Podcast
Questions and Answers
What is the primary function of the planner service in the Einstein Copilot system?
What is the primary function of the planner service in the Einstein Copilot system?
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 AI Specialist set up to enable UC's 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 AI Specialist set up to enable UC's sales team?
A sales rep at Universal Containers is extremely busy and sometimes will have very long sales calls on voice and video calls and might miss key details. They are just starting to adopt new generative AI features. Which Einstein Generative AI feature should an AI Specialist recommend to help the rep get the details they might have missed during a conversation?
A sales rep at Universal Containers is extremely busy and sometimes will have very long sales calls on voice and video calls and might miss key details. They are just starting to adopt new generative AI features. Which Einstein Generative AI feature should an AI Specialist recommend to help the rep get the details they might have missed during a conversation?
Universal Containers wants to allow its service agents to query the current fulfillment status of an order with natural language. There is an existing auto launched flow to query the information from Oracle ERP, which is the system of record for the order fulfillment process.
How should an AI 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 auto launched flow to query the information from Oracle ERP, which is the system of record for the order fulfillment process. How should an AI Specialist apply the power of conversational AI to this use case?
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When a customer chat is initiated, which functionality in Salesforce provides generative AI replies or draft emails based on recommended Knowledge articles?
When a customer chat is initiated, which functionality in Salesforce provides generative AI replies or draft emails based on recommended Knowledge articles?
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Universal Containers (UC) wants to offer personalized service experiences and reduce agent handling time with Al-generated email responses, grounded in Knowledge base. Which Al capability should UC use?
Universal Containers (UC) wants to offer personalized service experiences and reduce agent handling time with Al-generated email responses, grounded in Knowledge base. Which Al capability should UC use?
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Universal Containers implements Custom Copilot Actions to enhance its customer service operations. The development team needs to understand the core components of a Custom Copilot Action to ensure proper configuration and functionality. What should the development team review in the Custom Copilot Action configuration to identify one of the core components of a Custom Copilot Action?
Universal Containers implements Custom Copilot Actions to enhance its customer service operations. The development team needs to understand the core components of a Custom Copilot Action to ensure proper configuration and functionality. What should the development team review in the Custom Copilot Action configuration to identify one of the core components of a Custom Copilot Action?
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An AI Specialist turned on Einstein Generative AI in Setup. Now, the AI Specialist would like to create custom prompt templates in Prompt
Builder. However, they cannot access Prompt Builder in the Setup menu. What is causing the problem?
An AI Specialist turned on Einstein Generative AI in Setup. Now, the AI Specialist would like to create custom prompt templates in Prompt Builder. However, they cannot access Prompt Builder in the Setup menu. What is causing the problem?
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Universal Containers is very concerned about security compliance and wants to understand:
« Which prompt text is sent to the large language model (LLM)
« How it is masked
« The masked response
What should the AI Specialist recommend?
Universal Containers is very concerned about security compliance and wants to understand: « Which prompt text is sent to the large language model (LLM) « How it is masked « The masked response
What should the AI Specialist recommend?
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Universal Containers is evaluating Einstein Generative AI features to improve the productivity of the service center operation.
Which features should the AI Specialist recommend?
Universal Containers is evaluating Einstein Generative AI features to improve the productivity of the service center operation. Which features should the AI Specialist recommend?
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Amid their busy schedules, sales reps at Universal Containers dedicate time to follow up with prospects and existing clients via email regarding renewals or new deals. They spend many hours throughout the week reviewing past communications and details about their customers before performing their outreach. Which standard Copilot action helps sales reps draft personalized emails to prospects by generating text based on previous successful communications?
Amid their busy schedules, sales reps at Universal Containers dedicate time to follow up with prospects and existing clients via email regarding renewals or new deals. They spend many hours throughout the week reviewing past communications and details about their customers before performing their outreach. Which standard Copilot action helps sales reps draft personalized emails to prospects by generating text based on previous successful communications?
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Universal Containers (UC) plans to send one of three different emails to its customers based on the customer's lifetime value score and their market segment. Considering that UC are required to explain why an e-mail was selected, which AI model should UC use to achieve this?
Universal Containers (UC) plans to send one of three different emails to its customers based on the customer's lifetime value score and their market segment. Considering that UC are required to explain why an e-mail was selected, which AI model should UC use to achieve this?
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An AI Specialist at Universal Containers Is working on a prompt template to generate personalized emails for product demonstration requests from customers. It is important for the Al-generated email to adhere strictly to the guidelines, using only associated opportunity information, and to encourage the recipient to take the desired action. How should the AI Specialist include these instructions on a new line in the prompt template?
An AI Specialist at Universal Containers Is working on a prompt template to generate personalized emails for product demonstration requests from customers. It is important for the Al-generated email to adhere strictly to the guidelines, using only associated opportunity information, and to encourage the recipient to take the desired action. How should the AI Specialist include these instructions on a new line in the prompt template?
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Universal Containers (UC) has recently received an increased number of support cases. As a result, UC has hired more customer support reps and has started to assign some of the ongoing cases to newer reps. Which generative AI solution should the new support reps use to understand the details of a case without reading through each case comment?
Universal Containers (UC) has recently received an increased number of support cases. As a result, UC has hired more customer support reps and has started to assign some of the ongoing cases to newer reps. Which generative AI solution should the new support reps use to understand the details of a case without reading through each case comment?
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Universal Containers (UC) wants to improve the efficiency of addressing customer questions and reduce agent handling time with AI generated responses. The agents should be able to leverage their existing knowledge base and identify whether the responses are coming from the large language model (LLM) or from Salesforce Knowledge. Which step should UC take to meet this requirement?
Universal Containers (UC) wants to improve the efficiency of addressing customer questions and reduce agent handling time with AI generated responses. The agents should be able to leverage their existing knowledge base and identify whether the responses are coming from the large language model (LLM) or from Salesforce Knowledge. Which step should UC take to meet this requirement?
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Universal Containers’ current AI data masking rules do not align with organizational privacy and security policies and requirements.
What should an AI Specialist recommend to resolve the issue?
Universal Containers’ current AI data masking rules do not align with organizational privacy and security policies and requirements. What should an AI Specialist recommend to resolve the issue?
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What is the main purpose of Prompt Builder?
What is the main purpose of Prompt Builder?
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The AI Specialist of Northern Trail Outfitters reviewed the organization's data masking settings within the Configure Data Masking menu within Setup. Upon assessing all of the fields, a few additional fields were deemed sensitive and have been masked within Einstein's Trust Layer.
Which steps should the AI Specialist take upon modifying the masked fields?
The AI Specialist of Northern Trail Outfitters reviewed the organization's data masking settings within the Configure Data Masking menu within Setup. Upon assessing all of the fields, a few additional fields were deemed sensitive and have been masked within Einstein's Trust Layer. Which steps should the AI Specialist take upon modifying the masked fields?
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What should an AI Specialist consider when using related list merge fields in a prompt template associated with an Account object in Prompt Builder?
What should an AI Specialist consider when using related list merge fields in a prompt template associated with an Account object in Prompt Builder?
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Before activating a custom copilot action, an AI Specialist would like to understand multiple real-world user utterances to ensure the action is being selected appropriately.
Which tool should the AI Specialist recommend?
Before activating a custom copilot action, an AI Specialist would like to understand multiple real-world user utterances to ensure the action is being selected appropriately. Which tool should the AI Specialist recommend?
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An AI Specialist built a Field Generation prompt template that worked for many records, but users are reporting random failures with token limit errors.
What is the cause of the random nature of this error?
An AI Specialist built a Field Generation prompt template that worked for many records, but users are reporting random failures with token limit errors. What is the cause of the random nature of this error?
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Universal Containers (UC) noticed an increase in customer contract cancellations in the last few months. UC is seeking ways to address this issue by implementing a proactive outreach program to customers before they cancel their contracts and is asking the Salesforce team to provide suggestions.
Which use case functionality of Model Builder aligns with UC's request?
Universal Containers (UC) noticed an increase in customer contract cancellations in the last few months. UC is seeking ways to address this issue by implementing a proactive outreach program to customers before they cancel their contracts and is asking the Salesforce team to provide suggestions. Which use case functionality of Model Builder aligns with UC's request?
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Universal Containers wants to utilize Einstein for Sales to help sales reps reach their sales quotas by providing Al-generated plans containing guidance and steps for closing deals.
Which feature should the Al Specialist recommend to the sales team?
Universal Containers wants to utilize Einstein for Sales to help sales reps reach their sales quotas by providing Al-generated plans containing guidance and steps for closing deals. Which feature should the Al Specialist recommend to the sales team?
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An AI Specialist is considering using a Field Generation prompt template type.
What should the AI Specialist check before creating the Field Generation prompt to ensure it is possible for the field to be enabled for generative AI?
An AI Specialist is considering using a Field Generation prompt template type. What should the AI Specialist check before creating the Field Generation prompt to ensure it is possible for the field to be enabled for generative AI?
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Universal Containers plans to enhance the customer support team's productivity using AI.
Which specific use case necessitates the use of Prompt Builder?
Universal Containers plans to enhance the customer support team's productivity using AI. Which specific use case necessitates the use of Prompt Builder?
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Which feature in the Einstein Trust Layer helps to minimize the risks of jail breaking and prompt injection attacks?
Which feature in the Einstein Trust Layer helps to minimize the risks of jail breaking and prompt injection attacks?
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Universal Containers is considering leveraging the Einstein Trust Layer in conjunction with Einstein Generative AI Audit Data.
Which audit data is available using the Einstein Trust Layer?
Universal Containers is considering leveraging the Einstein Trust Layer in conjunction with Einstein Generative AI Audit Data. Which audit data is available using the Einstein Trust Layer?
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A service agent Is looking at a custom object that stores travel information. They recently received a weather alert and now need to cancel flights for the customers that are related with this itinerary. The service agent needs to review the Knowledge articles about canceling and rebooking the customer flights.
Which Einstein Copilot capability helps the agent accomplish this?
A service agent Is looking at a custom object that stores travel information. They recently received a weather alert and now need to cancel flights for the customers that are related with this itinerary. The service agent needs to review the Knowledge articles about canceling and rebooking the customer flights. Which Einstein Copilot capability helps the agent accomplish this?
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Where should the AI Specialist go to add/update actions assigned to a copilot?
Where should the AI Specialist go to add/update actions assigned to a copilot?
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In Model Playground, which hyperparameters of an existing Salesforce-enabled foundational model can an AI Specialist change?
In Model Playground, which hyperparameters of an existing Salesforce-enabled foundational model can an AI Specialist change?
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