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WorksheetsAI sp1
Total questions: 59
Worksheet time: 15hrs 45mins
1. 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?
Make Less Formal
Enhance Friendliness
Optimize for Clarity
2. What should an AI Specialist consider when using related list
merge fields in a prompt template associated with an Account object in
Prompt Builder?
The Activities related list on the Account object is not supported because it is a
polymorphic field.
If person accounts have been enabled, merge fields will not be available for the
Account object.
Prompt generation will yield no response when there is no related list associated with
an Account in runtime.
3. An AI 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?
Create an application of the custom LLM and embed it in Sales Cloud via iFrame.
Add the fine-tuned LLM in Einstein Studio Model Builder.
Enable model endpoint on OpenAi and make callouts to the model to generate emails.
4. 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?
Einstein Copilot
Prompt Builder
Model Builder
5. Universal Containers (UC) has a legacy system that needs to
integrate with Salesforce. UC wishes to create a digest of account action
plans using the generative API feature.
Which API service should UC use to meet this requirement?
REST API
Metadata API
SOAP API
6. An AI Specialist wants to include data from the response of
external service invocation (REST API callout) into the prompt template.
How should the AI Specialist meet this requirement?
Convert the JSON to an XML merge field.
Use External Service Record merge fields.
Use "Add Prompt Instructions" flow element.
7. What is the correct process to leverage Prompt Builder in a
Salesforce org?
Select the appropriate prompt template type to use, select one of Salesforce's
standard prompts, determine the object to associate the prompt, select a record to
validate against, and associate the prompt to an action.
Select the appropriate prompt template type to use, develop the prompt within the
prompt workspace, select resources to dynamically insert CRM-derived grounding
data, pick the model to use, and test and validate the generated responses.
Enable the target object for generative prompting, develop the prompt within the
prompt workspace, select records to fine-tune and ground the response, enable the
Trust Layer, and associate the prompt to an action.
8. Universal Containers (UC) wants to assess Salesforce's generative
AI 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?
Prompt Defense
Zero-Data Retention Policy
Data Masking
9. 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?
Apex trigger
SOQL
Flows
10. 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?
Standard email marketing template using Apex or flows for matching interest in
products
Custom sales email template which is grounded with interest and product information
Standard email draft with Einstein and choose standard email template
11. 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?
Use the standard Copilot action.
Create a custom Copilot action calling a flow.
Create a custom Copilot action calling an Apex class.
12. 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?
Matched opportunities are limited to the same account.
Matched opportunities were created in the last 12 months.
Matched opportunities have a status of Closed Won from last 12 months.
13. 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?
The text encoding (for example, UTF-e, ASCII) option
The maximum number of related list merge fields
The choice between XML and JSON rendering formats for the list
14. Which use case is best supported by Salesforce Einstein Copilot's
capabilities?
Bring together a conversational interface for interacting with AI for all Salesforce
users, such as developers and ecommerce retailers.
Enable Salesforce admin users to create and train custom large language models
(LI-MS) using CRM data.
Enable data scientists to train predictive AI models with historical CRM data using
built-in machine learning capabilities
15. An AI Specialist wants to ground a new prompt template with
the User related list.
What should the AI Specialist consider?
The User related list should have View All access.
The User related list needs to be included on the record page.
The User related list is not supported in prompt templates.
16. Based on the user utterance, "Show me all the customers in New
York", which standard Einstein Copilot action will the planner service use?
Query Records
Select Records
Fetch Records
17. Universal Containers implements Custom Copilot Actions to
enhance its customer service operations. The development team needs to
understand 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?
Instructions
Output Types
Action Triggers
18. An AI Specialist at Universal Containers is working on a prompt
template to generate personalized emails for product demonstration
requests from customers. It is important for the Al-generated email to
adhere strictly to the guidelines, using only associated opportunity
information, and to encourage the recipient to take the desired action.
How should the AI Specialist include these instructions on a new line in the
prompt template?
Surround them with triple quotes (""")
Make sure merged fields are defined.
use curly brackets { } to encapsulate instructions.
19. 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?
Predict customer sentiment toward a promotion message.
Predict customer lifetime value of an account.
Predict most popular products from new product catalog.
20. Universal Containers wants to use an external large language
model (LLM) in Prompt Builder.
What should an AI Specialist recommend?
use Apex to connect to an external LLM and ground the prompt.
Use BYO-LLM functionality in Einstein Studio,
use Flow and External Services to bring data from an external LLM.
21. The marketing team at Universal Containers is looking for a way
to personalize emails based on customer behavior, preferences, and
purchase history.
Why should the team use Einstein Copilot as the solution?
To generate relevant content when engaging with each customer
To analyze past campaign performance
To send automated emails to all customers
22. Universal Containers has an active standard email prompt
template that does not fully deliver on the business requirements.
Which steps should an AI Specialist take to use the content of the standard
prompt email template in question and customize it to fully meet the
business requirements?
Save as New Template and edit as need
Clone the existing template and modify as needed.
Save as New Version and edit as needed.
23. Universal Containers (UC) is using Einstein Generative AI to
generate an account summary. UC aims to ensure the content is safe and
inclusive, utilizing the Einstein Trust Layer's toxicity scoring to assess the
content's safety level.
What does a safety category score of 1 indicate in the Einstein Generative
AI Toxicity Score?
Not safe
Safe
Moderately Safe
25. Universal Containers (UC) wants to use Flow to bring data from
unified Data Cloud objects to prompt templates.
Which type of flow should UC use?
Data Cloud-triggered flow
Template-triggered prompt flow
Unified-object linking flow
26. 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?
Einstein Email Replies
Einstein service Replies for Email
Einstein Generative Service Replies for Email
27. What is the main purpose of Prompt Builder?
A tool for developers to use in Visual Studio Code that creates prompts for Apex
proorammino, assisting developers in writing code more efficiently.
A tool that enables companies to create reusable prompts for large lanouaoe models
(LLMs), bringing generative AI responses to their flow of work
A tool within Salesforce offering real-time Al-powered suggestions and guidance to
users, improving productivity and decision-making.
28. Universal Containers (WC) 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?
Case, Knowledge, and Case Notes
Case and Knowledge
Case, Case Emails, and Knowledge
29. Universal Containers (UC) has a mature Salesforce org with a lot
of data in cases and Knowledge articles. UC is concerned that there are
many legacy fields, with data that might not be applicable for Einstein AI to
draft accurate email responses.
Which solution should UC use to ensure Einstein AI can draft responses
from a defined data source?
Service AI Grounding
Work Summaries
Service Replies
30. 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?
Include multiple-choice questions within the prompt to test the LLM's understanding Of
the context.
Ask it to role-play as a character in the prompt template to provide more context to
the LLM.
Train LLM with data using different writing styles including word choice, intensifiers,
emojis, and punctuation.
31. An AI Specialist at Universal Containers (UC) is tasked with
creating a new custom prompt template to populate a field with generated
output. UC enabled the Einstein Trust Layer to ensure AI Audit data is
captured and monitored for adoption and possible enhancements.
Which prompt template type should the AI Specialist use and which
consideration should they review?
Flex, and that Dynamic Fields is enabled
Field Generation. and that Dynamic Fields is enabled
Field Generation, and that Dynamic Forms is enabled
32. 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. The goal is to enhance the team's
performance by identifying areas for improvement and competitive
intelligence.
Which feature provides insights about competitor mentions and coaching
opportunities?
Call Summaries
Einstein Sales Insights
Call Explorer
33. An AI Specialist implements Einstein Sales Emails for a sales
team. The team wants to send personalized follow-up emails to leads based
on their interactions and data stored in Salesforce. The AI Specialist needs
to configure the system to use the most accurate and up-to-date
information for email generation.
Which grounding technique should the AI Specialist use?
Ground with Apex Merge Fields
Ground with Record Meroe Fields
Automatic grounding using Draft With Einstein feature
34. How should an organization use the Einstein Trust layer to audit,
track, and view masked data?
Utilize the audit trail that captures and stores all LLM submitted prompts in Data
Cloud.
In Setup, use Prompt Builder to send a prompt to the LLM requesting for the masked
data.
Access the audit trail in Setup and export all user-generated prompts.
35. In Model Playground, which hyperparameters of an existing
Salesforce-enabled foundational model can an AI Specialist change?
Temperature, Frequency Penalty, Presence Penalty
Temperature, Top-k sampling, Presence Penalty
Temperature, Frequency Penalty, Output Tokens
36. Universal Containers (UC) is implementing Einstein Generative AI to
improve customer insights and interactions. UC needs audit and feedback
data to be accessible for reporting purposes.
What is a consideration for this requirement?
Storing this data requires Data Cloud to be provisioned.
Storing this data requires a custom object for data to be configured.
Storing this data requires Salesforce big objects.
37. Universal Containers has seen a high adoption rate of a new
feature that uses generative AI to populate a summary field of a custom
object, Competitor Analysis. All sales users have the same profile but one
user cannot see the generative Al-enabled field icon next to the summary
field.
What is the most likely cause of the issue?
The user does not have the Prompt Template User permission set assigned.
The prompt template associated with summary field is not activated for that user.
The user does not have the field Generative AI User permission set assigned.
38. Universal Containers wants to implement a solution in Salesforce
with a custom UX that allows users to enter a sales order number.
Subsequently, the system will invoke a custom prompt template to create
and display a summary of the sales order header and sales order details.
Which solution should an AI Specialist implement to meet this
requirement?
Create a screen flow to collect sales order number and invoke the prompt template
using the standard "Prompt Template" flow action.
Create a template-triggered prompt flow and invoke the prompt template using the
standard "Prompt Template" flow action.
Create an autolaunched flow and invoke the prompt template using the standard
"Prompt Template" flow action.
39. Northern Trail Outfitters (NTO) wants to configure Einstein Trust
Layer in its production org but is unable to see the option on the Setup
page.
After provisioning Data Cloud, which step must an AI Specialist take to
make this option available to NTO?
Turn on Einstein Copilot.
Turn on Einstein Generative AI.
Turn on Promot Builder.
40. Universal Containers (UC) is looking to enhance its operational
efficiency. UC has recently adopted Salesforce and is considering
implementing Einstein Copilot to improve its processes.
What is a key reason for implementing Einstein Copilot?
Improving data entry and data cleansing
Allowing AI to perform tasks without user interaction
Streamlining workflows and automating repetitive tasks
41. Universal Containers wants to reduce overall agent handling time
by minimizing the time spent typing routine answers for common questions
in-chat, and reducing the post-chat analysis by suggesting values for case
fields.
Which combination of Einstein for Service features enables this effort?
Einstein Service Replies and Work Summaries
Einstein Reply Recommendations and Case Summaries
Einstein Reply Recommendations and Case Classification
42. Where should the AI Specialist go to add/update actions
assigned to a copilot?
Copilot Actions page, the record page for the copilot action, or the Copilot Action
Library tab
Copilot Actions page or Global Actions
Copilot Detail page, Global Actions, or the recor page for the copilot action
43. Universal Containers implemented Einstein Copilot for its users.
One user complains that Einstein Copilot is not deleting activities from the
past 7 days.
What is the reason for this issue?
Einstein Copilot Delete Record Action permi55ion is not associated to the user.
Einstein Copilot does not have the permission to delete the user's records.
Einstein Copilot does not support the Delete Record action.
44. A support team handles a high volume of chat interactions and
needs a solution to provide quick, relevant responses to customer inquiries.
Responses must be grounded in the organization's knowledge base to
maintain consistency and accuracy.
Which feature in Einstein for Service should the support team use?
Einstein service Replies
Einstein Reply Recommendations
Einstein Knowledge Recommendations
45. An AI Specialist has created a copilot custom action using flow
as the reference action type. However, it is not delivering the expected
results to the conversation preview, and therefore needs troubleshooting.
What should the AI Specialist do to identify the root cause of the problem?
In Copilot Builder within the Dynamic Panel, turn on dynamic debugging to show the
inputs and outputs.
In Copilot Builder within the Dynamic Panel, confirm selected action and observe the
values in Input and Output sections.
In Copilot Builder, verify the utterance entered by the user and review session event
loos for debug information.
46. A service agent is looking at a custom object that stores travel
information. They recently received a weather alert and now need to cancel
flights for the customers that are related with this itinerary. The service
agent needs to review the Knowledge articles about canceling and
rebooking the customer flights.
Which Einstein Copilot capability helps the agent accomplish this?
Execute tasks based on available actions, answering questions using information from
accessible Knowledge articles.
Invoke a flow which makes a call to external data to create a Knowledge article.
Generate a Knowledge article based off the prompts that the agent enters to create
steps to cancel flights.
47. What is the role of the large language model (LLM) in executing
an Einstein Copilot Action?
Find similar requests and prov
he actions that need to be executed
Identify the best matching actions and correct order of execution
Determine a user's access and sort actions by priority to be executed
48. Universal Containers (UC) wants to enable its sales team to get
insights into product and competitor names mentioned during calls.
How should UC meet this requirement?
Enable Einstein Conversation Insights, connect a recording provider, assign permission
sets, and customize insights with up to 2S products.
Enable Einstein Conversation Insights, enable sales recording, assign permission sets,
and customize insights with up to 50 products.
Enable Einstein Conversation Insights, assign permission sets,
ine recording
managers, and customize insights with up to 50 competitor names.
49. How does the Einstein Trust Layer ensure that sensitive data is
protected while generating useful and meaningful responses?
Masked data will be de-masked during response journey.
masked data will be de•masked during request journey.
Responses that do not meet the relevance threshold will be automatically rejected.
50. Universal Containers wants to utilize Einstein for Sales to help
sales reps reach their sales quotas by providing Al-generated plans
containing guidance and steps for closing deals.
Which feature should the AI Specialist recommend to the sales team?
Find Similar Deals
create Account Plan
Create Close Plan
51. A Salesforce Administrator is exploring the capabilities of
Einstein Copilot to enhance user interaction within their organization. They
are particularly interested in how Einstein Copilot processes user requests
and the mechanism it employs to deliver responses. The administrator is
evaluating whether Einstein Copilot directly interfaces with a large
language model (LLM) to fetch and display responses to user inquiries,
facilitating a broad range of requests from users.
How does Einstein Copilot handle user requests in Salesforce?
Einstein Copilot will trigger a flow that utilizes a prompt template to generate the
message.
Einstein Copilot will perform an HTTP callout to an LLM provider.
Einstein Copilot analyzes the user's request and LLM technology is used to generate
and display the appropriate response.
52. An administrator is responsib e or ensuring the security and reliability of
Universal Containers' (UC) CRM data. UC needs enhanced data protection
and up-to-date AI capabilities. UC also needs to include relevant
information from a Salesforce record to be merged with the prompt. Which feature in the Einstein Trust Layer best supports UC's need?
Data masking
Dynamic grounding with secure data retrieval
Zero-data retention policy
53. An AI Specialist built a Field Generation prompt template that
worked for many records, but users are reporting random failures with
token limit errors.
What is the cause of the random nature of this error?
The number of tokens generated by the dynamic nature of the prompt template will
vary by record.
The template type needs to be switched to Flex to accommodate the variable amount
of tokens generated by the prompt grounding.
The number of tokens that can be processed by the LLM varies with total user
demand.
54. 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?
Model Builder
App Builder
Copilot Builder
55. An administrator wants to check the response of the Flex prompt
template they've built, but the preview button is greyed out.
What is the reason for this?
The records related to the prompt have not been selected.
The prompt has not been saved and activated.
A merge field has not been inserted in the prompt.
56. Universal Containers' current AI data masking rules do not align
with organizational privacy and security policies and requirements.
What should an AI Specialist recommend to resolve the issue?
Enable data masking for sandbox refreshes.
Configure data masking in the Einstein Trust Layer setup.
Add new data masking rules in LLM setup.
57. What is an AI Specialist able to do when the "Enrich event logs
with conversation data" setting in Einstein Copilot is enabled?
View the user click path that led to each copilot action.
View session data including user input and copilot responses for sessions over the past
7 days.
Generate details reports on all Copilot conversations over any time period.
58. Universal Containers wants to make a sales proposal and directly
use data from multiple unrelated objects (standard and custom) in a
prompt template.
What should the AI Specialist recommend?
Create a Flex template to add resources with standard and custom objects as inputs.
Create a prompt template passing in a special custom object that connects the records
temporarily.
Create a prompt template-triggered flow to access the data from standard and custom
objects.
59. Universal Containers is considering leveraging the Einstein Trust Layer in
conjunction with Einstein Generative AI Audit Data.
Which audit data is available using the Einstein Trust Layer?
Response accuracy and offensiveness score
Hallucination score and bias score
Masked data and toxicity score
60. Leadership needs to populate a dynamic form field with a
summary or description created by a large language model (LLM) to
facilitate more productive conversations with customers. Leadership also
wants to keep a human in the loop to be considered in their AT strategy.
Which prompt template type should the AI Specialist recommend?
Sales Email
Field Generation
Record Summary
