Salesforce Certified Agentforce Specialist (AI-201)
Last Update Jan 5, 2026
Total Questions : 298
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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?
Choose 1 option.
Universal Containers has a requirement to provide a sales summary for its sales reps who are using Employee Agents, but they are not happy with the default answer.
Which best practice should the AgentForce Specialist recommend?
The Agentforce Specialist of Northern Trail Outfitters reviewed the organization's data masking settings within the Configure Data Masking menu within Setup. Upon assessing all of the fields, a few additional fields
were deemed sensitive and have been masked within Einstein's Trust Layer.
Which steps should the Agentforce Specialist take upon modifying the masked fields?
Universal Containers wants to keep retrieval accurate as product documentation changes frequently.
Which approach should the company implement?
Choose 1 option.
Universal Containers (UC) has registered an external service and created a template-triggered prompt flow that invokes the external service to fetch data from a REST API. UC now needs to make the response data from the external service usable inside a prompt template as a merge field when the template runs.
How should UC meet this requirement?
Universal Containers, dealing with a high volume of chat inquiries, implements Einstein Work Summaries to boost productivity.
After an agent-customer conversation, which additional information does Einstein generate and fill, apart from the "summary"'
Which statement explains why a company might prefer a hybrid search index in Data Cloud for Agentforce?
What is a Salesforce Agentforce Specialist able to configure in Data Masking within the Einstein Trust Layer?
Which business requirement presents a good use case for leveraging Einstein Prompt Builder?
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?
What is the main benefit of using a Knowledge article in an Agentforce Data Library?
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?
Universal Containers (UC) has a legacy system that needs to integrate with Salesforce. UC wishes to create a digest of account action plans using the generative API feature.
Which API service should UC use to meet this requirement?
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?
Universal Containers (UC) is looking to enhance its operational efficiency. UC has recently adopted Salesforce and is considering implementing Agent to improve its processes.
What is a key reason for implementing Agent?
A Salesforce Agentforce Specialist is reviewing the feedback from a customer about the ineffectiveness of the prompt template.
What should the Agentforce Specialist do to ensure the prompt template's effectiveness?
An Agentforce Specialist created a Field Generation prompt template.
What should the Agentforce Specialist do to expose the template to the user?
Universal Containers Is Interested In Improving the sales operation efficiency by analyzing their data using Al-powered predictions in Einstein Studio.
Which use case works for this scenario?
Universal Containers wants to use an Al agent to answer questions about warranties, Warranty information has already been uploaded as unstructured data in Data Cloud. When answering user questions, the results must be filterable by product line and ranked by recent updates.
Which approach should the Agentforce Specialist implement?
Choose 1 option.
Universal Containers (UC) is preparing to use the Agentforce Testing Center to ensure the reliability of a new agent. UC has a CSV file with test cases and is reviewing the documentation to understand best practices and limitations.
Which best practice should the company follow to avoid modifying CRM data while running tests in the Testing Center?
Choose 1 option.
Which scenario best illustrates the use of Model Context Protocol (MCP) in an enterprise Al deployment?
Universal Containers tests out a new Einstein Generative AI feature for its sales team to create personalized and contextualized emails for its customers. Sometimes, users find that the draft email contains placeholders for attributes that could have been derived from the recipient’s contact record. What is the most likely explanation for why the draft email shows these placeholders?
Coral Cloud Resorts needs consistent pass/fail logic for agent testing.
Which Testing Center capability provides that?
An Agentforce Specialist is tasked with analyzing Agent interactions, looking into user inputs, requests, and queries to identify patterns and trends. What functionality allows the Agentforce Specialist to achieve this?
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 (UC) wants to use Generative AI Salesforce functionality to reduce Service Agent handling time by providing recommended replies based on the existing Knowledge articles. On which AI capability should UC train the service agents?
Coral Cloud Resorts needs to ensure its booking agent executes actions in a specific sequence: first retrieve available sessions, then verify customer eligibility, and finally create the booking. The current implementation allows the large language model (LLM) to execute these actions in any order, causing booking failures.
Which approach should an AgentForce Specialist implement?
An Agentforce Specialist wants to troubleshoot their Agent’s performance. Where should the Agentforce Specialist go to access all user interactions with the Agent, including Agent errors, incorrectly triggered actions, and incomplete plans?
Choose 1 option.
Universal Containers (UC) needs to create a custom prompt template that can be called from a Lightning web component.
Which prompt template type should UC create?
Choose 1 option.
An Agentforce Specialist is building a Flex prompt template.
Which best practice should the Agentforce Specialist follow when creating the Flex prompt template?
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?
Universal Containers is building a digital shopping assistant that needs to dynamically generate product recommendations using information from the company's external product recommendation predictive model through APIs.
Which Agentforce capability should make it easier for the agent to consume the external product recommendation tool?
Universal Containers implemented Agentforce for its users. One user complains that an Agent is not deleting activities from the past 7 days. What is the reason for this issue?
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?
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 Agent action helps sales reps draft personalized emails to prospects by generating text based on previous successful communications?
Universal Containers wants to test agents while preserving real data and isolating from production.
Which environment should the company use with Testing Center?
An Agentforce 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 calls by:
* Summarizing past purchases
* Displaying products the contact has shown interest in (with data captured via Data Cloud)
* Providing a recap of past email and phone conversations that have transcripts
Which approach should the Agentforce Specialist recommend to achieve this goal?
Universal Container (UC) has effectively utilized prompt templates to update summary fields on Lightning record pages. An admin now wishes to incorporate similar functionality into UC's automation process using Flow.
How can the admin get a response from this prompt template from within a flow to use as part of UC's automation?
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?
Which configuration must An Agentforce complete for users to access generative Al-enabled fields in the Salesforce mobile app?
An Agentforce is considering using a Field Generation prompt template type.
What should the Agentforce Specialist check before creating the Field Generation prompt to ensure it is possible for the field to be enabled for generative AI?
Universal Containers is considering leveraging the Einstein Trust Layer in conjunction with Einstein Generative AI Audit Data.
Which audit data is available using the Einstein Trust Layer?
Universal Containers (UC) has implemented Generative AI within Salesforce to enable summarization of a custom object called Guest. Users have reported mismatches in the generated information.
In refining its prompt design strategy, which key practices should UC prioritize?
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 an appropriate use case for leveraging Agentforce Sales Agent in a sales context?
Before activating a custom copilot action, An Agentforce would like is to understand multiple real-world user utterances to ensure the action being selected appropriately.
Which tool should the Agentforce Specialist recommend?
Universal Containers (UC) needs to save agents time with AI-generated case summaries. UC has implemented the Work Summary feature.
What does Einstein consider when generating a summary?
Based on the user utterance, 'Show me all the customers in New York', which standard Agent action will the planner service use?
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?
Universal Containers (UC) is tracking web activities in Data Cloud for a unified contact, and wants to use that in a prompt template to help extract insights from the data.
Assuming that the Contact object is one of the objects associated with the prompt template, what is a valid way for DC to do this?
Universal Containers (UC) is experimenting with using public Generative AI models and is familiar with the language required to get the information it needs. However, it can be time-consuming for both UC’s sales and service reps to type in the prompt to get the information they need, and ensure prompt consistency. Which Salesforce feature should the company use to address these concerns?
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?
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?
Sales reps at Universal Containers should not be able to create or edit prompt templates. Which permission set should an AgentForce Specialist assign to the sales reps?
Universal Containers needs its sales reps to be able to only execute prompt templates. What should the company use to achieve this requirement?
Universal Containers deploys a new Agentforce Service Agent into the company’s website but is getting feedback that the Agentforce Service Agent is not providing answers to customer questions that are found in the company's Salesforce Knowledge articles. What is the likely issue?
Universal Containers (UC) currently tracks Leads with a custom object. UC is preparing to implement the Sales Development Representative (SDR) Agent. Which consideration should UC keep in mind?
After an agent selects a topic, what is an important factor the reasoning engine uses to select the action?
Coral Cloud Resorts (CCR) wants to configure its agent so that booking actions are only available when a customer's membership tier is “Premium” or “Elite”. This business rule must be enforced deterministically.
What should CCR implement?
Universal Containers (UC) wants to limit an agent’s access to Knowledge articles while deploying the "Answer Questions with Knowledge" action. How should UC achieve this?
Universal Containers is using AgentForce for Sales to find similar opportunities to help close deals faster. The team wants to understand the criteria used by the Agent to match opportunities.
What is automatically created when a custom search index is created in Data Cloud?
Universal Containers (UC) wants to assess Salesforce's generative features but has concerns over its company data being exposed to third- party large language models (LLMs). Specifically, UC wants the following capabilities to be part of Einstein's generative AI service.
No data is used for LLM training or product improvements by third- party LLMs.
No data is retained outside of UC's Salesforce org.
The data sent cannot be accessed by the LLM provider.
Which property of the Einstein Trust Layer should the Agentforce Specialist highlight to UC that addresses these requirements?
Choose 1 option.
Universal Containers deploys a new Agentforce Service Agent into the company's website but is getting feedback that the Service
Agent is not providing answers to customer questions that are found in the company’s Salesforce Knowledge articles.
What is the likely issue?
Universal Containers (UC) is implementing Einstein Generative AI to improve customer insights and interactions. UC needs audit and feedback
data to be accessible for reporting purposes.
What is a consideration for this requirement?
Choose 1 option.
Universal Containers wants to systematically validate agent responses before deployment using a scalable testing process.
Which Testing Center approach should the company implement?
An Agentforce 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 Agentforce Specialist gather the necessary data for the prompt template?
An Agentforce wants to ground a new prompt template with the User related list.
What should the Agentforce Specialist consider?
What is the role of the large language model (LLM) in executing an Agent Action?
In addition to Recipient and Sender, which object should An Agentforce utilize for inserting merge fields into a Sales email template prompt?
Universal Containers plans to enhance its sales team’s productivity using AI. Which specific requirement necessitates the use of Prompt Builder?
Support agents at Universal Containers are using Agentforce to find troubleshooting information. They've reported that the agent frequently provides knowledge articles that are outdated, even when newer versions of the articles are available. The administrator has confirmed that all articles are correctly chunked and indexed.
Which configuration change in the Data Cloud hybrid search index best addresses this problem?
Once a data source is chosen for an Agentforce Data Library, what is true about changing that data source later?
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?
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?
Universal Containers (UC) wants to implement an AI-powered customer service agent that can:
Retrieve proprietary policy documents that are stored as PDFs.
Ensure responses are grounded in approved company data, not generic LLM knowledge.What should UC do first?
A sales manager needs to contact leads at scale with hyper-relevant solutions and customized communications in the most efficient manner possible. Which Salesforce solution best suits this need?
Universal Containers (UC) wants to build an Agentforce Service Agent that provides the latest, active, and relevant policy and compliance information to customers. The agent must:
Semantically search HR policies, compliance guidelines, and company procedures.
Ensure responses are grounded on published Knowledge.
Allow Knowledge updates to be reflected immediately without manual reconfiguration.What should UC do to ensure the agent retrieves the right information?
What is the purpose of applying filters in a custom retriever configuration?
Choose 1 option.
When is the Agent-to-Agent (A2A4) protocol an appropriate communication choice?
What considerations should an Agentforce Specialist be aware of when using Record Snapshots grounding in a prompt template?
The marketing team at Universal Containers is looking for a way personalize emails based on customer behavior, preferences, and purchase history.
Why should the team use Agent as the solution?
Choose 1 option.
Cloud Kicks (CK) recently finished the development of a new prompt template that uses its own large language model (LLM). CK is
deploying a prompt template from a sandbox to a production org, and is receiving an error. When trying to deploy the change set,
CK is getting an error related to the LLM used in the prompt template.
What is the cause of the error?
Before activating a custom Agent action, an Agentforce Specialist would like to understand multiple real-world user utterances to ensure the action is being selected appropriately.
Which tool should the Specialist recommend?
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?
Universal Containers has a new AI project.
What should An Agentforce consider when adding a related list on the Account object to be used in the prompt template?
How does an Agent respond when it can’t understand the request or find any requested information?
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?