
  • Optimize for Clarity
  • Enhance Friendliness
  • Make Less Formal

Question 63

Question
An AI Specialist is creating a custom action in Einstein Copilot. Which option is available for the AI Specialist to choose for the custom copilot action?
Answer
  • SOQL
  • Flows
  • Apex trigger

Question 64

Question
An AI Specialist wants to use the related lists from an account in a custom prompt template. What should the AI Specialist consider when configuring the prompt template?
Answer
  • The text encoding (for example, UTF-8, ASCII) option
  • The maximum number of related list merge fields
  • The choice between XML and JSON rendering formats for the list

Question 65

Question
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?
Answer
  • Field Generation, and that Dynamic Forms is enabled
  • Flex, and that Dynamic Fields is enabled
  • Field Generation, and that Dynamic Fields is enabled

Question 66

Question
Where should the AI Specialist go to add/update actions assigned to a copilot?
Answer
  • Copilot Actions page, the record page for the copilot action, or the Copilot Action Library tab
  • Copilot Actions page or Global Actions
  • Copilot Detail page, Global Actions, or the record page for the copilot action

Question 67

Question
What should an AI Specialist consider when using related list merge fields in a prompt template associated with an Account object in Prompt Builder?
Answer
  • Prompt generation will yield no response when there is no related list associated with an Account in runtime.
  • If person accounts have been enabled, merge fields will not be available for the Account object.
  • The Activities related list on the Account object is not supported because it is a polymorphic field.

Question 68

Question
Universal Containers wants to implement a solution in Salesforce with a custom UX that allows users to enter a sales order number. Subsequently, the system will invoke a custom prompt template to create and display a summary of the sales order header and sales order details. Which solution should an AI Specialist implement to meet this requirement?
Answer
  • Create an autolaunched flow and invoke the prompt template using the standard “Prompt Template” flow action.
  • Create a screen flow to collect sales order number and invoke the prompt template using the standard “Prompt Template” flow action.
  • Create a template-triggered prompt flow and invoke the prompt template using the standard “Prompt Template” flow action.

Question 69

Question
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. All sales users have the same profile but one user cannot see the generative AI-enabled field icon next to the summary field. What is the most likely cause of the issue?
Answer
  • The prompt template associated with summary field is not activated for that user.
  • The user does not have the field Generative AI User permission set assigned.
  • The user does not have the Prompt Template User permission set assigned.

Question 70

Question
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?
Answer
  • Convert the JSON to an XML merge field.
  • Use External Service Record merge fields.
  • Use “Add Prompt Instructions” flow element.

Question 71

Question
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?
Answer
  • Response accuracy and offensiveness score
  • Masked data and toxicity score
  • Hallucination score and bias score

Question 72

Question
An AI Specialist at Universal Containers is working on a prompt template to generate personalized emails for product demonstration requests from customers. It is important for the AI-generated email to adhere strictly to the guidelines, using only associated opportunity information, and to encourage the recipient to take the desired action. How should the AI Specialist include these instructions on a new line in the prompt template?
Answer
  • Make sure merged fields are defined.
  • Use curly brackets {} to encapsulate instructions.
  • Surround them with triple quotes (""").

Question 73

Question
Universal Containers recently launched a pilot program to integrate conversational AI into its CRM business operations with Einstein Copilot. How should the AI Specialist monitor Copilot’s usability and the assignment of actions?
Answer
  • Run a report on the Platform Debug logs.
  • Run Einstein Copilot Analytics
  • Query the Copilot log data using the metadata API.

Question 74

Question
Before activating a custom copilot action, an AI Specialist would like to understand multiple real-world user utterances to ensure the action is being selected appropriately. Which tool should the AI Specialist recommend?
Answer
  • Einstein Copilot
  • Copilot Builder
  • Model Playground

Question 75

Question
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?
Answer
  • Einstein Work Summaries
  • Einstein Sales Summaries
  • Einstein Copilot

Question 76

Question
Universal Containers is evaluating Einstein Generative AI features to improve the productivity of the service center operation. Which features should the AI Specialist recommend?
Answer
  • Service Replies and Case Summaries
  • Reply Recommendations and Sales Summaries
  • Service Replies and Work Summaries

Question 77

Question
In Model Playground, which hyperparameters of an existing Salesforce-enabled foundational model can an AI Specialist change?
Answer
  • Temperature, Frequency Penalty, Presence Penalty
  • Temperature, Top-к sampling, Presence Penalty
  • Temperature, Frequency Penalty, Output Tokens

Question 78

Question
A data scientist needs to view and manage models in Einstein Studio. The data scientist also needs to create prompt templates in Prompt Builder. Which permission sets should an AI Specialist assign to the data scientist?
Answer
  • Prompt Template Manager and Prompt Template User
  • Prompt Template User and Data Cloud Admin
  • Data Cloud Admin and Prompt Template Manager

Question 79

Question
Universal Containers’ service team wants to customize the standard case summary response from Einstein Copilot. What should the AI Specialist do to achieve this?
Answer
  • Summarize the Case with a standard copilot action.
  • Customize the standard Record Summary template for the Case object.
  • Create a custom Record Summary prompt template for the Case object.

Question 80

Question
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?
Answer
  • Turn off the Einstein Trust Layer and turn it on again.
  • 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
  • Turn on Einstein Feedback so that end users can report if there are any negative side effects on AI features.

Question 81

Question
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?
Answer
  • Submit a prompt review case to Salesforce and conduct thorough testing in the playground to refine outputs until they meet user expectations.
  • Create concise, clear, and consistent prompt templates with effective grounding, contextual role-playing, clear instructions, and iterative feedback.
  • 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.

Question 82

Question
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. Which tool should the AI Specialist recommend?
Answer
  • Agent Builder
  • Agentforce
  • Model Playground

Question 83

Question
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?
Answer
  • Einstein Work Summaries
  • Einstein Sales Summaries
  • Generative Conversation Insights

Question 84

Question
Universal Containers plans to enhance the customer support team’s productivity using AI. Which specific use case necessitates the use of Prompt Builder?
Answer
  • Creating a draft of a support bulletin post for new product patches
  • Estimating support ticket volume based on historical data and seasonal trends
  • Creating an AI-generated customer support agent performance score

Question 85

Question
An AI Specialist is tasked with analyzing Agent interactions looking into user inputs, requests, and queries to identify patterns and trends. What functionality allows the AI Specialist to achieve this?
Answer
  • AI Audit & Feedback Data dashboard
  • User Utterances dashboard
  • Agent Event Logs dashboard

Question 86

Question
An AI 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 AI Specialist use to include data from the related list of opportunities in the prompt template?
Answer
  • Use formula fields to reference the Einstein related list of opportunities.
  • Use the merge fields to reference a custom related list of opportunities.
  • Use merge fields to reference the default related list of opportunities.

Question 87

Question
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?
Answer
  • Enable data encryption on the address field
  • Review the platform event logs
  • Inspect the AI audit trail

Question 88

Question
Universal Containers (UC) needs to improve the agent productivity in replying to customer chats. Which generative AI feature should help UC address this issue?
Answer
  • Case Summaries
  • Service Replies
  • Case Escalation

Question 89

Question
Universal Containers (UC) is building a Flex prompt template. UC needs to use data returned by the flow in the prompt template. Which flow element should UC use?
Answer
  • Add Prompt Instructions
  • Add Flow Instructions
  • Add Flex Instructions

Question 90

Question
Universal Containers is interested in using Call Explorer to quickly gain insights from meetings recorded by its sales team. What should the AI Specialist be aware of before enabling this feature?
Answer
  • Call Explorer operates independently of Salesforce Knowledge, requiring no prior setup.
  • Custom Call Explorer actions need to be built before it can be configured.
  • Call Explorer requires the Einstein Conversation Insights permissions set to be enabled.

Question 91

Question
Universal Containers plans to enhance its sales team’s productivity using AI. Which specific requirement necessitates the use of Prompt Builder?
Answer
  • Predicting the likelihood of customers chumming or discontinuing their relationship with the company
  • Creating an estimated Customer Lifetime Value (CLV) with historical purchase data
  • Creating a draft newsletter for an upcoming tradeshow

Question 92

Question
An AI Specialist is creating a custom action for Agentforce. Which setting should the AI Specialist test and iterate on to ensure the action performs as expected?
Answer
  • Action Name
  • Action Input
  • Action Instructions

Question 93

Question
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. How does Agentforce handle user requests In Salesforce?
Answer
  • Agentforce analyzes the user’s request and LLM technology is used to generate and display the appropriate response.
  • Agentforce will trigger a flow that utilizes a prompt template to generate the message.
  • Agentforce will perform an HTTP callout to an LLM provider.

Question 94

Question
Universal Containers implements three custom actions to get three distinct types of sales summaries for its users. Users are complaining that they are not getting the right summary based on their utterances. What should the AI Specialist Investigate as the root cause?
Answer
  • Review that the custom action is assigned to an Agent.
  • Ensure the input and output types are correctly chosen.
  • Review the Action Instructions to ensure they are unique.

Question 95

Question
Universal Containers (UC) plans to automatically populate the Description field on the Account object. Which type of prompt template should UC use?
Answer
  • Field Generation prompt template
  • Sales Email prompt template
  • Flex prompt template

Question 96

Question
Universal Containers (UC) is looking to improve its sales team’s productivity by providing real-time insights and recommendations during customer interactions. Why should UC consider using Agentforce Sales Agent?
Answer
  • To track customer interactions for future analysis
  • To automate the entire sales process for maximum efficiency
  • To streamline the sales process and increase conversion rates

Question 97

Question
Universal Containers is rolling out a new generative AI initiative. Which Prompt Builder limitations should the AI Specialist be aware of?
Answer
  • Rich text area fields are only supported in Flex template types.
  • Creations or updates to the prompt templates are not recorded in the Setup Audit Trail.
  • Custom objects are supported only for Flex template types.

Question 98

Question
Universal Containers (UC) is discussing its AI strategy in an agile Scrum meeting. Which business requirement would lead an AI Specialist to recommend connecting to an external foundational model via Einstein Studio (Model Builder)?
Answer
  • UC wants to fine-tune model temperature.
  • UC wants a model fine-tuned using company data.
  • UC wants to change frequency penalty of the model.

Question 99

Question
Universal Containers wants support agents to use Agentforce to ask questions about its product tutorials and product guides. What should the AI Specialist do to meet this requirement?
Answer
  • Add an Answer Questions custom field in the product object for tutorial instructions.
  • Publish product tutorials and guides as Knowledge articles.
  • Create a prompt template for product tutorials and guides.

Question 100

Question
Universal Containers (UC) wants to improve the productivity of its sales team with generative AI technology. However, UC is concerned that public AI virtual assistants lack adequate company data to generate useful responses. Which solution should UC consider?
Answer
  • Enable Agentforce and deploy to sales users.
  • Build AI model with Einstein Discovery and deploy to sales users.
  • Fine-tune the Einstein AI model with CRM data.

Question 101

Question
Universal Containers has a new AI project. What should an AI Specialist consider when adding a related list on the Account object to be used in the prompt template?
Answer
  • The fields for the related list are based on the default page layout of the Account for the current user.
  • Prompt Builder must be used to assign the fields from the related list as a JSON format.
  • After selecting a related list from the Account, use the field picker to choose merge fields in Prompt Builder.

Question 102

Question
Which configuration must an AI Specialist complete for users to access generative AI-enabled fields in the Salesforce mobile app?
Answer
  • Enable Dynamic Forms on Mobile.
  • Enable Mobile Generative AI.
  • Enable Mobile Prompt Responses.

Question 103

Question
Universal Container (UC) has effectively utilized prompt templates to update summary fields on Lightning record pages. An admin now wishes to incorporate similar functionality into UC’s automation processes using Flow. How can the admin get a response from this prompt template from within a flow to use as part of UC’s automation?
Answer
  • Invocable Apex
  • Einstein for Flow
  • Flow Action

Question 104

Question
Which mechanism within the Einstein Trust Layer helps to ensure that personal data is handled in compliance with data protection regulations like GDPR?
Answer
  • Data Masking
  • Prompt Defense
  • Toxicity Scoring

Question 105

Question
What is a Salesforce AI Specialist able to configure in Data Masking within the Einstein Trust Layer?
Answer
  • The privacy data entities to be masked
  • The profiles exempt from masking
  • The encryption keys for masking

Question 106

Question
A data science team has trained an XGBoost classification model for product recommendations on Databricks. The AI Specialist is tasked with bringing inferences for product recommendations from this model into Data Cloud as a stand-alone data model object (DMO). How should the AI Specialist set this up?
Answer
  • Create the serving endpoint in Databricks, then configure the model using Model Builder.
  • Create the serving endpoint in Einstein Studio, then configure the model using Model Builder.
  • Create the serving endpoint in Databricks, then configure the model using a Python SKD connector.

Question 107

Question
Universal Containers wants to incorporate CRM data as well-formatted JSON in a prompt to a large language model (LLM). What is an important consideration for this requirement?
Answer
  • JSON format should be enabled in Prompt Builder Settings.
  • Apex code can be used to return a JSON formatted merge field.
  • “CRM data to JSON” checkbox must be selected when creating a prompt template.

Question 108

Question
Universal Containers wants to make a marketing newsletter and to directly use data from five unrelated objects (two standard and three custom) in a prompt template. What should the AI Specialist recommend?
Answer
  • Create a prompt template passing in special custom object that connects the records temporarily.
  • Create a prompt template-triggered flow to access the data from five objects.
  • Create a flex template and use the five objects as inputs.

Question 109

Question
Universal Containers plans to implement prompt templates that utilize the standard foundation models. What should the AI Specialist consider when building prompt templates In Prompt Builder?
Answer
  • Include multiple-choice questions within the prompt to test the LLM’s understanding of the context.
  • Train LLM with data using different writing styles including word choice, listeners, enrolls, and punctuation.
  • Ask it to role-play as a character in the prompt template to provide more context to the LLM.

Question 110

Question
Which business requirement presents a good use case for leveraging Einstein Prompt Builder?
Answer
  • Forecast future sales trends based on historical data.
  • Identify potential high-value leads for targeted marketing campaigns.
  • Send reply to a request for proposal via a personalized email.

Question 111

Question
How does an Agent respond when it can’t understand the request or find any requested information?
Answer
  • With a general message asking the user to rephrase the request.
  • With a generated error message.
  • With a preconfigured message, based on the action type.

Question 112

Question
Universal Containers (UC) is tracking web activities in Data Cloud for a unified contact, and wants to use that in a prompt template to help extract insights from the data. Assuming that the Contact object is one of the objects associated with the prompt template, what is a valid way for UC to do this?
Answer
  • Add the activity records as an enrichment related list to the Contact, then pass the Contact into a prompt template workspace using related list grounding.
  • Call the prompt directly from Data Cloud with a web tracking activity included in the prompt definition.
  • Create a prompt template that takes a list of all Data Cloud activity records as input to pass to the large language model (LLM).

Question 113

Question
Universal Containers has a strict change management process that requires all possible configuration to be completed in a sandbox which will be deployed to production. The Al Specialist is tasked with setting up Work Summaries for Enhanced Messaging. Einstein Generative Al is already enabled in production, and the Einstein Work Summaries permission set is already available in production. Which other configuration steps should the AI Specialist take In the sandbox that can be deployed to the production org?
Answer
  • From the Einstein setup menu, select Turn on Einstein; create custom fields to store Issue, Resolution, and Summary; create a Quick Action that updates these files; and add the Wrap Up component to the Messaging Session record page layout.
  • Create custom fields to store Issue, Resolution and Summary; create a Quick Action that updates these fields; and add the Wrap Up component to the Messaging Session record page layout.
  • Create custom fields to store Issue, Resolution and Summary; create a Quick Action that updates these fields; add the Wrap Up component to the Messaging Session record page layout; and create Permission Set Assignments for the intended Agents.

Question 114

Question
Universal Containers (UC) needs to save agents time with AI-generated case summaries. UC has implemented the Work Summary feature. What does Einstein consider when generating a summary?
Answer
  • Generation is grounded with conversation context, Knowledge articles, and cases.
  • Generation is grounded with exiting conversation context only.
  • Generation is grounded with conversation context and Knowledge articles.

Question 115

Question
Universal Containers’ sales team engages in numerous video sales calls with prospects across the nation. Sales management wants an easy way to understand key information such as deal terms or customer sentiments. Which Einstein Generative AI feature should an AI Specialist recommend for this request?
Answer
  • Einstein Call Summaries
  • Einstein Conversation Insights
  • Einstein Video KPI

Question 116

Question
An AI Specialist is setting up a new org and needs to ensure that users can create and execute prompt templates. The AI Specialist is unsure which roles are necessary for these tasks. Which permission sets should the AI Specialist assign to users who need to create and execute prompt templates?
Answer
  • Prompt Template Manager for creating templates and Data Cloud Admin for executing templates
  • Prompt Template Manager for creating templates and Prompt Template User for executing templates
  • Data Cloud Admin for creating templates and Prompt Template User for executing templates

Question 117

Question
Universal Containers needs to provide insights on the usability of Agents to drive adoption in the organization. What should the AI Specialist recommend?
Answer
  • Agent Analytics
  • Agentforce Analytics
  • Agent Studio Analytics

Question 118

Question
How should an organization use the Einstein Trust layer to audit, track, and view masked data?
Answer
  • Utilize the audit trail that captures and stores all LLM submitted prompts in Data Cloud.
  • In Setup, use Prompt Builder to send a prompt to the LLM requesting for the masked data.
  • Access the audit trail in Setup and export all user-generated prompts.
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