Salesforce Certified AI Associate Exam Notes
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Questions and Answers

Which functionality provides the best solution for sales representatives to log their calls quicker and more accurately?

  • Call Summaries (correct)
  • Sales Dialer
  • Manual Log Entry
  • Auto-Generated Sales Tasks

How can data quality be assessed quickly when using Einstein Prediction Builder?

  • Leverage data quality apps from AppExchange.
  • Run reports to explore the data quality. (correct)
  • Build a Data Management Strategy.
  • Use third-party data validation services.

Which type of data does Salesforce automatically exclude from Marketing Cloud Einstein engagement model training to mitigate bias?

  • Cryptographic
  • Behavioral
  • Demographic (correct)
  • Geographic

What information should be accessible on the Salesforce Platform to align with the Trusted AI Principle of Transparency?

<p>An explanation of the prediction's rationale and a model card (A)</p> Signup and view all the answers

What does Salesforce's Trusted AI Principle of Transparency emphasize?

<p>Clear and understandable explanation of AI decisions (B)</p> Signup and view all the answers

What should be done to prevent bias from entering an AI system during training?

<p>Import diverse training data. (B)</p> Signup and view all the answers

What is a societal implication of excluding ethics during AI development?

<p>Harm to marginalized communities (D)</p> Signup and view all the answers

What is an example of ethical debt in the context of AI?

<p>Launching an AI feature after discovering harmful bias (C)</p> Signup and view all the answers

Which AI tool is best described as a web of connections, guided by weights and biases?

<p>Neural networks (C)</p> Signup and view all the answers

How does implementing the 'right of least privilege' mitigate the risks associated with handling sensitive personal data?

<p>By limiting how many people have access to data (C)</p> Signup and view all the answers

What is a potential negative outcome of poor data quality in AI systems?

<p>AI systems may become overly complex (C)</p> Signup and view all the answers

What is the primary advantage for organizations using AI to personalize the online shopping experience?

<p>Customers are more willing to purchase additional items (A)</p> Signup and view all the answers

How does conducting a data quality assessment influence business outcomes for AI-driven companies?

<p>It establishes benchmarks for AI performance (B)</p> Signup and view all the answers

In what way does poor data quality specifically impact predictive and generative AI models?

<p>It creates inconsistent results throughout learning (A)</p> Signup and view all the answers

How does data quality influence the trust users place in AI-generated decisions?

<p>High quality data reinforces the reliability and credibility of AI decisions (A)</p> Signup and view all the answers

What data quality element should Cloud Kicks focus on to improve its AI model's prediction quality?

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

What best distinguishes predictive AI from generative AI?

<p>Predictive AI is based on historical data and machine learning, while generative AI creates new data patterns (C)</p> Signup and view all the answers

Which Einstein functionality is best suited for helping customers resolve issues quicker in a guided self-serve application?

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

What is the most appropriate Salesforce field type for capturing a customer's preferred name?

<p>Text (A)</p> Signup and view all the answers

Which approach aligns with Salesforce's Trusted AI Principle of Inclusivity during model testing?

<p>Test with diverse datasets appropriate for the model's use. (D)</p> Signup and view all the answers

Which capability should Cloud Kicks use to enhance sales processes and customer support?

<p>Einstein Next Best Action and Case Auto Response Rules (D)</p> Signup and view all the answers

How does AI assist in the process of lead qualification?

<p>Scores leads based on customer data (A)</p> Signup and view all the answers

What impact does incomplete data quality have on product recommendations?

<p>Decreased accuracy of recommendations (A)</p> Signup and view all the answers

Which feature should Cloud Kicks use to remove multiple records for the same customer in Salesforce?

<p>Duplicate management (B)</p> Signup and view all the answers

What differentiates predictive AI from generative AI?

<p>Predictive AI uses machine learning to classify or predict outputs from input data, while generative AI creates new outputs. (B)</p> Signup and view all the answers

Which scenario indicates a potential breach of data privacy due to lack of user consent?

<p>AI automatically collects and processes user data without notification. (C)</p> Signup and view all the answers

How can organizations ensure consistency across accounts when entering new data?

<p>By consistently applying company-wide naming conventions. (D)</p> Signup and view all the answers

What types of records can adversely affect data quality in an organization?

<p>Duplicate records that create redundancy. (C)</p> Signup and view all the answers

Which action is most likely to introduce bias into AI training data?

<p>Employing a small dataset that overlooks minority perspectives. (B)</p> Signup and view all the answers

Which type of data should be avoided to minimize unintended bias in an AI model?

<p>Demographic data that may stereotype user groups. (C)</p> Signup and view all the answers

What is a crucial benefit of effective human-AI interaction?

<p>It fosters a more informed and balanced decision-making process. (D)</p> Signup and view all the answers

What data quality dimension is primarily impacted by inconsistent data entry methods across different regional employees?

<p>Consistency, due to varying input methods. (A)</p> Signup and view all the answers

Which Salesforce Trusted AI Principle is being practiced when conducting Consequence Scanning Workshops to test diverse datasets?

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

What is the primary aim of the Empowerment principle within Salesforce's Trusted AI Principles?

<p>Empower users of all skill levels to create AI applications easily. (B)</p> Signup and view all the answers

What action should be prioritized to develop trusted generative AI according to Salesforce's safety guidelines?

<p>Create guardrails that reduce toxicity and protect PII. (A)</p> Signup and view all the answers

Which AI applications should a business analyst use to enhance sales processes and customer support?

<p>Einstein Bots and Automated Case Escalations. (A)</p> Signup and view all the answers

How does AI help sales representatives in CRM to better understand previous customer interactions?

<p>Provides detailed call histories. (D)</p> Signup and view all the answers

What is the first step Cloud Kicks should take to evaluate the quality of its sales data?

<p>Set clear business objectives. (C)</p> Signup and view all the answers

According to Salesforce, which of the following is an example of an immutable trait that could indicate bias?

<p>Financial status (D)</p> Signup and view all the answers

Which principle focuses on ensuring users are aware of how their data is used in AI systems?

<p>Transparency (A)</p> Signup and view all the answers

Flashcards

AI Tool - Neural Networks

A web of connections (neurons) with weights and biases, used for learning patterns in data.

Data Quality: Impact on AI

Poor data quality leads to biased, inaccurate AI results.

Right of Least Privilege

Limiting access to sensitive data to only authorized users.

Data Quality Assessment

Evaluating data quality to improve AI model reliability.

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Predictive vs Generative AI

Predictive AI forecasts future outcomes, generative AI creates new content.

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Poor Data Quality & AI

Improper data can lead to inaccurate AI predictions and amplified biases in the AI system.

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Data Quality Impact on AI Trustworthiness

High data quality leads to reliable AI decision making.

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AI Personalization & Customer Satisfaction

AI personalization can increase customer satisfaction during the online shopping experience.

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AI Model Data Quality

The accuracy and completeness of the data used to train an AI model, affecting prediction quality.

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AI for Customer Issue Resolution

Einstein Bots provide a guided self-serve option for customers to quickly resolve issues.

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Customer Preferred Name

A text field used to store the preferred name of a customer.

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AI Model Testing (Inclusivity)

Using diverse and representative datasets to build AI models.

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AI for Sales and Support

AI enhances sales processes and customer support with tools like Einstein Next Best Action for tailored recommendations and Case Auto Response.

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Lead Qualification with AI

AI scores leads based on customer data, enhancing qualification and sales targeting.

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Impact of Incomplete Data

Incomplete data can negatively affect the precision of product recommendations.

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Duplicate Record Removal

Duplicate Management feature in Salesforce to remove multiple records for the same customer.

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Data Quality Issues in AI Model

Inconsistencies in data used to train AI models require fixing before training to improve model accuracy.

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Predictive AI

Machine learning used to predict outputs from input data.

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Generative AI

Machine learning used to generate new outputs from input data.

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User Consent (AI data privacy)

Permission given by a user for AI to use their data.

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AI data privacy implications (user consent)

AI systems should respect user privacy, requiring consent for data use.

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Data Consistency (accounts)

Ensuring accounts have similar formats and values across the system.

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Data Quality Impact (duplicate records)

Duplicate records lead to inconsistencies and inaccuracies in data.

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Data Quality Impact (structured vs unstructured)

Data quality is negatively affected by disorganized, unstructured data.

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Bias in AI training data

Training data that under-represents certain groups can lead to biased AI outputs.

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Bias in AI data (types of data)

Demographic data can cause biased results in models.

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Data quality for AI (Consistency)

Data must have consistent formatting and values to be used effectively in AI.

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Human-AI Interaction Benefit

Effective interaction improves decision making and informs humans of AI's limitations.

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Data Quality Dimension (Completeness)

All necessary information is included in the record.

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Data Quality Dimension (Accuracy)

Data reflects the actual value, free from errors.

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Data Inconsistencies in AI

Variations or errors in training data that can lead to inaccurate AI model predictions.

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Addressing Data Inconsistencies

Identifying and fixing data problems to improve AI model accuracy.

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Call Summaries in Sales

Automated summaries of sales calls to improve call logging speed and accuracy.

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Einstein Prediction Builder Data Quality

Assessing data quality to ensure accurate customer behavior predictions.

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Data Quality Assessment (Quick)

Using reports and tools to check data for accuracy quickly.

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Data Automatically Excluded in Marketing Cloud

Specific data types automatically excluded to prevent bias from influencing the engagement model.

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Salesforce Trusted AI Transparency

Principle of clearly explaining AI decisions and actions to users.

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Preventing Bias in AI

Using diverse and representative training data to avoid biases towards particular groups.

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Societal Implications of AI Without Ethics

AI systems lacking ethical considerations could disproportionately harm certain communities.

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Ethical Debt in AI

Consequences of unethical development practices, such as introducing bias, and overlooking unintended consequences.

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Consequence Scanning Workshops

Workshops for testing diverse datasets to identify and mitigate potential AI biases.

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Salesforce Trusted AI Principle: Inclusivity

Ensuring AI models are trained on diverse data to avoid bias.

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Salesforce Trusted AI Principle: Empowerment

Helping users of all skill levels build AI applications easily.

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Trusted Generative AI

Generative AI with safety guidelines, like protecting sensitive data.

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AI applications for sales & customer support

Machine learning models, chatbots, and automated case escalations.

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AI in CRM for customer interactions

AI to understand customer interactions and personalize services.

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Data quality assessment first step

Identifying business objectives to determine data needs.

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Immutable trait example

A characteristic like gender or race that cannot change.

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Study Notes

Salesforce Certified AI Associate Exam Notes

  • Exam Time: 70 minutes, 24 minutes were taken
  • Topic: AI Fundamentals
  • AI Capabilities in CRM: 100% correct
  • Ethical Considerations of AI: 100% correct
  • Data for AI: 100% correct
  • Al fundamentals: 85% correct
  • Result: Pass
  • Assessment Summary:
    • Number of items: 40
    • Answered: x items
    • Unanswered: x items
    • Marked for Review: x items
  • Answer Key (Question Numbers):
      1. C
      1. C
      1. A
      1. C
      1. A
      1. C
      1. [Number] [Letter]
    • ... (and so on for all answers)

AI Tools and Concepts

  • Neural Networks: A web of connections guided by weights and biases
  • Right of Least Privilege: Method to reduce risk of sensitive personal data by limiting personnel access and attributes collected
  • Poor Data Quality Outcomes: AI systems potentially learn and amplify biases, predictions become less robust, and responses become slower.
  • AI Personalization Benefits: Customers are more likely to be satisfied with their shopping experience
  • Data Quality Assessments: Impacts business outcomes by providing benchmarking for Al predictions, improving the speed of Al recommendations, and accelerating the delivery of new AI solutions
  • Poor Data Quality's Impact: Creates inaccurate results and increases raw data volume
  • Data Quality Impact on Trustworthiness: High-quality data improves the reliability of AI-driven decisions, building trust among users
  • Predictive vs. Generative AI: Predictive AI uses machine learning to classify or predict outputs from inputs, while generative AI uses machine learning to create new and original outputs from a given input.
  • AI Data Privacy and User Consent: AI infringes on privacy when user consent is not obtained

Additional Notes

  • Consistency in Records: Implement naming conventions, predefined list of values for consistency across accounts
  • Data Quality Cloud Kicks Needs: Duplicate records negatively impact data quality
  • Bias in Training Data: Datasets that underrepresent diverse perspectives and populations introduce bias
  • AI Model Transparency: A model card describing its creation and explanation of the rationale of a prediction should be accessible

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Prepare for the Salesforce Certified AI Associate Exam with these concise notes. Covering critical topics such as AI fundamentals, ethical considerations, and data management for AI, this resource provides a solid review. Ensure you grasp all essential concepts to excel in the exam.

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