Data Masking and Einstein AI Integration

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Questions and Answers

Which prompt template type should the AI Specialist use to populate a field with generated output?

Field Generation, and that Dynamic Fields is enabled. (correct)

Standard Template, and that API access is verified.

Flex, and that Dynamic Fields is enabled.

Field Generation, and that Dynamic Forms is enabled.

Which feature in the Einstein Trust Layer best supports enhanced data protection and secure data retrieval?

Data masking

AI monitoring and control features

Zero-data retention policy

Dynamic grounding with secure data retrieval (correct)

For personalized email content based on customer behavior, which Einstein Copilot capability is most relevant?

To generate relevant content when engaging with each customer (correct)

To send automated emails to all customers

To segment customers based on demographics

To analyze past campaign performance

Which use case is appropriate for improving sales operations with AI-powered predictions?

Predict customer lifetime value of an account Signup and view all the answers

Which prompt template should be recommended to populate a dynamic form field with a summary description?

Record Summary Signup and view all the answers

What should be verified in Copilot Builder to ensure accurate debugging?

Session event debug information is reviewed. Signup and view all the answers

Which aspect should not be overlooked when using AI capabilities in a business setting?

Incorporating human oversight in AI decisions Signup and view all the answers

Which aspect is crucial for ensuring the reliability of CRM data when utilizing AI?

Implementing data validation checks Signup and view all the answers

What role does Einstein Copilot play in processing user requests within Salesforce?

It analyzes user requests and generates responses using LLM technology. Signup and view all the answers

When building prompt templates in Prompt Builder, what should an AI Specialist consider?

Using varied data with different writing styles and punctuation. Signup and view all the answers

Which functionality allows Universal Containers to integrate an external LLM using Prompt Builder?

Utilize BYO-LLM functionality within Einstein Studio. Signup and view all the answers

What is the primary purpose of using Prompt Builder for the sales team at a hotel resort?

To generate tailored summaries of guest interests based on their activities. Signup and view all the answers

Which tool should the data science team at Universal Containers use to access LLMs hosted on AWS from Salesforce?

Model Builder to access generative models. Signup and view all the answers

Which method should be applied for creating dynamic interactions in Einstein Copilot?

Incorporate user-specific customization for context. Signup and view all the answers

What is a critical consideration when working with prompt templates in Prompt Builder?

To design prompts that cater to specific user roles. Signup and view all the answers

How does the AI Specialist enhance the performance of LLMs in prompt templates?

By varying sentence structure and complexity. Signup and view all the answers

Which tool should an AI Specialist recommend for understanding multiple real-world user utterances before activating a custom copilot action?

Model Playground Signup and view all the answers

Which Einstein Generative AI features should be recommended to improve a service center's productivity?

Service Replies and Case Summaries Signup and view all the answers

How should an AI Specialist integrate conversational AI to allow service agents to query order fulfillment status?

Create a custom copilot action which calls a flow Signup and view all the answers

What method is recommended to ensure customer data privacy when integrating Einstein generative AI into a CRM application?

Enable data encryption and anonymization in the Trust Layer Signup and view all the answers

Which key practices should Universal Containers prioritize to refine its prompt design for summarization?

Create concise, clear, and consistent prompt templates with effective grounding Signup and view all the answers

What functionality does the Prompt Builder provide to Universal Containers when creating prompt templates?

Offers a 'Save As' function for prompt templates Signup and view all the answers

Which feature is NOT directly related to the functionality of the Einstein Copilot?

Sales Forecasting Signup and view all the answers

What is a common challenge faced when implementing Generative AI for summarization in custom objects?

Mismatches in generated information Signup and view all the answers

Study Notes

Data Masking and Alignment

Universal Containers' current data masking rules don't match organizational privacy and security policies.
An AI Specialist should recommend configuring data masking in the Einstein Trust Layer to align with security policies.

Error Reporting in Prompt Templates

AI Specialists built a prompt template for field generation but users report token limit errors.
Random errors stem from variable token generation rates and LLM processing speeds that depend on user demand.

Einstein AI for Sales

Universal Containers wants to use Einstein AI to help sales staff reach quotas.
Al-generated plans, with guided steps, help close deals.

External Service API Integration

An AI Specialist wants to add data from external REST APIs to their prompt template.
They should use Add prompt instructions flow element to integrate external service invocation (REST API) into a prompt template.
They should use API service (REST API) to create a digest of account action plans.

Opportunity Matching Criteria

For faster deal closing, Universal Containers uses Einstein Copilot for Sales to find similar opportunities.
One criterion for matching opportunities is when they are closed won in the last 12 months.

Troubleshooting Einstein Trust Al

Northern Trail Outfitters can't see the Einstein Trust Al option.
An AI Specialist must turn on Prompt Builder to enable the option.

Flex Prompt Template Preview Issue

AI Specialists can't preview a Flex prompt template.
The issue is because the records related to the template haven't been selected.

Einstein Copilot Delete Record Action

Einstein Copilot does not delete activities from past 30 days, which may be caused by a lack of associated permission for the user.

Salesforce Prompt Builder Correct Usage

To use Prompt Builder, enable the target object for generative prompts, develop the prompt, select records, enable the Trust Layer, and associate the prompt to an action.
Use the suitable prompt template type, develop the prompt, and select the resources needed.
Select the appropriate prompt template type, choose the model, validate the prompt, and connect it with an action.

Einstein AI Response Using Defined Data Source

UC wants to ensure accurate email responses by leveraging Salesforce data through its generative AI features.
They should use Work Summaries.

Einstein for Service Feature

Customer support staff handling multiple chat interactions needs quick and relevant responses.
Einstein Reply Recommendations is the best feature to maintain consistency and accuracy by grounding in the knowledge base.

Einstein Trust Layer Data Availability

The Einstein Trust Layer provides data about masked data and toxicity scores.

Einstein Generative AI Toxicity Score

A safety category score of 1 in Einstein Generative Al toxicity score indicates safe content.

Sales Order Summary Implementation

UC needs a solution to generate summaries of sales order headers and details based on the sales order number.
An AI specialist should implement a flow to retrieve, process, and display this data for a custom user interface.

Copilot Action Error Troubleshooting

To diagnose Copilot custom action issues, review debug information, validate values in the input and output sections, and confirm user entry.

Using related list merge fields in prompt templates that target the Account object in Prompt Builder may face problems if the Account object lacks related lists.
If person accounts are enabled, merge fields won't be available for the Account object because it's a polymorphic field.

Data for Prompt Templates

UC wants to bring data from Data Cloud objects to prompts via a template-triggered flow.

Prompts for Language Models

Prompt templates should use different writing styles, including word choice, intensifiers, and punctuation.
Include multiple-choice questions to assess the LLM's comprehension.

Einstein Copilot and User Requests

Einstein Copilot processes user requests by using LLM technology to generate and display appropriate responses.

External Large Language Model (LLM) Integration

To use an external LLM in Prompt Builder, use the BYO-LLM functionality in Einstein Studio.

Generating Guest Summary

An Al capability for creating a guest summary about their interests and activity preferences on the contact record page is Prompt Builder.

Accessing Externally Hosted Models

Access external language models hosted on AWS using Model Builder.

Generative AI Data Considerations

Storing audit and feedback data for Generative AI requires configuring a Data Cloud object.

Email Prompt Templates

Use Save As New Template, and edit as needed, to fully meet the business requirements.

Model Playground Hyperparameter Adjustment

The temperature, top-k sampling, and presence penalties features in Model Playground are modifiable hyperparameters.

Custom Copilot Action Components

The central components of a Custom Copilot Action configuration should be checked and reviewed.

Universal Containers Data Use Considerations

Avoid exposing data to external LLM services unless properly secured.

Prompt Template Instructions

Clearly define email content and desired actions for prompt templates using triple quotes or curly brackets to encapsulate instructions.

Salesforce Copilot Implementation

Implementing Einstein Copilot can improve operational effectiveness by streamlining workflows and automating repetitive tasks.

Alternative Opportunity Search

To find similar opportunities, the sales team can enter "Show me other opportunities like this one" in the Einstein Copilot.

Standard Copilot Action Utilization

To customize a standard email prompt template and personalize the email template, use the "Save as New Template" functionality and modify the template content.

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Description

This quiz delves into the essential configurations for data masking and the integration of Einstein AI in sales environments. You'll explore the alignment of privacy policies with data handling and learn how AI can assist sales teams in achieving their goals. Test your understanding of these modern AI applications and their implications for business processes.