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Salesforce Agentforce-Specialist Frequently Asked Questions

Salesforce Agentforce-Specialist Sample Question Answers

Question # 1

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?

A. Use sales Email standard templates 
B. Create a t field Generation prompt template type 
C. Create a Sales Email prompt template type.

Question # 2

A data science team has trained an XGBoost classification model for product recommendations on Databricks. TheAgentforce Specialistis tasked with bringing inferences for product recommendations from this model into Data Cloud as a stand-alone data model object (DMO). How should theAgentforce Specialistset this up?

A. Create the serving endpoint in Databricks, then configure the model using Model Builder.
B. Create the serving endpoint in Einstein Studio, then configure the model using Model Builder.
 C. Create the serving endpoint in Databricks, then configure the model using a Python SDK connector.

Question # 3

Universal Containers (UC) wants to improve the efficiency of addressing customer questions and reduce agent handling time with AI- generated responses. The agents should be able to leverage their existing knowledge base and identify whether the responses are coming from the large language model (LLM) or from Salesforce Knowledge. Which step should UC take to meet this requirement?

A. Turn on Service AI Grounding, Grounding with Case, and Service Replies.
B. Turn on Service Replies, Service AI Grounding, and Grounding with Knowledge. 
C. Turn on Service AI Grounding and Grounding with Knowledge.

Question # 4

Universal Containers is very concerned about security compliance and wants to understand: Which prompt text is sent to the large language model (LLM) * How it is masked * The masked response What should theAgentforce Specialistrecommend?

A. Ingest the Einstein Shield Event logs into CRM Analytics.
B. Review the debug logs of the running user.
C. Enable audit trail in the Einstein Trust Layer.

Question # 5

Universal Containers (UC) plans to implement prompt templates that utilize the standard foundation models. What should UC consider when building prompt templates in Prompt Builder?

A. Include multiple-choice questions within the prompt to test the LLM’s understanding of the context.
B. Ask it to role-play as a character in the prompt template to provide more context to the LLM. 
C. Train LLM with data using different writing styles including word choice, intensifiers, emojis, and punctuation.

Question # 6

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?

A. Not safe
B. Safe 
C. Moderately safe

Question # 7

Universal Containers’ data science team is hosting a generative large language model (LLM) on Amazon Web Services (AWS). What should the team use to access externally-hosted models in the Salesforce Platform?

A. Model Builder
B. App Builder 
C. Copilot Builder

Question # 8

Universal Containers (UC) needs to improve the agent productivity in replying to customer chats. Which generative AI feature should help UC address this issue?

A. Case Summaries
B. Service Replies
C. Case Escalation

Question # 9

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?

A. To track customer interactions for future analysis
 B. To automate the entire sales process for maximum efficiency
 C. To streamline the sales process and increase conversion rates

Question # 10

An Agentforce is tasked to optimize a business process flow by assigning actions to agents within the Salesforce Agentforce Platform. What is the correct method for theAgentforce Specialistto assign actions to an Agent?

A. Assign the action to a Topic First in Agent Builder. 
B. Assign the action to a Topic first on the Agent Actions detail page.
C. Assign the action to a Topic first on Action Builder.

Question # 11

Universal Containers (UC) wants to use the Draft with Einstein feature in Sales Cloud to create a personalized introduction email. After creating a proposed draft email, which predefined adjustment should UC choose to revise the draft with a more casual tone?

A. Make Less Formal
B. Enhance Friendliness 
C. Optimize for Clarity

Question # 12

Universal Containers is planning a marketing email about products that most closely match a customer's expressed interests. What should An Agentforce recommend to generate this email?

A. Standard email marketing template using Apex or flows for matching interest in products
B. Custom sales email template which is grounded with interest and product information
C. Standard email draft with Einstein and choose standard email template

Question # 13

Universal Containers, dealing with a high volume of chat inquiries, implements Einstein Work Summaries to boost productivity.After an agent-customer conversation, which additional information does Einstein generate and fill, apart from the "summary"'

A. Sentiment Analysis and Emotion Detection
B. Draft Survey Request Email
C. Issue and Revolution

Question # 14

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. In the score of 1 indicate?

A. The response is the least toxic Einstein Generative AI Toxicity Scoring system, what does a toxicity category. 
B. The response is not toxic. 
C. The response is the most toxic.

Question # 15

Universal Containers has a strict change management process that requires all possible configuration to be completed in a sandbox which will be deployed to production. TheAgentforce Specialistis tasked with setting up Work Summaries for Enhanced Messaging. Einstein Generative AI is already enabled in production, and the Einstein Work Summaries permission set is already available in production. Which other configuration steps should theAgentforce Specialisttake in the sandbox that can be deployed to the production org?

A. create custom fields to store Issue, Resolution, and Summary; create a Quick Action that updates these fields: add the Wrap Up component to the Messaging Session record paae layout: and create Permission Set Assignments for the intended Agents.
B. From the Epstein setup menu, select Turn on Einstein: create custom fields to store Issue, Resolution, and Summary: create a Quick Action that updates these fields: and add the wrap up componert to the Messaging session record page layout.
C. Create custom fields to store issue, Resolution, and Summary; create a Quick Action that updates these fields: and ado the Wrap up component to the Messaging session record page lavcut. 

Question # 16

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 Agentforce apply the power of conversational AI to this use case?

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

Question # 17

What is an appropriate use case for leveraging Agentforce Sales Agent in a sales context?

A. Enable a sates team to use natural language to invoke defined sales tasks grounded in relevant data and be able to ensure company policies are applied. conversationally and in the now or work.
B. Enable a sales team by providing them with an interactive step-by-step guide based on business rules to ensure accurate data entry into Salesforce and help close deals fatter.
C. Instantly review and read incoming messages or emails that are then logged to the correct opportunity, contact, and account records to provide a full view of customer interactions and communications. 

Question # 18

Universal Containers (UC) wants to use Flow to bring data from unified Data Cloud objects to prompt templates. Which type of flow should UC use?

A. Data Cloud-triggered flow 
B. Template-triggered prompt flow 
C. Unified-object linking flow 

Question # 19

Universal Containers (UC) is using standard Service AI Grounding. UC created a custom rich text field to be used with Service AI Grounding. What should UC consider when using standard Service AI Grounding?

A. Service AI Grounding only works with Case and Knowledge objects. 
B. Service AI Grounding only supports String and Text Area type fields. 
C. Service AI Grounding visibility works m system mode. 

Question # 20

What is the correct process to leverage Prompt Builder in a Salesforce org?

A. Select the appropriate prompt template type to use, select one of Salesforce's standard prompts, determine the object to associate the prompt, select a record to validate against, and associate the prompt to an action.
B. Select the appropriate prompt template type to use, develop the prompt within the prompt workspace, select resources to dynamically insert CRM-derived grounding data, pick the model to use, and test and validate the generated responses.
C. Enable the target object for generative prompting, develop the prompt within the prompt workspace, select records to fine-tune and ground the response, enable the Trust Layer, and associate the prompt to an action. 

Question # 21

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. 

Question # 22

Universal Containers is evaluating Einstein Generative AI features to improve the productivity of the service center operation. Which features should theAgentforce Specialistrecommend?

A. Service Replies and Case Summaries
 B. Service Replies and Work Summaries 
C. Reply Recommendations and Sales Summaries

Question # 23

Universal Containers plans to enhance the customer support team's productivity using AI. Which specific use case necessitates the use of Prompt Builder?

A. Creating a draft of a support bulletin post for new product patches 
B. Creating an Al-generated customer support agent performance score
 C. Estimating support ticket volume based on historical data and seasonal trends 

Question # 24

Universal Containers (UC) wants to enable its sales team with automatic post-call visibility into mention of competitors, products, and other custom phrases. Which feature should theAgentforce Specialistset up to enable UC's sales team?

A. Call Summaries 
B. Call Explorer 
C. Call Insights 

Question # 25

Universal Containers (UC) is building a Flex prompt template. UC needs to use data returned by the flow in the prompt template. Which flow element should UC use?

A. Add Flex Instructions 
B. Add Prompt Instructions 
C. Add Flow Instructions 

Question # 26

Universal Containers’ service team wants to customize the standard case summary response from Agentforce. What should the Agentforce Specialist do to achieve this?

A. Create a custom Record Summary prompt template for the Case object. 
B. Summarize the Case with a standard Agent action. 
C. Customize the standard Record Summary template for the Case object.

Question # 27

An Agentforce is considering using a Field Generation prompt template type. What should theAgentforce Specialistcheck before creating the Field Generation prompt to ensure it is possible for the field to be enabled for generative AI?

A. That the field chosen must be a rich text field with 255 characters or more
. B. That the org is set to API version 59 or higher 
C. That the Lightning page layout where the field will reside has been upgraded to Dynamic Forms 

Question # 28

Universal Containers (UC) is rolling out an AI-powered support assistant to help customer service agents quickly retrieve relevant troubleshooting steps and policy guidelines. The assistant relies on a search index in Data Cloud that contains product manuals, policy documents, and past case resolutions. During testing, UC notices that agents are receiving too many irrelevant results from older product versions that no longer apply. How should UC address this issue?

A. Modify the search index to only store documents from the last year and remove older records. 
B. Create a custom retriever in Einstein Studio, and apply filters for publication date and product line.
 C. Use the default retriever, as it already searches the entire search index and provides broad coverage. 

Question # 29

An Agentforce is creating a custom action for Agentforce. Which setting should theAgentforce Specialisttest and iterate on to ensure the action performs as expected?

A. Action Name 
B. Action Input
 C. Action Instructions

Question # 30

What does it mean when a prompt template version is described as immutable?

A. Only the latest version of a template can be activated. 
B. Every modification on a template will be saved as a new version automatically. 
C. Prompt template version is activated; no further changes can be saved to that version.

Question # 31

Universal Containers recently launched a pilot program to integrate conversational AI into its CRM business operations with Agentforce Agents. How should the Agentforce Specialist monitor Agents’ usability and the assignment of actions?

A. Run a report on the Platform Debug Logs. 
B. Query the Agent log data using the Metadata API. 
C. Run Agent Analytics. 

Question # 32

An Agentforce 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 Agentforce Specialist gather the necessary data for the prompt template?

A. Select the latest Opportunities related list as a merge field. 
B. Create a flow to retrieve the opportunity information. 
C. Select the Account Opportunity object as a resource when creating the prompt template. 

Question # 33

An Al 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 theAgentforce Specialistintegrate the custom LLM into Salesforce?

A. Create an application of the custom LLM and embed it in Sales Cloud via iFrame. 
B. Add the fine-tuned LLM in Einstein Studio Model Builder. 
C. Enable model endpoint on OpenAl and make callouts to the model to generate emails. 

Question # 34

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?

A. Storing this data requires Data Cloud to be provisioned. 
B. Storing this data requires a custom object for data to be configured. 
C. Storing this data requires Salesforce big objects. 

Question # 35

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 Agentforce recommend to help the rep get thedetails they might have missed during a conversation?

A. Call Summary 
B. Call Explorer 
C. Sales Summary

Question # 36

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?

A. Generation is grounded with conversation context, Knowledge articles, and cases.
 B. Generation is grounded with existing conversation context only. 
C. Generation is grounded with conversation context and Knowledge articles. 

Question # 37

What should An Agentforce consider when using related list merge fields in a prompt template associated with an Account object in Prompt Builder?

A. The Activities related list on the Account object is not supported because it is a polymorphic field. 
B. If person accounts have been enabled, merge fields will not be available for the Account object. 
C. Prompt generation will yield no response when there is no related list associated with an Account in runtime.

Question # 38

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

Question # 39

Universal Containers' sales team engages in numerous video sales calls with prospects across the nation. Sales management wants an easy way to understand key information such as deal terms or customer sentiments. Which Einstein Generative AI feature should An Agentforce recommend for this request?

A. Einstein Call Summaries 
B. Einstein Conversation Insights 
C. Einstein Video KPI 

Question # 40

Universal Containers is interested in using Call Explorer to quickly gain insights from meetings recorded by its sales team. What should theAgentforce Specialistbe aware of before enabling this feature?

A. Call Explorer operates independently of Salesforce Knowledge, requiring no prior setup. 
B. Custom Call Explorer actions need to be built before it can be configured. 
C. Call Explorer requires the Einstein Conversation Insights permission set to be enabled. 

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