Question # 1
An AI Specialist is creating a custom action in Einstein Copilot.
Which option is available for the AI Specialist to choose for the custom copilot action? | | A. Apex trigger | | B. SOQL | | C. Flows |
C. Flows
Explanation: When creating acustom actionin Einstein Copilot, one of the available
options is to useFlows. Flows are a powerful automation tool in Salesforce, allowing the AI
Specialist to define custom logic and actions within the Copilot system. This makes it easy
to extend Copilot's functionality without needing custom code.
WhileApex triggersandSOQLare important Salesforce tools,Flowsare the recommended
method for creating custom actions within Einstein Copilot because they are declarative
and highly adaptable.
For further guidance, refer toSalesforce Flow documentationandEinstein Copilot
customization resources.
Question # 2
An AI Specialist is creating a custom action for Agent force.
Which setting should the AI Specialist test and iterate on to ensure the action performs as expected?
| | A. Action Name | | B. Action Input | | C. Action Instructions |
C. Action Instructions
Explanation
When creating a custom action for Einstein Bots in Salesforce (including Agentforce), Action Instructions are critical for defining how the bot processes and executes the action. These instructions guide the bot on the logic to follow, such as API calls, data transformations, or conditional steps. Testing and iterating on the instructions ensures the bot understands how to handle dynamic inputs, external integrations, and decision- making.
Salesforce documentation emphasizes that Action Instructions directly impact the bot’s ability to execute workflows accurately. For example, poorly defined instructions may lead to incorrect API payloads or failure to parse responses. The Einstein Bot Developer Guide highlights that refining instructions is essential for aligning the bot’s behavior with business requirements.
In contrast:
Action Name (A) is a static identifier and does not affect functionality.
Action Input (B) defines parameters passed to the action but does not dictate execution logic.
Thus, iterating on Action Instructions (C) ensures the action performs as expected.
Question # 3
| What is an AI Specialist able to do when the “Enrich event logs with conversation data"
setting in Einstein Copilot is enabled? | | 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. |
B. View session data including user Input and copilot responses for sessions over the past
7 days.
Explanation: When the"Enrich event logs with conversation data"setting is enabled in
Einstein Copilot, it allows an AI Specialist or admin to view session data, including both
theuser inputandcopilot responsesfrom interactions over the past 7 days. This data is
crucial for monitoring how the copilot is being used, analyzing its performance, and
improving future interactions based on past inputs.
This setting enriches the event logs with detailed conversational data for better
insights into the interaction history, helping AI specialists track AI behavior and
user engagement.
Option A, viewing the user click path, focuses on navigation but is not part of the
conversation data enrichment functionality.
Option C, generating detailed reports over any time period, is incorrect because
this specific feature is limited to data for the past 7 days.
Question # 4
An AI Specialist wants to include data from the response ofexternal service invocation (REST API callout) into the prompt template.
How should the AI Specialist meet this requirement? | | A. Convert the JSON to an XML merge field. | | B. Use External Service Record merge fields. | | C. Use “Add Prompt Instructions” flow element. |
B. Use External Service Record merge fields.
Explanation:
An AI Specialist wants to include data from the response of an external service invocation (REST API callout) into a prompt template. The goal is to incorporate dynamic data retrieved from an external API into the AI-generated content.
Solution:
Use External Service Record Merge Fields
External Service Integration:
External Service Record Merge Fields:
Implementation Steps:
Register the External Service:
Create a Named Credential:
Use External Service in Flow:
Configure the Prompt Template:
Why Other Options are Less Suitable:
Option A (Convert the JSON to an XML merge field):
Option C (Use “Add Prompt Instructions” flow element):
References:
Salesforce AI Specialist Documentation -Integrating External Services with Prompt Templates:
Salesforce Help -Using Merge Fields with External Data:
Salesforce Trailhead -External Services and Flow:
Conclusion:
By using External Service Record merge fields, the AI Specialist can effectively include data from external REST API responses into prompt templates, ensuring that the AI generated content is enriched with up-to-date and relevant external data.
Question # 5
| 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? | | 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 |
C. To streamline the sales process and increase conversion rates
Explanation:
Agentforce Sales Agent provides real-time insights and AI-powered recommendations, which are designed to
and help sales representatives streamline the sales process focus on key tasks to increase conversion rates. It
offers features like lead scoring, opportunity prioritization, and proactive recommendations, ensuring that
sales teams can interact with customers efficiently and close deals faster.
Option A: While tracking customer interactions is beneficial, it is only part of the broader capabilities
offered by Agentforce Sales Agent and is not the primary objective for improving real-time productivity.
Option B: Agentforce Sales Agent does not automate the entire sales process but provides actionable
recommendations to assist the sales team.
Option C: This aligns with the tool's core purpose of enhancing productivity and driving sales success.
Question # 6
| An AI Specialist wants to ground a new prompt template with the User related list. What should the AI Specialist consider? | | 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. |
C. The User related list is not supported in prompt templates.
Explanation:
An AI Specialist wants to ground a new prompt template with the User related list. Grounding in prompt templates involves using data from related lists to provide context or additional information to the Large Language Model (LLM) when generating responses.
Key Consideration:
Unsupported Related Lists in Prompt Templates:
Limitation: The User related list is not supported in prompt templates for grounding purposes.
Reason: Salesforce restricts certain objects and related lists from being used in prompt templates to maintain data security and integrity. The User object often contains sensitive information and is subject to strict access controls.
Impact: Attempting to use the User related list in a prompt template will not work as expected because the system does not support it.
Why Options A and B Are Incorrect:
Option A (The User related list should have View All access):
Incorrect: Even with View All access, the User related list is still not supported in prompt templates.
Security Concerns: Granting View All access to the User object is a significant security risk and not a recommended practice.
Option B (The User related list needs to be included on the record page):
Incorrect: Including the User related list on the record page does not affect its availability in prompt templates.
Irrelevance: The placement of the related list on the record page does not change the system's ability to access it in a prompt template.
Question # 7
| What is the correct process to leverage Prompt Builder in a Salesforce org? | | A. Select the appropriate prompt template type to use, select one of Salesforce's standard prompts, determine the object to associatethe prompt, select a record tovalidate 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. |
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.
Explanation: When usingPrompt Builderin a Salesforce org, the correct process involves
several important steps:
Select the appropriate prompt template typebased on the use case.
Develop the promptwithin theprompt workspace, where the template is created
and customized.
Select CRM-derived grounding datato be dynamically inserted into the prompt,
ensuring that the AI-generated responses are based on accurate and relevant
data.
Pick the model to usefor generating responses, either using Salesforce's built-in
models or custom ones.
Test and validatethe generated responses to ensure accuracy and effectiveness.
Option Bis correct as it follows the proper steps for usingPrompt Builder.
Option AandOption Cdo not capture the full process correctly.
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FAQs of Salesforce-AI-Specialist Exam
What is the Salesforce AI Specialist Exam?
Answer: The Salesforce AI Specialist exam tests your knowledge of integrating AI into Salesforce platforms to enhance customer experiences.
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Answer: Study Guides- Utilize the official Salesforce study guide and practice by taking Practice Questions using reliable sources like RealBraindumps.
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Answer: You must score at least 73% or above to pass the Salesforce AI Specialist Exam.
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How many questions will I get in my Salesforce AI Specialist exam?
Answer: There will be 60 multiple-choice questions present in the Salesforce AI Specialist exam.
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Answer: The time for the exam is 90 minutes, so you will have plenty of time to answer all the questions.
Can I attempt the Salesforce AI Specialist Exam again if I fail?
Answer: Yes, you can retake, but you need to wait 14 days and pay a retake fee.
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Answer: Gaining such certification enhances career opportunities through the validation of skills in AI and Salesforce; better opportunities come hand in hand with better networking, increased salary rates, and much more in a present job.
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Answer: The exam consists of 60 multiple choice questions, and it lasts 90 minutes. For More information visit: https://trailhead.salesforce.com/en/credentials/aispecialist
What are the key topic areas of the Salesforce AI Specialist Certification?
Answer: The key topic areas include Einstein Trust Layer, Generative AI in CRM Applications, Prompt Builder, Einstein Copilot, and Model Builder.
How does Salesforce Einstein work?
Answer: Salesforce Einstein integrates AI capabilities into Salesforce, offering tools like Sales emails, Service replies, Einstein Copilot, Prompt Builder, and more.
What are the key topic areas covered in the Salesforce AI Specialist exam?
Answer: The Salesforce AI Specialist exam covers the following key areas: 1. Einstein Trust Layer (15%), 2. Generative AI in CRM Applications (17%), 3. Prompt Builder (37%), 4. Einstein Copilot (23%), 5. and Model Builder (8%).
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