Agentforce-Specialist Practice Test Questions

181 Questions


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?


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





C.
  They forgot to edit the Lightning page layout and associate the field to a prompt template


Explanation

For Field Generation prompt templates to display the Sparkle icon (indicating AI-generated content), the target field must be explicitly associated with the prompt template on the Lightning page layout. Even if the prompt template is activated, failing to add the field to the page layout and link it to the template will result in the field behaving as a standard field. Salesforce documentation emphasizes that page layout configuration is mandatory to enable AI-driven field interactions.
Reactivating the layout (A) is unnecessary unless the layout itself was modified after activation. Case objects are supported for Field Generation (B is incorrect).

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?


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


B. Agentforce Delete Record Action permission is not associated to the user.


C. Agentforce does not have a standard Delete Record action.





C.
  Agentforce does not have a standard Delete Record action.

Which use case is best supported by Salesforce Einstein Copilot's capabilities?


A. Bring together a conversational interface for interacting with AI for all Salesforce users, such as developers and ecommerce retailers.


B. Enable Salesforce admin users to create and train custom large language models (LLMs) using CRM data.


C. Enable data scientists to train predictive AI models with historical CRM data using built-in machine learning capabilities





A.
  Bring together a conversational interface for interacting with AI for all Salesforce users, such as developers and ecommerce retailers.


Explanation

Salesforce Einstein Copilot is designed to provide a conversational AI interface that can be utilized by different types of Salesforce users, such as developers, sales agents, and retailers. It acts as anAI-powered assistant that facilitates natural interactions with the system, enabling users to perform tasks and access data easily. This includes tasks like pulling reports, updating records, and generating personalized responses in real time.
Option A is correct because Einstein Copilot brings a conversational interface that caters to a wide range of users.
Option B and Option Care more focused on developing and training AI models, which are not the primary functions of Einstein Copilot.

Universal Containers wants support agents to use Agentforce to ask questions about its product tutorials and product guides.
What should the Agentforce Specialist do to meet this requirement?


A. Create a prompt template for product tutorials and guides.


B. Add an Answer Questions custom field in the product object for tutorial instructions.


C. Publish product tutorials and guides as Knowledge articles.





C.
  Publish product tutorials and guides as Knowledge articles.


Explanation

Context of the Question Universal Containers (UC) wants its support agents to use Agentforce to ask questions about product tutorials and product guides. Agentforce typically references knowledge sources to provide accurate and contextual responses.

Why Knowledge Articles?

Centralized Repository: Publishing product tutorials and guides as Knowledge articles in Salesforce ensures that the information is readily available and searchable by Agentforce.

AI Integration: Salesforce’s AI solutions, including Agentforce, can often be configured to pull content directly from Salesforce Knowledge articles, giving users on-demand answers without manual data duplication.

Maintenance & Updates: Storing content in Salesforce Knowledge simplifies content updates, versioning, and user permissions.

Why Not the Other Options?

Option A (Create a Prompt Template): Creating a prompt template alone does not solve how the underlying content (tutorials, guides) is stored or accessed by Agentforce. Prompt templates shape the queries/responses but do not provide the knowledge base.

Option B (Add an Answer Questions Custom Field): A single field on the product object is insufficient for the depth of information found in tutorials and guides. It also lacks the robust search and user-friendly interface that Knowledge articles provide.

ConclusionTo ensure Agentforce can effectively retrieve and deliver accurate information about products,publishing product tutorials and guides as Knowledge articlesis the recommended approach.

SalesforceAgentforce SpecialistReferences & Documents Salesforce Documentation:Set Up Salesforce KnowledgeDiscusses how to publish articles for easy access by AI-driven assistants and support teams.

SalesforceAgentforce SpecialistStudy GuideExplains best practices for feeding knowledge sources to generative AI and Agentforce.

In Model Playground, which hyperparameters of an existing Salesforce-enabled foundational model can An Agentforce change?


A. Temperature, Frequency Penalty, Presence Penalty


B. Temperature, Top-k sampling, Presence Penalty


C. Temperature, Frequency Penalty, Output Tokens





A.
  Temperature, Frequency Penalty, Presence Penalty


Explanation

InModel Playground, An Agentforce working with a Salesforce-enabled foundational model has control over specific hyperparameters that can directly affect the behavior of the generative model:

Temperature: Controls the randomness of predictions. A higher temperature leads to more diverse outputs, while a lower temperature makes the model's responses more focused and deterministic.

Frequency Penalty: Reduces the likelihood of the model repeating the same phrases or outputs frequently.

Presence Penalty: Encourages the model to introduce new topics in its responses, rather than sticking with familiar, previously mentioned content.
These hyperparameters are adjustable to fine-tune the model’s responses, ensuring that it meets the desired behavior and use case requirements. Salesforce documentation confirms that these three are the key tunable hyperparameters in the Model Playground.

For more details, refer toSalesforce AI Model Playgroundguidance from Salesforce’s official documentation on foundational model adjustments.

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?


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.

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?


A. Predictive model and generative model


B. Generative model


C. Predictive model





C.
  Predictive model


Explanation

Universal Containers should use a Predictive model to decide which of the three emails to send based on the customer's lifetime value score and market segment. Predictive models analyze data to forecast outcomes, and in this case, it would predict the most appropriate email to send based on customer attributes. Additionally, predictive models can provide explain ability to show why a certain email was chosen, which is crucial for UC’ s requirement to explain the decision-making process.
Generative models are typically used for content creation, not decision-making, and thus wouldn't be suitable for this requirement.
Predictive models offer the ability to explain why a particular decision was made, which aligns with UC’s needs.
Refer to Salesforce’s Predictive AI model documentation for more insights on how predictive models are used for segmentation and decision making.

How does Secure Data Retrieval ensure that only authorized users can access necessary Salesforce data for dynamic grounding?


A. Retrieves Salesforce data based on the 'Run As" users permissions.


B. Retrieves Salesforce data based on the user’s permissions executing the prompt.


C. Retrieves Salesforces data based on the Prompt template's object permissions.





B.
  Retrieves Salesforce data based on the user’s permissions executing the prompt.

Universal Containers (UC) has a mature Salesforce org with a lot of data in cases and Knowledge articles. UC is concerned that there are many legacy fields, with data that might not be applicable for Einstein AI to draft accurate email responses.
Which solution should UC use to ensure Einstein AI can draft responses from a defined data source?


A. Service AI Grounding


B. Work Summaries


C. Service Replies







Explanation

Service AI Grounding is the solution that Universal Containers should use to ensure Einstein AI drafts responses based on a well-defined data source. Service AI Grounding allows the AI model to be anchored in specific, relevant data sources, ensuring that any AI-generated responses (e.g., email replies) are accurate, relevant, and drawn from up-to-date information, such as Knowledge articles or cases.

Given that UC has legacy fields and outdated data, Service AI Grounding ensures that only the valid and applicable data is used by Einstein AI to craft responses. This helps improve the elevance of responses and avoids inaccuracies caused by outdated or irrelevant fields.
Work Summaries and Service Replies are useful features but do not address the need for rounding AI outputs in specific, current data sources like Service AI Grounding does.
For more details, you can refer to Salesforce’s Service AI Grounding documentation for managing AI- generated content based on accurate data sources.

Universal Containers (UC) wants to enable its sales reps to explore opportunities that are similar to previously won opportunities by entering the utterance, "Show me other opportunities like this one." How should UC achieve this in Einstein Copilot?


A. Use the standard Copilot action.


B. Create a custom Copilot action calling a flow.


C. Create a custom Copilot action calling an Apex class.





A.
  Use the standard Copilot action.


Explanation

Universal Containers can achieve the request to explore similar opportunities by using the standard Copilot action. Einstein Copilot has built-in actions to handle natural language queries, such as “Show me other opportunities like this one.” The standard action will process the query and return results based on predefined matching criteria like opportunity details and past Closed Won deals. This approach avoids the need to create custom flows or Apex classes, leveraging out-of-the-box functionality.

For further details, refer to Einstein Copilot for Sales documentation regarding standard actions and natural language processing.

Universal Containers needs a tool that can analyze voice and video call records to provide insights on competitor mentions, coaching opportunities, and other key information. The goal is to enhance the team's performance by identifying areas for improvement and competitive intelligence.
Which feature provides insights about competitor mentions and coaching opportunities?


A. Call Summaries


B. Einstein Sales Insights


C. Call Explorer





C.
  Call Explorer


Explanation

For analyzing voice and video call records to gain insights into competitor mentions, coaching opportunities, and other key information, Call Explorer is the most suitable feature. Call Explorer, a part of Einstein Conversation Insights, enables sales teams to analyze calls, detect patterns, and identify areas where improvements can be made. It uses natural language processing (NLP) to extract insights, including competitor mentions and moments for coaching. These insights are vital for improving sales performance by providing a clear understanding of the interactions during calls.

Call Summaries offer a quick overview of a call but do not delve deep into competitor mentions or coaching insights.
Einstein Sales Insights focuses more on pipeline and forecasting insights rather than call-based analysis.

A support team handles a high volume of chat interactions and needs a solution to provide quick, relevant responses to customer inquiries.
Responses must be grounded in the organization's knowledge base to maintain consistency and accuracy. Which feature in Einstein for Service should the support team use?


A. Einstein Service Replies


B. Einstein Reply Recommendations


C. Einstein Knowledge Recommendations





B.
  Einstein Reply Recommendations


Explanation

The support team should use Einstein Reply Recommendations to provide quick, relevant responses to customer inquiries that are grounded in the organization’s knowledge base. This feature leverages AI to recommend accurate and consistent replies based on historical interactions and the knowledge stored in the system, ensuring that responses are aligned with organizational standards.

Einstein Service Replies(Option A) is focused on generating replies but doesn't have the same emphasis on grounding responses in the knowledge base.

Einstein Knowledge Recommendations(Option C) suggests knowledge articles to agents, which is more about assisting the agent in finding relevant articles than providing automated or AI-generated responses to customers.


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