Ai Specialist Salesforce Exam
Ai Specialist Salesforce Exam
(Exam 1)
1. An HR team needs to create personalized onboarding materials for new employees across different
departments. These materials should include department-specific training plans, company policies, and
customized welcome messages. The team wants to ensure consistency across all documents while
saving time in the creation process. Should they use Prompt Builder, and why?
a) Yes, because Prompt Builder can generate consistent and customized onboarding materials based on
predefined templates
b) No, because onboarding materials require a personal touch that AI cannot provide Option C : Yes, but
only for generating generic content like company policies, not for personalized sections
c) No, because Prompt Builder is more suitable for customer-facing content, not internal documents
2. A sales team wants to ensure that their AI-generated emails are always based on the most recent
customer interaction data stored in the CRM, such as recent purchases or support cases. Which
grounding technique should they use to achieve this?
3. In a scenario where customer service agents need AI-generated summaries of case details after
resolving an issue, which Einstein for Service feature should be used?
4. A tech startup is building a chatbot to assist users with complex troubleshooting tasks. The team is
debating between using a standard Salesforce LLM, customizing their own model, or bringing in an
external LLM that was trained on a vast amount of technical documentation. Under which condition
would it be most appropriate to configure a custom generative model?
a) When the startup requires the chatbot to understand and generate responses based on very specific, in-
house technical terminology that standard models might not cover
b) When the startup needs the chatbot to handle basic customer inquiries that do not require technical
depth
c) When the startup wants to use a model trained exclusively on general, public domain technical
documents
d) When the startup has a very limited dataset and no specific customization needs
5. A customer service center wants to provide customers with immediate answers to common questions,
such as business hours or return policies, even outside of normal working hours. The team needs a
feature that can automate these interactions without requiring agent involvement. Which Einstein for
Service feature should they implement?
a) Einstein Case Classification
b) Einstein Bot
c) Einstein Article Recommendations
d) Einstein Next Best Action
6. A marketing team wants to leverage a pre-trained Large Language Model (LLM) provided by Salesforce
to generate personalized email content. What is the most appropriate first step in configuring this
model?
a) Re-training the model with new data
b) Selecting the standard generative model in Salesforce
c) Integrating an external API to modify the model's behavior
d) Disabling all default configurations to start from scratch
7. A sales manager wants to ensure that all client interactions, such as emails and meetings, are
automatically logged into the CRM without the need for manual input. This will help maintain accurate
records and improve team efficiency. Which Einstein feature should the sales manager implement?
a) Einstein Opportunity Scoring
b) Einstein Activity Capture
c) Einstein Next Best Action
d) Einstein Email Insights
8. When configuring a custom generative model in Salesforce Model Builder, which step is crucial to ensure
the model’s effectiveness in generating relevant outputs?
a) Selecting the right pre-training data
b) Choosing a model with the highest possible number of layers
c) Integrating the model with Salesforce’s CRM data
d) Setting the model to prioritize performance over accuracy
9. After implementing Einstein Copilot, your company notices that some departments are not fully utilizing
the tool. To improve adoption, you want to identify the specific barriers to its usage.
What is the best method to gain insights into these challenges?
a) Implement a survey to collect feedback from users on their experience with Copilot
b) Schedule daily meetings to discuss Copilot usage
c) Mandate the use of Copilot in all processes without exceptions
d) Review only the successful cases where Copilot was used
10. A sales team is ready to start using a new prompt template that has been created and assigned to them.
What must they do to execute the prompt template in their daily workflow?
11. How does the Large Language Model (LLM) in Einstein Copilot determine the appropriate action to take
when a user asks for help with generating a sales report?
a) By analyzing the user's tone and mood
b) By recognizing specific keywords and phrases related to sales reports
c) By executing the most frequently used command by other users
d) By sending the query to a human supervisor for manual execution
12. An organization wants to delegate the execution of predefined prompt templates to specific users who
will generate content using these templates without altering them. Which user role should be assigned
this task?
a) Content Creator
b) Salesforce Developer
c) Prompt Executor
d) System Administrator
13. A financial services company needs to assess the credit risk of loan applicants based on their financial
history and other relevant factors. When should they use Model Builder?
14. Your team has successfully created and activated a prompt template in Salesforce.
What is the final step to ensure that the template is utilized in the intended business process?
15. A company wants to generate personalized customer emails using a pre-trained model that Salesforce
provides out of the box. What is the first step they should take to configure this model?
16. A sales director needs to project the upcoming quarter’s sales performance based on the current
pipeline, historical trends, and real-time data. The director wants to use AI to predict future revenue and
identify potential risks in achieving sales targets. Which Einstein feature should the director use?
17. Which user role is best suited to manage and maintain prompt templates within Salesforce, ensuring
they align with business needs?
a) Sales Representative
b) Marketing Manager
c) System Administrator
d) Customer Service Agent
18. A company has rolled out Einstein Copilot and needs to ensure that its adoption leads to measurable
business outcomes. The management team wants to link Copilot usage to key business metrics such as
sales growth and customer satisfaction. What is the best method to achieve this?
a) Regularly compare the performance of departments using Copilot with those that aren't
b) Focus only on qualitative feedback from users about their Copilot experience
c) Integrate Copilot usage data with business performance dashboards to correlate usage with key metrics
d) Evaluate the impact of Copilot after a year of usage without intermediate checks
19. A retail company wants to use a large language model (LLM) to generate personalized product
descriptions based on customer preferences and past purchase behavior. They are evaluating whether to
configure a standard generative model provided by Salesforce, create a custom model, or implement
their own Bring Your Own Large Language Model (BYOLLM). Which option should they choose if they
need highly tailored outputs and want full control over the model’s behavior?
20. What should be the primary focus when managing the adoption of Einstein Copilot across different
departments?
21. A company is using Salesforce Einstein to analyze customer data and generate predictive insights. They
need to ensure that sensitive employee salary information is not included in any Einstein analytics due
to strict internal data governance policies. How can the company implement this using the Einstein Trust
Layer?
a) Use Field-Level Security to hide the salary information from all users
b) Apply Einstein Data Exclusion to exclude salary information from being processed by Einstein
c) Encrypt the salary fields using Salesforce Shield Encryption
d) Remove the salary fields from the Salesforce schema
22. When would it be most appropriate to create a custom copilot action in Salesforce Einstein?
a) When you need to automate a repetitive task that is common across all industries
b) When a specific business process requires unique data inputs and custom logic
c) When you want to use Salesforce’s default functionalities without modification
d) When you need to generate a standard sales report
23. A marketing team in a large enterprise is tasked with creating and managing AI-driven campaigns using
Salesforce’s Prompt Builder. The team consists of content creators, data analysts, and a marketing
manager. Which user role should be assigned to the marketing manager to ensure they can both
manage and execute prompt templates effectively?
a) Content Creator
b) Data Analyst
c) Prompt Template Administrator
d) Campaign Viewer
24. Which of the following is the primary consideration when configuring a Bring Your Own Large Language
Model (BYOLLM) in Salesforce?
25. A team is tasked with creating a prompt template to be used across multiple departments, each with
different objectives. What key consideration should guide the creation of this template to ensure it
meets the needs of all departments?
26. A Salesforce implementation team is setting up a series of prompt templates that will be used across
multiple departments, including marketing and customer service. They need to ensure that only
qualified users can modify these templates while allowing broader access for execution. Which user role
should be assigned the responsibility of modifying and managing these prompt templates?
a) Marketing Specialist
b) Salesforce Consultant
c) Content Editor
d) IT Manager
27. An organization wants to monitor the adoption of Einstein Copilot among its customer service agents
and identify areas for improvement. What is the most appropriate approach for tracking and evaluating
Copilot usage?
a) Analyze the frequency of Copilot actions across all agents using Salesforce dashboards
b) Conduct weekly surveys asking agents if they are using Copilot
c) Set monthly targets for Copilot usage and penalize agents who do not meet them
d) Assign a team member to manually track Copilot usage by observing agent workflows
28. When a user asks Einstein Copilot to schedule a follow-up meeting with a client, how does the large
language model (LLM) execute this action?
a) The LLM directly modifies the user’s calendar in Salesforce without further verification
b) The LLM interprets the user’s request, identifies the appropriate action, and uses Salesforce’s scheduling
API to create a calendar event
c) The LLM sends a generic email to the client requesting a meeting time
d) The LLM requires manual input from the user to execute the scheduling
29. A customer support team is integrating Salesforce Einstein Copilot into their operations. They plan to
use standard copilot actions to automate ticket creation and follow-ups but also need to create custom
actions for handling escalations based on specific criteria, such as issue severity and customer status.
What is the best approach for implementing these actions?
a) Apply standard copilot actions for both routine and complex tasks to simplify the process
b) Focus on developing custom copilot actions for all tasks to ensure full customization
c) Leverage standard copilot actions for routine tasks and create custom actions for escalations that
require specific handling
d) Use a manual process for all tasks to ensure accuracy and control over the support process
(Exam 2)
30. 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?
31. An administrator wants to check the response of the Flex prompt template they’ve build, but the
preview button is greyed out. What is the reason for this?
32. 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) Use “Add Prompt Instructions” flow element
b) Use External Service Record merge fields
c) Convert the JSON to an XML merge field
33. What is the role of the large language model (LLM) in the executing an Einstein Copilot Action?
a) Determine a user’s access and sort actions by priority to be executed
b) Find similar request and provide the actions that need to be executed
c) Identify the best matching actions and correct order of execution
Answer: B
Explanation:
In Einstein Copilot, the role of the Large Language Model (LLM) is to analyze user inputs and identify the
best matching actions that need to be executed. It uses natural language understanding to break down
the user's request and determine the correct sequence of actions that should be performed.
By doing so, the LLM ensures that the tasks and actions executed are contextually relevant and are
performed in the proper order. This process provides a seamless, Al-enhanced experience for users by
matching their requests to predefined Salesforce actions or flows.
The other options are incorrect because: A mentions finding similar requests, which is not the primary
role of the LLM in this context. C focuses on access and sorting by priority, which is handled more by
security models and governance than by the LLM.
34. 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 data scientist to train predictive AI models with historical CRM data using built-in machine
learning capabilities
c) Enable Salesforce admin users to create and train custom large language models (LLMs) using CRM
data
35. 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?
36. 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?
37. Universal Containers tests 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 the attributes that could have been derived from the recipient’s contact record. What is
the most likely explanation for why the draft email shows these placeholders?
a) The user does not have Einstein Sales Emails permission assigned
b) The user does not have permission to access the fields
c) The user’s locale language is not supported by Prompt Builder
38. What is the correct process to leverage Prompt Builder in a Salesforce org?
a) 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
b) 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
c) 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 generative responses
39. Universal Containers (UC) has implemented Generative AI within Salesforce to enable summarization of
the custom object called Guest. Users have reported mismatches in the generative information. In
refining its prompt design strategy, which key practices should UC prioritize?
a) Enable prompt test mode, allocate different prompt variations to a subset of users for evaluation,
and standardize the most effective model based on performance feedback
b) Create concise, clear, and consistent prompt templates with effective grounding, contextual role-
playing, clear instructions, and iterative feedback
c) Submit a prompt review case to Salesforce and conduct thorough testing in the playground to refine
outputs until they meet user expectations
40. An AI Specialist needs to create a Sales Email with a custom prompt template. They need to ground on
the following data: Opportunity products, events near the customer, and tone and voice examples. How
should the AI Specialist obtain related items?
a) Call the prompt initialed flow to fetch and ground the required data
b) Create a flex template that takes the records in question as inputs
c) Utilize a standard email template and manually insert the required data fields
41. 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 prompt?
a) Use Model Playground to create a model configuration with the specified parameters
b) Manually add the hyperparameters to the new template
c) Revert to using the standard template without modifications
d)
42. 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?
43. An AI Specialist is tasked with configuring a generative model to create personalized sales emails using
costumer data stored in Salesforce. The AI Specialist has already fine-turned 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?
44. 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?
a) When the goal is to streamline customer Support processes and improve response times
b) When the main objective is to enhance data security and compliance measures
c) When the focus is on optimizing marketing campaigns and strategies
45. How does Einstein Trust Layer ensure that sensitive data is protected while generating useful and
meaningful responses?
46. Universal Containers (UC) wants to use Flow data from unified data objects to prompt templates. Which
type of flow should UC use?
48. 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?
49. 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
50. 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 performance?
51. What is best practice when refining Einstein Copilot custom action instructions?
a) Provide examples of user messages that are expected to trigger the action
b) Use consistent introductory phrases and verbs across multiple action instructions
c) Specify the persona who will request the action
Explicacion respuesta: When refining Einstein Copilot custom action instructions, it is considered best
practice to provide examples of user messages that areexpected to trigger the action. This helps ensure that
the custom action understands a variety of user inputs and can effectively respondto the intent behind the
messages.Option B (consistent phrases) can improve clarity but does not directly refine the triggering
logic.Option C (specifying a persona) is not as crucial as giving examples that illustrate how users will interact
with the custom action.For more details, refer to Salesforce's Einstein Copilot documentation on building and
refining custom actions.
52. 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) SOAP API
c) Metadata API
53. Universal Containers (UC) service team wants to customize the standard case summary response from
Einstein Copilot. What should the AI Specialist do to achieve this?
a) Customize the standard Record Summary template for the case object
b) Summarize the Case with a standard copilot action
c) Create a custom Record Summary prompt template for the case object
Explicacion respuesta: To customize the case summary response from Einstein Copilot, the AI Specialist
should create a custom Record Summary prompttemplate for the Case object. This allows Universal
Containers to tailor the way case data is summarized, ensuring the output aligns withspecific business
requirements or user preferences.Option A (customizing the standard Record Summary template) does not
provide the flexibility required for deep customization.Option B (standard Copilot action) won't allow
customization; it will only use default settings.Refer to Salesforce Prompt Builder documentation for
guidance on creating custom templates for record summaries.
54. 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?
55. 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.
Which property of the Einstein Trust Layer should the AI Specialist highlight to UC that addresses these
requirements?
a) Zero-Data Retention Policy
b) Data Masking
c) Prompt Defense
56. Universal Containers wants to be able to detect with a high level of confidence if content 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?
a) Access the Toxicity Detection log in the Setup and export all entries where the Toxicity Detected is
true
b) Create a flow that send an email to a specified address each time toxicity score from the responses
exceeds a predefined threshold
c) Create a Trust Layer audit report withing Data Cloud that uses a toxicity detector type filter to
display toxic responses and their respective scores
Explicacion respuesta: to ensure that content generated by a large language model (LLM) is appropriately
screened for toxic language, the AI Specialist shouldcreate a Trust Layer audit report within Data Cloud. By
using the toxicity detector type filter, the report can display toxic responses alongwith their respective
toxicity scores, allowing Universal Containers to monitor and manage any toxic content generated with a
high level of confidence.Option C is correct because it enables visibility into toxic language detection within
the Trust Layer and allows for auditing responses fortoxicity.Option A suggests checking a toxicity detection
log, but Salesforce provides more comprehensive options via the audit report.Option B involves creating a
flow, which is unnecessary for toxicity detection monitoring.Salesforce Trust Layer Documentation:
https://help.salesforce.com/s/articleView?id=sf.einstein_trust_layer_audit.htm
57. 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?
a) In Copilot Builder within the Dynamic Panel, confirm selected action and observe the values in Input
and Output sections
b) In Copilot Builder, verify the utterance entered by the user and review session event logs for debug
information
c) In Copilot Builder within the Dynamic Panel, turn on dynamic debugging to show the inputs and
outputs
58. 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?
59. 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?
a) Call Summaries
b) Call Explorer
c) Call Insights
Explicacion respuesta: To enable Universal Containers' sales team with automatic post-call visibility into
mentions of competitors, products, and custom phrases, the AI Specialist should set up Call Insights. Call
Insights analyzes voice and video calls for key phrases, topics, and mentions,providing insights into critical
aspects of the conversation. This feature automatically surfaces key details such as competitor
mentions,product discussions, and custom phrases specified by the sales team.Call Summaries provide a
general overview of the call but do not specifically highlight keywords or topics. Call Explorer is a tool for
navigating through call data but does not focus on automatic insights.For more information, refer to
Salesforce's Call Insights documentation regarding the analysis of call content and extracting
actionableinformation.
62. 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 conversations?
a) Call Summaries
b) Call Explorer
c) Sales Summary
Explicacion respuesta: For a sales rep who may miss key details during long sales calls, the AI Specialist
should recommend the Call Summary feature. CallSummary uses Einstein Generative AI to automatically
generate a concise summary of important points discussed during the call,helping the rep quickly review the
key information they might have missed.Call Explorer is designed for manually searching through call data
but doesn't summarize.Sales Summary is focused more on summarizing overall sales activity, not call-specific
content.For more details, refer to Salesforce's Call Summary documentation on how AI-generated summaries
can improve sales rep productivity
63. 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 from the order fulfillment process. How should an AI Specialist apply the
power of conversational AI to this use case?
65. 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?
66. 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?
a) Action Triggers
b) Output Types
c) Instructions
67. 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?
a) The Prompt Template User permission set was not assigned correctly
b) The Prompt Template Manager permission set was not assigned correctly
c) The large language model (LLM) was not configured correctly in Data Cloud
explicacion respuesta: in order to access and create custom prompt templates in Prompt Builder, the AI
Specialist must have the Prompt Template Managerpermission set assigned. Without this permission, they
will not be able to access Prompt Builder in the Setup menu, even thoughEinstein Generative AI is
enabled.Option B is correct because the Prompt Template Manager permission set is required to use Prompt
Builder.Option A (Prompt Template User permission set) is incorrect because this permission allows users to
use prompts, but not create ormanage them.Option C (LLM configuration in Data Cloud) is unrelated to the
ability to access Prompt Builder
68. 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?
69. Universal Containers is evaluating Einstein Generative AI features to improve the productivity of the
service center operation. Which features should the AI Specialist recommend?
70. 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 through 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?
71. 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?
72. 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?
73. 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 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
74. 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 based 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?
75. 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) A tool for developers to use in Vital Studio Code that creates prompts for Apex programming,
assisting developers in writing code more efficiently
b) A tool within Salesforce offering real-time AI-powered suggestions and guidance to users, improving
productivity and decision-making
c) A tool that enables companies to create reusable prompts for large language models (LLMs),
bringing generative AI responses to their flow of work
77. 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?
78. What should an AI Specialist consider when using related list merge fields in a prompt template
associate with an Account object in Prompt Builder?
a) The Activities related list on the Account object is not supported because it is a polymorphic field
b) If person accounts have been enabled, merge fields will not be available for the Account object
c) Prompt generation will yield no response when there is no related list associated with an Account in
runtime
79. 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?
a) Model Playground
b) Einstein Copilot
c) Copilot Builder
Answer: C
Explanation:
To understand multiple real-world user utterances and ensure the correct action is selected before
activating a custom copilot action, the recommended tool is Copilot Builder. This tool allows AI Specialists to
design and test conversational actions in response to user inputs, helping ensure the copilot can accurately
handle different user queries and phrases. Copilot Builder provides the ability to test, refine, and improve
actions based on real-world utterances.
Option C is correct as Copilot Builder is designed for configuring and testing conversational actions.
Option A (Model Playground) is used for testing models, not user utterances.
Option B (Einstein Copilot) refers to the conversational interface but isn't the right tool for designing and
testing actions.
Reference:
Salesforce Copilot Builder Overview:
https://help.salesforce.com/s/articleView?id=sf.einstein copilot builder.hm
80. 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?
a) The number of tokens generated by the dynamic nature of the prompt template will vary by record
b) The template type needs to be switched to Flex to accommodate the variable amount of tokens
generated by the prompt grounding
c) The number of tokens that can be processed by the LLM varies with the toral user demand
81. 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?
82. 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?
83. An AI Specialist is considering using a Field Generation prompt template type. What should the AI
Specialist check before creating the Filed Generation prompt to ensure it is possible for the field to be
enabled for generative AI?
a) That the field chosen must be a rich text field with 255 characters or more
b) That the org is set to API version 59 or higher
c) That the Lightning page layout where the field will reside has been upgraded to Dynamic Forms
Answer: B
Explanation:
Before creating a Field Generation prompt template, the Al Specialist must ensure that the Salesforce org is
set to API version 59 or higher. This version of the API introduces support for advanced generative Al
features, such as enabling fields for generative Al outputs. This is a critical technical requirement for the
Field Generation prompt template to function correctly.
Option A (rich text field requirement) is not necessary for generative Al functionality. Option C (Dynamic
Forms) does not impact the ability of a field to be generative Al-enabled, although it might enhance the user
interface.
For more information, refer to Salesforce documentation on API versioning and Field Generation templates.
84. Universal Containers plans to enhance the customer support team’s productivity using AI. Which specific
use case necessitates the use of Prompt Builder?
86. 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?
87. 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 the itinerary. The
service agent needs to review the Knowledge articles about cancelling 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) Generate a knowledge article based off the prompts that the agent enters to create steps to cancel
flights
c) Invoke a flow which makes a call to external data to create a knowledge article
a) Copilot Actions page, the record page for the copilot action, or the Copilot Action Library tab
b) Copilot Actions page or Global Actions
c) Copilot Detail page, Global Actions, or the record page for the copilot action
89. In Model Playground, which hyperparameters of an existing Salesforce-enable foundational model can
an AI Specialist change?
(Exam 3)
90. Leadership needs to populate a dynamic form field with a summary or description created by a
largelanguage model (LLM) to facilitate more productive conversations with customers. Leadership
alsowants to keep a human in the loop to be considered in their AI strategy.Which prompt template type
should the AI Specialist recommend?
A.Sales Email
B.Field Generation
C.Record Summary
Answer:B
The correct answer is Field Generation because this template type is designed to dynamically
populateform fields with content generated by a large language model (LLM). In this scenario, leadership
wants adynamic form field that contains a summary or description generated by AI to aid customer
interactions. Additionally, they want to keep a human in the loop, meaning the generated content will
likely bereviewed or edited by a person before it's finalized, which aligns with the Field Generation
prompttemplate.Field Generation: This prompt type allows you to generate content for specific fields in
Salesforce,leveraging large language models to create dynamic and contextual information. It ensures
that AIcontent is available within the record where needed, but it allows human oversight or review,
supportingthe "human-in-the-loop" strategy.Sales Email: This prompt type is mainly used for generating
email content for outreach or responses,which doesn't align directly with populating fields in a
form.Record Summary: While this option might seem close, it is typically used to summarize entire
records forhigh-level insights rather than filling specific fields with dynamic content based on AI
generation.Salesforce AI SpecialistReference: You can explore more about these prompt templates and
AI capabilities through Salesforcedocumentation and official resources on Prompt
Builder:https://help.salesforce.com/s/articleView?id=sf.prompt_builder_templates_overview.htm
91. Question No. 3Universal Containers wants to make a sales proposal and directly use data from multiple
unrelatedobjects (standard and custom) in a prompt template.What should the AI Specialist
recommend? A.Create a Flex template to add resources with standard and custom objects as
inputs.B.Create a prompt template passing in a special custom object that connects the
recordstemporarily,C.Create a prompt template-triggered flow to access the data from standard and
customobjects. Answer: A
Universal Containers needs to generate a sales proposal using data from multiple unrelated standardand
custom objects within a prompt template. The most effective way to achieve this is by using a
Flextemplate.Flex templates in Salesforce allow AI specialists to create prompt templates that can accept
inputsfrom multiple sources, including various standard and custom objects. This flexibility enables thedirect
use of data from unrelated objects without the need to create intermediary custom objects orcomplex
flows.Reference: Salesforce AI Specialist Documentation - Flex Templates: Explains how Flex templates canbe
utilized to incorporate data from multiple sources, providing a flexible solution for complex
datarequirements in prompt templates.
92. uestion No. 4What is an AI Specialist able to do when the ''Enrich event logs with conversation data"
setting inEinstein Copilot is enabled? A. View the user click path that led to each copilot action.B. View
session data including user Input and copilot responses for sessions over the past 7days.C.Generate
details reports on all Copilot conversations over any time period. Answer:B
When the "Enrich event logs with conversation data" setting is enabled in Einstein Copilot, it allows an
AISpecialist or admin to view session data, including both the user input and copilot responses
frominteractions over the past 7 days. This data is crucial for monitoring how the copilot is being
used,analyzing its performance, and improving future interactions based on past inputs.This setting enriches
the event logs with detailed conversational data for better insights into theinteraction history, helping AI
specialists track AI behavior and user engagement.Option A, viewing the user click path, focuses on
navigation but is not part of the conversation dataenrichment functionality.Option C, generating detailed
reports over any time period, is incorrect because this specific featureis limited to data for the past 7
days.Salesforce AI SpecialistReference: You can refer to this documentation for further
insights:https://help.salesforce.com/s/articleView?id=sf.einstein_copilot_event_logging.htm
93. In a sales scenario, which generative AI feature in Einstein can be used to generate personalized email
content for prospects?
a) Einstein Discovery
b) Einstein Write
c) Einstein Automate
d) Einstein GPT for Sales
Answer D
Explicacion respuesta: Einstein GPT for sales is designed to generate personalized email content for
prospects by leveraging generative AI capabilities. This feature helps create tailored communication based on
prospect data, enhancing engagement and conversion rates.
94. How does the Einstein Trust Layer ensure grounding of AI models?
a) By using open-source data for training
b) By enforcing ethical guidelines in AI training
c) By connecting AI outputs to trusted data sources
d) By allowing users to override AI decisions
Answer C
Explicacion respuesta: The Einstein Trust Layer ensures grounding of AI models by connecting AI outputs to
trusted data sources. This technique helps to ensure that the AI’s responses are based on reliable and
accurate data, enhancing the relevance and correctness of the model’s output.
95. Universal Containers’ (UC) data science team is hosting a generative large language model (LLM) on
Amazon Web Services (AWS). What should the team use to access extremally-hosted models in the
Salesforce Platform?
a) Model Builder
b) App Builder
c) Copilot Builder
Answer A
Explicacion respuesta: Secure Data Pipelines address security concerns by ensuring that data is transmitted
through secure channels and protected from unauthorized access or breaches during the deployment of Al
models. This feature safeguards the integrity and confidentiality of data used in Al processes.
To access externally-hosted models, such as a large language model (LLM) hosted on AWS, the Model Builder
in Salesforce is the appropriate tool. Model Builder allows teams to integrate and deploy external Al models
into the Salesforce platform, making it possible to leverage models hosted outside of Salesforce
infrastructure while still benefiting from the platform's native Al capabilities. Option B, App Builder, is
primarily used to build and configure applications in Salesforce, not to integrate Al models.
Option C, Copilot Builder, focuses on building assistant-like tools rather than integrating external Al models.
Model Builder enables seamless integration with external systems and models, allowing Salesforce users to
use external LLMs for generating Al-driven insights and automation.
Salesforce Al Specialist Reference:
For more details, check the Model Builder guide here: https://help.salesforce.com/s/articleView?id=sf.model
builder extemal models.htm
96. 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?
a) Einstein Copilot will trigger a flow that utilizes a prompt template to generate the message.
b) Einstein Copilot will perform an HTTP callout to an LLM provider.
c) Einstein Copilot analyzes the user's request and LLM technology is used to generate and display the
appropriate response.
Answer C
Exaplicacion respuesta: Einstein Copilot is designed to enhance user interaction within Salesforce
by leveraging Large
Language Models (LLMs) to process and respond to user inquiries. When a user submits a request,
Einstein Copilot analyzes the input using natural language processing techniques. It then utilizes
LLM technology to generate an appropriate and contextually relevant response, which is displayed
directly to the user within the Salesforce interface.
Option C accurately describes this process. Einstein Copilot does not necessarily trigger a flow
(Option
A) or perform an HTTP callout to an LLM provider (Option B) for each user request. Instead, it
integrates LLM capabilities to provide immediate and intelligent responses, facilitating a broad
range of user requests.
Reference: Salesforce Al Specialist Documentation - Einstein Copilot Overview: Details how Einstein
Copilot employs LLMs to interpret user inputs and generate responses within the Salesforce
ecosystem. Salesforce Help - How Einstein Copilot Works: Explains the underlying mechanisms of
how Einstein Copilot processes user requests using AI technologies.
97. Which feature in the Einstein Trust Layer primarily addresses security concerns in Al model
deployment?
a) Auditing and Logging
b) Bias Mitigation
c) Data Purging
d) Secure Data Pipelines
Answer: D
Explanation:
Secure Data Pipelines address security concerns by ensuring that data is transmitted through secure
channels and protected from unauthorized access or breaches during the deployment of Al models. This
feature safeguards the integrity and confidentiality of data used in Al processes
98. When dealing with a high volume of customer service requests, which Einstein feature is most
appropriate for automating responses?
a) Einstein GPT for Service
b) Einstein Bots
c) Service Cloud Voice
d) Case Auto-Response
Answer: A
Explanation:
Einstein GPT for Service is best suited for automating responses to a high volume of customer service
requests. It leverages generative Al to create accurate and contextually relevant responses, improving
efficiency and customer satisfaction.
99. Which business scenario is most appropriate for using a custom generative model in Salesforce?
a) When standard models do not meet specific industry requirements
b) When managing large volumes of customer data
c) When automating routine tasks
d) When conducting predictive analytics
Answer: A
Explanation:
A custom generative model is ideal when standard models cannot address the specific requirements of an
industry or unique business scenarios. Custom models provide tailored solutions that better fit specialized
needs.
100. 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.
Answer: C
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.
Reference:
Salesforce Al Specialist Documentation - Einstein Copilot Supported Actions:
Lists the actions that Einstein Copilot can perform, noting the absence of delete operations. Salesforce Help -
Limitations of Einstein Copilot:
Highlights current limitations, including unsupported actions like deleting records.
101. What is the primary purpose of Model Builder in Salesforce?
a) To create and customize Al models for specific use cases
b) To deploy Al models on cloud infrastructure
c) To manage data storage and retrieval
d) To automate data cleansing processes
Answer: A
Explanation:
The primary purpose of Model Builder is to allow users to create and customize Al models for specific use
cases. This functionality supports the development of solutions that are tailored to particular business
needs.
102.When configuring a custom Al model in Salesforce, what is a key factor to consider?
a) The number of users who will interact with the model
b) The cost of model deployment
c) The time required for training the model
d) The model's ability to integrate with existing Salesforce workflows
Answer: D
Explanation:
A key factor to consider is the model's ability to integrate with existing Salesforce workflows. Effective
integration ensures that the custom Al model complements and enhances current processes without causing
disruptions
103. Which type of model would be most suitable for generating personalized customer experiences?
a) Data mining model
b) Predictive analytics model
c) Generative Al model
d) Rule-based Al model
Answer: C
Explanation:
A generative Al model is most suitable for creating personalized customer experiences as it can generate
content or responses tailored to individual customer preferences and needs.
104.What is the benefit of using a Bring Your Own Large Language Model (BYOLLM) in Salesforce?
a) It allows businesses to leverage proprietary Al models within Salesforce
b) It speeds up the Al model training process
c) It reduces the need for external data sources
d) It simplifies model deployment
Answer: A
Explanation:
The primary benefit of using a BYOLLM is that it allows businesses to integrate and leverage their
proprietary Al models within Salesforce, enabling the use of customized solutions that are aligned with their
unique requirements.
105. Which feature of the Einstein Trust Layer is designed to identify and reduce the risk of harmful or toxic
outputs from generative Al?
a) Dynamic Grounding with Secure Data Retrieval
b) Prompt Defense
c) Toxicity Scoring
Answer: C
Explanation:
Toxicity Scoring is designed to identify and reduce the risk of harmful or toxic outputs from generative Al,
ensuring that the content generated is appropriate and safe.
106. How does the Einstein Trust Layer help organizations comply with strict data privacy regulations?
a) By encrypting data during transmission
b) By allowing users to opt out of data sharing
c) By implementing a Zero-Data Retention Policy
Answer: C
Explanation:
The Einstein Trust Layer helps organizations comply with strict data privacy regulations by implementing a
Zero-Data Retention Policy, which ensures that data is not stored longer than necessary and complies with
privacy laws.
107. An Al Specialist wants to ground a new prompt template with the User related list. What should the Al
Specialist consider?
a) The User related list should have View All access.
b) The User related list needs to be included on the record page.
c) The User related list is not supported in prompt templates.
Answer: C
Explanation:
An Al Specialist wants to ground a new prompt template with the User related list. Grounding in prompt
templates involves using data from related lists to provide context or additional information to the Large
Language Model (LLM) when generating responses.
Key Consideration:
Unsupported Related Lists in Prompt Templates:
Limitation: The User related list is not supported in prompt templates for grounding purposes. Reason:
Salesforce restricts certain objects and related lists from being used in prompt templates to maintain data
security and integrity. The User object often contains sensitive information and is subject to strict access
controls.
Impact: Attempting to use the User related list in a prompt template will not work as expected because the
system does not support it.
Why Options A and B are Incorrect:
Option A (The User related list should have View All access):
Incorrect: Even with View All access, the User related list is still not supported in prompt templates.
Security Concerns: Granting View All access to the User object is a significant security risk and not a
recommended practice.
Option B (The User related list needs to be included on the record page):
Incorrect: Including the User related list on the record page does not affect its availability in prompt
templates.
108. What is the primary role of Prompt Defense in the Einstein Trust Layer?
a) To monitor data for compliance with regulations
b) To prevent unintended Al-generated outputs
c) To dynamically update the Al model with new data
Answer: B
Explanation:
The primary role of Prompt Defense is to prevent unintended Al-generated outputs, helping to ensure that
the content produced by Al models is appropriate and aligned with user expectations.
109. Which feature of the Einstein Trust Layer is critical for maintaining compliance with intonational data
protection standards?
a) Global data redundancy
b) Multi-language support
c) Cross-platform integration
d) Data localization and sovereignty controls
Answer: D
Explanation:
Data localization and sovereignty controls are critical for maintaining compliance with international data
protection standards by ensuring that data is stored and managed according to the regulations of the
respective jurisdictions.
These questions cover a broad range of concepts related to the Einstein Trust Layer, including its security,
privacy, and data management features.
110. In a scenario where a sales representative needs to quickly generate personalized email templates for
outreach, which Einstein for Sales feature would be most appropriate?
a) Einstein Email Insights
b) Einstein Opportunity Scoring
c) Einstein Email Drafting
d) Einstein Lead Scoring
Answer: C
Explanation:
Einstein Email Drafting helps sales representatives quickly generate personalized email templates, improving
the efficiency and effectiveness of their outreach.
111.For a customer service scenario where a support agent requires suggestions for responses to customer
queries, which Einstein for Service feature should be used?
a) Einstein Case Classification
b) Einstein Bots
c) Einstein Article Recommendations
d) Einstein Next Best Action
Answer: D
Explanation:
Einstein Next Best Action provides support agents with suggestions for the most appropriate responses to
customer queries, helping them handle cases more effectively.
112.Which Einstein for Sales feature can automatically create follow-up tasks based on customer
interactions and insights?
a) Einstein Activity Capture
b) Einstein Lead Scoring
c) Einstein Opportunity Insights
d) Einstein Task Automation
Answer: D
Explanation:
Einstein Task Automation can automatically create follow-up tasks based on customer interactions and
insights, streamlining the sales process.
113. If a sales team wants to generate predictive insights about customer behavior and preferences, which
Einstein for Sales feature would be suitable?
a) Einstein Lead Scoring
b) Einstein Predictive Scoring
c) Einstein Forecasting
d) Einstein Analytics
Answer: B
Explanation:
Einstein Predictive Scoring provides predictive insights into customer behavior and preferences, helping
sales teams to better understand and engage with their customers.
114. For a scenario where customer service needs to automate ticket creation from incoming emails, which
Einstein for Service feature is most appropriate?
a) Einstein Bots
b) Einstein Case Classification
c) Einstein Email-to-Case
d) Einstein Knowledge Management
Answer: C
Explanation:
Einstein Email-to-Case automates the creation of support tickets from incoming emails, improving efficiency
in handling customer service requests.
115.Which Einstein for Sales feature helps identify the best times to contact leads based on historical
engagement data?
a) Einstein Activity Capture
b) Einstein Email Insights
c) Einstein Lead Scoring
d) Einstein Engagement Insights
Answer: D
Explanation:
Einstein Engagement Insights uses historical engagement data to suggest the best times to contact leads,
optimizing outreach efforts.
116.In a scenario where customer service agents need to recommend relevant knowledge base articles,
which Einstein for Service feature would be helpful?
a) Einstein Case Classification
b) Einstein Article Recommendations
c) Einstein Next Best Action
d) Einstein Bots
Answer: B
Explanation:
Einstein Article Recommendations helps customer service agents by suggesting relevant knowledge base
articles. improving the accuracy and efficiency of responses
117.Northem 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 Al Specialist
take to make this option available to NTO?
a) Tum on Einstein Copilot
b) Turn on Einstein Generative Al
c) Tum on Prompt Builder
Answer: B
Explanation:
For Northern Trail Outfitters (NTO) to configure the Einstein Trust Layer, the Einstein Generative Al feature
must be enabled. The Einstein Trust Layer is closely tied to generative Al capabilities, ensuring that Al-
generated content complies with data privacy, security, and trust standards.
Option A (Turning on Einstein Copilot) is unrelated to the setup of the Einstein Trust Layer, which focuses
more on generative Al interactions and data handling.
Option C (Tuming on Prompt Builder) is used for configuring and building Al-driven prompts, but it does not
enable the Einstein Trust Layer.