Salesforce Salesforce-AI-Specialist Test Dumps

B.   Use merge fields to reference the default related list of opportunities.

Answer DescriptionExplanation

In Salesforce, when creating a prompt template for the sales team, you can include data from related objects such as Opportunities that are linked to an Account. The best method to ground the AI model and provide relevant information from related records, like Opportunities, is by using merge fields.

Merge fields in Salesforce allow you to dynamically reference data from a record or related records, like Opportunities for a given Account. In this scenario, the AI Specialist needs to pull data from the default related list of Opportunities associated with the Account. This is achieved by using merge fields,

which pull in data from the standard relationship Salesforce creates between Accounts and Opportunities. Option A (referencing a custom related list) and Option C (using formula fields with Einstein-related lists) do not align with the standard, practical grounding method for this task. Custom lists would require additional configurations not typically necessary for a basic use case, and formula fields are typically not used to directly fetch related list data for prompt generation in templates. The standard and straightforward method is using merge fields tied to the default related list of opportunities.

Salesforce References:

Merge Fields in Templates: https://help.salesforce.com/s/articleView?id=000387601&type=1

Grounding Data in Prompts: https://developer.salesforce.com/docs/atlas.en-us.salesforce_ai.meta /salesforce_ai/grounding_data_prompts

A.   Data Cloud Admin and Prompt Template Manager

Answer DescriptionExplanation

To allow a data scientist to view and manage models in Einstein Studio and create prompt templates in Prompt Builder, the AI Specialist should assign the Data Cloud Admin and Prompt Template Manager permission sets.

Data Cloud Admin provides access to manage and oversee models within Einstein Studio. Prompt Template Manager gives the user the ability to create and manage prompt templates within Prompt Builder.

Option A is correct because it assigns the necessary permissions for both managing models and creating prompt templates.

Option B and Option C are incorrect as they do not provide the correct combination of permissions for managing models and building prompts.

References:

Salesforce Permissions Documentation: https://help.salesforce.com/s/articleView?id=sf. perm_sets_overview.htm

C.   Assign the action to a Topic first on Action Builder.

Answer Description

• Action Builder is the central place in Salesforce Agentforce where you define and manage actions that your AI agents can perform. This includes connecting actions to various tools and systems.

• Topics in Agentforce represent the different tasks or intents that an AI agent can handle. By assigning an action to a Topic in Action Builder, you're essentially telling the agent, "When you encounter this type of request or situation, perform this action." 

C.   Flex prompt template

Answer DescriptionExplanation

Universal Containers (UC) wants to enable its sales team to leverage AI to recommend products from its catalog. The best option for this use case is a Flex prompt template.

A Flex prompt template is designed to provide flexible, customizable AI-driven recommendations or responses based on specific data points, such as product information, customer needs, or sales history. This template type allows the AI to consider various inputs and parameters, making it ideal for generating product recommendations dynamically.

In contrast:

A Record summary prompt template (Option A) is used to summarize data related to a specific record, such as generating a quick summary of a sales opportunity or account, but not for recommending products.

An Email generation prompt template (Option B) is tailored for crafting email content and is not suitable for suggesting products based on a catalog. Given the need for dynamic recommendations that pull from a product catalog and potentially other sales data, the Flex prompt template is the correct approach.

Salesforce References:

Salesforce Prompt Templates Overview: https://help.salesforce.com/s/articleView? id=000391407&type=1

Flex Prompt Template Usage: https://developer.salesforce.com/docs/atlas.en-us.salesforce_ai.meta /salesforce_ai/prompt_flex_template

C.   Prompt Execute Template permission set

Answer DescriptionExplanation

Prompt Execute Template permission set: This permission set is specifically designed to allow users to execute existing prompt templates. This is exactly what Universal Containers needs for its sales reps. Prompt Template user permission set: This permission set likely grants broader access, including potentially creating or modifying templates, which is not required in this scenario. Prompt Template Manager permission set: This permission set likely grants even more extensive administrative access to prompt templates, going beyond what the sales reps need. By granting sales reps the "Prompt Execute Template" permission set, you ensure they have the necessary access to use prompt templates without granting unnecessary permissions that could potentially lead to unintended changes or security risks.

C.   Enable Einstein Conversation Insights, enable sales recording, assign permission sets, and customize insights with up to 50 products.

Answer DescriptionExplanation:

To provide the sales team with insights into product and competitor names mentioned during calls, Universal Containers should:

Enable Einstein Conversation Insights:Activates the feature that analyzes call recordings for valuable insights.

Enable Sales Recording:Allows calls to be recorded within Salesforce without needing an external recording provider.

Assign Permission Sets:Grants the necessary permissions to sales team members to access and utilize conversation insights.

Customize Insights:Configure the system to track mentions of up to50 productsand50 competitors, providing tailored insights relevant to the organization's needs.

OptionCaccurately reflects these steps. OptionAmentions defining recording managers but omits enabling sales recording within Salesforce. OptionBsuggests connecting a recording provider and limits customization to 25 products, which does not fully meet UC's requirements.

References:

Salesforce AI Specialist Documentation - Setting Up Einstein Conversation Insights:Provides instructions on enabling conversation insights and sales recording.

Salesforce Help - Customizing Conversation Insights:Details how to customize insights with up to 50 products and competitors.

Salesforce AI Specialist Exam Guide:Outlines best practices for implementing AI features like Einstein Conversation Insights in a sales context.

A.   Create a flow to retrieve the opportunity information.

Answer DescriptionExplanation:

To gather the necessary data for populating theLatest Opportunities Summarycustom field on theAccountobject with information from the three most recently opened opportunities, the AI Specialist shouldcreate a flow. Aflowcan be configured to query and retrieve the required opportunity records based on criteria such as their open date. Once the flow has gathered the necessary data, it can be used in aprompt template or other automation processes to populate the custom field on the Account record. Option Ais correct because creating a flow allows for dynamic data retrieval and control over the logic for selecting the most recent opportunities. Option BandOption Cdo not provide sufficient control or data retrieval capabilities needed for this scenario.

References:

Salesforce Flow

Documentation:https://help.salesforce.com/s/articleView?id=sf.flow.htm

B.   Use BYO-LLM functionality in Einstein Studio,

Answer DescriptionExplanation: Bring Your Own Large Language Model (BYO-LLM)functionality in Einstein Studio allows organizations to integrate and use external large language models (LLMs) within the Salesforce ecosystem. Universal Containers can leverage this feature to connect and ground prompts with external LLMs, allowing for custom AI model use cases and seamless integration with Salesforce data.
Option Bis the correct choice as Einstein Studio provides a built-in feature to work with external models.
Option A suggests using Apex, but BYO-LLM functionality offers a more streamlined solution.
Option C focuses on Flow and External Services, which is more about data integration and isn't ideal for working with LLMs.

A.   Surround them with triple quotes (""").

Answer DescriptionExplanation: In Salesforce prompt templates, instructions that guide how the Large Language Model (LLM) should generate content (in this case, personalized emails) can be included by surrounding the instruction text with triple quotes ("""). This formatting ensures that the LLM adheres to the specific instructions while generating the email content.
The use of triple quotes allows the AI to understand that the enclosed text is a directive for how to approach the task, such as limiting the content to associated opportunity information or encouraging a specific action from the recipient.
Refer to Salesforce Prompt Builder documentation for detailed instructions on how to structure prompts for generative AI.

C.   Einstein Copilot analyzes the user's request and LLM technology is used to generate and display the appropriate response.

Answer DescriptionExplanation: Einstein Copilot is designed to enhance user interaction within Salesforce by leveraging Large Language Models (LLMs) to process and respond to user inquiries. When a user submits a request, Einstein Copilot analyzes the input using natural language processing techniques. It then utilizes LLM technology to generate an appropriate and contextually relevant response, which is displayed directly to the user within the Salesforce interface.
Option C accurately describes this process. Einstein Copilot does not necessarily trigger a flow (Option A) or perform an HTTP callout to an LLM provider (Option B) for each user request.
Instead, it integrates LLM capabilities to provide immediate and intelligent responses, facilitating a broad range of user requests.
References:
Salesforce AI Specialist Documentation - Einstein Copilot Overview: Details how Einstein Copilot employs LLMs to interpret user inputs and generate responses within the Salesforce ecosystem.
Salesforce Help - How Einstein Copilot Works: Explains the underlying mechanisms of how Einstein Copilot processes user requests using AI technologies.