AI Tools for Sales and Data Management

Podcast Beta

Play an AI-generated podcast conversation about this lesson

Questions and Answers

What should an AI Specialist recommend to resolve the issue of Universal Containers' current AI data masking rules not aligning with organizational privacy and security policies?

Add new data masking rules in LLM setup.

Enable data masking for sandbox refreshes.

Configure data masking in the Einstein Trust Layer setup. (correct)

What is the cause of the random token limit errors reported by users when using the Field Generation prompt template?

The number of tokens generated by the dynamic nature of the prompt template will vary record. (correct)

The number of tokens that can be processed by the LLM varies with total user demand.

The template type needs to be switched to Flex to accommodate the variable amount of tokens generated by the prompt grounding.

What should UC utilize Einstein AI for Sales to help sales representatives meet their quotas?

Create Account Plan

Create Close Plan (correct)

Find Similar Deals

How can an AI Specialist include data from the response of an external service invocation into a prompt template?

Use External Service Record merge fields Signup and view all the answers

Which API service should Universal Containers (UC) use to create a digest of account action plans using a generative API feature?

REST API Signup and view all the answers

What is one criteria that Einstein Copilot for Sales uses to match similar opportunities?

Matched opportunities have a status of Closed Won from the last 12 months. Signup and view all the answers

What step must an AI Specialist take to make the option available for configuring Einstein Trust AI in Northern Trail Outfitters' production org?

Turn on Einstein Generative AI. Signup and view all the answers

What is the reason the preview button is greyed out for a Flex prompt template?

The records related to the prompt have not been selected. Signup and view all the answers

What is the reason Einstein Copilot is not deleting activities from the past 30 days for a user?

Einstein Copilot does not support the Delete Record action. Signup and view all the answers

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

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. Signup and view all the answers

Which solution should UC use to ensure Einstein AI can draft responses from a defined data source?

Service AI Grounding Signup and view all the answers

Which feature in Einstein for Service should the support team use to provide quick, relevant responses to customer inquiries?

Einstein Service Replies Signup and view all the answers

Study Notes

AI Data Masking

AI Specialists should recommend to configure data masking in the Einstein Trust Layer setup to ensure organizational privacy and security policies and requirements.

AI Prompt Template Errors

The number of tokens generated by the dynamic nature of the prompt template will vary record, causing token limit errors to occur randomly.

Einstein AI for Sales

Use the "Create Close Plan" feature in Einstein AI for Sales allows sales representatives to receive AI-generated plans with guidance and steps for closing deals, helping them meet their quotas.

External Service Data in Prompt Templates

Use "External Service Record merge fields" to incorporate data from external service invocation (REST API Callout) into prompt templates.

Generative API for Account Action Plans

Use the REST API to meet the requirement of creating a digest of account action plans using a generative API feature.

Einstein Copilot for Sales - Similar Opportunities

Einstein Copilot for Sales uses matched opportunities with a status of Closed Won from the last 12 months to find similar opportunities to help close deals faster.

Einstein Trust AI

After provisioning Data Cloud, an AI Specialist must turn on Einstein Generative AI to make the option available to configure Einstein Trust AI in a production org.

Flex Prompt Template Preview

The records related to the prompt have not been selected, which is the reason why the preview button is greyed out for a Flex prompt template.

Einstein Copilot Delete Activity Issue

Einstein Copilot does not support the Delete Record action which explains why a user complains that Einstein Copilot is not deleting activities from the past 30 days.

Prompt Builder Process

The correct process to leverage Prompt Builder in a Salesforce org is: 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.

Legacy Data and Einstein AI

Use Service AI Grounding to ensure Einstein AI can draft responses from a defined data source and avoid issues with legacy fields or data that might not be applicable for accurate email responses.

Einstein Reply for Chat Support

Einstein Reply should be used to provide quick, relevant responses to customer inquiries in a high-volume chat environment, grounding responses in the organization's knowledge base for consistency and accuracy.

Studying That Suits You

Use AI to generate personalized quizzes and flashcards to suit your learning preferences.

Description

This quiz explores various AI tools and techniques used in sales and data management, focusing on data masking, prompt template errors, and the functionalities of Einstein AI for Sales. Participants will learn how to effectively utilize these tools to enhance organizational security and sales strategies.