Leadership and Data Management Strategies

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

<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

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

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

<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

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

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

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

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

<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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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.

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

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.

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