Full Set Ordered Flashcards
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
C. Integrate Copilot usage data with business performance dashboards to correlate usage with key metrics
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?
A. Data Cloud Admin and Prompt Template Manager
B. Prompt Template Manager and Prompt Template User
C. Prompt Template User and Data Cloud Admin
A. Data Cloud Admin and Prompt Template Manager
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 a conversation?
A. Call Summary
B. Call Explorer
C. Sales Summary
A. Call Summary
A Salesforce Administrator is evaluating Einstein Copilot to enhance user interaction. They are interested in how Einstein Copilot processes user requests and provides responses.
Does Einstein Copilot directly use an LLM to generate and display answers to user inquiries?
A. Einstein Copilot triggers a flow that uses a prompt template to generate a message.
B. Einstein Copilot performs an HTTP callout to al LLM provider.
C. Einstein Copilot analyzes the user’s request, utilizing LLM technology to generate and present the appropriate response.
C. Einstein Copilot analyzes the user’s request, utilizing LLM technology to generate and present the appropriate response.
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 this itinerary. The service agent needs to review the Knowledge articles about canceling 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. Invoke a flow which makes a call to external data to create a Knowledge article.
C. Generate a Knowledge article based off the prompts that the agent enters to create steps to cancel flights.
A. Execute tasks based on available actions, answering questions using information from accessible Knowledge articles.
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?
A. Einstein Service Replies
B. Einstein Reply Recommendations
C. Einstein Knowledge Recommendations
B. Einstein Reply Recommendations
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 throughout 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?
A. Einstein Copilot Action: Summarize Record
B. Einstein Copilot Action: Find Similar Opportunities
C. Einstein Copilot Action: Draft or Revise Sales Email
C. Einstein Copilot Action: Draft or Revise Sales Email
An administrator is responsible for ensuring the security and reliability of Universal Containers’ (UC) CRM data. UC needs enhanced data protection and up-to-date AI capabilities. UC also needs to include relevant information from a Salesforce record to be merged with the prompt.
Which feature in the Einstein Trust Layer best supports UC’s need?
A. Data masking
B. Dynamic grounding with secure data retrieval
C. Zero-data retention policy
B. Dynamic grounding with secure data retrieval
An administrator wants to check the response of the Flex prompt template they’ve built, but the preview button is greyed out.
What is the reason for this?
A. The records related to the prompt have not been selected.
B. The prompt has not been saved and activated.
C. A merge field has not been inserted in the prompt.
A. The records related to the prompt have not been selected.
An AI Specialist at Universal Containers (UC) Is tasked with creating a new custom prompt template to populate a field with generated output. UC enabled the Einstein Trust Layer to ensure AI Audit data is captured and monitored for adoption and possible enhancements.
Which prompt template type should the AI Specialist use and which consideration should they review?
A. Flex, and that Dynamic Fields is enabled
B. Field Generation, and that Dynamic Fields is enabled
C. Field Generation, and that Dynamic Forms is enabled
C. Field Generation, and that Dynamic Forms is enabled
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?
A. Surround them with triple quotes (“”)
B. Make sure merged fields are defined.
C. Use curly brackets {} to encapsulate instructions.
A. Surround them with triple quotes (“”)
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 total user demand.
A. The number of tokens generated by the dynamic nature of the prompt template will vary by record.
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. Enable the collection and storage of Einstein Generative AI Audit Data on the Einstein Feedback setup page.
C. Request the Einstein Generative AI Audit Data from the Security section of the Setup menu.
B. Enable the collection and storage of Einstein Generative AI Audit Data on the Einstein Feedback setup page.
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, turn on dynamic debugging to show the inputs and outputs.
B. Copilot Builder within the Dynamic Panel, confirm selected action and observe the values in Input and Output sections.
C. In Copilot Builder, verify the utterance entered by the user and review session event logs for debug information.
A. In Copilot Builder within the Dynamic Panel, turn on dynamic debugging to show the inputs and outputs.
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?
A. Ground with Apex Merge Fields
B. Ground with Record Merge Fields
C. Automatic grounding using Draft with Einstein feature
B. Ground with Record Merge Fields
An AI Specialist is considering using a Field Generation prompt template type.
What should the AI Specialist check before creating the Field Generation prompt to ensure it is possible for the field to be enabled for generative AI?
A. That the Lightning page layout where the field will reside has been upgraded to Dynamic Forms
B. That the field chosen must be a rich text field with 255 characters or more
C. That the org is set to API version 59 or higher
A. That the Lightning page layout where the field will reside has been upgraded to Dynamic Forms
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. Apex trigger
B. SOQL
C. Flows
C. Flows
An AI Specialist is tasked with configuring a generative model to create personalized sales emails using customer data stored in Salesforce. The AI Specialist has already fine-tuned 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?
A. Create an application of the custom LLM and embed It in Sales Cloud via iFrame.
B. Enable model endpoint on OpenAI and make callouts to the model to generate emails.
C. Add the fine-tuned LLM in Einstein Studio Model Builder.
C. Add the fine-tuned LLM in Einstein Studio Model Builder.
An AI specialist is tasked with creating a prompt template for the sales team to streamline invitations for product events. Which resources can be incorporated into a prompt template?
A. Omniscript
B. Apex Class
C. Integration Procedure
B. Apex Class
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 Al Specialist use to include data from the related list of opportunities in the prompt template?
A. Use the merge fields to reference a custom related list of opportunities.
B. Use merge fields to reference the default related list of opportunities.
C. Use formula fields to reference the Einstein related list of opportunities.
B. Use merge fields to reference the default related list of opportunities.
An AI Specialist needs to create a prompt template to fill a custom field named Latest Opportunities Summary on the Account object with information from the three most recently opened opportunities.
How should the AI Specialist gather the necessary data for the prompt template?
A. Select the Account Opportunity object as a resource when creating the prompt template.
B. Create a flow to retrieve the opportunity information.
C. Select the latest Opportunities related list as a merge field.
B. Create a flow to retrieve the opportunity information.
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. Call a prompt initiated flow to fetch and ground the required data.
B. Utilize a standard email template and manually insert the required data fields.
C. Create a flex template that takes the records in question as inputs.
A. Call a prompt initiated flow to fetch and ground the required data
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.
B. The Prompt Template Manager permission set was not assigned correctly.
An AI Specialist wants to ground a new prompt template with the User related list.
What should the AI 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.
C. The User related list is not supported in prompt templates.
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?
A. The text encoding (for example, UTF-8, ASCII) option
B. The maximum number of related list merge fields
C. The choice between XML and JSON rendering formats for the list
B. The maximum number of related list merge fields
Based on the user utterance, “Show me all the customers in New York”, which standard Einstein Copilot action will the planner service use?
A. Query Records
B. Select Records
C. Fetch Records
A. Query Records
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?
A. Model Playground
B. Einstein Copilot
C. Copilot Builder
C. Copilot Builder
How does the Einstein Trust Layer ensure that sensitive data is protected while generating useful and meaningful responses?
A. Masked data will be de-masked during response journey.
B. Masked data will be de-masked during request journey.
C. Responses that do not meet the relevance threshold will be automatically rejected.
A. Masked data will be de-masked during response journey.
How should an organization use the Einstein Trust layer to audit, track, and view masked data?
A. Utilize the audit trail that captures and stores all LLM submitted prompts in Data Cloud.
B. In Setup, use Prompt Builder to send a prompt to the LLM requesting for the masked data.
C. Access the audit trail in Setup and export all user-generated prompts.
A. Utilize the audit trail that captures and stores all LLM submitted prompts in Data Cloud.
In Model Playground, which hyperparameters of an existing Salesforce-enabled foundational model can an AI Specialist change?
A. Temperature, Frequency Penalty, Presence Penalty
B. Temperature, Top-k sampling, Presence Penalty
C. Temperature, Frequency Penalty, Output Tokens
A. Temperature, Frequency Penalty, Presence Penalty
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?
A. Sales Email
B. Field Generation
C. Record Summary
B. Field Generation
Northern 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. Turn on Einstein Copilot.
B. Turn on Einstein Generative AI
C. Turn on Prompt Builder.
B. Turn on Einstein Generative AI
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. Turn off the Einstein Trust Layer and turn it on again
B. Test and confirm that the responses generated from prompts that utilize the data and masked data do not adversely affect the quality of the generated response
C. Turn on Einstein Feedback so that end users can report if there are any negative side effects on AI features
B. Test and confirm that the responses generated from prompts that utilize the data and masked data do not adversely affect the quality of the generated response
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?
A. To generate relevant content when engaging with each customer
B. To analyze past campaign performance
C. To send automated emails to all customers
A. To generate relevant content when engaging with each customer
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?
A. Model Builder
B. Einstein Copilot
C. Prompt Builder
C. Prompt Builder
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. Metadata API
C. SOAP API
A. REST API
Universal Containers (UC) has a mature Salesforce org with a lot of data in cases and Knowledge articles. UC is concerned that there are many legacy fields, with data that might not be applicable for Einstein AI to draft accurate email responses.
Which solution should UC use to ensure Einstein AI can draft responses from a defined data source?
A. Service AI Grounding
B. Work Summaries
C. Service Replies
A. Service AI Grounding
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?
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.
B. Create concise, clear, and consistent prompt templates with effective grounding, contextual role-playing, clear instructions, and iterative feedback
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?
A. Einstein Copilot
B. Einstein Sales Summaries
C. Einstein Work Summaries
C. Einstein Work Summaries
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?
A. Einstein Recommendation Builder.
B. Einstein Copilot Action: Query Records.
C. Einstein Prompt Builder and Prompt Templates.
C. Einstein Prompt Builder and Prompt Templates.