An AI Specialist 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 AI Specialist needs to configure the system to use the most accurate and up-to-date information for email generation.
Which grounding technique should the AI Specialist use?
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?
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 AI 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 AI Specialist take in the sandbox that can be deployed to the production org?
Leadership needs to populate a dynamic form field with a summary or description created by a large language model (LLM) to facilitate more productive conversations with customers. Leadership also
wants to keep a human in the loop to be considered in their AI strategy.
Which prompt template type should the AI Specialist recommend?
What should an AI Specialist consider when using related list merge fields in a prompt template associated with an Account object in Prompt Builder?
Universal Containers (UC) plans to automatically populate the Description field on the Account object.
Which type of prompt template should UC use?
Based on the user utterance, “Show me all the customers in New York", which standard Einstein Copilot action will the planner service use?
Universal Containers (UC) is discussing its AI strategy in an agile Scrum meeting.
Which business requirement would lead an AI Specialist to recommend connecting to an external foundational model via Einstein Studio (Model Builder)?
Universal Containers wants to make a sales proposal and directly use data from multiple unrelated objects (standard and custom) in a prompt template.
What should the AI Specialist recommend?
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 AI Specialist apply the power of conversational AI to this use case?
An AI specialist wants to leverage Record Snapshots grounding feature in a prompt template.
What preparations are required?
An AI Specialist 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?
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?
Universal Containers (UC) needs to improve the agent productivity in replying to customer chats.
Which generative AI feature should help UC address this issue?
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?
Universal Containers implemented Einstein Copilot for its users.
One user complains that Einstein Copilot is not deleting activities from the past 7 days.
What is the reason for this issue?
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 AI Specialist keep in mind for this deployment?
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 Einstein Copilot as the solution?
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 AI Specialist set up to enable UC's sales team?
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?
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?
Where should the AI Specialist go to add/update actions assigned to a copilot?
Universal Containers implements Custom Copilot Actions to enhance its customer service operations. The development team needs to understand the core components of a Custom Copilot Action to ensure proper configuration and functionality.
What should the development team review in the Custom Copilot Action configuration to identify one of the core components of a Custom Copilot Action?
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?
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?
An AI Specialist at Universal Containers (UC) is building with no-code tools only. They have many small accounts that are only touched periodically by a specialized sales team, and UC wants to maximize the sales operations team's time. UC wants to help prep the sales team for the calls by summarizing past purchases, interests in products shown by the Contact captured via Data Cloud, and a recap of past email and phone conversations for which there are transcripts.
Which approach should the AI Specialist recommend to achieve this use case?
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?
An AI Specialist configured Data Masking within the Einstein Trust Layer.
How should the AI Specialist begin validating that the correct fields are being masked?
Universal Containers needs its sales reps to be able to only execute prompt templates.
What should an AI Specialist recommend to achieve this requirement?
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?
Universal Containers (UC) wants to leverage 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?
How does Secure Data Retrieval ensure that only authorized users can access necessary Salesforce data for dynamic grounding?
A data scientist needs to view and manage models in Einstein Studio. The data scientist also needs to create prompt templates in Prompt Builder.
Which permission sets should an AI Specialist assign to the data scientist?
What is the correct process to leverage Prompt Builder in a Salesforce org?
Universal Containers plans to enhance the customer support team's productivity using AI.
Which specific use case necessitates the use of Prompt Builder?
Universal Containers (UC) is looking to enhance its operational efficiency. UC has recently adopted Salesforce and is considering implementing Einstein Copilot to improve its processes.
What is a key reason for implementing Einstein Copilot?
Universal Containers (UC) wants to use the Draft with Einstein feature in Sales Cloud to create a personalized introduction email.
After creating a proposed draft email, which predefined adjustment should UC choose to revise the draft with a more casual tone?
Which business requirement presents a good use case for leveraging Einstein Prompt Builder?
An AI Specialist turned on Einstein Generative AI in Setup. Now, the AI 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?
Universal Containers (UC) is using standard Service AI Grounding. UC created a custom rich text field to be used with Service AI Grounding.
What should UC consider when using standard Service AI Grounding?
Universal Containers (UC) wants to improve the efficiency of addressing customer questions and reduce agent handling time with AI- generated responses. The agents should be able to leverage their existing
knowledge base and identify whether the responses are coming from the large language model (LLM) or from Salesforce Knowledge.
Which step should UC take to meet this requirement?