A Salesforce Administrator wants to generate personalized, targeted emails that incorporate customer interaction data. The admin wants to leverage large language models (LLMs) to write the emails, and wants to reuse templates for different products and customers.
Which solution approach should the admin leverage?
Universal Containers aims to streamline the sales team's daily tasks by using AI.
When considering these new workflows, which improvement requires the use of Prompt Builder?
What is the primary function of the planner service in the Einstein Copilot system?
Universal Containers (UC) wants to create a new Sales Email prompt template in Prompt Builder using the "Save As" function. However, UC notices that the new template produces different results compared to the standard Sales Email prompt due to missing hyperparameters.
What should UC do to ensure the new prompt template produces results comparable to the standard Sales Email prompts?
What does it mean when a prompt template version is described as immutable?
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 Al Specialist take to make this option available to NTO?
Universal Containers is very concerned about security compliance and wants to understand:
Which prompt text is sent to the large language model (LLM)
* How it is masked
* The masked response
What should the AI Specialist recommend?
An AI Specialist at Universal Containers is trying to set up a new Field Generation prompt template. They take the following steps.
1. Create a new Field Generation prompt template.
2. Choose Case as the object type.
3. Select the custom field AI_Analysis_c as the target field.
After creating the prompt template, the AI Specialist saves, tests, and activates it. Howsoever, when they go to a case record, the AI Analysis field does not show the (Sparkle) icon on the Edit pencil. When the AI Specialist was editing the field, it was behaving as a normal field.
Which critical step did the AI Specialist miss?
An AI Specialist needs to enable the use of Sales Email prompt templates for the sales team. The AI Specialist has already created the templates in Prompt Builder.
According to best practices, which steps should the AI Specialist take to ensure the sales team can use these templates?
Universal Containers (UC) has recently received an increased number of support cases. As a result, UC has hired more customer support reps and has started to assign some of the ongoing cases to newer reps.
Which generative AI solution should the new support reps use to understand the details of a case without reading through each case comment?
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?
Universal Containers (UC) is looking to improve its sales team's productivity by providing real-time insights and recommendations during customer interactions.
Why should UC consider using Agentforce Sales Agent?
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?
Universal Containers (UC) is implementing generative AI and wants to leverage a prompt template to provide responses to customers that gives personalized product recommendations to website visitors based on their browsing history.
Which initial step should UC take to ensure the chatbot can deliver accurate recommendations'
Universal Containers has a new AI project.
What should an AI Specialist consider when adding a related list on the Account object to be used in the prompt template?
Universal Containers is rolling out a new generative AI initiative.
Which Prompt Builder limitations should the AI Specialist be aware of?
An AI Specialist at Universal Containers (UC) is building with no-code tools only. They have many small accounts that are only touched periodically by a specialized sales team, and UC wants to maximize the sales operations team's time. UC wants to help prep the sales team for the calls by summarizing past purchases, interests in products shown by the Contact captured via Data Cloud, and a recap of past email and phone conversations for which there are transcripts.
Which approach should the AI Specialist recommend to achieve this use case?
A sales rep at Universal Containers is extremely busy and sometimes will have very long sales calls on voice and video calls and might miss key details. They are just starting to adopt new generative AI
features.
Which Einstein Generative AI feature should an AI Specialist recommend to help the rep get the details they might have missed during a conversation?
Universal Containers (UC) plans to send one of three different emails to its customers based on the customer's lifetime value score and their market segment.
Considering that UC are required to explain why an e-mail was selected, which AI model should UC use to achieve this?
What is a Salesforce AI Specialist able to configure in Data Masking within the Einstein Trust Layer?
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?
Universal Containers (UC) is discussing its AI strategy in an agile Scrum meeting.
Which business requirement would lead an AI Specialist to recommend connecting to an external foundational model via Einstein Studio (Model Builder)?
In addition to Recipient and Sender, which object should an AI Specialist utilize for inserting merge fields into a Sales email template prompt?
Universal Containers recently launched a pilot program to integrate conversational AI into its CRM business operations with Einstein Copilot.
How should the AI Specialist monitor Copilot's usability and the assignment of actions?
Universal Containers wants to use an external large language model (LLM) in Prompt Builder.
What should an AI Specialist recommend?
Leadership needs to populate a dynamic form field with a summary or description created by a large language model (LLM) to facilitate more productive conversations with customers. Leadership also
wants to keep a human in the loop to be considered in their AI strategy.
Which prompt template type should the AI Specialist recommend?
Universal Containers needs its sales reps to be able to only execute prompt templates.
What should an AI Specialist recommend to achieve this requirement?
Universal Containers wants to reduce overall agent handling time minimizing the time spent typing routine answers for common questions in-chat, and reducing the post-chat analysis by suggesting values for case fields.
Which combination of Einstein for Service features enables this effort?
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 sales manager is using Agent Assistant to streamline their daily tasks. They ask the agent to Show me a list of my open opportunities.
How does the large language model (LLM) in Agentforce identify and execute the action to show the sales manager a list of open opportunities?
How does Secure Data Retrieval ensure that only authorized users can access necessary Salesforce data for dynamic grounding?
Universal Containers (UC) wants to improve the efficiency of addressing customer questions and reduce agent handling time with AI- generated responses. The agents should be able to leverage their existing
knowledge base and identify whether the responses are coming from the large language model (LLM) or from Salesforce Knowledge.
Which step should UC take to meet this requirement?
Universal Containers (UC) wants to offer personalized service experiences and reduce agent handling time with Al-generated email responses, grounded in Knowledge base.
Which AI capability should UC use?
Which configuration must an AI Specialist complete for users to access generative Al-enabled fields in the Salesforce mobile app?
Universal Containers (UC) is using Einstein Generative AI to generate an account summary. UC aims to ensure the content is safe and inclusive, utilizing the Einstein Trust Layer's toxicity scoring to assess the content's safety level.
In the score of 1 indicate?
Universal Containers (UC) noticed an increase in customer contract cancellations in the last few months. UC is seeking ways to address this issue by implementing a proactive outreach program to
customers before they cancel their contracts and is asking the Salesforce team to provide suggestions.
Which use case functionality of Model Builder aligns with UC's request?
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 with this itinerary. The service agent needs to review the Knowledge articles about canceling and
rebooking the customer flights.
Which Einstein Copilot capability helps the agent accomplish this?
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?
Universal Containers is interested in using Call Explorer to quickly gain insights from meetings recorded by its sales team.
What should the AI Specialist be aware of before enabling this feature?
Universal Containers (UC) wants to use Flow to bring data from unified Data Cloud objects to prompt templates.
Which type of flow should UC use?
An AI Specialist needs to create a prompt template to fill a custom field named Latest Opportunities Summary on the Account object with information from the three most recently opened opportunities.
How should the AI Specialist gather the necessary data for the prompt template?
An AI Specialist is setting up a new org and needs to ensure that users can create and execute prompt templates. The AI Specialist is unsure which roles are necessary for these tasks.
Which permission sets should the AI Specialist assign to users who need to create and execute prompt templates?
What is the main purpose of Prompt Builder?
Universal Containers wants to make a sales proposal and directly use data from multiple unrelated objects (standard and custom) in a prompt template.
What should the AI Specialist recommend?
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?