Agentforce-Specialist Practice Test Questions

181 Questions


Universal Containers needs to provide insights on the usability of Agents to drive adoption in the organization.
What should the Agentforce Specialist recommend?


A. Agent Analytics


B. Agentforce Analytics


C. Agent Studio Analytics







Explanation:

Agent Analytics: This tool is specifically designed to provide usability insights for Salesforce agents. It tracks metrics like adoption rates, task completion times, and efficiency levels, helping organizations identify areas where agents excel or need additional support.

Agentforce Analytics: This term does not correspond to a recognized Salesforce feature.

Agent Studio Analytics: This is unrelated to analyzing agent usability, as it primarily supports customization or development features rather than providing analytics for adoption.
Thus, Agent Analytics is the correct recommendation as it offers actionable insights to drive agent adoption and productivity.

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?


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.





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


Explanation

In Salesforce, when creating a prompt template for the sales team, you can include data from related objects such as Opportunities that are linked to an Account. The best method to ground the AI model and provide relevant information from related records, like Opportunities, is by using merge fields.

Merge fields in Salesforce allow you to dynamically reference data from a record or related records, like Opportunities for a given Account. In this scenario, the Agent force Specialist needs to pull data from the default related list of Opportunities associated with the Account. This is achieved by using merge fields, which pull in data from the standard relationship Salesforce creates between Accounts and Opportunities.

Option A (referencing a custom related list) and Option C (using formula fields with Einstein-related lists) do not align with the standard, practical grounding method for this task. Custom lists would require additional configurations not typically necessary for a basic use case, and formula fields are typically not used to directly fetch related list data for prompt generation in templates. The standard and straightforward method is using merge fields tied to the default related list of opportunities.

Universal Containers wants to incorporate the current order fulfillment status into a prompt for a large language model (LLM). The order status is stored in the external enterprise resource planning (ERP) system.
Which data grounding technique should the Agentforce Specialist recommend?


A. Eternal Object Record Merge Fields


B. External Services Merge Fields


C. Apex Merge Fields





A.
  Eternal Object Record Merge Fields

Universal Containers (UC) uses a file upload-based data library and custom prompt to support AI-driven training content. However, users report that the AI frequently returns outdated documents. Which corrective action should UC implement to improve content relevancy?


A. Switch the data library source from file uploads to a Knowledge-based data library, because Salesforce Knowledge bases automatically manage document recency, ensuring current documents are returned.


B. Configure a custom retriever that includes a filter condition limiting retrieval to documents updated within a defined recent period, ensuring that only current content is used for AI responses.


C. Continue using the default retriever without filters, because periodic re-uploads will eventually phase out outdated documents without further configuration or the need for custom retrievers.





B.
  Configure a custom retriever that includes a filter condition limiting retrieval to documents updated within a defined recent period, ensuring that only current content is used for AI responses.


Explanation

Comprehensive and Detailed In-Depth Explanation: UC’s issue is that theirfile upload-based Data Library (where PDFs or documents are uploaded and indexed into Data Cloud’s vector database) is returning outdated training content in AI responses. To improve relevancy by ensuring only current documents are retrieved, the most effective solution is to configure a custom retriever with a filter(Option B). In Agentforce, a custom retriever allows UC to define specific conditions—such as a filter on a "Last Modified Date" or similar timestamp field—to limit retrieval to documents updated within a recent period (e.g., last 6 months). This ensures the AI grounds its responses in the most current content, directly addressing the problem of outdated documents without requiring a complete overhaul of the data source.

Option A: Switching to a Knowledge-based Data Library(using Salesforce Knowledge articles) could work, as Knowledge articles have versioning and expiration features to manage recency. However, this assumes UC’s training content is already in Knowledge articles (not PDFs) and requires migrating all uploaded files, which is a significant shift not justified by the question’s context. File-based libraries are still viable with proper filtering.

Option B: This is the best corrective action. A custom retriever with a date filter leverages the existing file-based library, refining retrieval without changing the data source, making it practical and targeted.

Option C: Relying on periodic re-uploads with the default retriever is passive and inefficient. It doesn’t guarantee recency (old files remain indexed until manually removed)and requires ongoing manual effort, failing to proactively solve the issue.
Option B provides a precise, scalable solution to ensure content relevancy in UC’s AI-driven training system.

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?


A. Product recommendation prediction


B. Customer churn prediction


C. Contract Renewal Date prediction





B.
  Customer churn prediction


Explanation

Customer churn prediction is the best use case for Model Builder in addressing Universal Containers' concerns about increasing customer contract cancellations. By implementing a model that predicts customer churn, UC can proactively identify customers who are at risk of canceling and take action to retain them before they decide to terminate their contracts. This functionality allows the business to forecast churn probability based on historical data and initiate timely outreach programs.

Option B is correct because customer churn prediction aligns with UC's need to reduce cancellations through proactive measures. Option A (product recommendation prediction) is unrelated to contract cancellations.

Option C(contract renewal date prediction) addresses timing but does not focus on predicting potential cancellations.

Universal Containers (UC) has recently received an increased number of support cases. As a result, UC has hired more customer support reps and has started to assign some of the ongoing cases to newer reps.
Which generative AI solution should the new support reps use to understand the details of a case without reading through each case comment?


A. Einstein Copilot


B. Einstein Sales Summaries


C. Einstein Work Summaries





C.
  Einstein Work Summaries


Explanation

New customer support reps at Universal Containers can use Einstein Work Summaries to quickly understand the details of a case without reading through each case comment. Work Summaries leverage generative AI to provide a concise overview of ongoing cases, summarizing all relevant information in an easily digestible format.

Einstein Copilot can assist with a variety of tasks but is not specifically designed for summarizing case details.

Einstein Sales Summaries are focused on summarizing sales-related activities, which is not applicable for support cases.

What is automatically created when a custom search index is created in Data Cloud?


A. A retriever that shares the name of the custom search index.


B. A dynamic retriever to allow runtime selection of retriever parameters without manual configuration.


C. A predefined Apex retriever class that can be edited by a developer to meet specific needs.





A.
  A retriever that shares the name of the custom search index.


Explanation

Comprehensive and Detailed In-Depth Explanation: In Salesforce Data Cloud, a custom search index is created to enable efficient retrieval of data (e.g., documents, records) for AI-driven processes, such as grounding Agentforce responses. Let’s evaluate the options based on Data Cloud’s functionality.

Option A: A retriever that shares the name of the custom search index. When a custom search index is created in Data Cloud, a corresponding retriever is automatically generated with the same name as the index. This retriever leverages the index to perform contextual searches (e.g., vector-based lookups) and fetch relevant data for AI applications, such as Agentforce prompt templates. The retriever is tied to the indexed data and is ready to use without additional configuration, aligning with Data Cloud’s streamlined approach to AI integration. This is explicitly documented in Salesforce resources and is the correct answer.

Option B: A dynamic retriever to allow runtime selection of retriever parameters without manual configuration. While dynamic behavior sounds appealing, there’s no concept of a "dynamic retriever" in Data Cloud that adjusts parameters at runtime without configuration. Retrievers are tied to specific indexes and operate based on predefined settings established during index creation. This option is not supported by official documentation and is incorrect.

Option C: A predefined Apex retriever class that can be edited by a developer to meet specific needs. Data Cloud does not generate Apex classes for retrievers. Retrievers are managed within the Data Cloud platform as part of its native AI retrieval system, not as customizable Apex code. While developers can extend functionality via Apex for other purposes, this is not an automatic outcome of creating a search index, making this option incorrect.

Why Option A is Correct: The automatic creation of a retriever named after the custom search index is a core feature of Data Cloud’s search and retrieval system. It ensures seamless integration with AI tools like Agentforce by providing a ready-to-use mechanism for data retrieval, as confirmed in official documentation.

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?


A. Invocable Apex


B. Flow Action


C. Einstein for Flow





C.
  Einstein for Flow

Where should the Agentforce Specialist go to add/update actions assigned to a copilot?


A. Copilot Actions page, the record page for the copilot action, or the Copilot Action Library tab


B. Copilot Actions page or Global Actions


C. Copilot Detail page, Global Actions, or the record page for the copilot action





A.
  Copilot Actions page, the record page for the copilot action, or the Copilot Action Library tab


Explanation

To add or update actions assigned to a copilot, An Agentforce can manage this through several areas:

Copilot Actions Page: This is the central location where copilot actions are managed and configured.
Record Page for the Copilot Action: From the record page, individual copilot actions can be updated or modified.

Copilot Action Library Tab: This tab serves as a repository where predefined or custom actions for Copilot can be accessed and modified. These areas provide flexibility in managing and updating the actions assigned to Copilot, ensuring that the AI assistant remains aligned with business requirements and processes.

The other options are incorrect:
B misses the Copilot Action Library, which is crucial for managing actions.
C includes the Copilot Detail page, which isn't the primary place for action management.

Universal Containers aims to streamline the sales team's daily tasks by using AI.
When considering these new workflows, which improvement requires the use of Prompt Builder?


A. Populate an Al-generated time-to close estimation to opportunities


B. Populate an AI generated summary field for sales contracts.


C. Populate an Al generated lead score for new leads.





B.
  Populate an AI generated summary field for sales contracts.


Explanation

Prompt Builder is explicitly required to create AI-generated summary fields via prompt templates. These fields use natural language instructions to extract or synthesize information (e.g., summarizing contract terms). Time-to-close estimations (A) and lead scores (C) are typically handled by predictive AI (e.g., Einstein Opportunity Scoring) or analytics tools, which do not require Prompt Builder.

Universal Container's internal auditing team asks An Agentforce to verify that address information is properly masked in the prompt being generated.
How should the Agentforce Specialist verify the privacy of the masked data in the Einstein Trust Layer?


A. Enable data encryption on the address field


B. Review the platform event logs


C. Inspect the AI audit trail





C.
  Inspect the AI audit trail


Explanation
The AI audit trailin Salesforce provides a detailed log of AI activities, including the data used, its handling, and masking procedures applied in the Einstein Trust Layer. It allows the Agentforce Specialist to inspect and verify that sensitive data, such as addresses, is appropriately masked before being used in prompts or outputs.

Enable data encryption on the address field: While encryption ensures data security at rest or in transit, it does not verify masking in AI operations.

Review the platform event logs: Platform event logs capture system events but do not specifically focus on the handling or masking of sensitive data in AI processes.

Inspect the AI audit trail: This is the most relevant option, as it provides visibility into how data is processed and masked in AI activities.

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?


A. Model Playground


B. Einstein Copilot


C. Copilot Builder





C.
  Copilot Builder


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