AI Specialist

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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?

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Call prompt initiated flow to fetch and ground the required data.

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Universal Containers (UC) wants to assess Salesforce's generative features but has concerns over its company data being exposed to third- party large language models (LLMs). Specifically, UC wants the following capabilities to be part of Einstein's generative AI service: *No data is used for LLM training or product improvements by third- party LLMs *No data is retained outside of UC's Salesforce org. *The data sent cannot be accessed by the LLM provider. Which property of the Einstein Trust Layer should the AI Specialist highlight to UC that addresses these requirements?

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Zero-Data Retention Policy

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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?

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Train LLM with data using different writing styles including word choice, intensifiers, emojis, and punctuation.

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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?

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Prompt Builder

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An AI Specialist turned on Einstein Generative AI in Setup. Now, the AI Specialist would like to create custom prompt templates in Prompt Builder. However, they cannot access Prompt Builder in the Setup menu. What is causing the problem?

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The Prompt Template Manager permission set was not assigned correctly.

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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?

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To generate relevant content when engaging with each customer

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Universal Containers wants to allow its service agents to query the current fulfillment status of an order with natural language. There is an existing autolaunched flow to query the information from Oracle ERP, which is the system of record for the order fulfillment process. How should an AI Specialist apply the power of conversational AI to this use case?

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Create a custom copilot action which calls a flow.

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When a customer chat is initiated, which functionality in Salesforce provides generative AI replies or draft emails based on recommended Knowledge articles?

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Einstein Service Replies

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What is the main purpose of Prompt Builder?

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A tool that enables companies to create reusable prompts for large language models (LLMs), bringing generative AI responses to their flow of work

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An AI Specialist needs to create a prompt template to fill a custom field named Latest Opportunities Summary on the Account object with information from the three most recently opened opportunities. How should the AI Specialist gather the necessary data for the prompt template?

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Create a flow to retrieve the opportunity information.