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.
Universal Containers (UC) wants to use the Draft with Einstein feature in Sales Cloud to
create a personalized introduction email.
After creating a proposed draft email, which predefined adjustment should UC choose to
revise the draft with a more casual tone?
A. Make Less Formal
B. Enhance Friendliness
C. Optimize for Clarity
Explanation: WhenUniversal Containersuses theDraft with Einsteinfeature inSales
Cloudto create a personalized email, the predefined adjustment toMake Less Formalis
the correct option to revise the draft with a more casual tone. This option adjusts the
wording of the draft to sound less formal, making the communication more approachable
while still maintaining professionalism.
Enhance Friendlinesswould make the tone more positive, but not necessarily more
casual.
Optimize for Clarityfocuses on making the draft clearer but doesn't adjust the tone.
For more details, seeSalesforce documentation on Einstein-generated email drafts
and tone adjustments.
Universal Containers plans to implement prompt templates that utilize the standard
foundation models.
What should the AI Specialist consider when building prompt templates in Prompt Builder?
A. Include multiple-choice questions within the prompt to test the LLM's understanding of the context.
B. Ask it to role-play as a character in the prompt template to provide more context to the LLM.
C. Train LLM with data using different writing styles including word choice, intensifiers, emojis, and punctuation.
Explanation: When buildingprompt templates in Prompt Builder, it is essential to
consider how the Large Language Model (LLM) processes and generates outputs. Training
the LLM with variouswriting styles, such as differentword choices, intensifiers, emojis,
and punctuation, helps the model better understand diverse writing patterns and produce
more contextually appropriate responses.
This approach enhances the flexibility and accuracy of the LLM when generating outputs
for different use cases, as it is trained to recognize various writing conventions and styles.
The prompt template should focus on providing rich context, and this stylistic variety helps
improve the model’s adaptability.
Options A and B are less relevant because adding multiple-choice questions or role-playing
scenarios doesn’t contribute significantly to improving the AI’s output generation quality
within standard business contexts.
For more details, refer to Salesforce’sPrompt Builder documentationand LLM tuning
strategies.
Universal Containers (UC) wants to create a new Sales Email prompt template in Prompt
Builder using the "Save As" function. However,UC notices that the new template produces
different results compared to the standard Sales Email prompt due to missing hyperparameters.
What should UC do to ensure the new prompt template produces results comparable to the
standard Sales Email prompts?
A. Use Model Playground to create a model configuration with the specified parameters.
B. Manually add the hyperparameters to the new template.
C. Revert to using the standard template without modifications.
Explanation: WhenUniversal Containerscreates a new Sales Email prompt template
using the"Save As"function, missing hyperparameters can result in different outputs. To
ensure the new prompt produces comparable results to the standard Sales Email prompt,
the AI Specialist shouldmanually add the necessary hyperparametersto the new
template.
Hyperparameters likeTemperature,Frequency Penalty, andPresence
Penaltydirectly affect how the AI generates responses. Ensuring that these are
consistent with the standard template will result in similar outputs.
Option A (Model Playground)is not necessary here, as it focuses on fine-tuning
models, not adjusting templates directly.
Option C (Reverting to the standard template)does not solve the issue of
customizing the prompt template.
For more information, refer toPrompt Builder documentationon configuring
hyperparameters in custom templates.
When configuring a prompt template, an AI Specialist previews the results of the prompt
template they've written. They see two distinct text outputs: Resolution and Response.
Which information does the Resolution text provide?
A. It shows the full text that is sent to the Trust Layer.
B. It shows the response from the LLM based on the sample record.
C. It shows which sensitive data is masked before it is sent to the LLM.
Explanation: When previewing aprompt templatein Salesforce, theResolutiontext
provides theresponse from the LLM(Large Language Model) based on the data from a
sample record. This output shows what the AI model generated in response to the prompt,
giving the AI Specialist a chance to review and adjust the response before finalizing the
template.
Option Bis correct becauseResolutiondisplays the actual response generated by
the LLM.
Option Arefers to sending the text to theTrust Layer, but that’s not
whatResolutionrepresents.
Option Crelates to data masking, which is shown elsewhere, not underResolution.
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