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AI Specialist Set 1

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1.

Leadership needs to populate a dynamic form field with a


summary or description created by a large language model (LLM).
Which prompt template type should the AI Specialist recommend?
o A. Sales Email

o B. Text Field Generation

o C. Record Summary (Correct Answer)

2. Universal Containers is considering leveraging the Einstein Trust


Layer in conjunction with Einstein Generative AI Audit Data. Which
audit data is available using the Einstein Trust Layer?
o A. Response accuracy and offensiveness score

o B. Hallucination score and bias score (Correct Answer)

o C. Masked data and toxicity score

3. Universal Containers wants to make a sales proposal and directly


use data from multiple unrelated objects in a prompt template.
What should the AI Specialist recommend?
o A. Create a Flex template to add resources with standard and
custom objects as inputs. (Correct Answer)
o B. Create a prompt template passing in a special custom object that
connects the records temporarily.
o C. Create a prompt template-triggered flow to access the data from
standard and custom objects.
4. What is an AI Specialist able to do when the “Enrich event logs
with conversation data” setting in Einstein Copilot is enabled?
o A. View the user click path that led to each copilot action.

o B. View session data including user input and copilot responses for
sessions over the past 7 days. (Correct Answer)
o C. Generate detailed reports on all Copilot conversations over any
time period.
5. Universal Containers’ current AI data masking rules do not align
with organizational privacy and security policies and
requirements. What should an AI Specialist recommend to resolve
the issue?
o A. Enable data masking for sandbox refreshes.

o B. Configure data masking in the Einstein Trust Layer setup.


(Correct Answer)
o C. Add new data masking rules in LLM setup.
6. 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?
o A. The records related to the prompt have not been selected.
(Correct Answer)
o B. The prompt has not been saved and activated.

o C. A merge field has not been inserted in the prompt.

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?
o A. Model Builder

o B. App Builder (Correct Answer)

o C. Copilot Builder

8. 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?
o A. The number of tokens generated by the dynamic nature of the
prompt template will vary by record. (Correct Answer)
o B. The template type needs to be switched to Flex to accommodate
the variable amount of tokens generated by the prompt grounding.
o C. The number of tokens that can be processed by the LLM varies
with total user demand.
9. An administrator is responsible for ensuring the security and
reliability of Universal Containers' 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?
o A. Data masking

o B. Dynamic grounding with secure data retrieval (Correct Answer)

o C. Zero-data retention policy

10.A Salesforce Administrator is exploring the capabilities of Einstein


Copilot to enhance user interaction within their organization. How
does Einstein Copilot handle user requests in Salesforce?
 A. Einstein Copilot will trigger a flow that utilizes a prompt template to
generate the message.
 B. Einstein Copilot will perform an HTTP callout to an LLM provider.
 C. Einstein Copilot analyzes the user's request and LLM technology is used
to generate and display the appropriate response. (Correct Answer)
11.Universal Containers wants to utilize Einstein for Sales to help
sales reps reach their sales quotas by providing AI-generated
plans containing guidance and steps for closing deals. Which
feature should the AI Specialist recommend to the sales team?
 A. Find Similar Deals
 B. Create Account Plan
 C. Create Close Plan (Correct Answer)
12.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 the response journey.
 B. Masked data will be de-masked during the request journey.
 C. Responses that do not meet the relevance threshold will be
automatically rejected. (Correct Answer)
13.Universal Containers wants to enable its sales team to get
insights into product and competitor names mentioned during
calls. How should UC meet this requirement?
 A. Enable Einstein Conversation Insights, assign permission sets, define
recording managers, and customize insights with up to 50 competitor
names. (Correct Answer)
 B. Enable Einstein Conversation Insights, connect a recording provider,
assign permission sets, and customize insights with up to 25 products.
 C. Enable Einstein Conversation Insights, enable sales recording, assign
permission sets, and customize insights with up to 50 products.
14.What is the role of the large language model (LLM) in executing
an Einstein Copilot Action?
 A. Find similar requests and identify actions that need to be executed.
 B. Identify the best matching actions and correct order of execution.
(Correct Answer)
 C. Determine a user's access and sort actions by priority to be executed.
15.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 to this
itinerary. Which Einstein Copilot capability helps the agent
accomplish this?
 A. Execute tasks based on available actions, answering questions using
information from accessible Knowledge articles. (Correct Answer)
 B. Invoke a flow which makes a call to external data to create a Knowledge
article.
 C. Generate a Knowledge article based on the prompts that the agent
enters to create steps to cancel flights.
16.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. 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. In Copilot Builder within the Dynamic Panel, confirm selected action and
observe the values in Input and Output sections. (Correct Answer)
 C. In Copilot Builder, verify the utterance entered by the user and review
session event logs for debug information.
17.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 (Correct Answer)
 C. Einstein Knowledge Recommendations
18.Universal Containers implemented Einstein Copilot for its users.
One user complains that Einstein Copilot is not deleting activities
from the past 7 days. What is the reason for this issue?
 A. Einstein Copilot Delete Record Action permission is not associated with
the user.
 B. Einstein Copilot does not have the permission to delete the user's
records. (Correct Answer)
 C. Einstein Copilot does not support the Delete Record action.
19.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 (Correct Answer)
20.Universal Containers wants to reduce overall agent handling time
by minimizing the time spent typing routine answers for common
questions in chat and reducing 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 (Correct
Answer)
 C. Einstein Reply Recommendations and Case Classification

21.Universal Containers 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 (Correct
Answer)
22.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 AI
Specialist take to make this option available to NTO?
 A. Turn on Einstein Copilot. (Correct Answer)
 B. Turn on Einstein Generative AI.
 C. Turn on Prompt Builder.
23.Universal Containers wants to implement a solution in Salesforce
with a custom UX that allows users to enter a sales order number.
Subsequently, the system will invoke a custom prompt template
to create and display a summary of the sales order header and
sales order details. Which solution should an AI Specialist
implement to meet this requirement?
 A. Create a screen flow to collect the sales order number and invoke the
prompt template using the standard "Prompt Template" flow action.
 B. Create a template-triggered prompt flow and invoke the prompt
template using the standard “Prompt Template” flow action. (Correct
Answer)
 C. Create an autolaunched flow and invoke the prompt template using the
standard “Prompt Template” flow action.
24.Universal Containers has seen a high adoption rate of a new
feature that uses generative AI to populate a summary field of a
custom object, Competitor Analysis. All sales users have the same
profile but one user cannot see the generative AI-enabled field
icon next to the summary field. What is the most likely cause of
the issue?
 A. The user does not have the Prompt Template User permission set
assigned.
 B. The prompt template associated with the summary field is not activated
for that user.
 C. The user does not have the Generative AI User permission set assigned.
(Correct Answer)
25.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. (Correct
Answer)
 B. Storing this data requires a custom object for data to be configured.
 C. Storing this data requires Salesforce big objects.
26.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 (Correct Answer)
 C. Temperature, Frequency Penalty, Output Tokens
27.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. (Correct Answer)
 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.
28.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 (Correct Answer)
 C. Automatic grounding using Draft with Einstein feature
29.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. Which feature
provides insights about competitor mentions and coaching
opportunities?
 A. Call Summaries
 B. Einstein Sales Insights
 C. Call Explorer (Correct Answer)
30.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 (Correct Answer)
 B. Work Summaries
 C. Service Replies
31.Universal Containers wants to enable its sales reps to explore
opportunities that are similar to previously won opportunities by
entering the utterance, "Show me other opportunities like this
one." How should UC achieve this in Einstein Copilot?
 A. Use the standard Copilot action. (Correct Answer)
 B. Create a custom Copilot action calling a flow.
 C. Create a custom Copilot action calling an Apex class.
32.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 (Correct Answer)
 C. Standard email draft with Einstein and choose standard email template
33.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 (Correct Answer)
34.Universal Containers (UC) wants to assess Salesforce's generative
AI features but has concerns over its company data being exposed
to third-party large language models (LLMs). Which property of
the Einstein Trust Layer should the AI Specialist highlight to UC
that addresses these requirements?
 A. Prompt Defense
 B. Zero-Data Retention Policy (Correct Answer)
 C. Data Masking
35.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. (Correct Answer)
 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.
36.An AI Specialist wants to include data from the response of
external service invocation (REST API callout) into the prompt
template. How should the AI Specialist meet this requirement?
 A. Convert the JSON to an XML merge field.
 B. Use External Service Record merge fields. (Correct Answer)
 C. Use “Add Prompt Instructions” flow element.
37.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 (Correct Answer)
 C. SOAP API
38.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. Which AI capability should the team use?
 A. Einstein Copilot (Correct Answer)
 B. Prompt Builder
 C. Model Builder
39.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. 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. Add the fine-tuned LLM in Einstein Studio Model Builder. (Correct
Answer)
 C. Enable model endpoint on OpenAI and make callouts to the model to
generate emails.
40.What should an AI Specialist 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. (Correct Answer)
 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.

41.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 (Correct Answer)
 B. Enhance Friendliness
 C. Optimize for Clarity
42.Universal Containers is interested in improving the sales
operation efficiency by analyzing their data using AI-powered
predictions in Einstein Studio. Which use case works for this
scenario?
 A. Predict customer sentiment toward a promotion message.
 B. Predict customer lifetime value of an account. (Correct Answer)
 C. Predict most popular products from new product catalog.
43.An AI Specialist at Universal Containers is working on a prompt
template to generate personalized emails for product
demonstration requests from customers. How should the AI
Specialist include instructions on a new line in the prompt
template?
 A. Surround them with triple quotes (“”"). (Correct Answer)
 B. Make sure merged fields are defined.
 C. Use curly brackets {} to encapsulate instructions.
44.Universal Containers implements Custom Copilot Actions to
enhance its customer service operations. The development team
needs to understand the core components of a Custom Copilot
Action to ensure proper configuration and functionality. What
should the development team review in the Custom Copilot Action
configuration to identify one of the core components?
 A. Instructions
 B. Output Types (Correct Answer)
 C. Action Triggers
45.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 (Correct Answer)
 B. Select Records
 C. Fetch Records
46.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. (Correct
Answer)
47.Which use case is best supported by Salesforce Einstein Copilot's
capabilities?
 A. Bring together a conversational interface for interacting with AI for all
Salesforce users, such as developers and e-commerce retailers. (Correct
Answer)
 B. Enable Salesforce admin users to create and train custom large
language models (LLMs) using CRM data.
 C. Enable data scientists to train predictive AI models with historical CRM
data using built-in machine learning capabilities.
48.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 (Correct Answer)
 C. The choice between XML and JSON rendering formats for the list
49.Universal Containers is using Einstein Copilot for Sales to find
similar opportunities to help close deals faster. What is one
criterion that Einstein Copilot for Sales uses to match similar
opportunities?
 A. Matched opportunities are limited to the same account.
 B. Matched opportunities were created in the last 12 months.
 C. Matched opportunities have a status of Closed Won from the last 12
months. (Correct Answer)
50.Universal Containers (UC) wants to enable its sales reps to
explore opportunities that are similar to previously won
opportunities by entering the utterance, “Show me other
opportunities like this one.” How should UC achieve this in
Einstein Copilot?
 A. Use the standard Copilot action. (Correct Answer)
 B. Create a custom Copilot action calling a flow.
 C. Create a custom Copilot action calling an Apex class.
51.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 (Correct Answer)
 C. Standard email draft with Einstein and choose standard email template
52.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 (Correct Answer)
53.Universal Containers wants to assess Salesforce's generative AI
features but has concerns over its company data being exposed
to third-party large language models (LLMs). Which property of
the Einstein Trust Layer should the AI Specialist highlight to UC
that addresses these requirements?
 A. Prompt Defense
 B. Zero-Data Retention Policy (Correct Answer)
 C. Data Masking
54.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. (Correct Answer)
 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.
55.An AI Specialist wants to include data from the response of
external service invocation (REST API callout) into the prompt
template. How should the AI Specialist meet this requirement?
 A. Convert the JSON to an XML merge field.
 B. Use External Service Record merge fields. (Correct Answer)
 C. Use “Add Prompt Instructions” flow element.
56.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 (Correct Answer)
 C. SOAP API
57.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. Which AI capability should the team use?
 A. Einstein Copilot (Correct Answer)
 B. Prompt Builder
 C. Model Builder
58.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. 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. Add the fine-tuned LLM in Einstein Studio Model Builder. (Correct
Answer)
 C. Enable model endpoint on OpenAI and make callouts to the model to
generate emails.
59.What should an AI Specialist 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. (Correct Answer)
 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.
60.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 (Correct Answer)
 B. Enhance Friendliness
 C. Optimize for Clarity

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