Podcast
Questions and Answers
Universal Containers plans to implement prompt templates that utilize the standard foundation models.
What should the AI Specialist consider when building prompt templates in Prompt Builder?
Universal Containers plans to implement prompt templates that utilize the standard foundation models. What should the AI Specialist consider when building prompt templates in Prompt Builder?
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?
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?
Universal Containers (UC) is Implementing Service AI Grounding to enhance its customer service operations. UC wants to ensure that its AI generated responses are grounded in the most relevant data sources. The team needs to configure the system to include all supported objects for grounding.
Which objects should UC select to configure Service AI Grounding?
Universal Containers (UC) is Implementing Service AI Grounding to enhance its customer service operations. UC wants to ensure that its AI generated responses are grounded in the most relevant data sources. The team needs to configure the system to include all supported objects for grounding. Which objects should UC select to configure Service AI Grounding?
What is the main purpose of Prompt Builder?
What is the main purpose of Prompt Builder?
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Universal Containers (UC) wants to offer personalized service experiences and reduce agent handling time with Al-generated email responses, grounded in Knowledge base.
Which AI capability should UC use?
Universal Containers (UC) wants to offer personalized service experiences and reduce agent handling time with Al-generated email responses, grounded in Knowledge base. Which AI capability should UC use?
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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?
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?
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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 AI Toxicity Score?
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 AI Toxicity Score?
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Universal Containers has an active standard email prompt template that does not fully deliver on the business requirements. Which steps should an AI Specialist take to use the content of the standard prompt email template in question and customize it to fully meet the business requirements?
Universal Containers has an active standard email prompt template that does not fully deliver on the business requirements. Which steps should an AI Specialist take to use the content of the standard prompt email template in question and customize it to fully meet the business requirements?
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The marketing team at Universal Containers is looking for a way to personalize emails based on customer behavior, preferences, and purchase history.
Why should the team use Einstein Copilot as the solution?
The marketing team at Universal Containers is looking for a way to personalize emails based on customer behavior, preferences, and purchase history. Why should the team use Einstein Copilot as the solution?
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Universal Containers wants to use an external large language model (LLM) in Prompt Builder.
What should an AI Specialist recommend?
Universal Containers wants to use an external large language model (LLM) in Prompt Builder. What should an AI Specialist recommend?
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Universal Containers is interested in improving the sales operation efficiency by analyzing their data using Al-powered predictions in
Einstein Studio.
Which use case works for this scenario?
Universal Containers is interested in improving the sales operation efficiency by analyzing their data using Al-powered predictions in Einstein Studio. Which use case works for this scenario?
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An AI Specialist at Universal Containers is working on a prompt template to generate personalized emails for product demonstration requests from customers. It is important for the Al-generated email to adhere strictly to the guidelines, using only associated opportunity information, 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?
An AI Specialist at Universal Containers is working on a prompt template to generate personalized emails for product demonstration requests from customers. It is important for the Al-generated email to adhere strictly to the guidelines, using only associated opportunity information, 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?
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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 of a Custom Copilot Action?
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 of a Custom Copilot Action?
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Based on the user utterance, “Show me all the customers in New York”, which standard Einstein Copilot action will the planner service use?
Based on the user utterance, “Show me all the customers in New York”, which standard Einstein Copilot action will the planner service use?
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An AI Specialist wants to ground a new prompt template with the User related list.
What should the AI Specialist consider?
An AI Specialist wants to ground a new prompt template with the User related list. What should the AI Specialist consider?
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Which use case is best supported by Salesforce Einstein Copilot's capabilities?
Which use case is best supported by Salesforce Einstein Copilot's capabilities?
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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?
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?
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Universal Containers is using Einstein Copilot for Sales to find similar opportunities to help close deals faster. The team wants to understand the criteria used by the copilot to match opportunities.
What is one criteria that Einstein Copilot for Sales uses to match similar opportunities?
Universal Containers is using Einstein Copilot for Sales to find similar opportunities to help close deals faster. The team wants to understand the criteria used by the copilot to match opportunities. What is one criteria that Einstein Copilot for Sales uses to match similar opportunities?
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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?
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?
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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?
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?
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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?
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?
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Universal Containers (UC) wants to assess Salesforce's generative Al features but has concerns over its company data being exposed to third party large language models (LLMs). Specifically, UC wants the following capabilities to be part of Einstein's generative AI service.
« No data is used for LLM training or product improvements by third party LLMs.
« No data is retained outside UC's Salesforce org.
« The data sent cannot be accessed by the LLM provider.
Which property of the Einstein Trust Layer should the AI Specialist highlight to UC that addresses these requirements?
Universal Containers (UC) wants to assess Salesforce's generative Al features but has concerns over its company data being exposed to third party large language models (LLMs). Specifically, UC wants the following capabilities to be part of Einstein's generative AI service. « No data is used for LLM training or product improvements by third party LLMs. « No data is retained outside UC's Salesforce org. « The data sent cannot be accessed by the LLM provider.
Which property of the Einstein Trust Layer should the AI Specialist highlight to UC that addresses these requirements?
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What is the correct process to leverage Prompt Builder in a Salesforce org?
What is the correct process to leverage Prompt Builder in a Salesforce org?
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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?
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?
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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?
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?
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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?
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?
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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 the AI Specialist integrate the custom LLM into Salesforce?
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 the AI Specialist integrate the custom LLM into Salesforce?
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What should an AI Specialist consider when using related list merge fields in a prompt template associated with an Account object in Prompt Builder?
What should an AI Specialist consider when using related list merge fields in a prompt template associated with an Account object in Prompt Builder?
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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?
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?
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