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.
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 is planning a marketing email about products that most closely match a customer's expressed interests. What should an AI Specialist recommend to generate this email?
A. Standard email marketing template using Apex or flows for matching interest in products.
B. Custom sales email template which is grounded with interest and product information.
C. Standard email draft with Einstein and choose standard email template.
Explanation:
To generate an email about products that closely match a customer’s expressed interests, an AI Specialist should recommend using a custom sales email template that is grounded with interest and product information. This ensures that the email content is personalized based on the customer's preferences, increasing the relevance of the marketing message. Using grounding ensures that the generative AI pulls the correct data related to customer interests and product matches, making the email more effective. For more information, refer to Salesforce documentation on grounding AI-generated content and email personalization strategies.
An AI Specialist is considering using a Field Generation prompt template type. What should the AI Specialist check before creating the Field Generation prompt to ensure it is possible for the field to be enabled for generative AI?
A. That the field chosen must be a rich text field with 255 characters or more.
B. That the org is set to API version 59 or higher
C. That the Lightning page layout where the field will reside has been upgraded to Dynamic Forms
Explanation:
Before creating a Field Generation prompt template, the AI Specialist must ensure that the Salesforce org is set to API version 59 or higher. This version of the API introduces support for advanced generative AI features, such as enabling fields for generative AI outputs. This is a critical technical requirement for the Field Generation prompt template to function correctly.
Option A (rich text field requirement) is not necessary for generative AI functionality.
Option C (Dynamic Forms) does not impact the ability of a field to be generative AI-enabled, although it might enhance the user interface.
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.
The sales team at a hotel resort would like to generate a guest summary about the guests' interests and provide recommendations based on their activity preferences captured in each guest profile. They want the summary to be available only on the contact record page. Which AI capability should the team use?
A. Einstein Copilot
B. Prompt Builder
C. Model Builder
Explanation:
By utilizing Prompt Builder, the sales team can create a customized prompt template that generates personalized guest summaries and recommendations based on activity preferences. This solution meets the requirement of displaying the summary only on the contact record page, enhancing the team's ability to engage with guests effectively.
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