Podcast
Questions and Answers
Universal Containers recently launched a pilot program to integrate conversational AI into its CRM business operations with Einstein
Copilot.
How should the AI Specialist monitor Copilot's usability and the assignment of actions?
Universal Containers recently launched a pilot program to integrate conversational AI into its CRM business operations with Einstein Copilot. How should the AI Specialist monitor Copilot's usability and the assignment of actions?
An administrator wants to check the response of the Flex prompt template they've built, but the preview button is greyed out.
What is the reason for this?
An administrator wants to check the response of the Flex prompt template they've built, but the preview button is greyed out. What is the reason for this?
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?
What Is the role of the large language model (LLM) In executing an Einstein Copilot Action?
What Is the role of the large language model (LLM) In executing an Einstein Copilot Action?
Signup and view all the answers
Which use case is best supported by Salesforce Einstein Copilot's capabilities?
Which use case is best supported by Salesforce Einstein Copilot's capabilities?
Signup and view all the answers
Universal Containers (UC) is experimenting with using public Generative AI models and is familiar with the language required to get the information it needs. However, it can be time-consuming for both UC's sales and service reps to type in the prompt to get the information they need, and ensure prompt consistency.
Which Salesforce feature should a Salesforce AI Specialist recommend to address these concerns?
Universal Containers (UC) is experimenting with using public Generative AI models and is familiar with the language required to get the information it needs. However, it can be time-consuming for both UC's sales and service reps to type in the prompt to get the information they need, and ensure prompt consistency. Which Salesforce feature should a Salesforce AI Specialist recommend to address these concerns?
Signup and view all the answers
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?
Signup and view all the answers
Universal Containers tests out a new Einstein Generative AI feature for its sales team to create personalized and contextualized emails for its customers. Sometimes, users find that the draft email contains placeholders for attributes that could have been derived from the
recipient's contact record.
What is the most likely explanation for why the draft email shows these placeholders?
Universal Containers tests out a new Einstein Generative AI feature for its sales team to create personalized and contextualized emails for its customers. Sometimes, users find that the draft email contains placeholders for attributes that could have been derived from the recipient's contact record. What is the most likely explanation for why the draft email shows these placeholders?
Signup and view all the answers
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?
Signup and view all the answers
Universal Containers (UC) has implemented Generative AI within Salesforce to enable summarization of a custom object called Guest. Users have reported mismatches in the generated information. In refining its prompt design strategy, which key practices should UC
prioritize?
Universal Containers (UC) has implemented Generative AI within Salesforce to enable summarization of a custom object called Guest. Users have reported mismatches in the generated information. In refining its prompt design strategy, which key practices should UC prioritize?
Signup and view all the answers
An AI Specialist needs to create a Sales Email with a custom prompt template. They need to ground on the following data.
« Opportunity Products
« Events near the customer
« Tone and voice examples
How should the AI Specialist obtain related items?
An AI Specialist needs to create a Sales Email with a custom prompt template. They need to ground on the following data. « Opportunity Products « Events near the customer « Tone and voice examples How should the AI Specialist obtain related items?
Signup and view all the answers
Universal Containers (UC) wants to create a new Sales Email
prompt template in Prompt Builder using the "Save As" function. However,
UC notices that the new template produces different results compared to
the standard Sales Email prompt due to missing hyperparameters.
What should UC do to ensure the new prompt template produces results
comparable to the standard Sales Email prompts?
Universal Containers (UC) wants to create a new Sales Email prompt template in Prompt Builder using the "Save As" function. However, UC notices that the new template produces different results compared to the standard Sales Email prompt due to missing hyperparameters. What should UC do to ensure the new prompt template produces results comparable to the standard Sales Email prompts?
Signup and view all the answers
An AI Specialist is tasked with creating a prompt template for a sales team. The template needs to generate a summary of all related
opportunities for a given Account.
Which grounding technique should the AI Specialist use to include data from the related list of opportunities in the prompt template?
An AI Specialist is tasked with creating a prompt template for a sales team. The template needs to generate a summary of all related opportunities for a given Account. Which grounding technique should the AI Specialist use to include data from the related list of opportunities in the prompt template?
Signup and view all the answers
An AI 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 AI 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?
Signup and view all the answers
Universal Containers (UC) uses Salesforce Service Cloud to
support its customers and agents handling cases. UC is considering
implementing Einstein Copilot and extending Service Cloud to mobile users.
When would Einstein Copilot implementation be most advantageous?
Universal Containers (UC) uses Salesforce Service Cloud to support its customers and agents handling cases. UC is considering implementing Einstein Copilot and extending Service Cloud to mobile users. When would Einstein Copilot implementation be most advantageous?
Signup and view all the answers
How does the Einstein Trust Layer ensure that sensitive data Is protected while generating useful and meaningful responses?
How does the Einstein Trust Layer ensure that sensitive data Is protected while generating useful and meaningful responses?
Signup and view all the answers
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?
Signup and view all the answers
An AI Specialist needs to create a prompt template to fill a custom field named Latest Opportunities Summary on the Account object with information from the three most recently opened opportunities.
How should the AI Specialist gather the necessary data for the prompt template?
An AI Specialist needs to create a prompt template to fill a custom field named Latest Opportunities Summary on the Account object with information from the three most recently opened opportunities. How should the AI Specialist gather the necessary data for the prompt template?
Signup and view all the answers
A data scientist needs to view and manage models in Einstein Studio. The data scientist also needs to create prompt templates in Prompt
Builder.
Which permission sets should an AI Specialist assign to the data scientist?
A data scientist needs to view and manage models in Einstein Studio. The data scientist also needs to create prompt templates in Prompt Builder. Which permission sets should an AI Specialist assign to the data scientist?
Signup and view all the answers
An AI Specialist configured Data Masking within the Einstein Trust Layer.
How should the AI Specialist begin validating that the correct fields are being masked?
An AI Specialist configured Data Masking within the Einstein Trust Layer. How should the AI Specialist begin validating that the correct fields are being masked?
Signup and view all the answers
Universal Containers (UC) recently rolled out Einstein Generative Al capabilities and has created a custom prompt to summarize case records. Users have reported that the case summaries generated are not returning the appropriate information.
What is a possible explanation for the poor prompt performance?
Universal Containers (UC) recently rolled out Einstein Generative Al capabilities and has created a custom prompt to summarize case records. Users have reported that the case summaries generated are not returning the appropriate information. What is a possible explanation for the poor prompt performance?
Signup and view all the answers
What is best practice when refining Einstein Copilot custom action instructions?
What is best practice when refining Einstein Copilot custom action instructions?
Signup and view all the answers
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?
Signup and view all the answers
Universal Containers' service team wants to customize the standard case summary response from Einstein Copilot.
What should the AI Specialist do to achieve this?
Universal Containers' service team wants to customize the standard case summary response from Einstein Copilot. What should the AI Specialist do to achieve this?
Signup and view all the answers
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?
Signup and view all the answers
Universal Containers (UC) wants to assess Salesforce's generative AI 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 of 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 AI 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 of 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?
Signup and view all the answers
Universal Containers wants to be able to detect with a high level of confidence if content generated by a large language model (LLM)
contains toxic language. Which action should an Al Specialist take in the Trust Layer to confirm toxicity is being appropriately managed?
Universal Containers wants to be able to detect with a high level of confidence if content generated by a large language model (LLM) contains toxic language. Which action should an Al Specialist take in the Trust Layer to confirm toxicity is being appropriately managed?
Signup and view all the answers
An AI Specialist has created a copilot custom action using flow as the reference action type. However, it is not delivering the expected results to the conversation preview, and therefore needs troubleshooting.
What should the AI Specialist do to identify the root cause of the problem?
An AI Specialist has created a copilot custom action using flow as the reference action type. However, it is not delivering the expected results to the conversation preview, and therefore needs troubleshooting. What should the AI Specialist do to identify the root cause of the problem?
Signup and view all the answers
When configuring a prompt template, an AI Specialist previews the results of the prompt template they've written. They see two distinct
text outputs: Resolution and Response.
Which information does the Resolution text provide?
When configuring a prompt template, an AI Specialist previews the results of the prompt template they've written. They see two distinct text outputs: Resolution and Response. Which information does the Resolution text provide?
Signup and view all the answers
Universal Containers (UC) wants to enable its sales team to use Al to suggest recommended products from its catalog.
Which type of prompt template should UC use?
Universal Containers (UC) wants to enable its sales team to use Al to suggest recommended products from its catalog. Which type of prompt template should UC use?
Signup and view all the answers