Podcast
Questions and Answers
Cloud Kicks aims to use AI to improve sales processes and customer support. Which combination of capabilities would best achieve this?
Cloud Kicks aims to use AI to improve sales processes and customer support. Which combination of capabilities would best achieve this?
- Einstein Next Best Action and Case Auto Response Rules
- Einstein Lead Scoring and Case Classification (correct)
- Sales Path and Automated Case Escalations
A sales manager is looking to enhance the quality of lead data in their CRM. Which of these processes will most directly help the team to accomplish this goal?
A sales manager is looking to enhance the quality of lead data in their CRM. Which of these processes will most directly help the team to accomplish this goal?
- Redesign the lead conversion process
- Review and update missing lead information (correct)
- Prioritize active leads quarterly.
Predictive analytics, machine learning, natural language processing (NLP), and computer vision are BEST described as:
Predictive analytics, machine learning, natural language processing (NLP), and computer vision are BEST described as:
- Different types of automation tools used in Salesforce to streamline workflows.
- Different types of data models used in Salesforce for storing information.
- Different types of AI that can be applied in Salesforce to solve various business problems. (correct)
What is the MOST likely consequence of an organization neglecting data quality?
What is the MOST likely consequence of an organization neglecting data quality?
Which of the following is the BEST approach to mitigate bias and ensure fairness in AI applications?
Which of the following is the BEST approach to mitigate bias and ensure fairness in AI applications?
Cloud Kicks is concerned about data quality when predicting customer purchases using Einstein Prediction Builder. What is the quickest way to assess their data quality?
Cloud Kicks is concerned about data quality when predicting customer purchases using Einstein Prediction Builder. What is the quickest way to assess their data quality?
A Salesforce administrator needs to create a field to capture the destination country for orders. Which field type is most suitable to ensure data quality and standardization?
A Salesforce administrator needs to create a field to capture the destination country for orders. Which field type is most suitable to ensure data quality and standardization?
Cloud Kicks aims to reduce the workload on its customer care agents by implementing a chatbot on its website to answer FAQs. Which AI field is MOST appropriate for this?
Cloud Kicks aims to reduce the workload on its customer care agents by implementing a chatbot on its website to answer FAQs. Which AI field is MOST appropriate for this?
What should organizations prioritize to ensure data quality is sufficient for their AI initiatives?
What should organizations prioritize to ensure data quality is sufficient for their AI initiatives?
What is a likely consequence of utilizing poor-quality data when developing AI applications?
What is a likely consequence of utilizing poor-quality data when developing AI applications?
What is the MOST significant benefit of using a diverse, balanced, and large dataset for training an AI model?
What is the MOST significant benefit of using a diverse, balanced, and large dataset for training an AI model?
Cloud Kicks intends to use automated chat as its main support channel. Which Einstein feature is most appropriate for this?
Cloud Kicks intends to use automated chat as its main support channel. Which Einstein feature is most appropriate for this?
Cloud Kicks is seeing low engagement with its latest email campaign. How can AI be used to improve customer email engagement?
Cloud Kicks is seeing low engagement with its latest email campaign. How can AI be used to improve customer email engagement?
In the context of AI, what is the primary function of Natural Language Processing (NLP)?
In the context of AI, what is the primary function of Natural Language Processing (NLP)?
How does a data quality assessment primarily benefit businesses that are using AI?
How does a data quality assessment primarily benefit businesses that are using AI?
Salesforce defines bias as classifying or marketing to individuals based on immutable traits. Which attribute exemplifies an immutable trait?
Salesforce defines bias as classifying or marketing to individuals based on immutable traits. Which attribute exemplifies an immutable trait?
An organization is implementing AI models. Which data quality element is most crucial for ensuring the models' effectiveness?
An organization is implementing AI models. Which data quality element is most crucial for ensuring the models' effectiveness?
A sales manager wants to use AI in Salesforce to improve their processes. Which application of AI would provide the most direct benefit to their sales process?
A sales manager wants to use AI in Salesforce to improve their processes. Which application of AI would provide the most direct benefit to their sales process?
How do data quality and transparency contribute to addressing bias in generative AI?
How do data quality and transparency contribute to addressing bias in generative AI?
In the context of data quality, what does 'data completeness' primarily ensure?
In the context of data quality, what does 'data completeness' primarily ensure?
Cloud Kicks finds inconsistencies in how state and country values are recorded in their contact records. Which data quality dimension is most directly affected by this issue?
Cloud Kicks finds inconsistencies in how state and country values are recorded in their contact records. Which data quality dimension is most directly affected by this issue?
What distinguishes predictive AI from generative AI in terms of their fundamental output?
What distinguishes predictive AI from generative AI in terms of their fundamental output?
A business analyst checks for null values in attributes for a new AI use case. Which data quality component is the analyst primarily assessing?
A business analyst checks for null values in attributes for a new AI use case. Which data quality component is the analyst primarily assessing?
Which of the following is most likely to be considered a sensitive variable that could introduce bias into an AI model?
Which of the following is most likely to be considered a sensitive variable that could introduce bias into an AI model?
Within Salesforce's Trusted AI Principles, what primary commitment does the Accountability principle emphasize?
Within Salesforce's Trusted AI Principles, what primary commitment does the Accountability principle emphasize?
How might skewed data inadvertently influence training data for AI models?
How might skewed data inadvertently influence training data for AI models?
In what way might the reliance on AI in decision-making impact human intellect and critical thinking?
In what way might the reliance on AI in decision-making impact human intellect and critical thinking?
Which combination represents three standard AI applications frequently utilized within Customer Relationship Management (CRM) systems?
Which combination represents three standard AI applications frequently utilized within Customer Relationship Management (CRM) systems?
What role does transparency play in building trust and confidence in AI-driven CRM solutions?
What role does transparency play in building trust and confidence in AI-driven CRM solutions?
Which action exemplifies Salesforce's Trusted AI Principle of Inclusivity?
Which action exemplifies Salesforce's Trusted AI Principle of Inclusivity?
Cloud Kicks is experiencing issues with data quality due to outdated information. Which type of record most likely contributes to this problem?
Cloud Kicks is experiencing issues with data quality due to outdated information. Which type of record most likely contributes to this problem?
A consultant facilitates Consequence Scanning Workshops to ensure diverse datasets are used in AI model training. Which Salesforce Trusted AI Principle is being applied?
A consultant facilitates Consequence Scanning Workshops to ensure diverse datasets are used in AI model training. Which Salesforce Trusted AI Principle is being applied?
Within Salesforce's Trusted AI Principles, what is the primary emphasis of the principle of Responsibility?
Within Salesforce's Trusted AI Principles, what is the primary emphasis of the principle of Responsibility?
What is the most accurate statement regarding the role of user consent within AI data privacy practices?
What is the most accurate statement regarding the role of user consent within AI data privacy practices?
Which practice is most effective in safeguarding customer data privacy when using AI-powered applications?
Which practice is most effective in safeguarding customer data privacy when using AI-powered applications?
What is the primary benefit of ensuring explainability in trusted AI systems?
What is the primary benefit of ensuring explainability in trusted AI systems?
Cloud Kicks aims to integrate AI into its CRM to improve business operations. What initial step should the company take to prepare its data for AI utilization?
Cloud Kicks aims to integrate AI into its CRM to improve business operations. What initial step should the company take to prepare its data for AI utilization?
Flashcards
AI for Sales & Support
AI for Sales & Support
Using AI to improve sales and support.
Enhance Lead Data Quality
Enhance Lead Data Quality
Improving the accuracy and completeness of lead information in a CRM system.
AI Fields
AI Fields
Types of AI including predicting outcomes, learning from data, understanding language, and interpreting images.
Consequences of Poor Data
Consequences of Poor Data
Signup and view all the flashcards
Mitigate AI Bias
Mitigate AI Bias
Signup and view all the flashcards
Natural Language Processing (NLP)
Natural Language Processing (NLP)
Signup and view all the flashcards
Ensure Data Quality
Ensure Data Quality
Signup and view all the flashcards
Benefit of large dataset
Benefit of large dataset
Signup and view all the flashcards
Assess Data Quality Quickly
Assess Data Quality Quickly
Signup and view all the flashcards
Picklist Field Type
Picklist Field Type
Signup and view all the flashcards
Outcome of Poor Data Quality
Outcome of Poor Data Quality
Signup and view all the flashcards
Einstein Bots
Einstein Bots
Signup and view all the flashcards
AI for Email Engagement
AI for Email Engagement
Signup and view all the flashcards
Impact of Data Quality Assessment
Impact of Data Quality Assessment
Signup and view all the flashcards
Immutable Trait Example
Immutable Trait Example
Signup and view all the flashcards
Data Consistency
Data Consistency
Signup and view all the flashcards
AI for Lead Scoring
AI for Lead Scoring
Signup and view all the flashcards
Mitigating Bias in AI
Mitigating Bias in AI
Signup and view all the flashcards
Data Completeness
Data Completeness
Signup and view all the flashcards
Non-uniform data values
Non-uniform data values
Signup and view all the flashcards
Predictive vs. Generative AI
Predictive vs. Generative AI
Signup and view all the flashcards
Verifying Data Completeness
Verifying Data Completeness
Signup and view all the flashcards
Sensitive variables
Sensitive variables
Signup and view all the flashcards
Accountability (AI)
Accountability (AI)
Signup and view all the flashcards
Bias in AI training data
Bias in AI training data
Signup and view all the flashcards
Challenge of Human-AI collaboration
Challenge of Human-AI collaboration
Signup and view all the flashcards
AI in CRM
AI in CRM
Signup and view all the flashcards
Predictive Scoring
Predictive Scoring
Signup and view all the flashcards
Inclusivity in AI
Inclusivity in AI
Signup and view all the flashcards
Duplicate Records
Duplicate Records
Signup and view all the flashcards
Consequence Scanning
Consequence Scanning
Signup and view all the flashcards
Responsibility in AI
Responsibility in AI
Signup and view all the flashcards
User Consent in AI
User Consent in AI
Signup and view all the flashcards
Safeguarding Data Privacy
Safeguarding Data Privacy
Signup and view all the flashcards
Explainability of AI
Explainability of AI
Signup and view all the flashcards
Data availability
Data availability
Signup and view all the flashcards
Study Notes
- Cloud Kicks aims to improve sales and customer support using AI. Einstein Lead Scoring and Case Classification are useful capabilities for them to use.
- A sales manager can improve lead data quality in the CRM by redesigning the lead conversion process.
- Predictive analytics, machine learning, natural language processing (NLP), and computer vision are different types of AI that can be applied in Salesforce.
- Poor data quality can cause revenue loss, poor customer service, and reputational damage.
- To mitigate bias and ensure fairness in AI applications, use ongoing auditing and monitoring of the data used.
- Natural language processing (NLP) is suitable to implement a chatbot on its website that partially deflects incoming cases by answering frequently asked questions.
- Organizations should collect and curate high-quality data from reliable sources to ensure data quality for their AI initiatives.
- A diverse, balanced, and large dataset increases model accuracy.
- A developer should focus on consistency to ensure the effectiveness of AI models when a large amount of data is scattered across different systems and is not standardized.
- Lead scoring and opportunity forecasting is a beneficial AI application for a sales manager looking to improve processes using AI in Salesforce.
- Data quality and transparency mitigate bias in generative AI.
- Data completeness refers to the degree to which all required data points are present in the dataset.
- Cloud Kicks discovered multiple variations of state and country values in contact records means there is an issue of inconsistency.
- Predictive AI classifies or predicts outputs from input data while generative AI generates new and original output for a given input.
- A business analyst (BA) is running a report to check for null values to verifiy completeness.
- Gender is a sensitive variable that can lead to bias.
- Salesforce's honesty guideline when training AI models exemplifies ensuring appropriate consent and transparency when using AI-generated responses.
- Cloud Kicks wants to use Einstein Prediction Builder but has concerns on data quality, they can quickly assess data quality by running reports to explore the data quality.
- A Salesforce administrator should use a picklist field type to ensure capture an order's destination country to ensure data quality.
- A potential outcome of using poor-quality data in AI applications is AI models may produce biased or erroneous results.
- Cloud Kicks plans to use automated chat as its primary support channel so they should use Einstein Bots.
- AI can increase customer email engagement by creating personalized emails.
- In the context of AI capabilities, natural language processing (NLP) is used to understand and generate human language.
- A data quality assessment provides a benchmark for AI predictions and impacts business outcomes for companies using AI.
- Financial status is a potentially sensitive attribute and is an example of one of Salesforce's immutable traits.
- Ethical challenges associated with AI development includes human bias in machine learning algorithms and the lack of transparency AI decision-making processes.
- Natural language processing (NLP) can enhance customer service agents' email responses by analyzing the written content of previous emails.
- Testing models with diverse datasets is an example of Salesforce's Trusted AI Principle of Inclusivity in practice.
- Duplicate records negatively impact data quality.
- Inclusivity is the Salesforce Trusted AI Principle is practice when a consultant conducts a series of Consequence Scanning Workshops to support testing diverse datasets.
- Ensuring ethical use of AI is the principle of Responsibility's main focus in the context of Salesforce's Trusted AI Principles.
- AI infringes on privacy when user consent is not obtained regarding to AI data privacy.
- Tracking customer data consent preferences is the best method to safeguard customer data privacy.
- The significance of explainability of trusted AI systems describes how AI models make decisions.
- Before incorporating AI into its CRM, Cloud Kicks should determine data availability.
- Salesforce's principle of Empowerment aims to empower users of all skill levels to build AI applications with clicks, not code.
- Taking responsibility for one's actions toward customers, partners, and society is the main focus of the Accountability principle in Salesforce's Trusted AI Principles.
- The data is skewed toward a particular demographic or source and is a potential source of bias in training data for AI models.
- A key challenge of human-AI collaboration in decision-making is that it creates reliance on AI, potentially leading to less critical thinking and oversight.
- Predictive scoring, reporting, Einstein Bots are three commonly used examples of AI in CRM.
Studying That Suits You
Use AI to generate personalized quizzes and flashcards to suit your learning preferences.