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Salesforce Agentforce-Specialist Exam Sample Questions

Question # 1

Universal Containers has an active standard email prompt template that does not fully deliver on the business requirements. Which steps should an Agentforce Specialist take to use the content of the standard prompt email template in question and customize it to fully meet the businessrequirements?

A. Save as New Template and edit as needed.

B. Clone the existing template and modify as needed.

C. Save as New Version and edit as needed.

Answer

B. Clone the existing template and modify as needed.

Explanation:
Comprehensive and Detailed In-Depth Explanation:Universal Containers (UC) has astandard email prompt template(likely a prebuilt template provided by Salesforce) that isn’t meeting their needs, and they want to customize it while retaining its original content as a starting point. Let’s assess the options based on Agentforce prompt template management practices.

Option A: Save as New Template and edit as needed. In Agentforce Studio’s Prompt Builder, there’s no explicit "Save as New Template" option for standard templates. This phrasing suggests creating a new template from scratch, but the question specifiesusing the content of the existing standard template. Without a direct "save as" feature for standards, this option is imprecise and less applicable than cloning.

Option B: Clone the existing template and modify as needed. Salesforce documentation confirms that standard prompt templates (e.g., for email drafting or summarization) can beclonedin Prompt Builder. Cloning creates a custom copy of the standard template, preserving its original content and structure while allowing modifications. The Agentforce Specialist can then edit the cloned template—adjusting instructions, grounding, or output format—to meet UC’s specific business requirements. This is the recommended approach for customizing standard templates without altering the original, making it the correct answer.

Option C: Save as New Version and edit as needed􀀞Prompt Builder supports versioning for custom templates, allowing users to save new versions of an existing template to track changes. However, standard templates are typically read-only and cannot be versioned directly—versioning applies to custom templates after cloning. The question implies starting with the standard template’s content, so cloning precedes versioning. This option is a secondary step, not the initial action, making it incorrect.

Why Option B is Correct: Cloning is the documented method to repurpose a standard prompt template’s content while enabling customization. After cloning, the specialist can modify the new custom template (e.g., tweak the email prompt’s tone, structure, or grounding) to align with UC’s requirements. This preserves the original standard template and follows Salesforce best practices.References: Salesforce Agentforce Documentation: Prompt Builder > Managing Templates– Details cloning standard templates for customization.

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Question # 2

Universal Containers (UC) wants to implement an AI-powered customer service agent that can: Retrieve proprietary policy documents that are stored as PDFs. Ensure responses are grounded in approved company data, not generic LLM knowledge. What should UC do first?

A. Set up an Agentforce Data Library for AI retrieval of policy documents.

B. Expand the AI agent's scope to search all Salesforce records.

C. Add the files to the content, and then select the data library option.

Answer

A. Set up an Agentforce Data Library for AI retrieval of policy documents.

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Question # 3

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. Model Builder

B. Agent Builder

C. Prompt Builder

Answer

C. Prompt Builder

Explanation:

Comprehensive and Detailed In-Depth Explanation: The hotel resort team needs an AI-generated guest summary with recommendations, displayed exclusively on the contact record page. Let’s assess the options.

Option A: Model BuilderModel Builder in Salesforce creates custom predictive AI models (e.g., for scoring or classification) using Data Cloud or Einstein Platform data. It’s not designed for generating text summaries or embedding them on record pages, making it incorrect.

Option B: Agent BuilderAgent Builder in Agentforce Studio creates autonomous AI agents for tasks like lead qualification or customer service. While agents can provide summaries, they operate in conversational interfaces (e.g., chat), not as static content on a record page. This doesn’t meet the location-specific requirement, making it incorrect.

Option C: Prompt BuilderEinstein Prompt Builder allows creation of prompt templates that generate text (e.g., summaries, recommendations) using Generative AI. The template can pull data from contact records (e.g., activity preferences) and be embedded as a Lightning component on the contact record page via a Flow or Lightning App Builder. This ensures the summary is available only where specified, meeting the team’s needs perfectly and making it the correct answer.

Why Option C is Correct: Prompt Builder’s ability to generate contextual summaries and integrate them into specific record pages via Lightning components aligns with the team’s requirements, as supported by Salesforce documentation.

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Question # 4

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?

A. Call Summaries

B. Einstein Sales Insights

C. Call Explorer

Answer

C. Call Explorer

Explanation

For analyzing voice and video call records to gain insights into competitor mentions, coaching opportunities, and other key information, Call Explorer is the most suitable feature. Call Explorer, a part of Einstein 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, including competitor mentions and moments for coaching. These insights are vital for improving sales performance by providing a clear understanding of the interactions during calls.

Call Summaries offer a quick overview of a call but do not delve deep into competitor mentions or coaching insights.
Einstein Sales Insights focuses more on pipeline and forecasting insights rather than call-based analysis.

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Question # 5

A data science team has trained an XGBoost classification model for product recommendations on Databricks. The Agentforce Specialist is tasked with bringing inferences for product recommendations from this model into Data Cloud as a stand-alone data model object (DMO). How should the Agentforce Specialist set this up?

A. Create the serving endpoint in Databricks, then configure the model using Model Builder.

B. Create the serving endpoint in Einstein Studio, then configure the model using Model Builder.

C. Create the serving endpoint in Databricks, then configure the model using a Python SDK connector.

Answer

A. Create the serving endpoint in Databricks, then configure the model using Model Builder.

Explanation

To integrate inferences from an XGBoost model into Salesforce's Data Cloud as a stand-alone Data Model Object (DMO):

Create the Serving Endpoint in Databricks:
The serving endpoint is necessary to make the trained model available for real-time inference. Databricks provides tools to host and expose the model via an endpoint.
Configure the Model Using Model Builder:
After creating the endpoint, the Agentforce Specialist should configure it within Einstein Studio's Model Builder, which integrates external endpoints with Salesforce Data Cloud for processing and storing inferences as DMOs.


Option B: Serving endpoints are not created in Einstein Studio; they are set up in external platforms like Databricks before integration.

Option C: A Python SDK connector is not used to bring model inferences into Salesforce Data Cloud; Model Builder is the correct tool.

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