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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 

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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. 

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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 

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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. 

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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. 

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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. 

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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 

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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 

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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. 

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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

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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. 

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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. 

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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. 

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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.

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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 

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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 

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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 

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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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Question # 19

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?

A. Add Flex Instructions 
B. Add Prompt Instructions 
C. Add Flow Instructions 

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Question # 20

A Salesforce AI Specialist is reviewing the feedback from a customer about the ineffectiveness of the prompt template. What should the AI Specialist do to ensure the prompt template's effectiveness?

A. Monitor and refine the template based on user feedback. 
B. Use the Prompt Builder Scorecard to help monitor. 
C. Periodically change the templates grounding object. 

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Question # 21

How does an Agent respond when it can't understand the request or find any requested information?

A. With a generated error message 
B. With a general message asking the user to rephrase the request 
C. With a preconfigured message, based on the action type 

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Question # 22

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?

A. Einstein Call Summaries 
B. Einstein Conversation Insights 
C. Einstein Video KPI 

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Question # 23

A data science team has trained an XGBoost classification model for product recommendations onDatabricks. 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?

A. Create the serving endpoint in Databricks, then configure the model using Model Builder. 
B. Create the serving endpoint in Einstein Studio, then configure the model using Model Builder. 
C. Create the serving endpoint in Databricks, then configure the model using a Python SDK connector. 

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Question # 24

Universal Containers is rolling out a new generative AI initiative. Which Prompt Builder limitations should the AI Specialist be aware of?

A. Rich text area fields are only supported in Flex template types. 
B. Creations or updates to the prompt templates are not recorded in the Setup Audit Trail.
 C. Custom objects are supported only for Flex template types. 

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Question # 25

An AI Specialist wants to troubleshoot their Agent's performance. Where should the AI Specialist go to access all user interactions with the Agent, including Agent erro|rs, incorrectly triggered actions, and incomplete plans?

A. Event Logs 
B. Plan Canvas 
C. Agent Settings 

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Question # 26

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?

A. Einstein Copilot 
B. Einstein Sales Summaries 
C. Einstein Work Summaries 

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Question # 27

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'

A. Design universal product recommendations. 
B. Write a response scrip for the chatbot. 
C. Collect and analyze browsing data. 

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Question # 28

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 DC to do this?

A. Call the prompt directly from Data Cloud with a web tracing activity included in the prompt definition. 
B. 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. 
C. Create a prompt template that takes a list of all Data Cloud activity records as input to pass to the large language model (LLM). 

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Question # 29

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?

A. Call Summaries 
B. Einstein Sales Insights 
C. Call Explorer 

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Question # 30

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 Prompt Template Manager permission set and enable Sales Emails in setup. 
C. Assign the Data Cloud Admin permission set and enable Sales Emails in Setup. 

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Question # 31

Which use case is best supported by Salesforce Einstein Copilot's capabilities?

A. Bring together a conversational interface for interacting with AI for all Salesforce users, such as developers and ecommerce retailers. 
B. Enable Salesforce admin users to create and train custom large language models (LLMs) using CRM data.
 C. Enable data scientists to train predictive AI models with historical CRM data using built-in machine learning capabilities

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Question # 32

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 AlI-enabled field icon next to the summary field. What is the most likely cause of the issue?

A. The user does not have the Prompt Template User permission set assigned. 
B. The prompt template associated with summary field is not activated for that user. 
C. The user does not have the field Generative AI User permission set assigned.

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Question # 33

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?

A. Save as New Template and edit as needed. 
B. Clone the existing template and modify as needed. 
C. Save as New Version and edit as needed. 

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Question # 34

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. 

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Question # 35

After a successful implementation of Agentforce Sates 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. Assign the Agentforce for Service permission to the Service Cloud users.
B. Assign the standard service actions to Agentforce Service Agent.
C. Review and test standard and custom Agent topics and actions for Service Center use cases.

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Question # 36

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)?

A. UC wants to fine-tune model temperature. 
B. UC wants a model fine-tuned using company data. 
C. UC wants to change the frequency penalty of the model. 

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Question # 37

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. Howsoever, when they go to a case record, the AI Analysis field does not show the (Sparkle) icon on the Edit pencil. When the AI Specialist was editing the field, it was behaving as a normal field. Which critical step did the AI Specialist miss?

A. They forgot to reactivate the Lightning page layout for the Case object after activating their Field Generation prompt template. 
B. They forgot that the Case Object is not supported for Add generation as Feinstein Service Replies should be used instead. 
C. They forgot to edit the Lightning page layout and associate the field to a prompt template

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Question # 38

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?

A. "CRM data to JSON" checkbox must be selected when creating a prompt template. 
B. Apex code can be used to return a JSON formatted merge field. 
C. JSON format should be enabled in Prompt Builder Settings.

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Question # 39

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 # 40

What does it mean when a prompt template version is described as immutable?

A. Only the latest version of a template can be activated. 
B. Every modification on a template will be saved as a new version automatically. 
C. Prompt template version is activated; no further changes can be saved to that version. 

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Question # 41

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 AX Specialist to achieve this?

A. User Utterances dashboard 
B. Agent Event Logs dashboard 
C. AI Audit & Feedback Data dashboard 

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Question # 42

An Al 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?

A. Action Input
B. Action Name 
C. Action Instructions 

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Question # 43

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"'

A. Sentiment Analysis and Emotion Detection 
B. Draft Survey Request Email 
C. Issue and Revolution 

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Question # 44

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. The LLM interprets the user's request, generates a plan by identifying the apcMopnete topics and actions, and executes the actions to retrieve and display the open opportunities
B. 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. 
C. 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 fast of open opportunities. 

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Question # 45

Which business requirement presents a good use case for leveraging Einstein Prompt Builder?

A. Forecast future sales trends based on historical data. 
B. Identify potential high-value leads for targeted marketing campaigns. 
C. Send reply to a request for proposal via a personalized email. 

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Question # 46

Universal Containers (UC) needs to improve the agent productivity in replying to customer chats. Which generative AI feature should help UC address this issue?

A. Case Summaries 
B. Service Replies 
C. Case Escalation

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Question # 47

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. Which data grounding technique should the AI Specialist recommend?

A. Eternal Object Record Merge Fields 
B. External Services Merge Fields 
C. Apex Merge Fields 

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Latest Salesforce AI Specialist Exam Questions:

Q1: Which type of prompt templates can be used to bring generative AI-assisted workflows to custom fields within a salesforce Record?

A. Flex Prompt Templates
B. Field Generation Prompt Templates
C. Record Summary Prompt Templates

Answer: B

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Q2. An Al Specialist has been assigned a task to create a Prompt Template for Sales Team to help reduce the time that the team spends on creating invitations to customers for product events. How can Al Specialist create a Prompt Template.

A. New Prompt Template button on prompt builder explore Page.
B. New Prompt template quick Action on home page.
C. New Prompt Template global Action.
Answer: A

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Q3. An Al Specialist has been assigned a task to create a Prompt Template for Sales Team to help reduce the time that the team spends on creating invitations to customers for product events. Which of the following resources can be used in a Prompt Template?

A. Apex Class
B. Omniscript
C. Integration Procedure

Answer: A

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Q4. Which of the following technique used to provide context and specificity to prompt responses?
A. Toxicity Detection
B. Prompt Defense
C. Grounding
Answer: C

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Q5. Which of the following is a building block of Einstein copilot?
A. Events
B. Actions
C. Prompts
Answer: c

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Q6. Based on the user utterance, “Show me all the customers in New York", which standard Einstein Copilot action will the planner service use?

A. Query Records
B. Select Records
C. Fetch Records

Answer: A
Explanation:

The standard Einstein Copilot action that would be used in response to the user utterance, “Show me all the customers in New York,” is Query Records. This action is responsible for retrieving a set of records from Salesforce based on a specified condition — in this case, filtering customers by location (New York).

    Query Records is the action that fetches relevant data based on the criteria provided in the user's input.

    Select Records is more about picking specific records from an already presented list.

    Fetch Records is not a standard term used in this context for the action.

Refer to Einstein Copilot documentation on how Copilot actions work with natural language queries and data retrieval.

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Q7.  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?

A. Data Cloud-triggered flow

B. Template-triggered prompt flow

C. Unified-object linking flow

Answer:

A.   Data Cloud-triggered flow

 

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Q11:  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

Answer: C
Explanation: Universal Containers is considering the use of the Einstein Trust Layer along with Einstein Generative AI Audit Data. The Einstein Trust Layer provides a secure and compliant way to use AI by offering features like data masking and toxicity assessment.

The audit data available through the Einstein Trust Layer includes information about masked data—which ensures sensitive information is not exposed—and the toxicity score, which evaluates the generated content for inappropriate or harmful language.

References:

Salesforce AI Specialist Documentation - Einstein Trust Layer: Details the auditing capabilities, including logging of masked data and evaluation of generated responses for toxicity to maintain compliance and trust.

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Q12:  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. Use a Flow-based resource in Prompt Builder to debug the fields’ merge values using Flow Debugger.
B. Request the Einstein Generative AI Audit Data from the Security section of the Setup menu.
C. Enable the collection and storage of Einstein Generative AI Audit Data on the Einstein Feedback setup page.
Answer: B
Explanation:

To begin validating that the correct fields are being masked in Einstein Trust Layer, the AI Specialist should request the Einstein Generative AI Audit Data from the Security section of the Salesforce Setup menu. This audit data allows the AI Specialist to see how data is being processed, including which fields are being masked, providing transparency and validation that the configuration is working as expected.

    Option B is correct because it allows for the retrieval of audit data that can be used to validate data masking.

    Option A (Flow Debugger) and Option C (Einstein Feedback) do not relate to validating field masking in the context of the Einstein Trust Layer.

References:

    Salesforce Einstein Trust Layer Documentation: https://help.salesforce.com/s/articleView?id=sf.einstein_trust_layer_audit.html

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Q13:  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?

A.  Use the standard Copilot action.
B.  Create a custom Copilot action calling a flow.
C.  Create a custom Copilot action calling an Apex class.

Answer: A

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Q14:  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.
Answer: B

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Q15:  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?

A.  It shows the full text that is sent to the Trust Layer.
B.  It shows the response from the LLM based on the sample record.
C.  It shows which sensitive data is masked before it is sent to the LLM.

Answer: B

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Q16:  

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?

A. Make Less Formal
B.  Enhance Friendliness
C.  Optimize for Clarity
Answer: A

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Salesforce Salesforce-AI-Specialist Frequently Asked Questions