Latest Salesforce-AI-Specialist Exam Questions

A.   Call prompt initiated flow to fetch and ground the required data.

Answer DescriptionExplanation:

To ground a sales email on Opportunity Products, Events near the customer, and Tone and voice examples, the AI Specialist should use a prompt-initiated flow. This flow can dynamically fetch the necessary data from related records in Salesforce and ground the generative AI output with contextually accurate information.

Option B (flex template) does not provide the ability to fetch dynamic data from Salesforce records automatically.

Option C (manual insertion) would not allow for the dynamic and automated grounding of data required for custom prompts.

C.   Create a Trust Layer audit report within Data Cloud that uses a toxicity detector type filter to display toxic responses and their respective scores.

Answer DescriptionExplanation:

To ensure that content generated by a large language model (LLM) is appropriately screened for toxic language, the AI Specialist should create a Trust Layer audit report with in Data Cloud. By using the toxicity detector type filter, the report can display toxic responses along with their respective toxicity scores, allowing Universal Containers to monitor and manage any toxic content generated with a high level of confidence.

Option C is correct because it enables visibility into toxic language detection with in the Trust Layer and allows for auditing responses for toxicity.

Option A suggests checking a toxicity detection log, but Salesforce provides more comprehensive options via the audit report.

Option B involves creating a flow, which is unnecessary for toxicity detection monitoring.

B.   Einstein Copilot Action: Draft or Revise Sales Email

Answer DescriptionExplanation:

For sales reps who need to draft personalized emails based on previous communications, the AI Specialist should recommend the Einstein Copilot Action: Draft or Revise Sales Email. This action uses AI to generate or revise email content, leveraging past successful communications to create personalized and relevant outreach to prospects or clients.

Find Similar Opportunities is used for opportunity matching, not email drafting.

Summarize Record provides a summary of customer data but does not directly help with drafting emails.

A.   Query Records

Answer DescriptionExplanation:

The standard Einstein Copilot action that would be used in response to the user utterance, “Show me all the customers in New York,” is Query Records. This action is responsible for retrieving a set of records from Salesforce based on a specified condition — in this case, filtering customers by location (New York).

Query Records is the action that fetches relevant data based on the criteria provided in the user's input.

Select Records is more about picking specific records from an already presented list.

Fetch Records is not a standard term used in this context for the action.

B.   Prompt Builder

Answer DescriptionExplanation:

By utilizing Prompt Builder, the sales team can create a customized prompt template that generates personalized guest summaries and recommendations based on activity preferences. This solution meets the requirement of displaying the summary only on the contact record page, enhancing the team's ability to engage with guests effectively.

A.   The Activities related list on the Account object is not supported because it is a polymorphic field.

Answer DescriptionExplanation:

When using related list merge fields in a prompt template associated with the Account object in Prompt Builder, the Activities related list is not supported due to it being a polymorphic field. Polymorphic fields can reference multiple different types of objects, which makes them incompatible with some merge field operations in prompt generation.

Option B is incorrect because person accounts do not limit the availability of merge fields for the Account object.

Option C is irrelevant since even if no related lists are available at runtime, the prompt can still generate based on other available data fields.

B.   The maximum number of related list merge fields

Answer DescriptionExplanation:

When configuring a custom prompt template to use related lists, the AI Specialist must be aware of the maximum number of related list merge fields that can be included. Salesforce enforces limits to ensure prompt templates perform efficiently and do not overload the system with too much data. As a best practice, it's important to monitor and optimize the number of merge fields used.

Option B is correct because there is a limit on how many related list merge fields can be included in a prompt template.

Option A (text encoding) and Option C (XML/JSON rendering) are not key considerations in this context.

A.   Model Builder

Answer DescriptionExplanation:

To access externally-hosted models, such as a large language model (LLM) hosted on AWS, the Model Builder in Salesforce is the appropriate tool. Model Builder allows teams to integrate and deploy external AI models into the Salesforce platform, making it possible to leverage models hosted outside of Salesforce infrastructure while still benefiting from the platform's native AI capabilities.

Option B, App Builder, is primarily used to build and configure applications in Salesforce, not to integrate AI models.

Option C, Copilot Builder, focuses on building assistant-like tools rather than integrating external AI models.

Model Builder enables seamless integration with external systems and models, allowing Salesforce users to use external LLMs for generating AI-driven insights and automation.

A.   Use the standard Copilot action.

Answer DescriptionExplanation:

Universal Containers can achieve the request to explore similar opportunities by using the standard Copilot action. Einstein Copilot has built-in actions to handle natural language queries, such as “Show me other opportunities like this one.” The standard action will process the query and return results based on predefined matching criteria like opportunity details and past Closed Won deals.

C.   The User related list is not supported in prompt templates.

Answer DescriptionExplanation:

An AI Specialist wants to ground a new prompt template with the User related list. Grounding in prompt templates involves using data from related lists to provide context or additional information to the Large Language Model (LLM) when generating responses.

Key Consideration:

Unsupported Related Lists in Prompt Templates:

Limitation: The User related list is not supported in prompt templates for grounding purposes.

Reason: Salesforce restricts certain objects and related lists from being used in prompt templates to maintain data security and integrity. The User object often contains sensitive information and is subject to strict access controls.

Impact: Attempting to use the User related list in a prompt template will not work as expected because the system does not support it.

Why Options A and B Are Incorrect:

Option A (The User related list should have View All access):

Incorrect: Even with View All access, the User related list is still not supported in prompt templates.

Security Concerns: Granting View All access to the User object is a significant security risk and not a recommended practice.

Option B (The User related list needs to be included on the record page):

Incorrect: Including the User related list on the record page does not affect its availability in prompt templates.

Irrelevance: The placement of the related list on the record page does not change the system's ability to access it in a prompt template.