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Salesforce Certified Agentforce Specialist (AI-201) Question and Answers

Salesforce Certified Agentforce Specialist (AI-201)

Last Update Sep 21, 2025
Total Questions : 202

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Questions 1

An Agentforce 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 Agentforce Specialist recommend to achieve this use case?

Options:

A.  

Use a prompt template grounded on CRH and Data Cloud data using standard foundation model.

B.  

Fine-Tune the standard foundational model due to the complexity of the data.

C.  

Deploy UC's own custom foundational model on this data first.

Discussion 0
Questions 2

An Agentforce wants to include data from the response of external service invocation (REST API callout) into the prompt template.

How should the Agentforce Specialist meet this requirement?

Options:

A.  

Convert the JSON to an XML merge field.

B.  

Use External Service Record merge fields.

C.  

Use “Add Prompt Instructions” flow element.

Discussion 0
Questions 3

Universal Containers’ service team wants to customize the standard case summary response from Agentforce. What should the Agentforce Specialist do to achieve this?

Options:

A.  

Create a custom Record Summary prompt template for the Case object.

B.  

Summarize the Case with a standard Agent action.

C.  

Customize the standard Record Summary template for the Case object.

Discussion 0
Questions 4

Which part of the Einstein Trust Layer architecture leverages an organization's own data within a large language model (LLM) prompt to confidently return relevant and accurate responses?

Options:

A.  

Prompt Defense

B.  

Data Masking

C.  

Dynamic Grounding

Discussion 0
Questions 5

When creating a custom retriever in Einstein Studio, which step is considered essential?

Options:

A.  

Select the search index, specify the associated data model object (DMO) and data space, and optionally define filters to narrow search results.

B.  

Define the output configuration by specifying the maximum number of results to return, and map the output fields that will ground the prompt.

C.  

Configure the search index, choose vector or hybrid search, choose the fields for filtering, the data space and model, then define the ranking method.

Discussion 0
Questions 6

When a customer chat is initiated, which functionality in Salesforce provides generative AI replies or draft emails based on recommended Knowledge articles?

Options:

A.  

Einstein Reply Recommendations

B.  

Einstein Service Replies

C.  

Einstein Grounding

Discussion 0
Questions 7

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

Options:

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.

Discussion 0
Questions 8

Universal Containers has a custom Agent action calling a flow to retrieve the real-time status of an order from the order fulfillment system.

For the given flow, what should the Agentforce Specialist consider about the running user's data access?

Options:

A.  

The flow must have the "with sharing" permission selected m the advanced settings for the permissions, field-level security, and sharing settings to be respected.

B.  

The custom action adheres to the permissions, held-level security, and sharing settings configured in the flow.

. The Agent will always run flows in system mode so the running user's data access will not affect the data returned.

Discussion 0
Questions 9

An Al Specialist is tasked with configuring a generative model to create personalized sales emails using customer data stored in Salesforce. The AI

Specialist has already fine-tuned a large language model (LLM) on the OpenAI platform. Security and data privacy are critical concerns for the client.

How should the Agentforce Specialist integrate the custom LLM into Salesforce?

Options:

A.  

Create an application of the custom LLM and embed it in Sales Cloud via iFrame.

B.  

Add the fine-tuned LLM in Einstein Studio Model Builder.

C.  

Enable model endpoint on OpenAl and make callouts to the model to generate emails.

Discussion 0
Questions 10

Universal Containers (UC) plans to implement prompt templates that utilize the standard foundation models. What should UC consider when building prompt templates in Prompt Builder?

Options:

A.  

Include multiple-choice questions within the prompt to test the LLM’s understanding of the context.

B.  

Ask it to role-play as a character in the prompt template to provide more context to the LLM.

C.  

Train LLM with data using different writing styles including word choice, intensifiers, emojis, and punctuation.

Discussion 0
Questions 11

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?

Options:

A.  

Turn on Agent.

B.  

Turn on Einstein Generative AI.

C.  

Turn on Prompt Builder.

Discussion 0
Questions 12

An Agentforce wants to ground a new prompt template with the User related list.

What should the Agentforce Specialist consider?

Options:

A.  

The User related list should have View All access.

B.  

The User related list needs to be included on the record page.

C.  

The User related list is not supported in prompt templates.

Discussion 0
Questions 13

Universal Containers implements three custom actions to get three distinct types of sales summaries for its users. Users are complaining that they are not getting the right summary based on their utterances. What should the Agentforce Specialist investigate as the root cause?

Options:

A.  

Review that the custom action Is assigned to an Agent.

B.  

Review the action Instructions to ensure they are unique.

C.  

Ensure the input and output types are correctly chosen.

Discussion 0
Questions 14

Universal Containers wants to leverage the Record Snapshots grounding feature in a prompt template. What preparations are required?

Options:

A.  

Configure page layout of the master record type.

B.  

Create a field set for all the fields to be grounded.

C.  

Enable and configure dynamic form for the object.

Discussion 0
Questions 15

An Agentforce is creating a custom action in Agent.

Which option is available for the Agentforce Specialist to choose for the custom copilot action?

Options:

A.  

Apex trigger

B.  

SOQL

C.  

Flows

Discussion 0
Questions 16

An Agentforce needs to create a Sales Email with a custom prompt template. They need to ground on the following data.

Opportunity Products Events near the customer Tone and voice examples

How should the Agentforce Specialist obtain related items?

Options:

A.  

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

B.  

Create a flex template that takes the records in question as inputs.

C.  

Utilize a standard email template and manually insert the required data fields.

Discussion 0
Questions 17

An administrator is responsible for ensuring the security and reliability of Universal Containers' (UC) CRM data. UC needs enhanced data protection and up-to-date AI capabilities. UC also needs to include relevant

information from a Salesforce record to be merged with the prompt.

Which feature in the Einstein Trust Layer best supports UC's need?

Options:

A.  

Data masking

B.  

Dynamic grounding with secure data retrieval

C.  

Zero-data retention policy

Discussion 0
Questions 18

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 Agentforce Specialist recommend?

Options:

A.  

Ingest the Einstein Shield Event logs into CRM Analytics.

B.  

Review the debug logs of the running user.

C.  

Enable audit trail in the Einstein Trust Layer.

Discussion 0
Questions 19

Universal Containers recently added a custom flow for processing returns and created a new Agent Action. Which action should the company take to ensure the Agentforce Service Agent can run this new flow as part of the new Agent Action?

Options:

A.  

Recreate the flow using the Agentforce agent user.

B.  

Assign the Manage Users permission to the Agentforce Agent user.

C.  

Assign the Run Flows permission to the Agentforce Agent user.

Discussion 0
Questions 20

In the context of retriever and search indexes, what best describes the data preparation process in Data Cloud?

Options:

A.  

Data preparation focuses on real-time data ingestion and dynamic indexing to generate dynamic grounding reference data without preprocessing steps.

B.  

Data preparation entails aggregating, normalizing, and encoding structured datasets to ensure compliance with data governance and security protocols.

C.  

Data preparation Involves loading, chunking, vectorizing, and storing content in a search-optimized manner to support retrieval from the vector database.

Discussion 0
Questions 21

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?

Options:

A.  

Turn on Service AI Grounding, Grounding with Case, and Service Replies.

B.  

Turn on Service Replies, Service AI Grounding, and Grounding with Knowledge.

C.  

Turn on Service AI Grounding and Grounding with Knowledge.

Discussion 0
Questions 22

Amid their busy schedules, sales reps at Universal Containers dedicate time to follow up with prospects and existing clients via email regarding renewals or new deals. They spend many hours throughout the

week reviewing past communications and details about their customers before performing their outreach.

Which standard Copilot action helps sales reps draft personalized emails to prospects by generating text based on previous successful communications?

Options:

A.  

Agent Action: Find Similar Opportunities

B.  

Agent Action: Draft or Revise Sales Email

C.  

Agent Action: Summarize Record

Discussion 0
Questions 23

Universal Containers’ Agent Action includes several Apex classes for the new Agentforce Agent. What is an important consideration when deploying Apex that is invoked by an Agent Action?

Options:

A.  

The Apex classes must have at least 75% code coverage from unit tests, and all dependencies must be in the deployment package.

B.  

Apex classes invoked by an Agent Action may be deployed with less than 75% test coverage as long as the agent is not activated in production.

C.  

The Apex classes may bypass the 75% code coverage requirement as long as they are only used by the agent.

Discussion 0
Questions 24

Universal Containers wants to incorporate CRM data as well-formatted JSON in a prompt to a large language model (LLM).

What is an important consideration for this requirement?

Options:

A.  

"CRM data to JSON" checkbox must be selected when creating a prompt template.

B.  

Apex code can be used to return a JSON formatted merge field.

C.  

JSON format should be enabled in Prompt Builder Settings.

Discussion 0
Questions 25

Universal Containers (UC) configured a new PDF file ingestion in Data Cloud with all the required fields, and also created the mapping and the search Index. UC Is now setting up the retriever and notices a required fleld is missing.

How should UC resolve this?

Options:

A.  

Create a new custom Data Cloud object that includes the desired field.

B.  

Update the search index to include the desired field.

C.  

Modify the retriever's configuration to include the desired field..

Discussion 0
Questions 26

In Model Playground, which hyperparameters of an existing

Salesforce-enabled foundational model can An Agentforce change?

Options:

A.  

Temperature, Frequency Penalty, Presence Penalty

B.  

Temperature, Top-k sampling, Presence Penalty

C.  

Temperature, Frequency Penalty, Output Tokens

Discussion 0
Questions 27

What is An Agentforce able to do when the “Enrich event logs with conversation data" setting in Agent is enabled?

Options:

A.  

View the user click path that led to each copilot action.

B.  

View session data including user Input and copilot responses for sessions over the past 7 days.

C.  

Generate details reports on all Copilot conversations over any time period.

Discussion 0
Questions 28

Universal Containers wants its AI agent to answer customer questions with precise and up-to-date information. How does an Agentforce Data Library simplify and enable this?  

Options:

A.  

It automates the ingestion, taxonomical classification and storage of knowledge in Data Cloud for precision keyword search retrieval to ground prompts and agents with relevant information.

B.  

It automates the ingestion, Indexing of data, and creates a default retriever to be used in prompts and agents for grounding with relevant information.

C.  

It automates the ingestion and optical character recognition (OCR) processing of any PDF, and indexes them to enable regular SQL query retrieval to ground prompts and agents with relevant information.

Discussion 0
Questions 29

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?

Options:

A.  

The response is the least toxic Einstein Generative AI Toxicity Scoring system, what does a toxicity category.

B.  

The response is not toxic.

C.  

The response is the most toxic.

Discussion 0
Questions 30

An Agentforce at Universal Containers is working on a prompt template to generate personalized emails for product demonstration requests from customers. It is important for the Al-generated email to adhere strictly to the guidelines, using only associated opportunity information, and to encourage the recipient to take the desired action.

How should the Agentforce Specialist include these instructions on a new line in the prompt template?

Options:

A.  

Surround them with triple quotes (""").

B.  

Make sure merged fields are defined.

C.  

Use curly brackets {} to encapsulate instructions.

Discussion 0
Questions 31

Universal Containers has seen a high adoption rate of a new feature that uses generative AI to populate a summary field of a custom object, Competitor Analysis. All sales users have the same profile but one user cannot see the generative AlI-enabled field icon next to the summary

field.

What is the most likely cause of the issue?

Options:

A.  

The user does not have the Prompt Template User permission set assigned.

B.  

The prompt template associated with summary field is not activated for that user.

C.  

The user does not have the field Generative AI User permission set assigned.

Discussion 0
Questions 32

Universal Containers (UC) is rolling out an AI-powered support assistant to help customer service agents quickly retrieve relevant troubleshooting steps and policy guidelines. The assistant relies on a search index in Data Cloud that contains product manuals, policy documents, and past case resolutions. During testing, UC notices that agents are receiving too many irrelevant results from older product versions that no longer apply. How should UC address this issue?

Options:

A.  

Modify the search index to only store documents from the last year and remove older records.

B.  

Create a custom retriever in Einstein Studio, and apply filters for publication date and product line.

C.  

Use the default retriever, as it already searches the entire search index and provides broad coverage.

Discussion 0
Questions 33

Universal Containers (UC) plans to automatically populate the Description field on the Account object.

Which type of prompt template should UC use?

Options:

A.  

Field Generation prompt template

B.  

Flex Prompt template

C.  

Sales Email prompt template

Discussion 0
Questions 34

After a successful implementation of Agentforce Sates Agent with sales users. Universal Containers now aims to deploy it to the service team.

Which key consideration should the Agentforce Specialist keep in mind for this deployment?

Options:

A.  

Assign the Agentforce for Service permission to the Service Cloud users.

B.  

Assign the standard service actions to Agentforce Service Agent.

C.  

Review and test standard and custom Agent topics and actions for Service Center use cases.

Discussion 0
Questions 35

Universal Containers is evaluating Einstein Generative AI features to improve the productivity of the service center operation.

Which features should the Agentforce Specialist recommend?

Options:

A.  

Service Replies and Case Summaries

B.  

Service Replies and Work Summaries

C.  

Reply Recommendations and Sales Summaries

Discussion 0
Questions 36

Universal Containers’ data science team is hosting a generative large language model (LLM) on Amazon Web Services (AWS).

What should the team use to access externally-hosted models in the Salesforce Platform?

Options:

A.  

Model Builder

B.  

App Builder

C.  

Copilot Builder

Discussion 0
Questions 37

Universal Containers (UC) wants to enable its sales reps to explore opportunities that are similar to previously won opportunities by entering the utterance, "Show me other opportunities like this one."

How should UC achieve this with Agents?

Options:

A.  

Use the standard Agent action.

B.  

Create a custom Agent action calling a flow.

C.  

Create a custom Agent action calling an Apex class.

Discussion 0
Questions 38

After creating a foundation model in Einstein Studio, which hyperparameter should An Agentforce use to adjust the balance between consistency and randomness of a response?

Options:

A.  

Presence Penally

B.  

Variability

C.  

Temperature

Discussion 0
Questions 39

How should an organization use the Einstein Trust layer to audit, track, and view masked data?

Options:

A.  

Utilize the audit trail that captures and stores all LLM submitted prompts in Data Cloud.

B.  

In Setup, use Prompt Builder to send a prompt to the LLM requesting for the masked data.

C.  

Access the audit trail in Setup and export all user-generated prompts.

Discussion 0
Questions 40

Universal Containers (UC) wants to enable its sales team to get insights into product and competitor names mentioned during calls. How should UC meet this requirement?

Options:

A.  

Enable Einstein Conversation Insights, connect a recording provider, assign permission sets, and customize insights with up to 25 products.

B.  

Enable Einstein Conversation Insights, assign permission sets, define recording managers, and customize insights with up to 50 competitor names.

C.  

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

Discussion 0
Questions 41

An Agentforce turned on Einstein Generative AI in Setup. Now, the Agentforce Specialist would like to create custom prompt templates in Prompt Builder. However, they cannot access Prompt Builder in the Setup menu.

What is causing the problem?

Options:

A.  

The Prompt Template User permission set was not assigned correctly.

B.  

The Prompt Template Manager permission set was not assigned correctly.

C.  

The large language model (LLM) was not configured correctly in Data Cloud.

Discussion 0
Questions 42

Universal Containers needs its sales reps to be able to only execute prompt templates. What should the company use to achieve this requirement?

Options:

A.  

Prompt Execute Template permission set

B.  

Prompt Template User permission set

C.  

Prompt Template Manager permission set

Discussion 0
Questions 43

Which use case is best supported by Salesforce Agent's capabilities?

Options:

A.  

Bring together a conversational interface for interacting with AI for all Salesforce users, such as developers and ecommerce retailers.

B.  

Enable Salesforce admin users to create and train custom large language models (LLMs) using CRM data.

C.  

Enable data scientists to train predictive AI models with historical CRM data using built-in machine learning capabilities

Discussion 0
Questions 44

An Agentforce 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 Agentforce 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 Agentforce Specialist was editing the field, it was behaving as a normal field.

Which critical step did the Agentforce Specialist miss?

Options:

A.  

They forgot to reactivate the Lightning page layout for the Case object after activating their Field Generation prompt template.

B.  

They forgot that the Case Object is not supported for Add generation as Feinstein Service Replies should be used instead.

C.  

They forgot to edit the Lightning page layout and associate the field to a prompt template

Discussion 0
Questions 45

Universal Containers has grounded a prompt template with a related list. During user acceptance testing (UAT), users are not getting the correct responses. What is causing this issue?

Options:

A.  

The related list is Read Only.

B.  

The related list prompt template option is not enabled.

C.  

The related list is not on the parent object’s page layout.

Discussion 0
Questions 46

A data scientist needs to view and manage models in Einstein Studio, and also needs to create prompt templates in Prompt Builder. Which permission sets should an Agentforce Specialist assign to the data scientist?

Options:

A.  

Prompt Template Manager and Prompt Template User

B.  

Data Cloud Admin and Prompt Template Manager

C.  

Prompt Template User and Data Cloud Admin

Discussion 0
Questions 47

Which business requirement presents a good use case for leveraging Einstein Prompt Builder?

Options:

A.  

Forecast future sales trends based on historical data.

B.  

Identify potential high-value leads for targeted marketing campaigns.

C.  

Send reply to a request for proposal via a personalized email.

Discussion 0
Questions 48

An Agentforce is setting up a new org and needs to ensure that users can create and execute prompt templates. The Agentforce Specialist is unsure which roles are necessary for these tasks.

Which permission sets should the Agentforce Specialist assign to users who need to create and execute prompt templates?

Options:

A.  

Prompt Template Manager for creating templates and Data Cloud Admin for executing templates

B.  

Prompt Template Manager for creating templates and Prompt Template User for executing templates

C.  

Data Cloud Admin for creating templates and Prompt Template User for executing templates

Discussion 0
Questions 49

Universal Containers (UC) is creating a new custom prompt template to populate a field with generated output. UC enabled the Einstein Trust Layer to ensure AI Audit data is captured and monitored for adoption and possible enhancements. Which prompt template type should UC use and which consideration should UC review?

Options:

A.  

Field Generation, and that Dynamic Fields is enabled

B.  

Field Generation, and that Dynamic Forms is enabled

C.  

Flex, and that Dynamic Fields is enabled

Discussion 0
Questions 50

An Agentforce Service Agent, who has been successfully assisting customers with service requests in Salesforce, is now unable to help customers with issues related to a new product replacement process. The company recently implemented a custom Product Replacement object in Salesforce to track and manage these replacements. Which Agentforce Agent User change must be implemented to address this issue?

Options:

A.  

The permission set group assigned to the Agent User needs to grant access to the Product Replacement flow.

B.  

The permission set assigned to the Agent User needs Read access to the custom Product Replacement object.

C.  

The profile assigned to the Agentforce Agent User needs AI training permission to the custom Product Replacement object.

Discussion 0
Questions 51

An Al Specialist is tasked with creating a prompt template for a sales team. The template needs to generate a summary of all related opportunities for a given Account.

Which grounding technique should the Al Specialist use to include data from the related list of opportunities in the prompt template?

Options:

A.  

Use the merge fields to reference a custom related list of opportunities.

B.  

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

C.  

Use formula fields to reference the Einstein related list of opportunities.

Discussion 0
Questions 52

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?

Options:

A.  

Model Builder

B.  

Agent Builder

C.  

Prompt Builder

Discussion 0
Questions 53

Universal Containers (UC) is Implementing Service AI Grounding to enhance its customer service operations. UC wants to ensure that its AI- generated responses are grounded in the most relevant data sources. The

team needs to configure the system to include all supported objects for grounding.

Which objects should UC select to configure Service AI Grounding?

Options:

A.  

Case, Knowledge, and Case Notes

B.  

Case and Knowledge

C.  

Case, Case Emails, and Knowledge

Discussion 0
Questions 54

A customer service representative 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 to this Itinerary. The representative needs to review the Knowledge articles about canceling and rebooking the customer flights. Which Agentforce capability helps the representative accomplish this?

Options:

A.  

Invoke a flow which makes a call to external data to create a Knowledge article.

B.  

Execute tasks based on available actions, answering questions using information from accessible Knowledge articles.

C.  

Generate Knowledge article based off the prompts that the agent enters to create steps to cancel flights.

Discussion 0
Questions 55

Universal Containers (UC) is building a Flex prompt template. UC needs to use data returned by the flow in the prompt template.

Which flow element should UC use?

Options:

A.  

Add Flex Instructions

B.  

Add Prompt Instructions

C.  

Add Flow Instructions

Discussion 0
Questions 56

Universal Containers (UC) wants to improve the productivity of its sales team with generative AI technology. However, UC is concerned that public AI virtual assistants lack adequate company data to general useful responses.

Which solution should UC consider?

Options:

A.  

fine-tune the Einstein AI model with CBM data.

B.  

Build Al model with Einstein discovery and deploy to sales users.

C.  

Enable Agentforce and deploy to sales users.

Discussion 0
Questions 57

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?

Options:

A.  

Product recommendation prediction

B.  

Customer churn prediction

C.  

Contract Renewal Date prediction

Discussion 0
Questions 58

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 Agentforce Specialist recommend?

Options:

A.  

Field Generation

B.  

Sales Email

C.  

Record Summary

Discussion 0
Questions 59

Which element in the Omni-Channel Flow should be used to connect the flow with the agent?

Options:

A.  

Route Work Action

B.  

Assignment

C.  

Decision

Discussion 0
Questions 60

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?

Options:

A.  

Einstein Email Replies

B.  

Einstein Service Replies for Email

C.  

Einstein Generative Service Replies for Email

Discussion 0