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Agentforce-Specialist Practice Test


Page 4 out of 37 Pages

Universal Containers tests out a new Einstein Generative AI feature for its sales team to create personalized and contextualized emails for its customers. Sometimes, users find that the draft email contains placeholders for attributes that could have been derived from the recipient’s contact record. What is the most likely explanation for why the draft email shows these placeholders?


A. The user does not have permission to access the fields.


B. The user’s locale language is not supported by Prompt Builder.


C. The user does not have Einstein Sales Emails permission assigned.





A.
  The user does not have permission to access the fields.


Explanation:

Comprehensive and Detailed In-Depth Explanation: UC is using an Einstein Generative AI feature (likely Einstein Sales Emails) to draft personalized emails, but placeholders (e.g., {!Contact.FirstName}) appear instead of actual data from the contact record. Let’s analyze the options.

Option A: The user does not have permission to access the fields. Einstein Sales Emails, built on Prompt Builder, pulls data from contact records to populate email drafts. If the user lacks field-level security (FLS) or object-level permissions to access relevant fields (e.g., FirstName, Email), the system cannot retrieve the data, leaving placeholders unresolved. This is a common issue in Salesforce when permissions restrict data access, making it the most likely explanation and the correct answer.

Option B: The user’s locale language is not supported by Prompt Builder. Prompt Builder and Einstein Sales Emails support multiple languages, and locale mismatches typically affect formatting or translation, not data retrieval. Placeholders appearing instead of data isn’t a documented symptom of language support issues, making this unlikely and incorrect.

Option C: The user does not have Einstein Sales Emails permission assigned. The Einstein Sales Emails permission (part of the Einstein Generative AI license) enables the feature itself. If missing, users couldn’t generate drafts at all—not just see placeholders. Since drafts are being created, this permission is likely assigned, making this incorrect.

Why Option A is Correct: Permission restrictions are a frequent cause of unresolved placeholders in Salesforce AI features, as the system respects FLS and sharing rules. This is well-documented in troubleshooting guides for Einstein Generative AI.

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. They want the summary to be available only on the contact record page. Which AI capability should the team use?


A. Model Builder


B. Agent Builder


C. Prompt Builder





C.
  Prompt Builder


Explanation:

Comprehensive and Detailed In-Depth Explanation: The hotel resort team needs an AI-generated guest summary with recommendations, displayed exclusively on the contact record page. Let’s assess the options.

Option A: Model BuilderModel Builder in Salesforce creates custom predictive AI models (e.g., for scoring or classification) using Data Cloud or Einstein Platform data. It’s not designed for generating text summaries or embedding them on record pages, making it incorrect.

Option B: Agent BuilderAgent Builder in Agentforce Studio creates autonomous AI agents for tasks like lead qualification or customer service. While agents can provide summaries, they operate in conversational interfaces (e.g., chat), not as static content on a record page. This doesn’t meet the location-specific requirement, making it incorrect.

Option C: Prompt BuilderEinstein Prompt Builder allows creation of prompt templates that generate text (e.g., summaries, recommendations) using Generative AI. The template can pull data from contact records (e.g., activity preferences) and be embedded as a Lightning component on the contact record page via a Flow or Lightning App Builder. This ensures the summary is available only where specified, meeting the team’s needs perfectly and making it the correct answer.

Why Option C is Correct: Prompt Builder’s ability to generate contextual summaries and integrate them into specific record pages via Lightning components aligns with the team’s requirements, as supported by Salesforce documentation.

What is the importance of Action Instructions when creating a custom Agent action?


A. Action Instructions define the expected user experience of an action.


B. Action Instructions tell the user how to call this action in a conversation.


C. Action Instructions tell the large language model (LLM) which action to use.





A.
  Action Instructions define the expected user experience of an action.


Explanation:

Comprehensive and Detailed In-Depth Explanation: In Salesforce Agentforce, custom Agent actions are designed to enable AI-driven agents to perform specific tasks within a conversational context. Action Instructions are a critical component when creating these actions because they define the expected user experience by outlining how the action should behave, what it should accomplish, and how it interacts with the end user. These instructions act as a blueprint for the action’s functionality, ensuring that it aligns with the intended outcome and provides a consistent, intuitive experience for users interacting with the agent. For example, if the action is to "schedule a meeting," the Action Instructions might specify the steps (e.g., gather date and time, confirm with the user) and the tone (e.g., professional, concise), shaping the user experience.

Option B: While Action Instructions might indirectly influence how a user invokes an action (e.g., by making it clear what inputs are needed), they are not primarily about telling the user how to call the action in a conversation. That’s more related to user training or interface design, not the instructions themselves.

Option C: The large language model (LLM) relies on prompts, parameters, and grounding data to determine which action to execute, not the Action Instructions directly. The instructions guide the action’s design, not the LLM’s decision-making process at runtime.

Thus, Option A is correct as it emphasizes the role of Action Instructions in defining the user experience, which is foundational to creating effective custom Agent actions in Agentforce.

How does an Agent respond when it can’t understand the request or find any requested information?


A. With a preconfigured message, based on the action type.


B. With a general message asking the user to rephrase the request.


C. With a generated error message.





B.
  With a general message asking the user to rephrase the request.


Explanation:

Comprehensive and Detailed In-Depth Explanation: Agentforce Agents are designed to handle situations where they cannot interpret a request or retrieve requested data gracefully. Let’s assess the options based on Agentforce behavior.

Option A: With a preconfigured message, based on the action type. While Agentforce allows customization of responses, there’s no specific mechanism tying preconfigured messages to action types for unhandled requests. Fallback responses are more general, not action-specific, making this incorrect.

Option B: With a general message asking the user to rephrase the request. When an Agentforce Agent fails to understand a request or find information, it defaults to a general fallback response, typically asking the user to rephrase or clarify their input (e.g., “I didn’t quite get that—could you try asking again?”). This is configurable in Agent Builder but defaults to a user-friendly prompt to encourage retry, aligning with Salesforce’s focus on conversational UX. This is the correct answer per documentation.

Option C: With a generated error message. Agentforce Agents prioritize user experience over technical error messages. While errors might log internally (e.g., in Event Logs), the user-facing response avoids jargon and focuses on retry prompts, making this incorrect.

Why Option B is Correct: The default behavior of asking users to rephrase aligns with Agentforce’s conversational design principles, ensuring a helpful response when comprehension fails, as noted in official resources.

Universal Containers has implemented an agent that answers questions based on Knowledge articles. Which topic and Agent Action will be shown in the Agent Builder?


A. General Q&A topic and Knowledge Article Answers action.


B. General CRM topic and Answers Questions with LLM Action.


C. General FAQ topic and Answers Questions with Knowledge Action.





C.
  General FAQ topic and Answers Questions with Knowledge Action.


Explanation:

Comprehensive and Detailed In-Depth Explanation: UC’s agent answers questions using Knowledge articles, configured in Agent Builder. Let’s identify the topic and action.

Option A: General Q&A topic and Knowledge Article Answers action. "General Q&A" is not a standard topic name in Agentforce, and "Knowledge Article Answers" isn’t a predefined action. This lacks specificity and doesn’t match documentation, making it incorrect.

Option B: General CRM topic and Answers Questions with LLM Action. "General CRM" isn’t a default topic, and "Answers Questions with LLM" suggests raw LLM responses, not Knowledge-grounded ones. This doesn’t align with the Knowledge focus, making it incorrect.

Option C: General FAQ topic and Answers Questions with Knowledge Action. In Agent Builder, the "General FAQ" topic is a common default or starting point for question-answering agents. The "Answers Questions with Knowledge" action (sometimes styled as "Answer with Knowledge") is a prebuilt action that retrieves and grounds responses with Knowledge articles. This matches UC’s implementation and is explicitly supported in documentation, making it the correct answer.

Why Option C is Correct: "General FAQ" and "Answers Questions with Knowledge" are the standard topic-action pair for Knowledge-based question answering in Agentforce, per Salesforce resources.


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