Podcast
Questions and 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?
- Select the appropriate prompt template type to use, select one of Salesforce’s standard prompts, determine the object to associate the prompt, select a record to validate against, and associate the prompt to an action.
- Select the appropriate prompt template type to use, develop the prompt within the prompt workspace, select resources to dynamically insert CRM-derived grounding data, pick the model to use, and test and validate the generated responses. (correct)
- Enable the target object for generative prompting, develop the prompt within the prompt workspace, select records to fine-tune and ground the response, enable the Trust Layer, and associate the prompt to an action.
An Agentforce Agent has been developed with multiple topics and Agent Actions that use flows and Apex.
Which options are available for deploying these to production?
An Agentforce Agent has been developed with multiple topics and Agent Actions that use flows and Apex. Which options are available for deploying these to production?
- Use only change sets because the Salesforce CLI does not currently support the deployment of agent-related metadata.
- Deploy flows, Apex, and all agent-related items using either change sets or the Salesforce CLI/Metadata API. (correct)
- Deploy the flows and Apex using normal deployment tools, and manually create the agent related items in production.
Universal Containers (UC) configured a new PDF file ingestion in Data Cloud with all the required fields, and also created the mapping and the search index. UC is now setting up the retriever and notices a required field is missing. How should UC resolve this?
Universal Containers (UC) configured a new PDF file ingestion in Data Cloud with all the required fields, and also created the mapping and the search index. UC is now setting up the retriever and notices a required field is missing. How should UC resolve this?
- Create a new custom Data Cloud object that includes the desired field.
- Update the search index to include the desired field. (correct)
- Modify the retriever's configuration to include the desired field.
Universal Containers (UC) users are complaining that agent answers are not satisfactory. The agent is using PDF files as a knowledge source.
How should UC troubleshoot this issue?
Universal Containers (UC) users are complaining that agent answers are not satisfactory. The agent is using PDF files as a knowledge source. How should UC troubleshoot this issue?
Universal Containers wants to leverage the Record Snapshots grounding feature in a prompt template.
What preparations are required?
Universal Containers wants to leverage the Record Snapshots grounding feature in a prompt template. What preparations are required?
Universal Containers (UC) wants to enable its sales team with automatic post-call visibility into mention of competitors, products, and other custom phrases.
Which feature should the company use to enable the sales team?
Universal Containers (UC) wants to enable its sales team with automatic post-call visibility into mention of competitors, products, and other custom phrases. Which feature should the company use to enable the sales team?
An Agentforce Specialist is setting up a new org and needs to ensure that users can create and execute prompt templates. The Agentforce Specialist is unsure which roles are necessary for these tasks.
Which permission sets should the Agentforce Specialist assign to users who need to create and execute prompt templates?
An Agentforce Specialist is setting up a new org and needs to ensure that users can create and execute prompt templates. The Agentforce Specialist is unsure which roles are necessary for these tasks. Which permission sets should the Agentforce Specialist assign to users who need to create and execute prompt templates?
What considerations should an Agentforce Specialist be aware of when using Record Snapshots grounding in a prompt template?
What considerations should an Agentforce Specialist be aware of when using Record Snapshots grounding in a prompt template?
Universal Containers (UC) wants its AI agent to return responses quickly. UC needs to optimize the retriever's configuration to ensure minimal latency when grounding Al responses.
Which configuration aspect should UC prioritize?
Universal Containers (UC) wants its AI agent to return responses quickly. UC needs to optimize the retriever's configuration to ensure minimal latency when grounding Al responses. Which configuration aspect should UC prioritize?
A support team handles a high volume of chat interactions and needs a solution to provide quick, relevant responses to customer inquiries. Responses must be grounded in the organization's knowledge base to maintain consistency and accuracy.
Which feature in Agentforce for Service should the support team use?
A support team handles a high volume of chat interactions and needs a solution to provide quick, relevant responses to customer inquiries. Responses must be grounded in the organization's knowledge base to maintain consistency and accuracy. Which feature in Agentforce for Service should the support team use?
How does the Al retriever function within Data Cloud?
How does the Al retriever function within Data Cloud?
How is Data Cloud leveraged by the Answer Questions with Knowledge action in Agentforce?
How is Data Cloud leveraged by the Answer Questions with Knowledge action in Agentforce?
What is true of Agentforce Testing Center?
What is true of Agentforce Testing Center?
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?
Universal Containers recently added a custom flow for processing returns and created a new Agent Action.
Which action should the company take to ensure the Agentforce Service Agent can run this new flow as part of the new Agent Action?
Universal Containers recently added a custom flow for processing returns and created a new Agent Action. Which action should the company take to ensure the Agentforce Service Agent can run this new flow as part of the new Agent Action?
Universal Containers (UC) wants to build an Agentforce Service Agent that provides the latest, active, and relevant policy and compliance information to customers. The agent must:
« Semantically search HR policies, compliance guidelines, and company procedures.
« Ensure responses are grounded on published Knowledge.
« Allow Knowledge updates to be reflected immediately without manual reconfiguration.
What should UC do to ensure the agent retrieves the right information?
Universal Containers (UC) wants to build an Agentforce Service Agent that provides the latest, active, and relevant policy and compliance information to customers. The agent must: « Semantically search HR policies, compliance guidelines, and company procedures. « Ensure responses are grounded on published Knowledge. « Allow Knowledge updates to be reflected immediately without manual reconfiguration.
What should UC do to ensure the agent retrieves the right information?
Based on the user utterance, ‘Show me all the customers in New York", which standard Agent action will the planner service use?
Based on the user utterance, ‘Show me all the customers in New York", which standard Agent action will the planner service use?
Universal Containers (UC) has configured Agentforce Data Library using Knowledge articles. When testing in Agent Builder and the Experience Cloud site, the agent is not responding with grounded Knowledge article information. However, when tested in Prompt Builder, the response returns correctly.
What should UC do to troubleshoot the issue?
Universal Containers (UC) has configured Agentforce Data Library using Knowledge articles. When testing in Agent Builder and the Experience Cloud site, the agent is not responding with grounded Knowledge article information. However, when tested in Prompt Builder, the response returns correctly. What should UC do to troubleshoot the issue?
A sales manager needs to contact leads at scale with hyper-relevant solutions and customized communications in the most efficient manner possible.
Which Salesforce solution best suits this need?
A sales manager needs to contact leads at scale with hyper-relevant solutions and customized communications in the most efficient manner possible. Which Salesforce solution best suits this need?
An Agentforce Service Agent, who has been successfully assisting customers with service requests in Salesforce, is now unable to help customers with issues related to a new product replacement process. The company recently implemented a custom Product Replacement object in Salesforce to track and manage these replacements.
Which Agentforce Agent User change must be implemented to address this issue?
An Agentforce Service Agent, who has been successfully assisting customers with service requests in Salesforce, is now unable to help customers with issues related to a new product replacement process. The company recently implemented a custom Product Replacement object in Salesforce to track and manage these replacements. Which Agentforce Agent User change must be implemented to address this issue?
Universal Containers deployed the new Agentforce Sales Development Representative (SDR) into production, but sales reps are saying they can't find it. What is causing this issue?
Universal Containers deployed the new Agentforce Sales Development Representative (SDR) into production, but sales reps are saying they can't find it. What is causing this issue?
An Agentforce Specialist is creating a custom action for Agentforce.
Which setting should the Agentforce Specialist test and iterate on to ensure the action performs as expected?
An Agentforce Specialist is creating a custom action for Agentforce. Which setting should the Agentforce Specialist test and iterate on to ensure the action performs as expected?
What is the role of the large language model (LLM) in understanding intent and executing an Agent Action?
What is the role of the large language model (LLM) in understanding intent and executing an Agent Action?
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?
Universal Containers (UC) wants to enable its sales reps to explore opportunities that are similar to previously won opportunities by entering the utterance, “Show me other opportunities like this one.”
How should UC achieve this with Agents?
Universal Containers (UC) wants to enable its sales reps to explore opportunities that are similar to previously won opportunities by entering the utterance, “Show me other opportunities like this one.” How should UC achieve this with Agents?
When 4 customer chat is initiated, which functionality in Salesforce provides generative AI replies or draft emails based on recommended Knowledge articles?
When 4 customer chat is initiated, which functionality in Salesforce provides generative AI replies or draft emails based on recommended Knowledge articles?
Universal Containers wants to allow its service agents to query the current fulfillment status of an order with natural language. There is an existing autolaunched flow to query the information from Oracle ERP, which is the system of record for the order fulfillment process.
How should an Agentforce Specialist apply the power of conversational AI to this use case?
Universal Containers wants to allow its service agents to query the current fulfillment status of an order with natural language. There is an existing autolaunched flow to query the information from Oracle ERP, which is the system of record for the order fulfillment process. How should an Agentforce Specialist apply the power of conversational AI to this use case?
Universal Containers is planning a marketing email about products that most closely match a customer's expressed interests.
What should the company use to generate this email?
Universal Containers is planning a marketing email about products that most closely match a customer's expressed interests. What should the company use to generate this email?
Universal Containers has seen a high adoption rate of a new feature that uses generative AI to populate a summary field of a custom object, Competitor Analysis. All sales users have the same profile but one user cannot see the generative Al-enabled field icon next to the summary field.
What is the most likely cause of the issue?
Universal Containers has seen a high adoption rate of a new feature that uses generative AI to populate a summary field of a custom object, Competitor Analysis. All sales users have the same profile but one user cannot see the generative Al-enabled field icon next to the summary field. What is the most likely cause of the issue?
Once a data source is chosen for an Agentforce Data Library, what is true about changing that data source later?
Once a data source is chosen for an Agentforce Data Library, what is true about changing that data source later?
Flashcards
Capital of France (example flashcard)
Capital of France (example flashcard)
Paris
