Leadership and Data Management Strategies
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Questions and Answers

Which tool should the team use to access externally-hosted models in the Salesforce Platform?

  • Copilot Builder
  • Model Builder
  • Page Builder
  • App Builder (correct)

What causes the random token limit errors reported by users when using a Field Generation prompt template?

  • The number of tokens generated varies by record. (correct)
  • The template type needs to be switched to Flex.
  • Users are submitting requests at peak hours.
  • The token limit is fixed for specific records.

Which feature in the Einstein Trust Layer enhances data protection for Universal Containers?

  • Zero-data retention policy
  • Dynamic grounding with secure data retrieval (correct)
  • Data masking
  • User access logs

How does Einstein Copilot handle user requests in Salesforce?

<p>It analyzes requests and generates responses using LLM technology. (B)</p> Signup and view all the answers

What feature should the AI Specialist recommend to help sales reps close deals using Einstein for Sales?

<p>Create Close Plan (A)</p> Signup and view all the answers

How does the Einstein Trust Layer protect sensitive data during response generation?

<p>Responses not meeting relevance thresholds will be rejected. (A)</p> Signup and view all the answers

What aspect of the prompt template caused the reports of random failures?

<p>The number of tokens generated varies by record. (C)</p> Signup and view all the answers

Which action does Einstein Copilot NOT take when processing a user request?

<p>Submits requests to a database for validation. (B)</p> Signup and view all the answers

Which prompt template type should an AI Specialist recommend for populating a dynamic form field with a summary created by an LLM?

<p>Record Summary (C)</p> Signup and view all the answers

What audit data is available using the Einstein Trust Layer?

<p>Hallucination score and bias score (B)</p> Signup and view all the answers

What should an AI Specialist recommend for creating a sales proposal that utilizes data from multiple unrelated objects?

<p>Create a Flex template to add resources with standard and custom objects as inputs (D)</p> Signup and view all the answers

When the ‘Enrich event logs with conversation data’ setting in Einstein Copilot is enabled, what can be viewed?

<p>Session data including user inputs and copilot responses for the past 7 days (D)</p> Signup and view all the answers

What should an AI Specialist recommend if current AI data masking rules conflict with privacy and security policies?

<p>Configure data masking in the Einstein Trust Layer setup (A)</p> Signup and view all the answers

If an administrator cannot preview the Flex prompt template due to the preview button being greyed out, what is the likely reason?

<p>The records related to the prompt have not been selected (D)</p> Signup and view all the answers

What type of analysis can an AI data science team perform while hosting a generative LLM on Amazon Web Services?

<p>Conduct user interaction analysis for AI model improvements (C)</p> Signup and view all the answers

What is a potential benefit of using the Einstein Generative AI Audit Data in conjunction with the Einstein Trust Layer?

<p>Provides insights into AI model performance considering ethical metrics (B)</p> Signup and view all the answers

Which feature in Einstein for Service should the support team use to ensure response consistency and accuracy?

<p>Einstein Reply Recommendations (A)</p> Signup and view all the answers

What is the reason Einstein Copilot may not delete activities from the past 7 days for a user?

<p>Einstein Copilot does not have the permission to delete the user's records. (B)</p> Signup and view all the answers

Where should the AI Specialist go to add or update actions assigned to a copilot?

<p>Copilot Detail page, Global Actions, or the record page for the copilot action (B)</p> Signup and view all the answers

Which combination of Einstein for Service features will help reduce agent handling time?

<p>Einstein Reply Recommendations and Case Summaries (A)</p> Signup and view all the answers

What is a key reason Universal Containers might implement Einstein Copilot?

<p>Streamlining workflows and automating repetitive tasks (D)</p> Signup and view all the answers

After provisioning Data Cloud, what step must Northern Trail Outfitters take to access the Einstein Trust Layer?

<p>Turn on Einstein Copilot (C)</p> Signup and view all the answers

Which of the following features is NOT part of the Einstein for Service that supports agents in routine tasks?

<p>Einstein Knowledge Base Management (B)</p> Signup and view all the answers

What can be accomplished by implementing Einstein Copilot in an organization?

<p>Automating repetitive tasks in workflows (B)</p> Signup and view all the answers

What is required for Universal Containers to gain insights into product and competitor names during calls?

<p>Enable Einstein Conversation Insights, assign permission sets, define recording managers, and customize insights with up to 50 competitor names. (D)</p> Signup and view all the answers

What function does the large language model (LLM) serve when executing an Einstein Copilot Action?

<p>Identify the best matching actions and correct order of execution. (C)</p> Signup and view all the answers

Which Einstein Copilot capability assists a service agent in canceling flights related to a weather alert?

<p>Execute tasks based on available actions, answering questions using information from accessible Knowledge articles. (D)</p> Signup and view all the answers

What should an AI Specialist do to troubleshoot a copilot custom action that is not performing correctly?

<p>In Copilot Builder within the Dynamic Panel, confirm selected action and observe the values in Input and Output sections. (B)</p> Signup and view all the answers

What process should be followed to invoke a flow that connects to external data for creating a Knowledge article?

<p>Invoke a flow which makes a call to external data to create a Knowledge article. (A)</p> Signup and view all the answers

How does Einstein Conversation Insights help sales teams?

<p>By allowing customization of insights related to competitors and products discussed in calls. (B)</p> Signup and view all the answers

What common error might an AI Specialist face when using flow as the reference action type?

<p>The flow may be missing required input parameters to execute properly. (B)</p> Signup and view all the answers

What solution might a support team implementing AI tools need to manage chat interactions more effectively?

<p>A robust knowledge management system to provide dynamic responses. (D)</p> Signup and view all the answers

What solution should be implemented to allow users to enter a sales order number and display a summary using a custom prompt template?

<p>Create a template-triggered prompt flow and invoke the prompt template using the standard 'Prompt Template' flow action. (B)</p> Signup and view all the answers

What could be the reason a sales user cannot see the generative AI-enabled field icon next to the summary field?

<p>The user does not have the Generative AI User permission set assigned. (A)</p> Signup and view all the answers

What is required to store audit and feedback data for reporting purposes when implementing Einstein Generative AI?

<p>Storing this data requires Data Cloud to be provisioned. (B)</p> Signup and view all the answers

Which hyperparameters can an AI Specialist change in an existing Salesforce-enabled foundational model?

<p>Temperature, Top-k sampling, Presence Penalty (B)</p> Signup and view all the answers

How should an organization use the Einstein Trust Layer to audit and track masked data?

<p>Utilize the audit trail that captures and stores all LLM submitted prompts in Data Cloud. (B)</p> Signup and view all the answers

Which flow action would be appropriate to invoke a prompt template after collecting a sales order number?

<p>Standard 'Prompt Template' flow action. (C)</p> Signup and view all the answers

What role does a custom Lightning component play in the context of the sales order data entry process?

<p>It facilitates collection and display of the sales order details. (D)</p> Signup and view all the answers

Which of the following could prevent users from accessing generative AI features in Salesforce?

<p>Inadequate user permissions for generative AI. (C)</p> Signup and view all the answers

What core component should the development team review in the Custom Copilot Action configuration to ensure proper functionality?

<p>Output Types (B)</p> Signup and view all the answers

What standard Einstein Copilot action will the planner service use for the utterance, 'Show me all the customers in New York'?

<p>Query Records (B)</p> Signup and view all the answers

What must an AI Specialist consider regarding the User related list when grounding a new prompt template?

<p>The User related list is not supported in prompt templates. (C)</p> Signup and view all the answers

Which use case is best supported by Salesforce Einstein Copilot?

<p>Providing a conversational interface for all Salesforce users. (C)</p> Signup and view all the answers

When configuring a custom prompt template using related lists from an account, what should the AI Specialist consider?

<p>The maximum number of related list merge fields. (A)</p> Signup and view all the answers

What criterion does Einstein Copilot for Sales use to match similar opportunities?

<p>Matched opportunities have a status of Closed Won from the last 12 months. (B)</p> Signup and view all the answers

How can Universal Containers enable its sales reps to explore similar opportunities using Einstein Copilot?

<p>By entering the utterance, 'Show me other opportunities like this one.' (C)</p> Signup and view all the answers

Which of the following is NOT a standard action associated with Einstein Copilot?

<p>Delete Records (D)</p> Signup and view all the answers

Flashcards

Dynamic form field population

Populating a form field with a summary or description generated by a large language model (LLM).

Einstein Trust Layer Audit Data

Audit data available using the Einstein Trust Layer, including response accuracy, offensiveness, hallucination, and bias scores.

Flex template for multiple objects

A recommended method (compared to other approaches) to use data from multiple unrelated objects in a prompt template.

Enrich event logs with conversation data

An Einstein Copilot setting allowing viewing of user input and Copilot responses for past sessions.

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Data masking organizational policy

Ensuring AI data masking rules align with privacy and security policies and requirements.

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Greyed-out Flex prompt preview

The preview button is greyed out due to missing or unselected records related to the prompt.

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Prompt template type for summary generation

The recommended type is "Record Summary" for generating summaries or descriptions in a dynamic form field.

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AI Specialist recommendation for sales proposal

The AI Specialist should recommend creating a Flex template to add resources from standard and custom objects into a sales proposal prompt.

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Accessing externally-hosted models

Salesforce uses the App Builder to access externally-hosted models.

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AI prompt template errors

Token limit errors in AI prompt templates are often random because the number of tokens varies per record.

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Data protection in Einstein Trust Layer

Dynamic grounding with secure data retrieval in the Einstein Trust Layer protects sensitive data while allowing useful responses.

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Einstein Copilot user requests

Einstein Copilot analyzes user requests and uses Large Language Models (LLMs) to generate appropriate responses.

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Sales AI plan generation

Einstein Copilot (AI) can help reps with closing deals by generating plans containing steps and guidance (Create Close Plan).

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Einstein Trust Layer Data Masking

Data used in the Einstein Trust Layer to generate responses is masked to prevent data breaches.

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Token Limit Errors (Cause)

AI prompt template errors with token limits can occur because the number of tokens generated varies for each record.

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Sales AI for quotas

AI generated plans for deal closing are provided by the feature "Create Close Plan" to assist sales reps in reaching their targets.

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Einstein Conversation Insights

A Salesforce tool that provides insights into product and competitor mentions in sales calls.

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Einstein Copilot Action Execution (LLM Role)

Large Language Model (LLM) identifies matching actions and their order for execution in Einstein Copilot.

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Copilot for canceling flights

Einstein Copilot capability that allows service agents to automatically cancel flights based on weather alerts and travel information.

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Copilot Custom Action Debugging

Inspecting the inputs and outputs within Copilot Builder to pinpoint the reason for unexpected results in custom actions using flow as a reference.

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Copilot Dynamic Debugging

Copilot feature used for diagnosing unexpected results in a custom copilot action using flow. Inspect inputs and outputs to find root causes of problems.

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Salesforce Copilot

A tool that assists users (like service agents) in completing tasks by interacting with various data sources & knowledge bases.

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Copilot Custom Action (Flow)

A custom Einstein Copilot action which leverages flows for task execution.

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Copilot troubleshooting

Debugging issues by checking Copilot Builder's input and output values, or using dynamic debugging

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Einstein Service Replies Feature

Used for suggesting pre-written responses to common customer service questions.

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Einstein Reply Recommendations

A feature within Einstein for Service that suggests appropriate replies to support staff.

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Einstein Copilot Deleting Activities

Einstein Copilot may not delete past activities due to insufficient permissions, not a lack of capability.

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Copilot Action Management

AI Specialist manages copilot actions via the Copilot Actions page, record pages, and Copilot Action Library.

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Einstein Features for Agent Handling Time

Einstein Reply Recommendations and Case Summaries to improve agent handling time by automating responses and suggesting case information.

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Implementing Einstein Copilot

Streamlining workflows and automating routine tasks are key reasons to implement Einstein Copilot.

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Enabling Einstein Trust Layer

Turning on Einstein Copilot makes the Einstein Trust Layer option available after Data Cloud provisioning.

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Copilot's core function

Einstein Copilot automates repetitive tasks, streamlining workflows for better efficiency.

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Prompt Template Flow Action

A standard flow action used to invoke a custom prompt template within Salesforce, allowing for AI-powered interactions.

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Template-Triggered Prompt Flow

A type of flow specially designed to be triggered by a prompt template, enabling dynamic interactions within Salesforce.

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Generative AI User Permission Set

A specific permission set required to access and use generative AI features, including AI-powered fields and icons.

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Data Cloud for Audit Data

A Salesforce platform that provides a centralized location for storing and managing audit data, including AI interactions and feedback.

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Model Playground Hyperparameters

Specific settings within Model Playground that allow AI Specialists to fine-tune the behavior of a foundational model.

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Einstein Trust Layer Audit Trail

A robust audit trail within the Einstein Trust Layer that records all prompts submitted to large language models (LLMs) and their responses.

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Core Custom Copilot Action Component

The 'Output Types' section within a Custom Copilot Action configuration determines the format of the output generated by the action, a core component for functionality.

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User Utterance for Querying Records

The phrase 'Show me all the customers in New York' triggers the 'Query Records' standard Einstein Copilot action, as it requests specific data retrieval.

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Prompt Template Grounding with User Related Lists

Prompt templates cannot be grounded with User related lists, meaning they cannot directly access information from these lists.

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Salesforce Einstein Copilot's Target Audience

Salesforce Einstein Copilot aims to provide a conversational AI interface for all Salesforce users, including developers and e-commerce retailers.

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Configuration Consideration for Custom Prompt Templates

When using related lists from accounts in a custom prompt template, AI Specialists need to consider the maximum number of related list merge fields allowed.

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Einstein Copilot for Sales Opportunity Matching Criterion

Einstein Copilot for Sales uses opportunities with a 'Closed Won' status from the last 12 months as a criterion to find similar opportunities.

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Enabling Similar Opportunity Exploration

To enable sales reps to explore opportunities similar to previously won ones, use the utterance 'Show me other opportunities like this one' within Einstein Copilot.

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Einstein Copilot Response Type

Einstein Copilot generates responses as text and can also generate lists, tables, and dynamic form field population.

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Study Notes

Leadership Needs

  • Leadership needs to populate dynamic form fields with summaries or descriptions created by a large language model (LLM).
  • Recommendation: Use a record summary template.

Einstein Trust Layer Audit Data

  • Available audit data includes response accuracy, offensiveness score, hallucination score, and bias score.

Universal Containers Sales Proposal

  • Create a flex template to include resources from various objects (Standard and custom).
  • Pass in special custom objects for temporary connection during the prompt template creation.

Einstein Copilot Data Enrichment

  • With "Enrich event logs with conversation data" enabled, view user click paths leading to copilot actions and session data for the past 7 days.
  • Detailed reports on any time period are not available.

Al Data Masking Rules

  • Misaligned organizational privacy and security policies require configuring data masking in the Einstein Trust Layer setup, not LLM setup.
  • Enable data masking for sandbox refreshes.

Flex Prompt Template Preview

  • The preview button is greyed out if the records related to the prompt have not been selected.

Salesforce LLM Access

  • Access externally hosted large language models (LLMs) on Amazon Web Services (AWS) using the App Builder feature.

Field Generation Prompt Template Errors

  • Random token limit errors are caused by the dynamic nature of the template, resulting in variable token generation by record.

UC CRM Data Security and Al Capabilities

  • Use dynamic grounding with secure retrieval to meet security and reliability needs.

Einstein Copilot User Request Handling

  • Einstein Copilot performs HTTP callouts to an LLM provider to handle user requests in Salesforce.

Einstein for Sales Feature Recommendation

  • Recommend create close plan to use Einstein for Sales to help meet sales quotas.

Data Protection and Einstein Trust Layer

  • Masked data will not be de-masked during the response journey, and responses that don't meet relevance thresholds are automatically rejected.

Einstein Conversation Insights

  • Enable Einstein Conversation Insights to gain insights into product and competitor names mentioned in calls.
  • Assign permission sets and customize insights. Limit competitor names to 50.

LLM Role in Copilot Action Execution

  • LLMs identify actions and their correct order of execution.

Einstein Copilot Weather Alert Action

  • Execute tasks based on available actions, and use knowledge articles to answer questions within Einstein Copilot.

Copilot Custom Action Debugging

  • Access Dynamic Debugging settings in Copilot Builder to identify the root cause of dynamic panel issues with selected actions by confirming inputs/outputs.
  • Review session logs for debug information.

Support Team Knowledge Base Solution

  • Use Einstein Reply Recommendation to provide quick, relevant, and consistent responses to customer inquiries based on existing knowledge.

Einstein Copilot Activity Deletion

  • Einstein Copilot does not have permission to delete past user activities.

Copilot Action Management

  • Manage copilot actions via Copilot Action page, Global Actions, and record-page tabs.

Universal Containers Agent Handling Time Reduction

  • Use chat and reduce post-chat analysis by suggesting answers for common questions.

Case Field Values and Einstein for Service

  • Using Einstein Reply Recommendations and Case Summaries features can enable improved data entry, data cleansing, and streamlined workflows.

Northern Trail Outfitters (NTO) Einstein Trust Layer

  • Enable the Einstein Trust Layer by turning on Einstein Copilot, in Setup.

Salesforce Email Generation for UC

  • Use a custom template-triggered prompt flow to invoke a prompt template using the standard "Prompt Template" flow action.

Generative Al-Enabled Summary Field for Competitor Analysis Object

  • User will not have access to the generative AI enabled Summary field if they do not have Generative Al User permission set.

Identifying Data Sources for Accurate Einstein Al Responses

  • Use Service Al grounding to ensure that Einstein Al can draft responses from a defined data source.

Copilot Action Implementation

  • Output types are core components of custom copilot action configuration.
  • Consider view all access if using User related lists to ground a prompt template in Salesforce.

Conversational Interface Enhancements with Copilot

  • Use case best supported by Einstein Copilot's capabilities is enabling a conversational interface for user interactions within Salesforce.
  • Related lists are not supported when creating custom prompt templates and using the Account object.

Copilot Action Matching Opportunities

  • Matching opportunities considers opportunities with 'Closed Won' status within the last 12 months, and opportunities limited to the same account.

Sales Email Generation

  • Recommend a custom sales email template, grounded to product interests, using flows or Apex for matching.

Custom Copilot Action Options

  • Use Flows as options to create custom copilot actions.

Data Exposure Concerns with Generative AI

  • Highlight Zero-Data Retention Policy in the Einstein Trust Layer as it addresses concerns about data exposure to third-party LLMs in Salesforce.

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Description

Explore the dynamic intersection of leadership needs and data management techniques. This quiz covers topics such as audit data analysis, sales proposal strategies, and the importance of data masking in organizational security. Assess your understanding of using large language models in leadership contexts.

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