Agentforce Specialist
Agentforce Specialist
Question 1
Question Type: MultipleChoice
After configuring and saving a Salesforce Agentforce Data Library (regardless of the data source),
which components are automatically created and available in Data Cloud?
Options:
A- A data pipeline, an indexing engine, and a query processor
B- A data connector, an analytics dashboard, and a workflow rule
C- A data stream, a search index, and a retriever
Answer:
C
Explanation:
Why is 'A data stream, a search index, and a retriever' the correct answer?
When a Salesforce Agentforce Data Library is configured and saved, it automatically creates
three essential components in Data Cloud to facilitate AI-driven search and retrieval.
1. Data Stream
o This acts as the pipeline that brings data into Data Cloud.
o It enables real-time data ingestion from sources such as Salesforce records, PDFs, or external
databases.
2. Search Index
o This allows AI models to perform structured queries and retrieve relevant data faster.
3. Retriever
o The retriever is an AI-powered search mechanism that uses the search index to fetch the most
relevant data.
* Incorrect because Data Cloud does not use a query processor in the same way as traditional
databases.
* Incorrect because these components are not automatically created when setting up a Data
Library.
* Analytics dashboards and workflow rules are separate tools used for reporting and automation.
* Salesforce AI Specialist Material confirms that a Data Stream, Search Index, and Retriever are
created automatically in Data Cloud when configuring a Data Library.
Question 2
Question Type: MultipleChoice
Universal Containers (UC) configured a new PDF file ingestion in Data Cloud with all the required
fields, and also created the mapping and the search Index. UC Is now setting up the retriever and
notices a required fleld is missing.
Options:
A- Create a new custom Data Cloud object that includes the desired field.
B- Update the search index to include the desired field.
C- Modify the retriever's configuration to include the desired field..
Answer:
B
Explanation:
Why is 'Update the search index to include the desired field' the correct answer?
When configuring a retriever in Data Cloud for PDF file ingestion, all necessary fields must be
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included in the search index. If a required field is missing, the correct action is to update the
search index to ensure it is available for retrieval.
o The search index defines which fields are indexed and accessible to the retriever.
o Without indexing, the retriever cannot reference the missing field in AI responses.
o Updating the index makes the field available for AI-powered retrieval.
o Ensuring all relevant fields are indexed improves AI-generated answer accuracy.
A. Create a new custom Data Cloud object that includes the desired field.
* Incorrect because the issue is with indexing, not with Data Cloud object structure.
* Incorrect because retriever configurations only define query rules; they do not modify the index
itself.
* Updating the search index is the required step to ensure the field is retrievable.
* Salesforce AI Specialist Material confirms that search indexing is required for retrievers to
access specific fields in Data Cloud.
Question 3
Question Type: MultipleChoice
Leadership needs to populate a dynamic form field with a summary or description created by a
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large language model (LLM) to facilitate more productive conversations with customers.
Leadership also wants to keep a human in the loop to be considered in their AI strategy. Which
prompt template type should the Agentforce Specialist recommend?
Options:
A- Field Generation
B- Sales Email
C- Record Summary
Answer:
A
Explanation:
Why is 'Field Generation' the correct answer?
In Agentforce, the Field Generation prompt template type is designed to populate dynamic form
fields with AI-generated content, such as summaries or descriptions created by a large language
model (LLM).
o Field Generation templates allow real-time AI-generated summaries based on customer data.
o The summary is dynamically populated in the form field for the sales or service representative
to review.
2. Human-in-the-Loop AI Strategy
o Since leadership wants a human to be involved, Field Generation ensures the AI-generated
content is editable before submission.
o Field Generation templates integrate seamlessly with Salesforce Dynamic Forms, ensuring AI-
powered insights are embedded within form layouts.
B. Sales Email
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* Incorrect because Sales Email templates are designed for AI-generated email content, not for
populating form fields.
C. Record Summary
* Incorrect because Record Summary templates generate high-level summaries of entire records,
but do not populate individual form fields dynamically.
* Salesforce AI Specialist Material confirms that Field Generation templates are used for AI-
powered dynamic form population.
Question 4
Question Type: MultipleChoice
An Agentforce Agent has been developed with multiple topics and Agent Actions that use flows
and Apex. Which options are available for deploying these to production?
Options:
A- Deploy the flows and Apex using normal deployment tools and manually create the agent-
related items in production.
B- Use only change sets because the Salesforce CLI does not currently support the deployment of
agent-related metadata.
C- Deploy flows, Apex, and all agent-related items using either change sets or the Salesforce
CLI/Metadata API.
Answer:
C
Explanation:
Why is 'Deploy flows, Apex, and all agent-related items using either change sets or the Salesforce
CLI/Metadata API' the correct answer?
When deploying an Agentforce Agent with multiple topics and Agent Actions that use flows and
Apex, a complete deployment solution is required. Change sets and the Salesforce CLI/Metadata
API support the deployment of flows, Apex code, and agent-related metadata.
o Agentforce Agents include flows, Apex classes, topics, and agent actions.
o Change sets and Salesforce CLI/Metadata API allow deployment of all these components
together, ensuring a smooth transition to production.
o Change Sets: Allows admins to move configurations, custom objects, and metadata between
Salesforce environments.
o Automating deployments using the Metadata API ensures consistency across environments.
A. Deploy the flows and Apex using normal deployment tools and manually create the agent-
related items in production.
* Incorrect because manually creating agent-related items in production introduces risk and
inconsistency.
* This approach is error-prone and time-consuming, especially for large Agentforce deployments.
B. Use only change sets because the Salesforce CLI does not currently support the deployment of
agent-related metadata.
* Incorrect because Salesforce CLI and Metadata API fully support Agentforce deployments.
* Salesforce AI Specialist Material confirms that Agentforce metadata (flows, actions, and topics)
can be deployed using Change Sets or the Metadata API.
Question 5
Question Type: MultipleChoice
In the context of retriever and search indexes, what best describes the data preparation process
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in Data Cloud?
Options:
A- Data preparation focuses on real-time data ingestion and dynamic indexing to generate
dynamic grounding reference data without preprocessing steps.
B- Data preparation entails aggregating, normalizing, and encoding structured datasets to ensure
compliance with data governance and security protocols.
C- Data preparation Involves loading, chunking, vectorizing, and storing content in a search-
optimized manner to support retrieval from the vector database.
Answer:
C
Explanation:
Why is 'Loading, Chunking, Vectorizing, and Storing' the correct answer?
Agentforce AI-powered search and retriever indexing requires data to be structured and
optimized for retrieval. The Data Cloud preparation process involves:
1. Loading Data
o Raw text from documents, emails, chat transcripts, and Knowledge articles is loaded into Data
Cloud.
o This enables faster AI-powered searches based on semantic meaning, not just keywords.
* Incorrect because while real-time updates can occur, the primary process involves
preprocessing and indexing first.
* Incorrect because this process relates to data compliance and security, not AI retrieval
optimization.
* Salesforce AI Specialist Material confirms that data preparation includes chunking, vectorizing,
and storing for AI retrieval in Data Cloud.
Question 6
Question Type: MultipleChoice
An Agentforce Service Agent, who has been successfully assisting customers with service
requests in Salesforce, is now unable to help customers with issues related to a new product
replacement process. The company recently implemented a custom Product Replacement object
in Salesforce to track and manage these replacements. Which Agentforce Agent User change
must be implemented to address this issue?
Options:
A- The permission set group assigned to the Agent User needs to grant access to the Product
Replacement flow.
B- The permission set assigned to the Agent User needs Read access to the custom Product
Replacement object.
C- The profile assigned to the Agentforce Agent User needs AI training permission to the custom
Product Replacement object.
Answer:
B
Explanation:
Why is 'Permission Set Read Access' the correct answer?
If an Agentforce Service Agent is unable to assist customers with the new Product Replacement
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o The new Product Replacement object must be explicitly assigned to the agent's permission set.
o Without Read access, the agent cannot view or interact with the object.
Ensure that related fields (e.g., status, replacement reason) are also accessible
o If Einstein AI is used to suggest solutions, the agent must have visibility into the Product
Replacement object for context-aware responses.
A. The permission set group assigned to the Agent User needs to grant access to the Product
Replacement flow.
* Incorrect because flow permissions only control automation access, not direct object access.
* If an agent cannot view the object, the flow will not be visible or usable.
C. The profile assigned to the Agentforce Agent User needs AI training permission to the custom
Product Replacement object.
* Incorrect because AI training permissions relate to model learning and improvement, not object
visibility.
* Salesforce AI Specialist Material confirms that permission sets control object-level access for
Agentforce users.
Question 7
Question Type: MultipleChoice
Which object stores the conversation transcript between the customer and the agent?
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Options:
A- Messaging End User
B- Messaging Session
C- Case
Answer:
B
Explanation:
Why is 'Messaging Session' the correct answer?
In Agentforce, the Messaging Session object stores the conversation transcript between the
customer and the agent.
o The Messaging Session object maintains a record of the full chat history, including timestamps,
messages, and interactions.
o Einstein AI uses Messaging Sessions to generate summaries of chat interactions for agents.
o If a conversation escalates into a case, the Messaging Session object can be linked to it.
o This allows support teams to review the conversation history without switching contexts.
* Incorrect because this object stores details about the customer (e.g., name, contact details) but
not the conversation transcript.
C. Case
* Incorrect because Cases store structured service requests but do not contain raw conversation
transcripts.
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* Salesforce AI Specialist Material confirms that Messaging Sessions store chat conversations and
support Einstein Work Summaries.
Question 8
Question Type: MultipleChoice
Universal Containers wants its AI agent to answer customer questions with precise and up-to-
date information. How does an Agentforce Data Library simplify and enable this?
Options:
A- It automates the ingestion, taxonomical classification and storage of knowledge in Data Cloud
for precision keyword search retrieval to ground prompts and agents with relevant information.
B- It automates the ingestion, Indexing of data, and creates a default retriever to be used in
prompts and agents for grounding with relevant information.
C- It automates the ingestion and optical character recognition (OCR) processing of any PDF, and
indexes them to enable regular SQL query retrieval to ground prompts and agents with relevant
information.
Answer:
B
Explanation:
Why is 'Automates Ingestion, Indexing, and Default Retriever Creation' the correct answer?
An Agentforce Data Library is a key component in ensuring that an AI agent provides precise and
up-to-date responses by:
Creating a default retriever Enables the AI to fetch relevant data dynamically when answering
customer queries.
o Ensures that relevant updates are continuously fed into the AI system.
o AI agents use the retriever to fetch the most relevant and current information.
o The retriever grounds AI-generated responses using structured and indexed data.
* Incorrect because Agentforce does not rely on keyword searches but on indexing and AI-driven
retrieval.
* Incorrect because OCR (Optical Character Recognition) is not the primary function of an
Agentforce Data Library.
* AI grounding is based on indexed and structured data, not raw OCR-extracted text.
* Salesforce AI Specialist Material explains that Agentforce Data Libraries automate data
ingestion, indexing, and retriever setup for AI-powered responses.
* Salesforce Instructions for Certification confirm that AI responses are grounded in structured
and indexed Data Libraries.
Question 9
Question Type: MultipleChoice
A Universal Containers administrator is setting up Einstein Data Libraries. After creating a new
library, the administrator notices that only the file upload option is available; there is no option to
configure the library using a Salesforce Knowledge base.
Options:
A- The current Salesforce org lacks the necessary Einstein for Service permissions that support
the Knowledge-based Data Library option, so only the file upload option is presented.
B- Salesforce Knowledge is not enabled in the organization; without Salesforce Knowledge
enabled, the Knowledge-based data source option will not be available in Einstein Data Libraries.
C- The administrator is not using Lightning Experience, which is required to display all data
source options, Including the Knowledge base option, when configuring Einstein Data Libraries.
Answer:
B
Explanation:
Why is 'Salesforce Knowledge is not enabled' the correct answer?
If an administrator only sees the file upload option in Einstein Data Libraries and cannot configure
a Salesforce Knowledge base, the most likely reason is that Salesforce Knowledge is not enabled
in the organization.
o Einstein Data Libraries can pull knowledge data only if Salesforce Knowledge is enabled.
o If Knowledge is not activated, the system will default to file uploads as the only available
option.
o Once enabled, the option to configure Knowledge-based Data Libraries will become available.
A. The current Salesforce org lacks the necessary Einstein for Service permissions
* Incorrect because even without certain permissions, the Knowledge option would still be visible
but greyed out.
* Incorrect because Einstein Data Libraries are accessible in both Classic and Lightning, and
Lightning does not control Knowledge base visibility.
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* Salesforce AI Specialist Material confirms that Salesforce Knowledge must be enabled for Data
Libraries to use Knowledge as a data source.
* Salesforce Certification Guide explicitly states that file uploads are the default option if
Knowledge is not available.
Question 10
Question Type: MultipleChoice
A sales manager needs to contact leads at scale with hyper-relevant solutions and customized
communications in the most efficient manner possible. Which Salesforce solution best suits this
need?
Options:
A- Einstein Sales Assistant
B- Prompt Builder
C- Einstein Lead follow-up
Answer:
B
Explanation:
Step 1: Define the Requirements
* Hyper-relevant solutions: Deliver tailored solutions based on lead-specific data (e.g., CRM data,
behavior).
* Customized communications: Personalize outreach (e.g., emails, messages) for each lead.
* Most efficient manner possible: Minimize manual effort and maximize automation.
This suggests a solution that leverages AI for personalization and automation for scale, ideally
within the Salesforce ecosystem.
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o Scale: It supports individual reps by enhancing productivity (e.g., drafting personalized emails
quickly), but it doesn't inherently contact leads at scale autonomously. It requires human
initiation for each interaction.
o Efficiency: It streamlines rep tasks but lacks the autonomy to handle large-scale outreach
without significant human oversight.
* Conclusion: Einstein Sales Assistant is a productivity tool for reps, not a solution for
autonomous, large-scale lead contact. It's not the best fit.
B . Prompt Builder
* Description: Prompt Builder is a low-code tool within the Einstein 1 Platform that allows users to
create reusable AI prompts for generating personalized content (e.g., emails, summaries) based
on Salesforce CRM data. It integrates with generative AI models and can be embedded in
workflows (e.g., via Flow) to automate content creation.
o Scale: Alone, Prompt Builder generates content but doesn't execute outreach. When paired with
automation tools like Flow or Agentforce, it can support large-scale communication by generating
content for thousands of leads.
o Hyper-relevance: It uses CRM data (e.g., lead details from Data Cloud) to craft highly relevant
messages or solutions tailored to each lead's context.
o Efficiency: It reduces manual content creation effort, but efficiency depends on integration with
an execution mechanism (e.g., Flow to send emails). Without this, it's incomplete for outreach.
* Reference: Salesforce documentation states, ''Prompt Builder lets you create prompt templates
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that generate AI content grounded in your CRM data'' (Salesforce Help: ''Creating Prompt
Templates'').
* Description: There is no explicit product named ''Einstein Lead Follow-Up'' in Salesforce's official
documentation as of March 08, 2025. This could be a misnomer or a hypothetical reference to
features like Einstein Lead Scoring (prioritizing leads) or Agentforce SDR (autonomous lead
nurturing). For fairness, let's assume it implies an AI-driven follow-up mechanism for leads.
o Scale: If interpreted as part of Agentforce (e.g., SDR Agent), it could autonomously contact
leads at scale, handling thousands of interactions 24/7.
o Hyper-relevance: It could use CRM and external data to tailor follow-ups, aligning with the need
for relevant solutions.
o Efficiency: An autonomous agent would maximize efficiency by offloading outreach tasks from
reps.
* Issue: Without a verified product called ''Einstein Lead Follow-Up,'' we can't confirm its
capabilities. Einstein Lead Scoring, for example, prioritizes leads but doesn't contact them.
Agentforce SDR fits better but isn't listed.
* Conclusion: If this were Agentforce SDR, it'd be ideal. Given the option's ambiguity, it's
unreliable as a verified answer.
* Einstein Sales Assistant: Enhances rep productivity but lacks scale and autonomy.
* Prompt Builder: Generates hyper-relevant, customized content efficiently and can scale when
paired with automation tools like Flow or Agentforce. It's a verifiable, existing tool that partially
meets the need.
* Einstein Lead Follow-Up: Potentially ideal if it implies autonomous follow-up (e.g., Agentforce),
but it's not a recognized product, making it speculative.
* It directly addresses hyper-relevance and customization via AI-generated content tied to CRM
data.
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* It can be scaled with Salesforce automation (e.g., Flow to send emails to thousands of leads),
though this requires additional setup.
The question aligns closely with Agentforce Sales Agents (e.g., SDR), which autonomously
contacts leads at scale, delivers hyper-relevant solutions, and customizes communications using
Data Cloud and the Atlas Reasoning Engine. Salesforce documentation notes, ''Agentforce SDR
autonomously nurtures inbound leads... crafting personalized responses on preferred channels''
(Salesforce.com: ''Agentforce for Sales''). However, Agentforce isn't an option here, so we must
choose from A, B, or C.
* Prompt Builder Reference: ''Use Prompt Builder to generate personalized sales emails or
summaries in bulk, integrated with Flow for automation'' (Trailhead: ''Customize AI Content with
Prompt Builder''). This confirms its capability for relevance and customization, with scale
achievable via integration.
* No other option fully meets all criteria standalone. Einstein Sales Assistant lacks scale, and
Einstein Lead Follow-Up lacks definition.
Thus, Prompt Builder (B) is the best choice among the provided options, assuming it's paired with
automation for execution. Without that assumption, none fully suffice, but Prompt Builder is the
most verifiable and closest fit.
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