Trailhead Cert Study Flashcards
Which feature of the Einstein Trust Layer helps limit hallucinations and decrease the likelihood of unintended outputs?
Prompt Defense
What is one way the Einstein Trust Layer ensures data privacy?
The Einstein Trust Layer detects and masks sensitive information before sending it to the large language model (LLM).
A healthcare company is implementing Salesforce Einstein to enhance its customer service operations but is highly concerned about data privacy and healthcare regulation compliance. The company requires that no patient data is used for LLM model training or product improvements. What feature of the Einstein Trust Layer addresses the organization’s data privacy concerns?
Zero-Data Retention Policy
From where is the Einstein Generative AI Audit and Feedback Data Report package accessed?
Data Cloud
Toxicity Scoring
Evaluates content for toxicity and logs scores in Data Cloud as part of an audit trail.
Prompt Defense
System policies designed to limit AI hallucinations and reduce the risk of unintended outpouts.
Data Masking
Detects and replaces sensitive data with placeholder text before it is sent to the LLM.
A sales team wants to use Prompt Builder to quickly draft personalized emails for contacts or leads. Which prompt template type should the team use?
Sales Email Prompt Template
A Salesforce admin wants to ensure a prompt template dynamically generates personalized summaries of open cases for each account, using the most current data available in Salesforce. The prompt template must access and incorporate real-time account and case data. Which grounding technique should the admin use?
Ground with Flow Merge Fields (allows you to incorporate complex logic and real time data)
What is a key benefit of grounding prompt templates with CRM data in Prompt Builder?
It provides the large language model (LLM) with context to create personalized responses.
A company’s marketing team wants to create a Flex prompt template that generates personalized event invitations based on the contact’s interests and previous interactions with the company. How should the team ensure that the prompt template generates personalized invitations for each contact?
Include instructions in the prompt template to use the contact’s name and interests when generating an invitation. (Flex prompt templates allow you to incorporate specific information from your Salesforce objects into email invitations at scale.)
Prompt Templates
Predefined prompts that can be used across different scenarios to maintain consistency in responses
Types of Prompt Templates
- Field Generation
- Flex
- Sales Emails
- Record Summary
Grounding
Basing prompts on specific, relevant CRM data to ensure the AI’s responses are contextually appropriate
Prompt Resolution
Replaces each merge field in the prompt template with CRM data to help refine AI prompts
Field Generation Prompt Template
Content for record fields in Lightning Experience. In Salesforce, users click a button to run this prompt and populate the field with output.
Flex Prompt Template
Content for any business purposes that other templates don’t cover. Flex prompt templates let you define your own resources.
Sales Email Template
Personalized customer email based on record data.
Record Summary Template
Summarized record data for a comprehensive view of a record. Record summary prompt templates are used by the Summarize Record standard invocable action. Agents use the Summarize Record standard agent action.
What are Salesforce Agents?
AI-powered virtual assistants integrated into Salesforce, offering contextual guidance and automation to optimize user productivity
A Salesforce admin recently deployed Agentforce. One user reported that a conversation with the agent triggered an unexpected action. The admin wants to analyze the interaction between the user and the agent to troubleshoot the issue. Where in the Agent Builder can the admin review conversation data?
Event Logs
A Salesforce admin is creating a custom action for a Service Agent that retrieves customer order tracking information. The admin wants to ensure that the action performs reliably. What step can the admin take to ensure this custom action functions correctly in conversations?
Test the action in AgentBuilder and iterate on the refinement process for the action instructions and descriptions.
Universal Containers wants to increase productivity for sales representatives. How can Agentforce Sales Agents help them meet these requirements?
By augmenting prospect research by summarizing CRM records
Five Building Blocks of Agents
- Agent
- Topics
- Actions
- The reasoning engine
- LLM
What is Agentforce Reasoning Engine
Orchestrates how an Agent launches actions during a conversation to accomplish a task for the user.
What is Agent Builder?
Tool for managing an Agent’s actions and settings, testing conversations, and auditing activity
What is Agentforce Analytics
Customizable reports and dashboards that use Data Cloud data to help you understand how your agents are performing.
A Salesforce AI Specialist is tasked with creating a predictive model using Model Builder to provide insights about future sales revenue for the next quarter. The specialist decides to use historical sales data as the training dataset. Which step should the Salesforce AI Specialist take first when using the Model Builder to ensure the predictive model accurately presents insights about potential upcoming sales revenue?
Select “Create a model from scratch” and choose the historical sales data as the source.
A company aims to enhance its sales strategy by identifying the most influential factors leading to successful deals. The team is considering using Salesforce Einstein to analyze their sales data. Which scenario best justifies the use of Model Builder for this business requirement?
If the team wants to train a model on historical sales data to help identify key factors influencing successful deals
A marketing team wants to predict customer engagement with their upcoming campaign emails. They have historical engagement data, including open rates and click-through rates for past campaigns. What step must be taken when configuring a model in Model Builder to predict future customer engagement with campaign emails?
Ensure the model is trained on a diverse dataset that includes both engaged and unengaged customer interactions.
A Salesforce AI Specialist is tasked with improving lead qualification processes using Einstein Model Builder. The goal is to prioritize leads more effectively based on their likelihood to convert. Which consideration is most important when selecting data for training the model in Einstein’s Model Builder for this purpose?
Including data points from both converted and not converted leads to train the model
Three Einstein Studio Features
- Agent Builder
- Prompt Builder
- Model Builder
What is Model Builder?
Einstein studio feature used to build or bring your own predictive AI models or LLMs.
What is a binary classification model?
Target business outcomes with only two possible results, which are represented as text data.
Outcome Variable
The desired prediction or outcome of a model.
BYO-LLM (Bring Your Own Large Language Model) Integration
Allows you to build AI models externally and connect them to Salesforce data using Data Cloud.
