Salesforce-AI-Specialist Exam Questions

Total 92 Questions

Last Updated Exam : 22-Oct-2024

Universal Containers (UC) wants to offer personalized service experiences and reduce agent handling time with Al-generated email responses, grounded in Knowledge base.
Which AI capability should UC use?


A. Einstein Email Replies


B. Einstein Service Replies for Email


C. Einstein Generative Service Replies for Email





B.
  Einstein Service Replies for Email

Explanation: ForUniversal Containers (UC)to offer personalized service experiences and reduce agent handling time using AI-generated responses grounded in theKnowledge base, the best solution isEinstein Service Replies for Email. This capability leverages AI to automatically generate responses to service-related emails based on historical data and theKnowledge base, ensuring accuracy and relevance while saving time for service agents.
Einstein Email Replies(option A) is more suited for sales use cases.
Einstein Generative Service Replies for Email(option C) could be a future offering, but as of now,Einstein Service Replies for Emailis the correct choice for grounded, knowledge-based responses.

An Al Specialist is tasked with configuring a generative model to create personalized sales emails using customer data stored in Salesforce. The AI Specialist has already fine-tuned a large language model (LLM) on the OpenAI platform.
Security and data privacy are critical concerns for the client.
How should the AI Specialist integrate the custom LLM into Salesforce?


A. Create an application of the custom LLM and embed it in Sales Cloud via iFrame.


B. Add the fine-tuned LLM in Einstein Studio Model Builder.


C. Enable model endpoint on OpenAl and make callouts to the model to generate emails.





B.
  Add the fine-tuned LLM in Einstein Studio Model Builder.

Explanation: Since security and data privacy are critical, the best option for the AI Specialist is to integrate the fine-tunedLLM (Large Language Model)into Salesforce by adding it toEinstein Studio Model Builder.Einstein Studioallows organizations to bring their own AI models (BYOM), ensuring the model is securely managed within Salesforce’s environment, adhering to data privacy standards.
Option A(embedding via iFrame) is less secure and doesn’t integrate deeply with Salesforce's data and security models.
Option C(making callouts to OpenAI) raises concerns about data privacy, as sensitive Salesforce data would be sent to an external system.
Einstein Studioprovides the most secure and seamless way to integrate custom AI models while maintaining control over data privacy and compliance. More details can be found inSalesforce's Einstein Studio documentationon integrating external models.

The marketing team at Universal Containers is looking for a way personalize emails based on customer behavior, preferences, and purchase history.
Why should the team use Einstein Copilot as the solution?


A. To generate relevant content when engaging with each customer


B. To analyze past campaign performance


C. To send automated emails to all customers





A.
  To generate relevant content when engaging with each customer

Explanation: Einstein Copilotis designed to assist in generating personalized, AI-driven content based on customer data such as behavior, preferences, and purchase history. For the marketing team atUniversal Containers, this is the perfect solution to create dynamic and relevant email content. By leveragingEinstein Copilot, they can ensure that each customer receives tailored communications, improving engagement and conversion rates. Option Ais correct asEinstein Copilothelps generate real-time, personalized content based on comprehensive data about the customer.
Option Brefers more to Einstein Analytics or Marketing Cloud Intelligence, andOption Cdeals with automation, which isn't the primary focus ofEinstein Copilot.

Universal Containers Is Interested In Improving the sales operation efficiency by analyzing their data using Al-powered predictions in Einstein Studio.
Which use case works for this scenario?


A. Predict customer sentiment toward a promotion message.


B. Predict customer lifetime value of an account.


C. Predict most popular products from new product catalog.





B.
  Predict customer lifetime value of an account.

Explanation: For improvingsales operations efficiency,Einstein Studiois ideal for creating AI-powered models that can predict outcomes based on data. One of the most valuable use cases is predictingcustomer lifetime value, which helps sales teams focus on high-value accounts and make more informed decisions.Customer lifetime value (CLV)predictions can optimize strategies around customer retention, cross-selling, and long-term engagement.
Option Bis the correct choice as predicting customer lifetime value is a wellestablished use case for AI in sales.
Option A(customer sentiment) is typically handled through NLP models, whileOption C(product popularity) is more of a marketing analysis use case.

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.
Thegoal is to enhance the team'sperformance 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 Exploreris the most suitable feature.Call Explorer, a part ofEinstein 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, includingcompetitor mentionsand moments for coaching. These insights are vital for improving sales performance by providing a clear understanding of the interactions during calls. Call Summariesoffer a quick overview of a call but do not delve deep into competitor mentions or coaching insights.
Einstein Sales Insightsfocuses more on pipeline and forecasting insights rather than call-based analysis.

Universal Containers (UC) is Implementing Service AI Grounding to enhance its customer service operations. UC wants to ensure that its AI- generated responses are grounded in the most relevant data sources. The team needs to configure the system to include all supported objects for grounding.
Which objects should UC select to configure Service AI Grounding?


A. Case, Knowledge, and Case Notes


B. Case and Knowledge


C. Case, Case Emails, and Knowledge





B.
  Case and Knowledge

Explanation: Universal Containers (UC) is implementing Service AI Grounding to enhance its customer service operations. They aim to ensure that AI-generated responses are grounded in the most relevant data sources and need to configure the system to include all supported objects for grounding.
Supported Objects for Service AI Grounding:
Case
Knowledge
Case Object:
Knowledge Object:
Exclusion of Other Objects:
Why Options A and C are Incorrect:
Option A (Case, Knowledge, and Case Notes):
Option C (Case, Case Emails, and Knowledge):

An AI Specialist is creating a custom action in Einstein Copilot.
Which option is available for the AI Specialist to choose for the custom copilot action?


A. Apex trigger


B. SOQL


C. Flows





C.
  Flows

Explanation: When creating acustom actionin Einstein Copilot, one of the available options is to useFlows. Flows are a powerful automation tool in Salesforce, allowing the AI Specialist to define custom logic and actions within the Copilot system. This makes it easy to extend Copilot's functionality without needing custom code.
WhileApex triggersandSOQLare important Salesforce tools,Flowsare the recommended method for creating custom actions within Einstein Copilot because they are declarative and highly adaptable.
For further guidance, refer toSalesforce Flow documentationandEinstein Copilot customization resources.

Universal Containers implements Custom Copilot Actions to enhance its customer service operations.The development team needs tounderstand the core components of a Custom Copilot Action to ensure proper configuration and functionality.
What should the development team review in the Custom Copilot Action configuration to identify one of the core components of a Custom Copilot Action?


A. Instructions


B. Output Types


C. Action Triggers





B.
  Output Types

Explanation: Universal Containers is enhancing its customer service operations with Custom Copilot Actions. The development team needs to understand thecore componentsof a Custom Copilot Action to ensure proper configuration and functionality. One of these core components is the Output Types.
Core Components of a Custom Copilot Action:
Focus on Output Types:
Why Output Types are a Core Component:
Integration with Copilot:
Data Consistency:
User Experience:
Why Other Options are Less Suitable: Option A (Instructions):
Option C (Action Triggers):

Universal Containers wants to reduce overall agent handling time minimizing the time spent typing routine answers for common questionsin-chat, and reducing the post-chat analysis by suggesting values for case fields.
Which combination of Einstein for Service features enables this effort?


A. Einstein Service Replies and Work Summaries


B. Einstein Reply Recommendations and Case Summaries


C. Einstein Reply Recommendations and Case Classification





C.
  Einstein Reply Recommendations and Case Classification

Explanation: Universal Containers aims to reduce overall agent handling time by minimizing the time agents spend typing routine answers for common questions during chats and by reducing post-chat analysis through suggesting values for case fields.
To achieve these objectives, the combination ofEinstein Reply Recommendationsand Case Classificationis the most appropriate solution.
1. Einstein Reply Recommendations:
Purpose:Helps agents respond faster during live chats by suggesting the best responses based on historical chat data and common customer inquiries.
Functionality:
Benefit:Significantly reduces the time agents spend typing routine answers, thus improving efficiency and reducing handling time.
2. Case Classification:
Purpose:Automatically suggests or populates values for case fields based on historical data and patterns identified by AI.
Functionality:
Benefit:Reduces the time agents spend on post-chat analysis and data entry by automating the classification and field population process.
Why Options A and B are Less Suitable:
Option A (Einstein Service Replies and Work Summaries):
Option B (Einstein Reply Recommendations and Case Summaries):

An AI Specialist implements Einstein Sales Emails for a sales team. The team wants to send personalized follow-up emails to leads basedon their interactions and data stored in Salesforce. The AI Specialist needsto configure the system to use the most accurate and up-to-date information for email generation.
Which grounding technique should the AI Specialist use?


A. Ground with Apex Merge Fields


B. Ground with Record Merge Fields


C. Automatic grounding using Draft with Einstein feature





B.
  Ground with Record Merge Fields

Explanation: ForEinstein Sales Emailsto generate personalized follow-up emails, it is crucial to ground the email content with the most up-to-date and accurate information. Grounding refers to connecting the AI model with real-time data. The most appropriate technique in this case isGround with Record Merge Fields. This method ensures that the content in the emails pulls dynamic and accurate data directly from Salesforce records, such as lead or contact information, ensuring the follow-up is relevant and customized based on the specific record.
Record Merge Fieldsensure the generated emails are highly personalized using data like lead name, company, or other Salesforce fields directly from the records. Apex Merge Fieldsare typically more suited for advanced, custom logic-driven scenarios but are not the most straightforward for this use case. Automatic grounding using Draft with Einsteinis a different feature where Einstein automatically drafts the email, but it does not specifically ground the content with record-specific data likeRecord Merge Fields.


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