Salesforce-AI-Specialist Practice Test Questions

151 Questions


Universal Containers wants to reduce overall agent handling time minimizing the time spent typing routine answers for common questions in-chat, and reducing the post-chat analysis by suggesting values for case fields.
Which combination of Einstein for Service features enables this effort?


A. Einstein Service Replies and Work Summaries


B. Einstein Reply Recommendations and Case Summaries


C. Einstein Reply Recommendations and Case Classification





C.
  Einstein Reply Recommendations and Case Classification

Explanation: Universal Containers aims to reduce overall agent handling time by minimizing the time agents spend typing routine answers for common questions during chats and by reducing post-chat analysis through suggesting values for case fields.
To achieve these objectives, the combination ofEinstein Reply Recommendationsand Case Classificationis the most appropriate solution.
1. Einstein Reply Recommendations:
Purpose:Helps agents respond faster during live chats by suggesting the best responses based on historical chat data and common customer inquiries.
Functionality:
Benefit:Significantly reduces the time agents spend typing routine answers, thus improving efficiency and reducing handling time.
2. Case Classification:
Purpose:Automatically suggests or populates values for case fields based on historical data and patterns identified by AI.
Functionality:
Benefit:Reduces the time agents spend on post-chat analysis and data entry by automating the classification and field population process.
Why Options A and B are Less Suitable:
Option A (Einstein Service Replies and Work Summaries):
Option B (Einstein Reply Recommendations and Case Summaries):

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





B.
  Ground with Record Merge Fields

Explanation: ForEinstein Sales Emailsto generate personalized follow-up emails, it is crucial to ground the email content with the most up-to-date and accurate information. Grounding refers to connecting the AI model with real-time data. The most appropriate technique in this case isGround with Record Merge Fields. This method ensures that the content in the emails pulls dynamic and accurate data directly from Salesforce records, such as lead or contact information, ensuring the follow-up is relevant and customized based on the specific record.
Record Merge Fieldsensure the generated emails are highly personalized using data like lead name, company, or other Salesforce fields directly from the records. Apex Merge Fieldsare typically more suited for advanced, custom logic-driven scenarios but are not the most straightforward for this use case. Automatic grounding using Draft with Einsteinis a different feature where Einstein automatically drafts the email, but it does not specifically ground the content with record-specific data likeRecord Merge Fields.

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?


A. Execute tasks based on available actions, answering questions using information from accessible Knowledge articles.


B. Invoke a flow which makes a call to external data to create a Knowledge article.


C. Generate a Knowledge article based off the prompts that the agent enters to create steps to cancel flights.





A.
  Execute tasks based on available actions, answering questions using information from accessible Knowledge articles.

Explanation: In this scenario, theEinstein Copilotcapability that best helps the agent is its ability toexecute tasks based on available actionsandanswer questionsusing data from Knowledge articles. Einstein Copilot can assist the service agent by providing relevant Knowledge articles on canceling and rebooking flights, ensuring that the agent has access to the correct steps and procedures directly within the workflow.
This feature leverages the agent’s existing context (the travel itinerary) and provides actionable insights or next steps from the relevant Knowledge articles to help the agent quickly resolve the customer’s needs.
The other options are incorrect:
Brefers to invoking a flow to create a Knowledge article, which is unrelated to the task of retrieving existing Knowledge articles.
Cfocuses on generating Knowledge articles, which is not the immediate need for this situation where the agent requires guidance on existing procedures.

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.





A.
  The records related to the prompt have not been selected.

Explanation: When thepreview button is greyed outin a Flex prompt template, it is often because the records related to the prompt have not been selected. Flex prompt templates pull data dynamically from Salesforce records, and if there are no records specified for the prompt, it can't be previewed since there is no content to generate based on the template. Option B, not saving or activating the prompt, would not necessarily cause the preview button to be greyed out, but it could prevent proper functionality.
Option C, missing a merge field, would cause issues with the output but would not directly grey out the preview button.
Ensuring that the related records are correctly linked is crucial for testing and previewing how the prompt will function in real use cases.

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?


A. Enable data masking for sandbox refreshes.


B. Configure data masking in the Einstein Trust Layer setup.


C. Add new data masking rules in LLM setup.





B.
  Configure data masking in the Einstein Trust Layer setup.

Explanation: WhenUniversal Containers' AI data masking rulesdo not meet organizational privacy and security standards, the AI Specialist should configure thedata maskingrules within theEinstein Trust Layer. TheEinstein Trust Layerprovides a secure and compliant environment where sensitive data can be masked or anonymized to adhere to privacy policies and regulations.
Option A, enabling data masking for sandbox refreshes, is related to sandbox environments, which are separate from how AI interacts with production data.
Option C, adding masking rules in the LLM setup, is not appropriate because data masking is managed through theEinstein Trust Layer, not the LLM configuration.
The Einstein Trust Layer allows for more granular control over what data is exposed to the AI model and ensures compliance with privacy regulations.

Universal Containers (UC) has a mature Salesforce org with a lot of data in cases and Knowledge articles. UC is concerned that there are many legacy fields, with data that might not be applicable for Einstein AI to draft accurate email responses.
Which solution should UC use to ensure Einstein AI can draft responses from a defined data source?


A. Service AI Grounding


B. Work Summaries


C. Service Replies





A.
  Service AI Grounding

Explanation: Service AI Grounding is the solution that Universal Containers should use to ensure Einstein AI drafts responses based on a well-defined data source. Service AI Grounding allows the AI model to be anchored in specific, relevant data sources, ensuring that any AI-generated responses (e.g., email replies) are accurate, relevant, and drawn from up-to-date information, such as Knowledge articles or cases.
Given that UC has legacy fields and outdated data, Service AI Grounding ensures that only the valid and applicable data is used by Einstein AI to craft responses. This helps improve the relevance of responses and avoids inaccuracies caused by outdated or irrelevant fields. Work Summaries and Service Replies are useful features but do not address the need for grounding AI outputs in specific, current data sources like Service AI Grounding does.
For more details, you can refer to Salesforce’s Service AI Grounding documentation for managing AI-generated content based on accurate data sources.

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?


A. Ingest the Einstein Shield Event logs into CRM Analytics.


B. Review the debug logs of the running user.


C. Enable audit trail in the Einstein Trust Layer.





C.
  Enable audit trail in the Einstein Trust Layer.

Explanation: To addresssecurity complianceconcerns and provide visibility into the prompt text sent to the LLM, how it ismasked, and themasked response, the AI Specialist should recommend enabling theaudit trail in the Einstein Trust Layer. This feature captures and logs the prompts sent to the large language model (LLM) along with the masking of sensitive information and the AI's response. This audit trail ensures full transparency and compliance with security requirements.
Option A (Einstein Shield Event logs)is focused on system events rather than specific AI prompt data.
Option B (debug logs)would not provide the necessary insight into AI prompt masking or responses.
For further details, refer toSalesforce's Einstein Trust Layer documentationabout auditing and security measures.

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?


A. Flex, and that Dynamic Fields is enabled


B. Field Generation, and that Dynamic Fields is enabled


C. Field Generation, and that Dynamic Forms is enabled





B.
  Field Generation, and that Dynamic Fields is enabled

Explanation: When creating acustom prompt templateto populate a field with generated output, the most appropriate template type isField Generation. This template is specifically designed for generating field-specific outputs using generative AI.
Additionally, the AI Specialist must ensure thatDynamic Fieldsare enabled.Dynamic Fieldsallow the system to use real-time data inputs from related records or fields when generating content, ensuring that the AI output is contextually accurate and relevant. This is crucial when populating specific fields with AI-generated content, as it ensures the data source remains dynamic and up-to-date.
TheEinstein Trust Layerwill track and audit the interactions to ensure the organization can monitor AI adoption and make necessary enhancements based on AI usage patterns. For further reading, refer to Salesforce’s guidelines onField Generation templatesand the Einstein Trust Layer.

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.





C.
  Einstein Copilot does not support the Delete Record action.

Explanation: Einstein Copilot currently supports various actions like creating and updating records but does not support the Delete Record action. Therefore, the user's request to delete activities from the past 7 days cannot be fulfilled using Einstein Copilot.
Unsupported Action: The inability to delete records is due to the current limitations of Einstein Copilot's supported actions. It is designed to assist with tasks like data retrieval, creation, and updates, but for security and data integrity reasons, it does not facilitate the deletion of records.
User Permissions: Even if the user has the necessary permissions to delete records within Salesforce, Einstein Copilot itself does not have the capability to execute delete operations.

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?


A. Product recommendation prediction


B. Customer churn prediction


C. Contract Renewal Date prediction





B.
  Customer churn prediction

Explanation: Customer churn prediction is the best use case for Model Builder in addressing Universal Containers' concerns about increasing customer contract cancellations. By implementing a model that predicts customer churn, UC can proactively identify customers who are at risk of canceling and take action to retain them before they decide to terminate their contracts. This functionality allows the business to forecast churn probability based on historical data and initiate timely outreach programs.
Option Bis correct because customer churn prediction aligns with UC's need to reduce cancellations through proactive measures.
Option A(product recommendation prediction) is unrelated to contract cancellations.
Option C(contract renewal date prediction) addresses timing but does not focus on predicting potential cancellations.

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?


A. REST API


B. Metadata API


C. SOAP API





A.
  REST API

Explanation: To create a digest of account action plans using the generative API feature, Universal Containers should use theREST API. TheREST API is ideal for integrating Salesforce with external systems and enabling interaction with Salesforce data, including generative capabilities like creating summaries or digests. It supports modern web standards and is suitable for flexible, lightweight interactions between Salesforce and legacy systems.
Metadata API is used for retrieving and deploying metadata, not for data operations like generating summaries.
SOAP API is an older API used for integration but is less flexible compared to REST for this specific use case.
For more details, refer to Salesforce REST API documentation regarding using REST for data integration and generating content.

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?


A. Data Cloud Admin and Prompt Template Manager


B. Prompt Template Manager and Prompt Template User


C. Prompt Template User and Data Cloud Admin





A.
  Data Cloud Admin and Prompt Template Manager

Explanation: To allow a data scientist to view and manage models inEinstein Studioand create prompt templates inPrompt Builder, the AI Specialist should assign theData Cloud AdminandPrompt Template Managerpermission sets.
Data Cloud Adminprovides access to manage and oversee models withinEinstein Studio.
Prompt Template Managergives the user the ability to create and manage prompt templates withinPrompt Builder.
Option Ais correct because it assigns the necessary permissions for both managing models and creating prompt templates.
Option BandOption Care incorrect as they do not provide the correct combination of permissions for managing models and building prompts.


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