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Frequently Asked Questions
Question # 1
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.
Question # 2
Universal Containers (UC) wants to enable its sales team to use Al to suggest recommended products from its catalog. Which type of prompt template should UC use?
A. Record summary prompt template
B. Email generation prompt template
C. Flex prompt template
Question # 3
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
Question # 4
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
A. Call Summaries
B. Einstein Sales Insights
C. Call Explorer
Question # 5
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 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 # 6
Universal Containers needs its sales reps to be able to only execute prompt templates. What should an AI Specialist recommend to achieve this requirement
A. Prompt Template user permission set
B. Prompt Template Manager permission set
C. Prompt Execute Template permission set
Question # 7
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?
A. Einstein Service Replies
and Work Summaries
B. Einstein Reply Recommendations and Case Summaries
C. Einstein Reply Recommendations and Case Classification
Question # 8
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 the AI Specialist recommend?
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 # 9
Universal Containers (UC) is looking to enhance its operational efficiency. UC has recently adopted Salesforce and is considering implementing Einstein Copilot to improve its processes. What is a key reason for implementing Einstein Copilot?
A. Improving data entry and data cleansing
B. Allowing AI to perform tasks without user interaction
C. Streamlining workflows and automating repetitive tasks
Question # 10
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 # 11
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 # 12
Universal Containers (UC) noticed an increase in customer contract cancellations in the last few months. UC is seeking ways to address this issue by implementing a proactive outreach program to customers before they cancel their contracts and is asking the Salesforce team to provide suggestions. Which use case functionality of Model Builder aligns with UC's request?
A. Product recommendation prediction
B. Customer churn prediction
C. Contract Renewal Date prediction
Question # 13
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 re booking 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.
Question # 14
Where should the AI Specialist go to add/update actions assigned to a copilot?
A. Copilot Actions
page, the record
page for the copilot action,
or the Copilot Action Library
tab
B. Copilot Actions page or Global Actions
C. Copilot Detail page, Global Actions, or the record page for the copilot action
Question # 15
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 the AI Specialist set up to enable UC's sales team?
A. Call Summaries
B. CallExplorer
C. Call Insights
Question # 16
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 # 17
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. Einstein Copilot
B. Prompt Builder
C. Model Builder
Question # 18
An AI Specialist at Universal Containers is working on a prompt template to generate personalized emails for product demonstrationrequests from customers. It is important for the Al-generated email to adhere strictly to the guidelines, using only associated opportunityinformation, 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.
Question # 19
Universal Containers is planning a marketing email about products that most closely match a customer's expressed interests. What should an AI Specialist 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
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