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.