AI Associate Set 1 Flashcards
A business analyst (BA) wants to improve business by enhancing their sales processes and customer.
Which AI application should the BA use to meet their needs?
A. Sales data cleansing and customer support data governance
B. Machine learning models and chatbot predictions
C. Lead scoring, opportunity forecasting, and case classification
C. Lead scoring, opportunity forecasting, and case classification
- “Lead scoring, opportunity forecasting, and case classification are AI applications that can help a business analyst improve their sales processes and customer support. Lead scoring can help prioritize leads based on their likelihood to convert, opportunity forecasting can help predict future sales or revenue based on historical data and trends, and case classification can help categorize and route cases based on their attributes.”*
A customer using Einstein Prediction Builder is confused about why a certain prediction was made.
Following Salesforce’s Trusted AI Principle of Transparency, which customer information should be accessible on the Salesforce Platform?
A. An explanation of how Prediction Builder works and a link to Salesforce’s Trusted AI Principles
B. An explanation of the prediction’s rationale and a model card that describes how the model was created
C. A marketing article of the product that clearly outlines the product’s capabilities and features
B. An explanation of the prediction’s rationale and a model card that describes how the model was created
“An explanation of the prediction’s rationale and a model card that describes how the model was created should be accessible on the Salesforce Platform following Salesforce’s Trusted AI Principle of Transparency. Transparency means that AI systems should be designed and developed with respect for clarity and openness in how they work and why they make certain decisions. Transparency also means that AI users should be able to access relevant information and documentation about the AI systems they interact with.”
A data quality expert at Cloud Kicks want to ensure that each new contact contains at least an email address
Which feature should they use to accomplish this?
A. Autofill
B. Duplicate matching rule
C. Validation rule
C. Validation rule
“A validation rule should be used to ensure that each new contact contains at least an email address or phone number. A validation rule is a feature that checks the data entered by users for errors before saving it to Salesforce. A validation rule can help ensure data quality by enforcing certain criteria or conditions for the data values.”
A developer is tasked with selecting a suitable dataset for training an AI model in Salesforce to accurately predict current customer behavior.
What Is a crucial factor that the developer should consider during selection?
A. Number of variables in the dataset
B. Age of the dataset
C. Size of the dataset
C. Size of the dataset
A financial institution plans a campaign for preapproved credit cards
How should they implement Salesforce’s Trusted AI Principle of Transparency?
A. Communicate how risk factors such as credit score can impact customer eligibility.
B. Flag sensitive variables and their proxies to prevent discriminatory lending practices.
C. Incorporate customer feedback into the model’s continuous training.
B. Flag sensitive variables and their proxies to prevent discriminatory lending practices.
“Flagging sensitive variables and their proxies to prevent discriminatory lending practices is how they should implement Salesforce’s Trusted AI Principle of Transparency. Transparency is one of the Trusted AI Principles that states that AI systems should be designed and developed with respect for clarity and openness in how they work and why they make certain decisions. Transparency also means that AI users should be able to access relevant information and documentation about the AI systems they interact with. Flagging sensitive variables and their proxies means identifying and marking variables that can potentially cause discrimination or unfair treatment based on a person’s identity or characteristics, such as age, gender, race, income, or credit score. Flagging sensitive variables and their proxies can help implement Transparency by allowing users to understand and evaluate the data used or generated by AI systems.”
A healthcare company implements an algorithm to analyze patient data and assist in medical diagnosis.
Which primary role does data Quality play in this AI application?
A. Ensured compatibility of AI algorithms with the system’s Infrastructure
B. Reduced need for healthcare expertise in interpreting AI outouts
C. Enhance accuracy and reliability of medical predictions and diagnoses
C. Enhance accuracy and reliability of medical predictions and diagnoses
“Data quality plays a crucial role in enhancing the accuracy and reliability of medical predictions and diagnoses. Poor data quality can lead to inaccurate or misleading results, which can have serious consequences for patients’ health and well-being. Therefore, it is important to ensure that the data used for AI applications in healthcare is accurate, complete, consistent, and relevant.”
A marketing manager wants to use AI to better engage their customers.
Which functionality provides the best solution?
A. Journey Optimization
B. Bring Your Own Model
C. Einstein Engagement
C. Einstein Engagement
“Einstein Engagement provides the best solution for a marketing manager who wants to use AI to better engage their customers. Einstein Engagement is a feature that uses AI to optimize email marketing campaigns by providing insights and recommendations on the best time, frequency, content, and subject lines to send emails to each customer. Einstein Engagement can help increase customer engagement, retention, and loyalty by delivering personalized and relevant messages.”
A sales manager wants to improve their processes using AI in Salesforce?
Which application of AI would be most beneficial?
A. Lead scoring and opportunity forecasting
B. Sales dashboards and reporting
C. Data modeling and management
A. Lead scoring and opportunity forecasting
'’Lead scoring and opportunity forecasting are applications of AI that would be most beneficial for a sales manager who wants to improve their processes using AI in Salesforce. Lead scoring can help prioritize leads based on their likelihood to convert, while opportunity forecasting can help predict future sales or revenue based on historical data and trends. These applications of AI can help optimize sales processes by providing insights and recommendations that can increase sales efficiency and effectiveness.’’
A service leader wants to use AI to help customers resolve their issues quicker in a guided self-serve application.
Which Einstein functionality provides the best solution?
A. Case Classification
B. Bots
C. Recommendation
B. Bots
“Bots provide the best solution for a service leader who wants to use AI to help customers resolve their issues quicker in a guided self-serve application. Bots are a feature that uses natural language processing (NLP) and natural language understanding (NLU) to create conversational interfaces that can interact with customers using text or voice. Bots can help automate and streamline customer service processes by providing answers, suggestions, or actions based on the customer’s intent and context.”
A system admin recognizes the need to put a data management strategy in place.
What is a key component of data management strategy?
A. Color Coding
B. Data Backup
C. Naming Convention
B. Data Backup
Cloud Kicks discovered multiple variations of state and country values in contact records.
Which data quality dimension is affected by this issue?
A. Usage
B. Accuracy
C. Consistency
C. Consistency
“Consistency is the data quality dimension that is affected by multiple variations of state and country values in contact records. Consistency means that the data values are uniform and follow a common standard or format across different records, fields, or sources. Inconsistent data can cause confusion, errors, or duplication in data analysis and processing.”
Cloud Kicks learns of complaints from customers who are receiving too many sales calls and emails.
Which data quality dimension should be assessed to reduce these communication inefficiencies?
A. Duplication
B. Usage
C. Consent
A. Duplication
“Duplication is the data quality dimension that should be assessed to reduce communication inefficiencies. Duplication means that the data contains multiple copies or instances of the same record or value. Duplication can cause confusion, errors, or waste in data analysis and processing. For example, duplication can lead to communication inefficiencies if customers receive multiple calls or emails from different sources for the same purpose.”
Cloud Kicks uses Einstein to generate predictions but is not seeing accurate results.
What is a potential reason for this?
A. Poor data quality
B. The wrong product
C. Too much data
A. Poor data quality
“Poor data quality is a potential reason for not seeing accurate results from an AI model. Poor data quality means that the data is inaccurate, incomplete, inconsistent, irrelevant, or outdated for the AI task. Poor data quality can affect the performance and reliability of AI models, as they may not have enough or correct information to learn from or make accurate predictions.”
Cloud kicks wants to decrease the workload for its customer care agents by implementing a chatbot on its website that partially deflects incoming cases by answering frequently asked questions
Which field of AI is most suitable for this scenario?
A. Natural language processing
B. Computer vision
C. Predictive analytics
A. Natural language processing
“Natural language processing is the field of AI that is most suitable for this scenario. Natural language processing (NLP) is a branch of AI that enables computers to understand and generate natural language, such as speech or text. NLP can be used to create conversational interfaces that can interact with users using natural language, such as chatbots. Chatbots can help automate and streamline customer service processes by providing answers, suggestions, or actions based on the user’s intent and context.”
Cloud Kicks wants to develop a solution to predict customers product interests based on historical data. The company found that employees from one region use a text field to capture the product category, while employees from all other locations use a picklist.
Which data quality dimension is affected in this scenario?
A. Completeness
B. Accuracy
C. Consistency
C. Consistency
“Consistency is the data quality dimension that is affected in this scenario. Consistency means that the data values are uniform and follow a common standard or format across different records, fields, or sources. Inconsistent data can cause confusion, errors, or duplication in data analysis and processing. For example, using different field types for the same attribute can affect the consistency of the data.”
Cloud Kicks wants to ensure that multiple records for the same customer are removed in Salesforce.
Which feature should be used to accomplish this?
A. Duplicate management
B. Trigger deletion of old records
C. Standardized field names
A. Duplicate management
“Duplicate management should be used to remove multiple records for the same customer in Salesforce. Duplicate management is a feature that helps prevent and manage duplicate records in Salesforce. Duplicate management can help define matching rules, duplicate rules, and alert messages to detect and merge duplicate records.”
Cloud Kicks wants to optimize its business operations by incorporating AI into its CRM.
How does AI with CRM help sales representatives better understand previous customer interactions?
A. Triggers personalized service replies
B. Creates, localizes, and translates product descriptions
C. Provides call summaries
C. Provides call summaries
'’Providing call summaries is how AI with CRM helps sales representatives better understand previous customer interactions. Call summaries are a feature that uses natural language processing (NLP) to analyze voice conversations between sales representatives and customers and generate summaries or transcripts of the calls. Call summaries can help sales representatives better understand previous customer interactions by providing key information, insights, or action items from the calls.’’
Cloud Kicks wants to optimize its business operations by incorporating AI into its CRM.
What should the company do first to prepare its data for use with AI?
A. Remove biased data.
B. Determine data availability.
C. Determine data outcomes.
B. Determine data availability.
Before using AI to optimize business operations, the company should first assess the availability and quality of its data. Data is the fuel for AI, and without sufficient and relevant data, AI cannot produce accurate and reliable results. Therefore, the company should identify what data it has, where it is stored, how it is accessed, and how it is maintained. This will help the company understand the feasibility and scope of its AI projects.
Cloud Kicks wants to use AI to enhance its sales processes and customer support.
Which capacity should they use?
A. Dashboard of Current Leads and Cases
B. Sales path and Automaton Case Escalations
C. Einstein Lead Scoring and Case Classification
C. Einstein Lead Scoring and Case Classification
Cloud Kicks wants to use an AI model to predict the demand for shoes using historical data on sales and regional characteristics.
What is an essential data quality dimension to achieve this goal?
A. Reliability
B. Volume
C. Age
A. Reliability
“Reliability is an essential data quality dimension to achieve the goal of predicting the demand for shoes using historical data on sales and regional characteristics. Reliability means that the data values are trustworthy, credible, and authoritative for the AI task. Reliable data can improve the accuracy and confidence of AI predictions, as they reflect the true state or condition of the target population or domain. For example, reliable data can help predict the demand for shoes by using verified and validated sales and regional data.”
Cloud Kicks wants to use Einstein Prediction Builder to determine a customer’s likelihood of buying specific products; however, data quality is a…
How can data quality be assessed?
A. Build a Data Management Strategy.
B. Build reports to expire the data quality.
C. Leverage data quality apps from AppExchange
C. Leverage data quality apps from AppExchange
How does data quality impact the trustworthiness of Al-driven decisions?
A. The use of both low-quality and high-quality data can improve the accuracy and reliability of AI-driven decisions.
B. High-quality data improves the reliability and credibility of Al-driven decisions, fostering trust among users.
C. Low-quality data reduces the risk of overfitting the model, improving the trustworthiness of the predictions.
B. High-quality data improves the reliability and credibility of Al-driven decisions, fostering trust among users.
“High-quality data improves the reliability and credibility of AI-driven decisions, fostering trust among users. High-quality data means that the data is accurate, complete, consistent, relevant, and timely for the AI task. High-quality data can improve the performance and reliability of AI systems, as they have enough and correct information to learn from and make accurate predictions. High-quality data can also improve the trustworthiness of AI-driven decisions, as users can have more confidence and satisfaction in using AI systems.”
How does the “right of least privilege” reduce the risk of handling sensitive personal data?
A. By limiting how many people have access to data
B. By reducing how many attributes are collected
C. By applying data retention policies
A. By limiting how many people have access to data
“ The “right of least privilege” reduces the risk on handling sensitive personal data by limiting how many people have access to data. The “right of least privilege” is a security principle that states that eeach user or system should have the minimum level of access or privilege necessary to perform their tasks or functions. The “right of least privilege” can help protect sensitive personal data from unauthorized access, misuse, or leakage”.
In the context of Salesforce’s Trusted AI Principles what does the principle of Empowerment primarily aim to achieve?
A. Empower users of all skill levels to build AI applications with clicks, not code.
B. Empower users to contribute to the growing body of knowledge of leading AI research.
C. Empower users to solve challenging technical problems using neural networks.
A. Empower users of all skill levels to build AI applications with clicks, not code.
To avoid introducing unintended bias to an AI model, which type of data should be omitted?
A. Transactional
B. Engagement
C. Demographic
C. Demographic
“Demographic data should be omitted to avoid introducing unintended bias to an AI model. Demographic data is data that describes the characteristics of a population or a group of people, such as age, gender, race, ethnicity, income, education, or occupation. Demographic data can lead to bias if it is used to discriminate or treat people differently based on their identity or attributes. Demographic data can also reflect existing biases or stereotypes in society or culture, which can affect the fairness and ethics of AI systems.”
What are some key benefits of AI in improving customer experiences in CRM?
A. Improves CRM security protocols, safeguarding sensitive customer data from potential breaches and threats
B. Fully automates the customer service experience, ensuring seamless automated interactions with customers
C. Streamlines case management by categorizing and tracking customer support cases, identifying topics, and summarizing case resolutions
C. Streamlines case management by categorizing and tracking customer support cases, identifying topics, and summarizing case resolutions
“Streamlining case management by categorizing and tracking customer support cases, identifying topics, and summarizing case resolutions are some key benefits of AI in improving customer experiences in CRM. AI can help automate and optimize various aspects of customer service, such as routing cases to the right agents, providing relevant information or suggestions, and generating reports or insights. AI can also help enhance customer satisfaction and loyalty by reducing wait times, improving response quality, and providing personalized solutions.”
What are some of the ethical challenges associated with AI development?
A. Potential for human bias in machine learning algorithms and the lack of transparency in AI decision-making processes
B. Implicit transparency of AI systems, which makes It easy for users to understand and trust their decisions
C. Inherent neutrality of AI systems, which eliminates any potential for human bias in decision making
A. Potential for human bias in machine learning algorithms and the lack of transparency in AI decision-making processes
“Some of the ethical challenges associated with AI development are the potential for human bias in machine learning algorithms and the lack of transparency in AI decision-making processes. Human bias can arise from the data used to train the models, the design choices made by the developers, or the interpretation of the results by the users. Lack of transparency can make it difficult to understand how and why AI systems make certain decisions, which can affect trust, accountability, and fairness.”
What are the key components of the data quality standard?
A. Naming, formatting, Monitoring
B. Accuracy, Completeness, Consistency
C. Reviewing, Updating, Archiving
B. Accuracy, Completeness, Consistency
“Accuracy, Completeness, Consistency are the key components of the data quality standard. Data quality standard is a set of criteria or measures that define and evaluate the quality of data for a specific purpose or task. Data quality standard can vary by industry, domain, or application, but some common components are accuracy, completeness, and consistency. Accuracy means that the data values are correct and valid for the data attribute. Completeness means that the data values are not missing any relevant information for the data attribute. Consistency means that the data values are uniform and follow a common standard or format across different records, fields, or sources.”
What are the three commonly used examples of AI in CRM?
A. Predictive scoring, reporting, Image classification
B. Predictive scoring, forecasting, recommendations
C. Einstein Bots, face recognition, recommendations
B. Predictive scoring, forecasting, recommendations
“Predictive scoring, forecasting, and recommendations are three commonly used examples of AI in CRM. Predictive scoring can help prioritize leads, opportunities, and customers based on their likelihood to convert, churn, or buy. Forecasting can help predict future sales, revenue, or demand based on historical data and trends. Recommendations can help suggest the best products, services, or actions for each customer based on their preferences, behavior, and needs.”
What can bias in AI algorithms in CRM lead to?
A. Personalization and target marketing changes
B. Advertising cost increases
C. Ethical challenges in CRM systems
C. Ethical challenges in CRM systems