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Salesforce Salesforce-AI-Specialist Frequently Asked Questions
Salesforce Salesforce-AI-Specialist Sample Questions
Question # 1
What is a Salesforce AI Specialist able to configure in Data Masking within the Einstein Trust Layer?
A. The profiles exempt from masking
B. The encryption keys for masking
C. The privacy data entities to be masked
Question # 2
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?
A. Generation is grounded with conversation context, Knowledge articles, and cases.
B. Generation is grounded with existing conversation context only.
C. Generation is grounded with conversation context and Knowledge articles.
Question # 3
In addition to Recipient and Sender, which object should an AI Specialist utilize for inserting merge fields into a Sales email template prompt?
A. Recipient Opportunities
B. Recipient Account
C. User Organization
Question # 4
What is the importance of Action Instructions when creating a custom Agent action?
A. Action Instructions tell the user how to call this action in a conversation
B. Action Instructions tell the large language model (LLM) which action to use.
C. Action Instructions define the expected user experience of an action.
Question # 5
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 AI Specialist is tasked with setting up Work Summaries for Enhanced Messaging. Einstein Generative AI 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?
A. 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 paae layout: and create Permission Set Assignments for the intended Agents.
B. From the Epstein setup menu, select Turn on Einstein: create custom fields to store Issue, Resolution, and Summary: create a Quick Action that updates these fields: and add the wrap up componert to the Messaging session record page layout.
C. Create custom fields to store issue, Resolution, and Summary; create a Quick Action that updates these fields: and ado the Wrap up component to the Messaging session record page lavcut.
Question # 6
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?
A. Review that the custom action Is assigned to an Agent.
B. Review the action Instructions to ensure they are unique.
C. Ensure the input and output types are correctly chosen.
Question # 7
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 process 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?
A. Invocable Apex
B. Flow Action
C. Einstein for Flow
Question # 8
An AI specialist wants to leverage Record Snapshots grounding feature in a prompt template. What preparations are required?
A. Configure page layout of the master record type
B. Create a field set for all the fields to be grounded
C. Enable and configure dynamic form for the object
Question # 9
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" users permissions.
B. Retrieves Salesforce data based on the user’s permissions executing the prompt.
C. Retrieves Salesforces data based on the Prompt template's object permissions.
Question # 10
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 opportunities in Salesforce. Which feature provides this?
A. Sales Summaries
B. Sales Insight Summary
C. Work Summaries
Question # 11
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 Al Specialist make in the custom Agent action instructions for the planner service to work as expected?
A. Specify the dependent actions with the reference to the action API name.
B. Specify the profiles or custom permissions allowed to invoke the action.
C. Specify the LLM model provider and version to be used to invoke the action.
Question # 12
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?
A. Turn on Service AI Grounding, Grounding with Case, and Service Replies.
B. Turn on Service Replies, Service AI Grounding, and Grounding with Knowledge.
C. Turn on Service AI Grounding and Grounding with Knowledge.
Question # 13
Which configuration must an AI Specialist complete for users to access generative Al-enabled fields in the Salesforce mobile app?
A. Enable Mobile Generative AI.
B. Enable Mobile Prompt Responses.
C. Enable Dynamic Forms on Mobile.
Question # 14
What is an appropriate use case for leveraging Agentforce Sales Agent in a sales context?
A. Enable a sates 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 now or work.
B. 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 fatter.
C. 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.
Question # 15
Universal Containers needs to provide insights on the usability of Agents to drive adoption in the organization. What should the AI Specialist recommend?
A. Agent Analytics
B. Agentforce Analytics
C. Agent Studio Analytics
Question # 16
Universal Containers wants to utilize Einstein for Sales to help sales reps reach their sales quotas by providing Al-generated plans containing guidance and steps for closing deals. Which feature should the AI Specialist recommend to the sales team?
A. Find Similar Deals
B. Create Account Plan
C. Create Close Plan
Question # 17
Universal Containers (UC) plans to automatically populate the Description field on the Account object. Which type of prompt template should UC use?
A. Field Generation prompt template
B. Flex Prompt template
C. Sales Email prompt template
Question # 18
Universal Containers (UC) wants to leverage Generative AI Salesforce functionality to reduce Service Agent handling time by providing recommended replies based on the existing Knowledge articles. On which AI capability should UC train the service agents?
A. Case Replies
B. Knowledge Replies
C. Service Replies
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