Podcast
Questions and Answers
Which tool should the team use to access externally-hosted models in the Salesforce Platform?
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?
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?
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?
How does Einstein Copilot handle user requests in Salesforce?
What feature should the AI Specialist recommend to help sales reps close deals using Einstein for Sales?
What feature should the AI Specialist recommend to help sales reps close deals using Einstein for Sales?
How does the Einstein Trust Layer protect sensitive data during response generation?
How does the Einstein Trust Layer protect sensitive data during response generation?
What aspect of the prompt template caused the reports of random failures?
What aspect of the prompt template caused the reports of random failures?
Which action does Einstein Copilot NOT take when processing a user request?
Which action does Einstein Copilot NOT take when processing a user request?
Which prompt template type should an AI Specialist recommend for populating a dynamic form field with a summary created by an LLM?
Which prompt template type should an AI Specialist recommend for populating a dynamic form field with a summary created by an LLM?
What audit data is available using the Einstein Trust Layer?
What audit data is available using the Einstein Trust Layer?
What should an AI Specialist recommend for creating a sales proposal that utilizes data from multiple unrelated objects?
What should an AI Specialist recommend for creating a sales proposal that utilizes data from multiple unrelated objects?
When the ‘Enrich event logs with conversation data’ setting in Einstein Copilot is enabled, what can be viewed?
When the ‘Enrich event logs with conversation data’ setting in Einstein Copilot is enabled, what can be viewed?
What should an AI Specialist recommend if current AI data masking rules conflict with privacy and security policies?
What should an AI Specialist recommend if current AI data masking rules conflict with privacy and security policies?
If an administrator cannot preview the Flex prompt template due to the preview button being greyed out, what is the likely reason?
If an administrator cannot preview the Flex prompt template due to the preview button being greyed out, what is the likely reason?
What type of analysis can an AI data science team perform while hosting a generative LLM on Amazon Web Services?
What type of analysis can an AI data science team perform while hosting a generative LLM on Amazon Web Services?
What is a potential benefit of using the Einstein Generative AI Audit Data in conjunction with the Einstein Trust Layer?
What is a potential benefit of using the Einstein Generative AI Audit Data in conjunction with the Einstein Trust Layer?
Which feature in Einstein for Service should the support team use to ensure response consistency and accuracy?
Which feature in Einstein for Service should the support team use to ensure response consistency and accuracy?
What is the reason Einstein Copilot may not delete activities from the past 7 days for a user?
What is the reason Einstein Copilot may not delete activities from the past 7 days for a user?
Where should the AI Specialist go to add or update actions assigned to a copilot?
Where should the AI Specialist go to add or update actions assigned to a copilot?
Which combination of Einstein for Service features will help reduce agent handling time?
Which combination of Einstein for Service features will help reduce agent handling time?
What is a key reason Universal Containers might implement Einstein Copilot?
What is a key reason Universal Containers might implement Einstein Copilot?
After provisioning Data Cloud, what step must Northern Trail Outfitters take to access the Einstein Trust Layer?
After provisioning Data Cloud, what step must Northern Trail Outfitters take to access the Einstein Trust Layer?
Which of the following features is NOT part of the Einstein for Service that supports agents in routine tasks?
Which of the following features is NOT part of the Einstein for Service that supports agents in routine tasks?
What can be accomplished by implementing Einstein Copilot in an organization?
What can be accomplished by implementing Einstein Copilot in an organization?
What is required for Universal Containers to gain insights into product and competitor names during calls?
What is required for Universal Containers to gain insights into product and competitor names during calls?
What function does the large language model (LLM) serve when executing an Einstein Copilot Action?
What function does the large language model (LLM) serve when executing an Einstein Copilot Action?
Which Einstein Copilot capability assists a service agent in canceling flights related to a weather alert?
Which Einstein Copilot capability assists a service agent in canceling flights related to a weather alert?
What should an AI Specialist do to troubleshoot a copilot custom action that is not performing correctly?
What should an AI Specialist do to troubleshoot a copilot custom action that is not performing correctly?
What process should be followed to invoke a flow that connects to external data for creating a Knowledge article?
What process should be followed to invoke a flow that connects to external data for creating a Knowledge article?
How does Einstein Conversation Insights help sales teams?
How does Einstein Conversation Insights help sales teams?
What common error might an AI Specialist face when using flow as the reference action type?
What common error might an AI Specialist face when using flow as the reference action type?
What solution might a support team implementing AI tools need to manage chat interactions more effectively?
What solution might a support team implementing AI tools need to manage chat interactions more effectively?
What solution should be implemented to allow users to enter a sales order number and display a summary using a custom prompt template?
What solution should be implemented to allow users to enter a sales order number and display a summary using a custom prompt template?
What could be the reason a sales user cannot see the generative AI-enabled field icon next to the summary field?
What could be the reason a sales user cannot see the generative AI-enabled field icon next to the summary field?
What is required to store audit and feedback data for reporting purposes when implementing Einstein Generative AI?
What is required to store audit and feedback data for reporting purposes when implementing Einstein Generative AI?
Which hyperparameters can an AI Specialist change in an existing Salesforce-enabled foundational model?
Which hyperparameters can an AI Specialist change in an existing Salesforce-enabled foundational model?
How should an organization use the Einstein Trust Layer to audit and track masked data?
How should an organization use the Einstein Trust Layer to audit and track masked data?
Which flow action would be appropriate to invoke a prompt template after collecting a sales order number?
Which flow action would be appropriate to invoke a prompt template after collecting a sales order number?
What role does a custom Lightning component play in the context of the sales order data entry process?
What role does a custom Lightning component play in the context of the sales order data entry process?
Which of the following could prevent users from accessing generative AI features in Salesforce?
Which of the following could prevent users from accessing generative AI features in Salesforce?
What core component should the development team review in the Custom Copilot Action configuration to ensure proper functionality?
What core component should the development team review in the Custom Copilot Action configuration to ensure proper functionality?
What standard Einstein Copilot action will the planner service use for the utterance, 'Show me all the customers in New York'?
What standard Einstein Copilot action will the planner service use for the utterance, 'Show me all the customers in New York'?
What must an AI Specialist consider regarding the User related list when grounding a new prompt template?
What must an AI Specialist consider regarding the User related list when grounding a new prompt template?
Which use case is best supported by Salesforce Einstein Copilot?
Which use case is best supported by Salesforce Einstein Copilot?
When configuring a custom prompt template using related lists from an account, what should the AI Specialist consider?
When configuring a custom prompt template using related lists from an account, what should the AI Specialist consider?
What criterion does Einstein Copilot for Sales use to match similar opportunities?
What criterion does Einstein Copilot for Sales use to match similar opportunities?
How can Universal Containers enable its sales reps to explore similar opportunities using Einstein Copilot?
How can Universal Containers enable its sales reps to explore similar opportunities using Einstein Copilot?
Which of the following is NOT a standard action associated with Einstein Copilot?
Which of the following is NOT a standard action associated with Einstein Copilot?
Flashcards
Dynamic form field population
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
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
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
Enrich event logs with conversation data
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Data masking organizational policy
Data masking organizational policy
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Greyed-out Flex prompt preview
Greyed-out Flex prompt preview
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Prompt template type for summary generation
Prompt template type for summary generation
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AI Specialist recommendation for sales proposal
AI Specialist recommendation for sales proposal
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Accessing externally-hosted models
Accessing externally-hosted models
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AI prompt template errors
AI prompt template errors
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Data protection in Einstein Trust Layer
Data protection in Einstein Trust Layer
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Einstein Copilot user requests
Einstein Copilot user requests
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Sales AI plan generation
Sales AI plan generation
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Einstein Trust Layer Data Masking
Einstein Trust Layer Data Masking
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Token Limit Errors (Cause)
Token Limit Errors (Cause)
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Sales AI for quotas
Sales AI for quotas
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Einstein Conversation Insights
Einstein Conversation Insights
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Einstein Copilot Action Execution (LLM Role)
Einstein Copilot Action Execution (LLM Role)
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Copilot for canceling flights
Copilot for canceling flights
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Copilot Custom Action Debugging
Copilot Custom Action Debugging
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Copilot Dynamic Debugging
Copilot Dynamic Debugging
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Salesforce Copilot
Salesforce Copilot
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Copilot Custom Action (Flow)
Copilot Custom Action (Flow)
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Copilot troubleshooting
Copilot troubleshooting
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Einstein Service Replies Feature
Einstein Service Replies Feature
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Einstein Reply Recommendations
Einstein Reply Recommendations
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Einstein Copilot Deleting Activities
Einstein Copilot Deleting Activities
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Copilot Action Management
Copilot Action Management
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Einstein Features for Agent Handling Time
Einstein Features for Agent Handling Time
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Implementing Einstein Copilot
Implementing Einstein Copilot
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Enabling Einstein Trust Layer
Enabling Einstein Trust Layer
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Copilot's core function
Copilot's core function
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Prompt Template Flow Action
Prompt Template Flow Action
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Template-Triggered Prompt Flow
Template-Triggered Prompt Flow
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Generative AI User Permission Set
Generative AI User Permission Set
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Data Cloud for Audit Data
Data Cloud for Audit Data
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Model Playground Hyperparameters
Model Playground Hyperparameters
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Einstein Trust Layer Audit Trail
Einstein Trust Layer Audit Trail
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Core Custom Copilot Action Component
Core Custom Copilot Action Component
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User Utterance for Querying Records
User Utterance for Querying Records
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Prompt Template Grounding with User Related Lists
Prompt Template Grounding with User Related Lists
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Salesforce Einstein Copilot's Target Audience
Salesforce Einstein Copilot's Target Audience
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Configuration Consideration for Custom Prompt Templates
Configuration Consideration for Custom Prompt Templates
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Einstein Copilot for Sales Opportunity Matching Criterion
Einstein Copilot for Sales Opportunity Matching Criterion
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Enabling Similar Opportunity Exploration
Enabling Similar Opportunity Exploration
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Einstein Copilot Response Type
Einstein Copilot Response Type
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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.
Copilot User Related List Consideration
- 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 List Merge Fields Considerations
- 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.