Universal Containers' service team wants to customize the standard case summary response from Einstein Copilot. What should the AI Specialist do to achieve this?
A. Customize the standard Record Summary template for the Case object,
B. Summarize the Case with a standard copilot action.
C. Create a custom Record Summary prompt template for the Case object.
Explanation:
To customize the case summary response from Einstein Copilot, the AI Specialist should create a custom Record Summary prompt template for the Case object. This allows Universal Containers to tailor the way case data is summarized, ensuring the output aligns with specific business requirements or user preferences.
Option A (customizing the standard Record Summary template) does not provide the flexibility required for deep customization.
Option B (standard Copilot action) won’t allow customization; it will only use default settings.
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.
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.
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.
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.
Universal Containers’ data science team is hosting a generative large language model (LLM) on Amazon Web Services (AWS). What should the team use to access externally-hosted models in the Salesforce Platform?
A. Model Builder
B. App Builder
C. Copilot Builder
Explanation:
To access externally-hosted models, such as a large language model (LLM) hosted on AWS, the Model Builder in Salesforce is the appropriate tool. Model Builder allows teams to integrate and deploy external AI models into the Salesforce platform, making it possible to leverage models hosted outside of Salesforce infrastructure while still benefiting from the platform's native AI capabilities.
Option B, App Builder, is primarily used to build and configure applications in Salesforce, not to integrate AI models.
Option C, Copilot Builder, focuses on building assistant-like tools rather than integrating external AI models.
Model Builder enables seamless integration with external systems and models, allowing Salesforce users to use external LLMs for generating AI-driven insights and automation.
An AI Specialist wants to use the related lists from an account in a custom prompt template. What should the AI Specialist consider when configuring the prompt template?
A. The text encoding (for example, UTF-8, ASCII) option
B. The maximum number of related list merge fields
C. The choice between XML and JSON rendering formats for the list
Explanation:
When configuring a custom prompt template to use related lists, the AI Specialist must be aware of the maximum number of related list merge fields that can be included. Salesforce enforces limits to ensure prompt templates perform efficiently and do not overload the system with too much data. As a best practice, it's important to monitor and optimize the number of merge fields used.
Option B is correct because there is a limit on how many related list merge fields can be included in a prompt template.
Option A (text encoding) and Option C (XML/JSON rendering) are not key considerations in this context.
What should an AI Specialist consider when using related list merge fields in a prompt template associated with an Account object in Prompt Builder?
A. The Activities related list on the Account object is not supported because it is a polymorphic field.
B. If person accounts have been enabled, merge fields will not be available for the Account object.
C. Prompt generation will yield no response when there is no related list associated with an Account in runtime.
Explanation:
When using related list merge fields in a prompt template associated with the Account object in Prompt Builder, the Activities related list is not supported due to it being a polymorphic field. Polymorphic fields can reference multiple different types of objects, which makes them incompatible with some merge field operations in prompt generation.
Option B is incorrect because person accounts do not limit the availability of merge fields for the Account object.
Option C is irrelevant since even if no related lists are available at runtime, the prompt can still generate based on other available data fields.
Based on the user utterance, “Show me all the customers in New York", which standard Einstein Copilot action will the planner service use?
A. Query Records
B. Select Records
C. Fetch Records
Explanation:
The standard Einstein Copilot action that would be used in response to the user utterance, “Show me all the customers in New York,” is Query Records. This action is responsible for retrieving a set of records from Salesforce based on a specified condition — in this case, filtering customers by location (New York).
Query Records is the action that fetches relevant data based on the criteria provided in the user's input.
Select Records is more about picking specific records from an already presented list.
Fetch Records is not a standard term used in this context for the action.
Amid their busy schedules, sales reps at Universal Containers dedicate time to follow up with prospects and existing clients via email regarding renewals or new deals. They spend many hours throughout the week reviewing past communications and details about their customers before performing their outreach. Which standard Copilot action helps sales reps draft personalized emails to prospects by generating text based on previous successful communications?
A. Einstein Copilot Action: Find Similar Opportunities
B. Einstein Copilot Action: Draft or Revise Sales Email
C. Einstein Copilot Action: Summarize Record
Explanation:
For sales reps who need to draft personalized emails based on previous communications, the AI Specialist should recommend the Einstein Copilot Action: Draft or Revise Sales Email. This action uses AI to generate or revise email content, leveraging past successful communications to create personalized and relevant outreach to prospects or clients.
Find Similar Opportunities is used for opportunity matching, not email drafting.
Summarize Record provides a summary of customer data but does not directly help with drafting emails.
Universal Containers wants to be able to detect with a high level confidence if content generated by a large language model (LLM) contains toxic language. Which action should an Al Specialist take in the Trust Layer to confirm toxicity is being appropriately managed?
A. Access the Toxicity Detection log in Setup and export all entries where is Toxicity Detected is true.
B. Create a flow that sends an email to a specified address each time the toxicity score from the response exceeds a predefined threshold.
C. Create a Trust Layer audit report within Data Cloud that uses a toxicity detector type filter to display toxic responses and their respective scores.
Explanation:
To ensure that content generated by a large language model (LLM) is appropriately screened for toxic language, the AI Specialist should create a Trust Layer audit report with in Data Cloud. By using the toxicity detector type filter, the report can display toxic responses along with their respective toxicity scores, allowing Universal Containers to monitor and manage any toxic content generated with a high level of confidence.
Option C is correct because it enables visibility into toxic language detection with in the Trust Layer and allows for auditing responses for toxicity.
Option A suggests checking a toxicity detection log, but Salesforce provides more comprehensive options via the audit report.
Option B involves creating a flow, which is unnecessary for toxicity detection monitoring.
An AI Specialist needs to create a Sales Email with a custom prompt template. They need to ground on the following data. Opportunity Products Events near the customer Tone and voice examples. How should the AI Specialist obtain related items?
A. Call prompt initiated flow to fetch and ground the required data.
B. Create a flex template that takes the records in question as inputs.
C. Utilize a standard email template and manually insert the required data fields.
Explanation:
To ground a sales email on Opportunity Products, Events near the customer, and Tone and voice examples, the AI Specialist should use a prompt-initiated flow. This flow can dynamically fetch the necessary data from related records in Salesforce and ground the generative AI output with contextually accurate information.
Option B (flex template) does not provide the ability to fetch dynamic data from Salesforce records automatically.
Option C (manual insertion) would not allow for the dynamic and automated grounding of data required for custom prompts.
Universal Containers is using Einstein Copilot for Sales to find similar opportunities to help
close deals faster. The team wants to understand the criteria used by the copilot to match
opportunities.
What is one criteria that Einstein Copilot for Sales uses to match similar opportunities?
A. Matched opportunities are limited to the same account.
B. Matched opportunities were created in the last 12 months.
C. Matched opportunities have a status of Closed Won from last 12 months.
Explanation: WhenEinstein Copilot for Salesmatches similar opportunities, one of the
primary criteria used is whether the opportunities have astatus of Closed Wonwithin the
last 12 months. This is a key factor in identifying successful patterns that could help close
current deals. By focusing on opportunities that have been recently successful, Einstein
Copilot can provide relevant insights and suggestions to sales reps to help them close
similar deals faster.
For more information, reviewSalesforce Einstein Copilot documentationrelated to
opportunity matchingand sales success patterns.
Before activating a custom copilot action, an AI Specialist would like is to understand
multiple real-world user utterances to ensure the action being selected appropriately.
Which tool should the AI Specialist recommend?
A. Model Playground
B. Einstein Copilot
C. Copilot Builder
Explanation: To understand multiple real-world user utterances and ensure the correct
action is selected before activating acustom copilot action, the recommended tool is
Copilot Builder. This tool allows AI Specialists to design and test conversational actions in
response to user inputs, helping ensure the copilot can accurately handle different user
queries and phrases.Copilot Builderprovides the ability to test, refine, and improve actions
based on real-world utterances.
Option Cis correct asCopilot Builderis designed for configuring and testing conversational actions.
Option A(Model Playground) is used for testing models, not user utterances.
Option B(Einstein Copilot) refers to the conversational interface but isn't the right
tool for designing and testing actions.
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