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Salesforce-AI-Specialist Interactive Course | Salesforce-AI-Specialist Question Explanations

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Salesforce Salesforce-AI-Specialist Exam Syllabus Topics:

Topic
Details

Topic 1

Einstein Trust Layer: This section evaluates the skills of Salesforce AI specialists responsible for implementing security protocols and safeguarding data privacy. It emphasizes the security, privacy, and foundational features of the Einstein Trust Layer.

Topic 2

Generative AI in CRM Applications: This part of the exam assesses AI specialists’ knowledge of generative AI within CRM systems. It covers the use of generative AI features in Einstein for Sales and Einstein for Service.

Topic 3

Model Builder: This portion of the exam focuses on Salesforce AI specialists' expertise in working with AI models within Salesforce environments. Candidates will need to demonstrate knowledge of when to use the Model Builder and how to configure standard, custom, or Bring Your Own Large Language Model (BYOLLM) generative models to meet business needs.

Topic 4

Agentforce Tools: In this topic, AI specialists get knowledge using agents when it is appropriate. Moreover, the topic explains the working of agents and reasoning engine powers Agentforce. Lastly, the topic focuses on managing and monitoring agent adoption.

Topic 5

Prompt Builder: This section evaluates the expertise of AI specialists working with Salesforce's AI tools. It focuses on the Prompt Builder feature, requiring candidates to understand its usage based on business needs.

Salesforce Certified AI Specialist Exam Sample Questions (Q87-Q92):

NEW QUESTION # 87
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 formula fields to reference the Einstein related list of opportunities.
B. Use merge fields to reference the default related list of opportunities.
C. Use the merge fields to reference a custom related list of opportunities.

Answer: B

Explanation:
In Salesforce, when creating a prompt template for the sales team, you can include data from related objects such as Opportunities that are linked to an Account. The best method to ground the AI model and provide relevant information from related records, like Opportunities, is by using merge fields.
Merge fields in Salesforce allow you to dynamically reference data from a record or related records, like Opportunities for a given Account. In this scenario, the AI Specialist needs to pull data from the default related list of Opportunities associated with the Account. This is achieved by using merge fields, which pull in data from the standard relationship Salesforce creates between Accounts and Opportunities.
Option A (referencing a custom related list) and Option C (using formula fields with Einstein-related lists) do not align with the standard, practical grounding method for this task. Custom lists would require additional configurations not typically necessary for a basic use case, and formula fields are typically not used to directly fetch related list data for prompt generation in templates. The standard and straightforward method is using merge fields tied to the default related list of opportunities.
Salesforce Reference:
Merge Fields in Templates: https://help.salesforce.com/s/articleView?id=000387601&type=1 Grounding Data in Prompts: https://developer.salesforce.com/docs/atlas.en-us.salesforce_ai.meta/salesforce_ai/grounding_data_prompts

NEW QUESTION # 88
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 Data Cloud Admin permission set and enable Sales Emails in Setup.
B. Assign the Prompt Template User permission set and enable Sales Emails in Setup.
C. Assign the Prompt Template Manager permission set and enable Sales Emails in setup.

Answer: B

Explanation:
To enable Sales Email prompt templates:
* Permission Set: Assign the Prompt Template User permission set to the sales team to grant access to use pre-built templates.
* Feature Activation: Enable Sales Emails in Salesforce Setup to activate the integration between prompt templates and email workflows.
* Option B (Manager permission set): Required for creating/modifying templates, not for usage.
* Option C (Data Cloud Admin): Unrelated to prompt template access.
References:
* Salesforce Help: Prompt Template Permissions
* Specifies that "Prompt Template User" is required to leverage templates in workflows.
* Sales Email Setup outlines enabling the feature in Setup.

NEW QUESTION # 89
Universal Containers wants to allow its service agents to query the current fulfillment status of an order with natural language. There is an existing auto launched flow to query the information from Oracle ERP, which is the system of record for the order fulfillment process.
How should an AI Specialist apply the power of conversational AI to this use case?

A. Create a custom copilot action which calls a flow.
B. Create a Flex prompt template in Prompt Builder.
C. Configure the Integration Flow Standard Action in Einstein Copilot.

Answer: A

Explanation:
To enable Universal Containers service agents to query the current fulfillment status of an order using natural language and leverage an existing auto-launched flow that queries Oracle ERP, the best solution is to create a custom copilot action that calls the flow. This action will allow Einstein Copilot to interact with the flow and retrieve the required order fulfillment information seamlessly. Custom copilot actions can be tailored to call various backend systems or flows in response to user requests.
Option B is correct because it enables integration between Einstein Copilot and the flow that connects to Oracle ERP.
Option A (Flex prompt template) is more suited for static responses and not for invoking flows.
Option C (Integration Flow Standard Action) is not directly related to creating a specific copilot action for this use case.
Reference:
Salesforce Einstein Copilot Actions: https://help.salesforce.com/s/articleView?id=einstein_copilot_actions.htm

NEW QUESTION # 90
Universal Containers (UC) plans to automatically populate the Description field on the Account object.
Which type of prompt template should UC use?

A. Sales Email prompt template
B. Flex Prompt template
C. Field Generation prompt template

Answer: C

Explanation:
* Context of the QuestionUniversal Containers (UC) wants to automatically populate the Description field on the Account object. The AI-driven solution must generate textual data and write it directly into a field.
* Field Generation Prompt Template
* Primary Use Case: A Field Generation prompt template is specifically designed to create or fill in fields on a record with AI-generated text.
* Auto-population: By configuring a Field Generation prompt template, admins can define the instructions, data inputs, and desired output for the AI. The resulting text then populates the specified field, such as the Account Description.
* Why Not Flex or Sales Email Prompt Templates?
* Flex Prompt Template: Used to combine or manipulate data across objects, merges, or references from multiple sources in more advanced, flexible prompts. Typically not the go-to for straightforward text generation on a single field.
* Sales Email Prompt Template: Focused on drafting or summarizing emails for sales reps (like crafting outreach or follow-up messages). This template is not specifically built to populate a field on a record.
* ConclusionFor automatically populating the Description field with AI-generated content, theField Generation prompt template(Option A) is the correct choice.
Salesforce AI Specialist References & Documents
* Salesforce Documentation:Prompt Template TypesExplains various template types (Field Generation, Flex, Email, etc.) and their typical use cases.
* Salesforce AI Specialist Study GuideHighlights Field Generation prompt templates for populating or updating record fields with AI-generated text.

NEW QUESTION # 91
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 Tone and voice examples
How should the AI Specialist obtain related items?

A. Utilize a standard email template and manually insert the required data fields.
B. Call prompt initiated flow to fetch and ground the required data.
C. Create a flex template that takes the records in question as inputs.

Answer: B

NEW QUESTION # 92
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