Salesforce AI Specialist

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An HR team needs to create personalized onboarding materials for new employees across different departments. These materials should include department-specific training plans, company policies, and customized welcome messages. The team wants to ensure consistency across all documents while saving time in the creation process.
Should they use Prompt Builder, and why?

No, because onboarding materials require a personal touch that AI cannot provide

No, because Prompt Builder is more suitable for customer-facing content, not internal documents

Yes, but only for generating generic content like company policies, not for personalized sections

Yes, because Prompt Builder can generate consistent and customized onboarding materials based on predefined templates (correct)

A sales team wants to ensure that their AI-generated emails are always based on the most recent customer interaction data stored in the CRM, such as recent purchases or support cases. Which grounding technique should they use to achieve this?

Leveraging external data sources like social media profiles

Referencing historical sales reports

Integrating real-time CRM data into the prompts (correct)

Using static text templates

In a scenario where customer service agents need AI-generated summaries of case details after resolving an issue, which Einstein for Service feature should be used?

Einstein Case Wrap-Up (correct)

Einstein Next Best Action

Einstein Case Classification

Einstein Reply Recommendations

A tech startup is building a chatbot to assist users with complex troubleshooting tasks. The team is debating between using a standard Salesforce LLM, customizing their own model, or bringing in an external LLM that was trained on a vast amount of technical documentation. Under which condition would it be most appropriate to configure a custom generative model?

When the startup requires the chatbot to understand and generate responses based on very specific, in-house technical terminology that standard models might not cover (C) Signup and view all the answers

A customer service center wants to provide customers with immediate answers to common questions, such as business hours or return policies, even outside of normal working hours. The team needs a feature that can automate these interactions without requiring agent involvement. Which Einstein for Service feature should they implement?

Einstein Bot (A) Signup and view all the answers

A marketing team wants to leverage a pre-trained Large Language Model (LLM) provided by Salesforce to generate personalized email content. What is the most appropriate first step in configuring this model?

Selecting the standard generative model in Salesforce (D) Signup and view all the answers

A sales manager wants to ensure that all client interactions, such as emails and meetings, are automatically logged into the CRM without the need for manual input. This will help maintain accurate records and improve team efficiency. Which Einstein feature should the sales manager implement?

Einstein Activity Capture (D) Signup and view all the answers

When configuring a custom generative model in Salesforce Model Builder, which step is crucial to ensure the model's effectiveness in generating relevant outputs?

Selecting the right pre-training data (D) Signup and view all the answers

After implementing Einstein Copilot, your company notices that some departments are not fully utilizing the tool. To improve adoption, you want to identify the specific barriers to its usage. What is the best method to gain insights into these challenges?

Implement a survey to collect feedback from users on their experience with Copilot (B) Signup and view all the answers

A sales team is ready to start using a new prompt template that has been created and assigned to them. What must they do to execute the prompt template in their daily workflow?

Select and run the template from the available options in Salesforce (A) Signup and view all the answers

How does the Large Language Model (LLM) in Einstein Copilot determine the appropriate action to take when a user asks for help with generating a sales report?

By recognizing specific keywords and phrases related to sales reports (D) Signup and view all the answers

An organization wants to delegate the execution of predefined prompt templates to specific users who will generate content using these templates without altering them. Which user role should be assigned this task?

Prompt Executor (B) Signup and view all the answers

A financial services company needs to assess the credit risk of loan applicants based on their financial history and other relevant factors. When should they use Model Builder?

When developing a model to predict the likelihood of loan default based on applicant data (D) Signup and view all the answers

Your team has successfully created and activated a prompt template in Salesforce. What is the final step to ensure that the template is utilized in the intended business process?

Execute the template within the relevant Salesforce processes (A) Signup and view all the answers

A company wants to generate personalized customer emails using a pre-trained model that Salesforce provides out of the box. What is the first step they should take to configure this model?

Select the standard generative model available in Salesforce (B) Signup and view all the answers

A sales director needs to project the upcoming quarter's sales performance based on the current pipeline, historical trends, and real-time data. The director wants to use AI to predict future revenue and identify potential risks in achieving sales targets. Which Einstein feature should the director use?

Einstein Forecasting (B) Signup and view all the answers

Which user role is best suited to manage and maintain prompt templates within Salesforce, ensuring they align with business needs?

System Administrator (D) Signup and view all the answers

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?

Integrate Copilot usage data with business performance dashboards to correlate usage with key metrics (A) Signup and view all the answers

A retail company wants to use a large language model (LLM) to generate personalized product descriptions based on customer preferences and past purchase behavior. They are evaluating whether to configure a standard generative model provided by Salesforce, create a custom model, or implement their own Bring Your Own Large Language Model (BYOLLM). Which option should they choose if they need highly tailored outputs and want full control over the model's behavior?

Implement a Bring Your Own Large Language Model (BYOLLM) (C) Signup and view all the answers

What should be the primary focus when managing the adoption of Einstein Copilot across different departments?

Providing targeted training and support based on department-specific use cases (B) Signup and view all the answers

A company is using Salesforce Einstein to analyze customer data and generate predictive insights. They need to ensure that sensitive employee salary information is not included in any Einstein analytics due to strict internal data governance policies. How can the company implement this using the Einstein Trust Layer?

Apply Einstein Data Exclusion to exclude salary information from being processed by Einstein (B) Signup and view all the answers

When would it be most appropriate to create a custom copilot action in Salesforce Einstein?

When a specific business process requires unique data inputs and custom logic (B) Signup and view all the answers

A marketing team in a large enterprise is tasked with creating and managing AI-driven campaigns using Salesforce's Prompt Builder. The team consists of content creators, data analysts, and a marketing manager. Which user role should be assigned to the marketing manager to ensure they can both manage and execute prompt templates effectively?

Prompt Template Administrator (C) Signup and view all the answers

Which of the following is the primary consideration when configuring a Bring Your Own Large Language Model (BYOLLM) in Salesforce?

Making sure the model is deployed on a Salesforce-compatible infrastructure (A) Signup and view all the answers

A team is tasked with creating a prompt template to be used across multiple departments, each with different objectives. What key consideration should guide the creation of this template to ensure it meets the needs of all departments?

Incorporating department-specific terminology (C) Signup and view all the answers

A Salesforce implementation team is setting up a series of prompt templates that will be used across multiple departments, including marketing and customer service. They need to ensure that only qualified users can modify these templates while allowing broader access for execution. Which user role should be assigned the responsibility of modifying and managing these prompt templates?

Salesforce Consultant (B) Signup and view all the answers

An organization wants to monitor the adoption of Einstein Copilot among its customer service agents and identify areas for improvement. What is the most appropriate approach for tracking and evaluating Copilot usage?

Analyze the frequency of Copilot actions across all agents using Salesforce dashboards (C) Signup and view all the answers

When a user asks Einstein Copilot to schedule a follow-up meeting with a client, how does the large language model (LLM) execute this action?

The LLM interprets the user's request, identifies the appropriate action, and uses Salesforce's scheduling API to create a calendar event (C) Signup and view all the answers

A customer support team is integrating Salesforce Einstein Copilot into their operations. They plan to use standard copilot actions to automate ticket creation and follow-ups but also need to create custom actions for handling escalations based on specific criteria, such as issue severity and customer status. What is the best approach for implementing these actions?

Leverage standard copilot actions for routine tasks and create custom actions for escalations that require specific handling (C) Signup and view all the answers

Einstein Case Wrap-Up

A tool within Salesforce that assists users by generating summaries of case details after resolution, aiding agents in documenting outcomes and closing cases efficiently.

What is the purpose of Einstein Bot?

It entails providing a conversational AI service that can respond to customer inquiries and resolve basic issues without agent intervention.

Selecting Relevant Pre-Training Data

A crucial step in configuring a custom generative model, it involves carefully selecting data that accurately reflects the model’s desired functionality and ensures its ability to generate accurate outputs.

Identify barriers to Einstein Copilot adoption.

Enhancing Einstein Copilot adoption involves understanding the specific challenges users face during their interaction with the tool.