In addition to Recipient and Sender, which object should an AI Specialist utilize for inserting merge fields into a Sales email template prompt?
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?
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?
Universal Containers is using Einstein Copilot for Sales to find similar opportunities to help close deals faster. The team wants to understand the criteria used by the copilot to match opportunities.
What is one criteria that Einstein Copilot for Sales uses to match similar opportunities?
Based on the user utterance, “Show me all the customers in New York", which standard Einstein Copilot action will the planner service use?
An AI Specialist has grounded a prompt template with a related list. During user acceptance testing (UAT). users are not getting the correct responses.
What is causing this issue?
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?
Universal Containers (UC) plans to automatically populate the Description field on the Account object.
Which type of prompt template should UC use?
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?
How does the Einstein Trust Layer ensure that sensitive data is protected while generating useful and meaningful responses?
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?
Universal Containers (UC) is looking to improve its sales team's productivity by providing real-time insights and recommendations during customer interactions.
Why should UC consider using Agentforce Sales Agent?
Before activating a custom copilot action, an AI Specialist would like is to understand multiple real-world user utterances to ensure the action being selected appropriately.
Which tool should the AI Specialist recommend?
Universal Containers wants to reduce overall agent handling time minimizing the time spent typing routine answers for common questions in-chat, and reducing the post-chat analysis by suggesting values for case fields.
Which combination of Einstein for Service features enables this effort?
What is the primary function of the planner service in the Einstein Copilot system?
Universal Containers (UC) has implemented Generative AI within Salesforce to enable summarization of a custom object called Guest. Users have reported mismatches in the generated information.
In refining its prompt design strategy, which key practices should UC prioritize?
Which feature in the Einstein Trust Layer helps to minimize the risks of jailbreaking and prompt injection attacks?
Universal Containers plans to implement prompt templates that utilize the standard foundation models.
What should the AI Specialist consider when building prompt templates in Prompt Builder?
Universal Containers wants to make a sales proposal and directly use data from multiple unrelated objects (standard and custom) in a prompt template.
What should the AI Specialist recommend?
Which configuration must an AI Specialist complete for users to access generative Al-enabled fields in the Salesforce mobile app?
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)?
An AI Specialist is creating a custom action in Einstein Copilot.
Which option is available for the AI Specialist to choose for the custom copilot action?
A support team handles a high volume of chat interactions and needs a solution to provide quick, relevant responses to customer inquiries.
Responses must be grounded in the organization's knowledge base to maintain consistency and accuracy.
Which feature in Einstein for Service should the support team use?
An AI Specialist implements Einstein Sales Emails for a sales team. The team wants to send personalized follow-up emails to leads based on their interactions and data stored in Salesforce. The AI Specialist needs to configure the system to use the most accurate and up-to-date information for email generation.
Which grounding technique should the AI Specialist use?
An AI 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?
Leadership needs to populate a dynamic form field with a summary or description created by a 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 AI Specialist recommend?
Universal Containers (UC) is using Einstein Generative AI to generate an account summary. UC aims to ensure the content is safe and inclusive, utilizing the Einstein Trust Layer's toxicity scoring to assess the
content's safety level.
What does a safety category score of 1 indicate in the Einstein Generative Toxicity Score?
What is the correct process to leverage Prompt Builder in a Salesforce org?
Universal Containers wants support agents to use Agentforce to ask questions about its product tutorials and product guides.
What should the AI Specialist do to meet this requirement?
Universal Containers needs to provide insights on the usability of Agents to drive adoption in the organization.
What should the AI Specialist recommend?
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?
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 Salesforce Administrator wants to generate personalized, targeted emails that incorporate customer interaction data. The admin wants to leverage large language models (LLMs) to write the emails, and wants to reuse templates for different products and customers.
Which solution approach should the admin leverage?
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?
Universal Containers (UC) is Implementing Service AI Grounding to enhance its customer service operations. UC wants to ensure that its AI- generated responses are grounded in the most relevant data sources. The
team needs to configure the system to include all supported objects for grounding.
Which objects should UC select to configure Service AI Grounding?
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?
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?
Universal Containers (UC) is implementing Einstein Generative AI to improve customer insights and interactions. UC needs audit and feedback
data to be accessible for reporting purposes.
What is a consideration for this requirement?
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?
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?
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?
What should an AI Specialist consider when using related list merge fields in a prompt template associated with an Account object in Prompt Builder?
In Model Playground, which hyperparameters of an existing
Salesforce-enabled foundational model can an AI Specialist change?
The sales team at a hotel resort would like to generate a guest summary about the guests' interests and provide recommendations based on their activity preferences captured in each guest profile. They want the summary to be available only on the contact record page.
Which AI capability should the team use?
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?