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

Salesforce Certified Agentforce Specialist (AI-201)

Last Update Nov 6, 2025
Total Questions : 289

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Questions 1

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?

Options:

A.  

Use Model Playground to create a model configuration with the specified parameters.

B.  

Manually add the hyperparameters to the new template.

C.  

Revert to using the standard template without modifications.

Discussion 0
Questions 2

A service manager wants to use Salesforce Prompt Builder to help agents summarize customer case notes after a support call.

The summary should:

* Capture the customer's issue, troubleshooting steps taken, and next actions.

* Be no longer than five sentences.

* Use plain language (no technical jargon).

If no next action is identified, the summary should explicitly state "No next action required.”

Which prompt template fallows Salesforce prompt design best practices?

required.”

Format: Use numbered sentences for clarity.

Options:

A.  

Role: You are an experienced support agent.

Task: Summarize the case notes,

Context: Include customer issue, troubleshooting steps, and next actions.

Constraints: Limit to 5 sentences, use plain language, and if no next action is found, state “No next action

B.  

Role: You are a support agent writing a case summary.

Task: Provide a professional summary of the issue and troubleshooting steps.

Contest: Include customer issue, steps taken, and next actions if available.

Constraints: No strict sentence limit, but use plain language. If no next action is found, leave it out.

Format: Use paragraphs for readability.

C.  

Role: You are a case documentation assistant,

Task: Write a summary of the support call.

Context: Always describe the customer issue, troubleshooting, and resolution details.

Constraints: The summary should be comprehensive and professional, but there is no limit on length or language style.

Format: Use complete sentences in a narrative style.

Discussion 0
Questions 3

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?

Options:

A.  

Turn off the Einstein Trust Layer and turn it on again.

B.  

Test and confirm that the responses generated from prompts that utilize the data and masked data do not adversely affect the quality of the generated response

C.  

Turn on Einstein Feedback so that end users can report if there are any negative side effects on AI features.

Discussion 0
Questions 4

What considerations should an Agentforce Specialist be aware of when using Record Snapshots grounding in a prompt template?

Options:

A.  

Activities such as tasks and events are excluded.

B.  

Empty data, such as fields without values or sections without limits, is filtered out.

C.  

Email addresses associated with the object are excluded.

Discussion 0
Questions 5

A business stakeholder wants to use Al to generate a summary based on Data Cloud data.

Which method(s) should the stakeholder use to access Data Cloud data from Prompt Builder?

Options:

A.  

Accessing data model objects (DMQs) directly in Flex templates, using Data Cloud related lists, and fetching Data Cloud data using prompt-initiated flows

B.  

Using Data Cloud related lists and fetching Data Cloud data using prompt-initiated flows

C.  

Using only external APIs to import Data Cloud data into Prompt Builder

Discussion 0
Questions 6

Universal Containers wants to utilize Agentforce for Sales to help sales reps reach their sales quotas by providing AI-generated plans containing guidance and steps for closing deals. Which feature meets this requirement?

Options:

A.  

Create Account Plan

B.  

Find Similar Deals

C.  

Create Close Plan

Discussion 0
Questions 7

An Agentforce Specialist is creating a prompt template to assist support reps in drafting responses to customer complaints.

To ensure the responses are empathetic and helpful, what is a key element to include in the prompt template?

Options:

A.  

A direct instruction to the large language model (LLM) to role-play as a character

B.  

A list of keywords related to customer complaints

C.  

The entire history of the customer's previous interactions with the company

Discussion 0
Questions 8

An Agentforce implements Einstein Sales Emails for a sales team. The team wants to send personalized follow-up emails to leads based on their interactions and data stored in Salesforce. The Agentforce Specialist needs to configure the system to use the most accurate and up-to-date information for email generation.

Which grounding technique should the Agentforce Specialist use?

Options:

A.  

Ground with Apex Merge Fields

B.  

Ground with Record Merge Fields

C.  

Automatic grounding using Draft with Einstein feature

Discussion 0
Questions 9

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 10

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?

Options:

A.  

Predictive model and generative model

B.  

Generative model

C.  

Predictive model

Discussion 0
Questions 11

Choose 1 option.

Coral Cloud Resorts wants to cover a broad range of user phrasing when testing its FAQ agent.

Which Testing Center feature meets that need?

Options:

A.  

Al-generated synthetic test utterances based on natural language variations

B.  

Uploading only a small set of manually written prompts

C.  

Relying on live customer logs to capture phrasing diversity after deployment

Discussion 0
Questions 12

Universal Containers built a Field Generation prompt template that worked for many records, but users are reporting random failures with token limit errors. What is the cause of the random nature of this error?

Options:

A.  

The template type needs to be switched to Flex to accommodate the variable amount of tokens generated by the prompt grounding.

B.  

The number of tokens generated by the dynamic nature of the prompt template will vary by record.

C.  

The number of tokens that can be processed by the LLM varies with total user demand.

Discussion 0
Questions 13

Choose 1 option.

Which scenario best illustrates the use of Model Context Protocol (MCP) in an enterprise Al deployment?

Options:

A.  

A legal assistant agent using MCP to dynamically find a document classification API to analyze case files

B.  

A customer service agent engaging another agent in real-time conversation to resolve tickets

C.  

A sales agent discovering other agents’ capabilities using Agent Cards

Discussion 0
Questions 14

Universal Containers (UC) uses Salesforce Service Cloud to support its customers and agents handling cases. UC is considering implementing Agent and extending Service Cloud to mobile users.

When would Agent implementation be most advantageous?

Options:

A.  

When the goal is to streamline customer support processes and improve response times

B.  

When the main objective is to enhance data security and compliance measures

C.  

When the focus is on optimizing marketing campaigns and strategies

Discussion 0
Questions 15

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?

Options:

A.  

The Agentforce Service Agent user is not assigned the correct Agent Type License.

B.  

The Agentforce Service Agent user needs to be created under the standard Agent Knowledge profile.

C.  

The Agentforce Service Agent user was not given the Allow View Knowledge permission set.

Discussion 0
Questions 16

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 17

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 18

Universal Containers wants to test agents while preserving real data and isolating from production.

Which environment should the company use with Testing Center?

Options:

A.  

Use personal developer orgs unrepresentative of production data,

B.  

Use production org directly with test assertions.

C.  

Use sandbox environments replicated from production for safe testing,

Discussion 0
Questions 19

A Service Agent at Universal Containers (UC) is designed to help customers resolve issues by searching against knowledge articles.

Knowledge articles have PDF attachments that add critical details. UC reports that the agent provides excellent summaries of the

knowledge articles, but seems completely unaware of the PDF attachments.

How should an Agentforce Specialist configure the Data Cloud search index to include the content of these attached files?

Options:

A.  

Increase article chunk size and token limits for Knowledge indexing so larger contexts capture attachment references.

B.  

Enable 'Include Related Attachments’ for Knowledge-- kav and map the ContentDocumentLink unstructured data model object (UDMO).

C.  

Use Data Cloud's ‘Include Attachments’ option and select the ContentDocumentVersion unstructured data model object (UDMO).

Discussion 0
Questions 20

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?

Options:

A.  

Invocable Apex

B.  

Flow Action

C.  

Einstein for Flow

Discussion 0
Questions 21

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 22

Universal Containers has a strict change management process that requires all possible configuration to be completed in a sandbox which will be deployed to production. The Agentforce Specialist is tasked with setting up Work Summaries for Enhanced Messaging. Einstein Generative AI is already enabled in production, and the Einstein Work Summaries permission set is already available in production.

Which other configuration steps should the Agentforce Specialist take in the sandbox that can be deployed to the production org?

Options:

A.  

create custom fields to store Issue, Resolution, and Summary; create a Quick Action that updates these fields: add the Wrap Up component to the Messaging Session record paae layout: and create Permission Set Assignments for the intended Agents.

B.  

From the Epstein setup menu, select Turn on Einstein: create custom fields to store Issue, Resolution, and Summary: create a Quick Action that updates these fields: and add the wrap up componert to the Messaging session record page layout.

C.  

Create custom fields to store issue, Resolution, and Summary; create a Quick Action that updates these fields: and ado the Wrap up component to the Messaging session record page lavcut.

Discussion 0
Questions 23

An Agentforce Specialist builds a new Service Agent that uses a custom action built on a flow. The agent has been tested in a sandbox and is now ready to deploy.

What is a key consideration regarding the activation status of the agent in the production environment?

Options:

A.  

The agent will be activated automatically only if the flow is also active.

B.  

The agent must be manually activated in production, regardless of its status in the sandbox.

C.  

The agent will automatically be activated upon successful deployment.

Discussion 0
Questions 24

Universal Containers (UC) users are complaining that agent answers are not satisfactory. The agent is using PDF files as a knowledge source.  

How should UC troubleshoot this issue?

Options:

A.  

Analyze the data mapping between source fields and Data Cloud object fields.

B.  

Check that the agent has the PDF file field permission access for the data library.

C.  

Verify the retriever's filter criteria and data source connection.  

Discussion 0
Questions 25

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 26

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 27

What is one key purpose of action instructions when creating a custom agent action in Agentforce?

Options:

A.  

Action instructions help the reasoning engine decide which action to use.

B.  

Action instructions define the temperature of the large language model (LLM) powering the Reasoning Engine.

C.  

Action instructions tell the user how to call this action in a conversation.

Discussion 0
Questions 28

Choose 1 option.

A company wants to retrieve patient history details to augment the Al agent response. [he company wants to leverage the Data Cloud search index feature.

What is best practice when considering retrieval-augrmented generation (RAG) for information that may contain personally

identifiable information (PII)?

Options:

A.  

Depend on the agent's prompt to avoid exposing PII.

B.  

Encrypt embeddings, but still index PII records.

C.  

Mask sensitive fields and index only non-PII data.

Discussion 0
Questions 29

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?

Options:

A.  

Use sales Email standard templates

B.  

Create a t field Generation prompt template type

C.  

Create a Sales Email prompt template type.

Discussion 0
Questions 30

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?

Options:

A.  

Improving data entry and data cleansing

B.  

Allowing AI to perform tasks without user interaction

C.  

Streamlining workflows and automating repetitive tasks

Discussion 0
Questions 31

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?

Options:

A.  

To track customer interactions for future analysis

B.  

To automate the entire sales process for maximum efficiency

C.  

To streamline the sales process and increase conversion rates

Discussion 0
Questions 32

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"'

Options:

A.  

Sentiment Analysis and Emotion Detection

B.  

Draft Survey Request Email

C.  

Issue and Revolution

Discussion 0
Questions 33

What is the primary function of the reasoning engine in Agentforce?

Options:

A.  

Identifying agent topics and actions to respond to user utterances

B.  

Offering real-time natural language response during conversations

C.  

Generating record queries based on conversation history  

Discussion 0
Questions 34

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 35

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?

Options:

A.  

Plan Canvas

B.  

Agent Settings

C.  

Event Logs

Discussion 0
Questions 36

An Agentforce has created a copilot custom action using flow as the reference action type. However, it is not delivering the expected results to the conversation preview, and therefore needs troubleshooting.

What should the Agentforce Specialist do to identify the root cause of the problem?

Options:

A.  

In Copilot Builder within the Dynamic Panel, turn on dynamic debugging to show the inputs and outputs.

B.  

Copilot Builder within the Dynamic Panel, confirm selected action and observe the values in Input and Output sections.

C.  

In Copilot Builder, verify the utterance entered by the user and review session event logs for debug information.

Discussion 0
Questions 37

Universal Containers (UC) is expanding its Agentforce for Service capabilities to include case management. For security purposes,

UC wants the agent to verify a customer's identity before providing any case-related information. The verification must be

deterministic-ensuring that no case details are shared unless identity verification has been successfully completed.

Which approach best meets this requirement?

Options:

A.  

Use keywords such as "Always" and "Never" to write clear logic in Topic Instructions to verify user identity before providing any case information,

B.  

Create a variable to store the verification status, set it as output from a “Verify Identity” action, and apply a filter so any case-related actions only run when the variable confirms verification.

C.  

Store the verification status in a custom variable and set a global instruction that the agent should check this variable before sharing case information.

Discussion 0
Questions 38

What is the role of the large language model (LLM) in understanding intent and executing an Agent Action?

Options:

A.  

Find similar requested topics and provide the actions that need to be executed.

B.  

Identify the best matching topic and actions and correct order of execution.

C.  

Determine a user’s topic access and sort actions by priority to be executed.

Discussion 0
Questions 39

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 40

Coral Cloud Resorts (CCR) uses Agentforce to assist customers with booking and service issues. CCR wants to implement a triage

process 50 that:

* High severity requests must be escalated to a human service rep.

* Lower severity requests should result in creating a support case for the guest.

The requirement is to achieve the highest reliability and determinism in the response from the agent.

Which approach should an Agentforce Specialist recommend?

Options:

A.  

Write the triage and routing logic in Topic Instructions using an IF, THEN, ELSE pattern: “Escalate to human service

rep if the request is considered severe, otherwise create support case”.

B.  

Use absolute keywords like “Always" and “Never” in Topic Instructions to enforce logic, such as “Always escalate

when severity is high” and “Never create a support case when severity is high”.

C.  

Create a custom variable severityLevel populated by a Triage action. Add filters so the “Escalate to human service

rep” action only runs when severityLevel = ‘High’, and the “Create Support Case” action runs only when severityLevel != ‘High’.

Discussion 0
Questions 41

What is the primary advantage of creating an individual retriever instead of the default retriever?

Options:

A.  

Individual retrievers can aggregate multiple data spaces and data model objects (DMOs) into a unified retriever output.

B.  

Individual retrievers allow the configuration of filters, specified fields, and how many results are returned.

C.  

Individual retrievers automatically generate new search indexes and dynamically update vectors.

Discussion 0
Questions 42

Universal Containers (UC) needs to capture and store detailed interaction data for all agents.

Which feature should help UC get a full view of the agent's behavior from start to finish, including reasoning engine executions,

actions, prompt and gateway inputs/outputs, error messages, and final responses?

Options:

A.  

Agentforce Analytics

B.  

Utterance Analysis

C.  

Agentforce Session Tracing

Discussion 0
Questions 43

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?

Options:

A.  

Prompt Execute User

B.  

Prompt Template Manager

C.  

Prompt Template User

Discussion 0
Questions 44

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?

Options:

A.  

Model Playground

B.  

Agent

C.  

Copilot Builder

Discussion 0
Questions 45

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 46

When a verified customer in a help center says, “I want to upgrade my service plan,” an AI agent needs to complete the following tasks:

    Verify identity and entitlement.

    Create a new quote.

    Calculate a prorated upgrade amount.

    Escalate to an Account Executive (AE) only if the reorder exceeds USD 25,000.

Which type of agent should an AgentForce Specialist build to support this use case?

Options:

A.  

Service Agent to resolve the case end-to-end and create a new opportunity for the sales team

B.  

Sales Agent to handle the upsell and large-deal escalation

C.  

Employee Agent to orchestrate internal logistics and finance

Discussion 0
Questions 47

Universal Containers wants to allow its service agents to query the current fulfillment status of an order with natural language. There is an existing auto launched flow to query the information from Oracle ERP, which is the system of record for the order fulfillment process.

How should An Agentforce apply the power of conversational AI to this use case?

Options:

A.  

Create a Flex prompt template in Prompt Builder.

B.  

Create a custom copilot action which calls a flow.

C.  

Configure the Integration Flow Standard Action in Agent.

Discussion 0
Questions 48

Choose 1 option.

Before activating a custom agent action, an AgentForce Specialist would like to evaluate multiple real-world user utterances to ensure the action is being selected appropriately.

Which tool should the AgentForce Specialist recommend?

Options:

A.  

Testing Center

B.  

AgentForce Builder

C.  

Prompt Builder

Discussion 0
Questions 49

What is the importance of Action Instructions when creating a custom Agent action?

Options:

A.  

Action Instructions define the expected user experience of an action.

B.  

Action Instructions tell the user how to call this action in a conversation.

C.  

Action Instructions tell the large language model (LLM) which action to use.

Discussion 0
Questions 50

Universal Containers implemented Agent for its users.

One user complains that Agent is not deleting activities from the past 7 days.

What is the reason for this issue?

Options:

A.  

Agent Delete Record Action permission is not associated to the user.

B.  

Agent does not have the permission to delete the user's records.

C.  

Agent does not support the Delete Record action.

Discussion 0
Questions 51

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?

Options:

A.  

Run tests in the production environment to ensure real-time data accuracy.

B.  

Limit the number of test cases to 50 per test to minimize data changes.

C.  

Use the Testing Center only in the sandbox environment.

Discussion 0
Questions 52

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?

Options:

A.  

REST API

B.  

Metadata API

C.  

SOAP API

Discussion 0
Questions 53

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 54

Universal Containers (UC) wants to make a sales proposal and directly use data from multiple unrelated objects (standard and custom) in a prompt template. How should UC accomplish this?

Options:

A.  

Create a prompt template passing in a special custom object that connects the records temporarily.

B.  

Create a prompt template-triggered flow to access the data from standard and custom objects.

C.  

Create a Flex template to add resources with standard and custom objects as inputs.

D.  

Use a Record Snapshot to combine data from unrelated objects into a single prompt.

Discussion 0
Questions 55

Choose 1 option.

Universal Containers has PDF maintenance guides in an external folder, not yet in Salesforce. The team wants a standard, clicks-

only setup for the Service Agent to use these documents.

Which approach should the Agentforce Specialist implement?

Options:

A.  

Paste external PDF links into topic instructions and rely on the model to follow them, avoiding configuration of a retrieval source, index, or retriever action.

B.  

Upload the PDFs as File source in the Agentforce Data Library which will build a Search Index, and create a

retriever to ground responses from those documents.

C.  

Configure Data Cloud to ingest file attachments and create custom index and retriever for product record and attachment data.

Discussion 0
Questions 56

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 57

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 Agentforce recommend to help the rep get the details they might have missed during a conversation?

Options:

A.  

Call Summary

B.  

Call Explorer

C.  

Sales Summary

Discussion 0
Questions 58

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?

Options:

A.  

Use External Service Record merge fields.

B.  

Convert the JSON to an XML merge field.

C.  

Use the ‘Add Prompt Instructions’ flow element.

Discussion 0
Questions 59

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 60

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 61

An Agentforce needs to enable the use of Sales Email prompt templates for the sales team. The Agentforce Specialist has already created the templates in Prompt Builder.

According to best practices, which steps should the Agentforce Specialist take to ensure the sales team can use these templates?

Options:

A.  

Assign the Prompt Template User permission set and enable Sales Emails in Setup.

B.  

Assign the Prompt Template Manager permission set and enable Sales Emails in setup.

C.  

Assign the Data Cloud Admin permission set and enable Sales Emails in Setup.

Discussion 0
Questions 62

Universal Containers plans to enable Agentforce in Slack so teams can interact with agents directly in Slack channels.

Which description represents the key steps required to enable Agentforce in Slack?

Options:

A.  

Enable the default Slack channel Agentforce, and assign Slack agent access to users.

B.  

Configure the Slack workflow to invoke the Agentforce API, enabling users to interact with agents through predefined triggers and automated steps,

C.  

Configure the Slack agent connection and, in Manage Agentforce, install the agent, then assign agent access to users.

Discussion 0
Questions 63

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?

Options:

A.  

Enable prompt test mode, allocate different prompt variations to a subset of users for evaluation, and standardize the most effective model based on performance feedback.

B.  

Create concise, clear, and consistent prompt templates with effective grounding, contextual role-playing, clear instructions, and iterative feedback.

C.  

Submit a prompt review case to Salesforce and conduct thorough testing In the playground to refine outputs until they meet user expectations.

Discussion 0
Questions 64

An Agentforce Specialist wants to ensure their custom agent action performs as expected in conversations.

What should the Agentforce Specialist focus on when creating action instructions?

Options:

A.  

Write concise agent action instructions and test in Agentforce Builder.

B.  

Ensure the agent action label matches the utterance’s intent.

C.  

Include comprehensive detailed descriptions and perform smoke testing.

Discussion 0
Questions 65

Choose 1 option.

What does it mean when a prompt template version is described as immutable?

Options:

A.  

After a prompt template version is activated, no further changes can be saved to that version.

B.  

Only the latest version of a template can be activated.

C.  

Every modification on a template will be saved as a new version automatically.

Discussion 0
Questions 66

Once a data source is chosen for an Agentforce Data Library, what is true about changing that data source later?

Options:

A.  

The data source can be changed through the Data Cloud settings.

B.  

The Data Retriever can be reconfigured to use a different data source.

C.  

The data source cannot be changed after it is selected.  

Discussion 0
Questions 67

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?

Options:

A.  

Agent Builder and Action: Query Records.

B.  

Einstein Prompt Builder and Prompt Templates.

C.  

Einstein Recommendation Builder.

Discussion 0
Questions 68

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 69

Universal Containers recently launched a pilot program to integrate conversational AI into its CRM business operations with Agentforce Agents. How should the Agentforce Specialist monitor Agents’ usability and the assignment of actions?

Options:

A.  

Run a report on the Platform Debug Logs.

B.  

Query the Agent log data using the Metadata API.

C.  

Run Agent Analytics.

Discussion 0
Questions 70

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 71

Universal Containers' sales team engages in numerous video sales calls with prospects across the nation. Sales management wants an easy way to understand key information such as deal terms or customer sentiments. Which Einstein Generative AI feature should An Agentforce recommend for this request?

Options:

A.  

Einstein Call Summaries

B.  

Einstein Conversation Insights

C.  

Einstein Video KPI

Discussion 0
Questions 72

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 73

What is the correct process to leverage Prompt Builder in a Salesforce org?

Options:

A.  

Select the appropriate prompt template type to use, select one of Salesforce's standard prompts, determine the object to associate the prompt, select a record to validate against, and associate the prompt to an action.

B.  

Select the appropriate prompt template type to use, develop the prompt within the prompt workspace, select resources to dynamically insert CRM-derived grounding data, pick the model to use, and test and validate the generated responses.

C.  

Enable the target object for generative prompting, develop the prompt within the prompt workspace, select records to fine-tune and ground the response, enable the Trust Layer, and associate the prompt to an action.

Discussion 0
Questions 74

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 75

A data science team has trained an XGBoost classification model for product recommendations on Databricks. The Agentforce Specialist is tasked with bringing inferences for product recommendations from this model into Data Cloud as a stand-alone data model object (DMO).

How should the Agentforce Specialist set this up?

Options:

A.  

Create the serving endpoint in Databricks, then configure the model using Model Builder.

B.  

Create the serving endpoint in Einstein Studio, then configure the model using Model Builder.

C.  

Create the serving endpoint in Databricks, then configure the model using a Python SDK connector.

Discussion 0
Questions 76

Universal Containers is planning a marketing email about products that most closely match a customer's expressed interests.

What should An Agentforce recommend to generate this email?

Options:

A.  

Standard email marketing template using Apex or flows for matching interest in products

B.  

Custom sales email template which is grounded with interest and product information

C.  

Standard email draft with Einstein and choose standard email template

Discussion 0
Questions 77

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 78

Choose 1 option.

A developer is using the Salesforce CLI to deploy agent components from a sandbox to production. They recently made a change to several topics, instructions, and actions.

Which metadata component should the developer include in their package.xml file that contains all of the topics and actions an agent will interact with?

Options:

A.  

genAiPlannerBundle

B.  

EinsteinAiPlannerBundle

C.  

BotBundle

Discussion 0
Questions 79

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 80

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?

Options:

A.  

Define scope instructions to the agent specifying a list of allowed article titles or IDs.

B.  

Update the Data Library Retriever to filter on a custom field on the Knowledge article.

C.  

Assign Data Categories to Knowledge articles, and define Data Category filters in the Agentforce Data Library.

Discussion 0
Questions 81

Universal Containers (UC) wants to enable its sales team with automatic post-call visibility into mention of competitors, products, and other custom phrases.

Which feature should the Agentforce Specialist set up to enable UC's sales team?

Options:

A.  

Call Summaries

B.  

Call Explorer

C.  

Call Insights

Discussion 0
Questions 82

Universal Containers would like to route SMS text messages to a service rep from an Agentforce Service Agent. Which Service Channel should the company use in the flow to ensure it’s routed properly?

Options:

A.  

Messaging

B.  

Route Work Action

C.  

Live Agent

Discussion 0
Questions 83

Choose 1 option.

Coral Cloud Resorts is about to start testing its concierge agent with guests.

Which metrics should be captured to monitor the performance, correctness, and user experience?

Options:

A.  

Agent performance, token usage, and conversation duration

B.  

Response performance, tone, and CSATs

C.  

Response times, accuracy and relevance of answers, and resolution success

Discussion 0
Questions 84

What is true of Agentforce Testing Center?

Options:

A.  

Running tests risks modifying CRM data in a production environment.

B.  

Running tests does not consume Einstein Requests.

C.  

Agentforce Testing Center can only be used in a production environment.

Discussion 0
Questions 85

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 86

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?

Options:

A.  

The user does not have permission to access the fields.

B.  

The user’s locale language is not supported by Prompt Builder.

C.  

The user does not have Einstein Sales Emails permission assigned.

Discussion 0