AI Specialist Questions PDF

1. Leadership needs to populate a dynamic form field with a summary or description created by a large language model (LLM). Which prompt template type should the AI Specialist recommend? o A. Sales Email o B. Text Field Generation o C. Record Summary (Correct Answer) 2....

1. Leadership needs to populate a dynamic form field with a summary or description created by a large language model (LLM). Which prompt template type should the AI Specialist recommend? o A. Sales Email o B. Text Field Generation o C. Record Summary (Correct Answer) 2. 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? o A. Response accuracy and offensiveness score o B. Hallucination score and bias score (Correct Answer) o C. Masked data and toxicity score 3. Universal Containers wants to make a sales proposal and directly use data from multiple unrelated objects in a prompt template. What should the AI Specialist recommend? o A. Create a Flex template to add resources with standard and custom objects as inputs. (Correct Answer) o B. Create a prompt template passing in a special custom object that connects the records temporarily. o C. Create a prompt template-triggered flow to access the data from standard and custom objects. 4. What is an AI Specialist able to do when the “Enrich event logs with conversation data” setting in Einstein Copilot is enabled? o A. View the user click path that led to each copilot action. o B. View session data including user input and copilot responses for sessions over the past 7 days. (Correct Answer) o C. Generate detailed reports on all Copilot conversations over any time period. 5. 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? o A. Enable data masking for sandbox refreshes. o B. Configure data masking in the Einstein Trust Layer setup. (Correct Answer) o C. Add new data masking rules in LLM setup. 6. 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? o A. The records related to the prompt have not been selected. (Correct Answer) o B. The prompt has not been saved and activated. o C. A merge field has not been inserted in the prompt. 7. Universal Containers’ data science team is hosting a generative large language model (LLM) on Amazon Web Services (AWS). What should the team use to access externally-hosted models in the Salesforce Platform? o A. Model Builder o B. App Builder (Correct Answer) o C. Copilot Builder 8. 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? o A. The number of tokens generated by the dynamic nature of the prompt template will vary by record. (Correct Answer) o B. The template type needs to be switched to Flex to accommodate the variable amount of tokens generated by the prompt grounding. o C. The number of tokens that can be processed by the LLM varies with total user demand. 9. An administrator is responsible for ensuring the security and reliability of Universal Containers' CRM data. UC needs enhanced data protection and up-to-date AI capabilities. UC also needs to include relevant information from a Salesforce record to be merged with the prompt. Which feature in the Einstein Trust Layer best supports UC's need? o A. Data masking o B. Dynamic grounding with secure data retrieval (Correct Answer) o C. Zero-data retention policy 10.A Salesforce Administrator is exploring the capabilities of Einstein Copilot to enhance user interaction within their organization. How does Einstein Copilot handle user requests in Salesforce?  A. Einstein Copilot will trigger a flow that utilizes a prompt template to generate the message.  B. Einstein Copilot will perform an HTTP callout to an LLM provider.  C. Einstein Copilot analyzes the user's request and LLM technology is used to generate and display the appropriate response. (Correct Answer) 11.Universal Containers wants to utilize Einstein for Sales to help sales reps reach their sales quotas by providing AI-generated plans containing guidance and steps for closing deals. Which feature should the AI Specialist recommend to the sales team?  A. Find Similar Deals  B. Create Account Plan  C. Create Close Plan (Correct Answer) 12.How does the Einstein Trust Layer ensure that sensitive data is protected while generating useful and meaningful responses?  A. Masked data will be de-masked during the response journey.  B. Masked data will be de-masked during the request journey.  C. Responses that do not meet the relevance threshold will be automatically rejected. (Correct Answer) 13.Universal Containers wants to enable its sales team to get insights into product and competitor names mentioned during calls. How should UC meet this requirement?  A. Enable Einstein Conversation Insights, assign permission sets, define recording managers, and customize insights with up to 50 competitor names. (Correct Answer)  B. Enable Einstein Conversation Insights, connect a recording provider, assign permission sets, and customize insights with up to 25 products.  C. Enable Einstein Conversation Insights, enable sales recording, assign permission sets, and customize insights with up to 50 products. 14.What is the role of the large language model (LLM) in executing an Einstein Copilot Action?  A. Find similar requests and identify actions that need to be executed.  B. Identify the best matching actions and correct order of execution. (Correct Answer)  C. Determine a user's access and sort actions by priority to be executed. 15.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 to this itinerary. Which Einstein Copilot capability helps the agent accomplish this?  A. Execute tasks based on available actions, answering questions using information from accessible Knowledge articles. (Correct Answer)  B. Invoke a flow which makes a call to external data to create a Knowledge article.  C. Generate a Knowledge article based on the prompts that the agent enters to create steps to cancel flights. 16.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. What should the AI Specialist do to identify the root cause of the problem?  A. In Copilot Builder within the Dynamic Panel, turn on dynamic debugging to show the inputs and outputs.  B. In Copilot Builder within the Dynamic Panel, confirm selected action and observe the values in Input and Output sections. (Correct Answer)  C. In Copilot Builder, verify the utterance entered by the user and review session event logs for debug information. 17.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 Einstein for Service should the support team use?  A. Einstein Service Replies  B. Einstein Reply Recommendations (Correct Answer)  C. Einstein Knowledge Recommendations 18.Universal Containers implemented Einstein Copilot for its users. One user complains that Einstein Copilot is not deleting activities from the past 7 days. What is the reason for this issue?  A. Einstein Copilot Delete Record Action permission is not associated with the user.  B. Einstein Copilot does not have the permission to delete the user's records. (Correct Answer)  C. Einstein Copilot does not support the Delete Record action. 19.Where should the AI Specialist go to add/update actions assigned to a copilot?  A. Copilot Actions page, the record page for the copilot action, or the Copilot Action Library tab  B. Copilot Actions page or Global Actions  C. Copilot Detail page, Global Actions, or the record page for the copilot action (Correct Answer) 20.Universal Containers wants to reduce overall agent handling time by minimizing the time spent typing routine answers for common questions in chat and reducing post-chat analysis by suggesting  values for case fields. Which combination of Einstein for Service features enables this effort?  A. Einstein Service Replies and Work Summaries  B. Einstein Reply Recommendations and Case Summaries (Correct Answer)  C. Einstein Reply Recommendations and Case Classification 21.Universal Containers is looking to enhance its operational efficiency. UC has recently adopted Salesforce and is considering implementing Einstein Copilot to improve its processes. What is a key reason for implementing Einstein Copilot?  A. Improving data entry and data cleansing  B. Allowing AI to perform tasks without user interaction  C. Streamlining workflows and automating repetitive tasks (Correct Answer) 22.Northern Trail Outfitters (NTO) wants to configure Einstein Trust Layer in its production org but is unable to see the option on the Setup page. After provisioning Data Cloud, which step must an AI Specialist take to make this option available to NTO?  A. Turn on Einstein Copilot. (Correct Answer)  B. Turn on Einstein Generative AI.  C. Turn on Prompt Builder. 23.Universal Containers wants to implement a solution in Salesforce with a custom UX that allows users to enter a sales order number. Subsequently, the system will invoke a custom prompt template to create and display a summary of the sales order header and sales order details. Which solution should an AI Specialist implement to meet this requirement?  A. Create a screen flow to collect the sales order number and invoke the prompt template using the standard "Prompt Template" flow action.  B. Create a template-triggered prompt flow and invoke the prompt template using the standard “Prompt Template” flow action. (Correct Answer)  C. Create an autolaunched flow and invoke the prompt template using the standard “Prompt Template” flow action. 24.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 AI-enabled field  icon next to the summary field. What is the most likely cause of the issue?  A. The user does not have the Prompt Template User permission set assigned.  B. The prompt template associated with the summary field is not activated for that user.  C. The user does not have the Generative AI User permission set assigned. (Correct Answer) 25.Universal Containers (UC) is implementing Einstein Generative AI to improve customer insights and interactions. UC needs audit and feedback data to be accessible for reporting purposes. What is a consideration for this requirement?  A. Storing this data requires Data Cloud to be provisioned. (Correct Answer)  B. Storing this data requires a custom object for data to be configured.  C. Storing this data requires Salesforce big objects. 26.In Model Playground, which hyperparameters of an existing Salesforce-enabled foundational model can an AI Specialist change?  A. Temperature, Frequency Penalty, Presence Penalty  B. Temperature, Top-k sampling, Presence Penalty (Correct Answer)  C. Temperature, Frequency Penalty, Output Tokens 27.How should an organization use the Einstein Trust Layer to audit, track, and view masked data?  A. Utilize the audit trail that captures and stores all LLM submitted prompts in Data Cloud. (Correct Answer)  B. In Setup, use Prompt Builder to send a prompt to the LLM requesting for the masked data.  C. Access the audit trail in Setup and export all user-generated prompts. 28.An AI Specialist implements Einstein Sales Emails for a sales team. The team wants to send personalized follow-up emails to leads based on their interactions and data stored in Salesforce. The AI Specialist needs to configure the system to use the most accurate and up-to-date information for email generation. Which grounding technique should the AI Specialist use?  A. Ground with Apex Merge Fields  B. Ground with Record Merge Fields (Correct Answer)  C. Automatic grounding using Draft with Einstein feature 29.Universal Containers needs a tool that can analyze voice and video call records to provide insights on competitor mentions, coaching opportunities, and other key information. Which feature provides insights about competitor mentions and coaching opportunities?  A. Call Summaries  B. Einstein Sales Insights  C. Call Explorer (Correct Answer) 30.Universal Containers (UC) has a mature Salesforce org with a lot of data in cases and Knowledge articles. UC is concerned that there are many legacy fields, with data that might not be applicable for Einstein AI to draft accurate email responses. Which solution should UC use to ensure Einstein AI can draft responses from a defined data source?  A. Service AI Grounding (Correct Answer)  B. Work Summaries  C. Service Replies 31.Universal Containers 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 in Einstein Copilot?  A. Use the standard Copilot action. (Correct Answer)  B. Create a custom Copilot action calling a flow.  C. Create a custom Copilot action calling an Apex class. 32.Universal Containers is planning a marketing email about products that most closely match a customer's expressed interests. What should an AI Specialist recommend to generate this email?  A. Standard email marketing template using Apex or flows for matching interest in products  B. Custom sales email template which is grounded with interest and product information (Correct Answer)  C. Standard email draft with Einstein and choose standard email template 33.An AI Specialist is creating a custom action in Einstein Copilot. Which option is available for the AI Specialist to choose for the custom copilot action?  A. Apex trigger  B. SOQL  C. Flows (Correct Answer) 34.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). Which property of the Einstein Trust Layer should the AI Specialist highlight to UC that addresses these requirements?  A. Prompt Defense  B. Zero-Data Retention Policy (Correct Answer)  C. Data Masking 35.What is the correct process to leverage Prompt Builder in a Salesforce org?  A. 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.  B. 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 Answer)  C. 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. 36.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?  A. Convert the JSON to an XML merge field.  B. Use External Service Record merge fields. (Correct Answer)  C. Use “Add Prompt Instructions” flow element. 37.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?  A. REST API  B. Metadata API (Correct Answer)  C. SOAP API 38.The sales team at a hotel resort would like to generate a guest summary about the guests' interests and provide recommendations based on their activity preferences captured in each guest profile. Which AI capability should the team use?  A. Einstein Copilot (Correct Answer)  B. Prompt Builder  C. Model Builder 39.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. How should the AI Specialist integrate the custom LLM into Salesforce?  A. Create an application of the custom LLM and embed it in Sales Cloud via iFrame.  B. Add the fine-tuned LLM in Einstein Studio Model Builder. (Correct Answer)  C. Enable model endpoint on OpenAI and make callouts to the model to generate emails. 40.What should an AI Specialist consider when using related list merge fields in a prompt template associated with an Account object in Prompt Builder?  A. The Activities related list on the Account object is not supported because it is a polymorphic field. (Correct Answer)  B. If person accounts have been enabled, merge fields will not be available for the Account object.  C. Prompt generation will yield no response when there is no related list associated with an Account in runtime. 41.Universal Containers (UC) wants to use the Draft with Einstein feature in Sales Cloud to create a personalized introduction email. After creating a proposed draft email, which predefined adjustment should UC choose to revise the draft with a more casual tone?  A. Make Less Formal (Correct Answer)  B. Enhance Friendliness  C. Optimize for Clarity 42.Universal Containers is interested in improving the sales operation efficiency by analyzing their data using AI-powered predictions in Einstein Studio. Which use case works for this scenario?  A. Predict customer sentiment toward a promotion message.  B. Predict customer lifetime value of an account. (Correct Answer)  C. Predict most popular products from new product catalog. 43.An AI Specialist at Universal Containers is working on a prompt template to generate personalized emails for product demonstration requests from customers. How should the AI Specialist include instructions on a new line in the prompt template?  A. Surround them with triple quotes (“”"). (Correct Answer)  B. Make sure merged fields are defined.  C. Use curly brackets {} to encapsulate instructions. 44.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?  A. Instructions  B. Output Types (Correct Answer)  C. Action Triggers 45.Based on the user utterance, “Show me all the customers in New York," which standard Einstein Copilot action will the planner service use?  A. Query Records (Correct Answer)  B. Select Records  C. Fetch Records 46.An AI Specialist wants to ground a new prompt template with the User related list. What should the AI Specialist consider?  A. The User related list should have View All access.  B. The User related list needs to be included on the record page.  C. The User related list is not supported in prompt templates. (Correct Answer) 47.Which use case is best supported by Salesforce Einstein Copilot's capabilities?  A. Bring together a conversational interface for interacting with AI for all Salesforce users, such as developers and e-commerce retailers. (Correct Answer)  B. Enable Salesforce admin users to create and train custom large language models (LLMs) using CRM data.  C. Enable data scientists to train predictive AI models with historical CRM data using built-in machine learning capabilities. 48.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?  A. The text encoding (for example, UTF-8, ASCII) option  B. The maximum number of related list merge fields (Correct Answer)  C. The choice between XML and JSON rendering formats for the list 49.Universal Containers is using Einstein Copilot for Sales to find similar opportunities to help close deals faster. What is one criterion that Einstein Copilot for Sales uses to match similar opportunities?  A. Matched opportunities are limited to the same account.  B. Matched opportunities were created in the last 12 months.  C. Matched opportunities have a status of Closed Won from the last 12 months. (Correct Answer) 50.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 in Einstein Copilot?  A. Use the standard Copilot action. (Correct Answer)  B. Create a custom Copilot action calling a flow.  C. Create a custom Copilot action calling an Apex class. 51.Universal Containers is planning a marketing email about products that most closely match a customer's expressed interests. What should an AI Specialist recommend to generate this email?  A. Standard email marketing template using Apex or flows for matching interest in products  B. Custom sales email template which is grounded with interest and product information (Correct Answer)  C. Standard email draft with Einstein and choose standard email template 52.An AI Specialist is creating a custom action in Einstein Copilot. Which option is available for the AI Specialist to choose for the custom Copilot action?  A. Apex trigger  B. SOQL  C. Flows (Correct Answer) 53.Universal Containers wants to assess Salesforce's generative AI features but has concerns over its company data being exposed to third-party large language models (LLMs). Which property of the Einstein Trust Layer should the AI Specialist highlight to UC that addresses these requirements?  A. Prompt Defense  B. Zero-Data Retention Policy (Correct Answer)  C. Data Masking 54.What is the correct process to leverage Prompt Builder in a Salesforce org?  A. 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.  B. 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 Answer)  C. 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. 55.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?  A. Convert the JSON to an XML merge field.  B. Use External Service Record merge fields. (Correct Answer)  C. Use “Add Prompt Instructions” flow element. 56.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?  A. REST API  B. Metadata API (Correct Answer)  C. SOAP API 57.The sales team at a hotel resort would like to generate a guest summary about the guests' interests and provide recommendations based on their activity preferences captured in each guest profile. Which AI capability should the team use?  A. Einstein Copilot (Correct Answer)  B. Prompt Builder  C. Model Builder 58.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. How should the AI Specialist integrate the custom LLM into Salesforce?  A. Create an application of the custom LLM and embed it in Sales Cloud via iFrame.  B. Add the fine-tuned LLM in Einstein Studio Model Builder. (Correct Answer)  C. Enable model endpoint on OpenAI and make callouts to the model to generate emails. 59.What should an AI Specialist consider when using related list merge fields in a prompt template associated with an Account object in Prompt Builder?  A. The Activities related list on the Account object is not supported because it is a polymorphic field. (Correct Answer)  B. If person accounts have been enabled, merge fields will not be available for the Account object.  C. Prompt generation will yield no response when there is no related list associated with an Account in runtime. 60.Universal Containers (UC) wants to use the Draft with Einstein feature in Sales Cloud to create a personalized introduction email. After creating a proposed draft email, which predefined adjustment should UC choose to revise the draft with a more casual tone?  A. Make Less Formal (Correct Answer)  B. Enhance Friendliness  C. Optimize for Clarity