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Salesforce Salesforce-AI-Specialist Exam Sample Questions


Question # 1

What is the importance of Action Instructions when creating a custom Agent action?
A. Action Instructions tell the user how to call this action in a conversation
B. Action Instructions tell the large language model (LLM) which action to use.
C. Action Instructions define the expected user experience of an action.


C. Action Instructions define the expected user experience of an action.
Explanation

Action Instructions are critical for defining how a custom Agent action should be executed, ensuring alignment with the intended user experience. They provide step-by-step guidance to the bot or LLM on logic, data handling, and integration workflows, directly impacting how users interact with the action. For example, clear instructions prevent errors in API calls or data processing, ensuring seamless interactions.
Salesforce documentation states that poorly defined instructions lead to mismatched expectations, while well- structured instructions ensure the action behaves predictably. This aligns with delivering a consistent user experience.
A refers to user invocation, which is handled by dialogue flows, not instructions.
B is incorrect because the LLM selects actions based on context/intent, not instructions.




Question # 2

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?
A. The records related to the prompt have not been selected.
B. The prompt has not been saved and activated,
C. A merge field has not been inserted in the prompt.


A. The records related to the prompt have not been selected.
Explanation: When thepreview button is greyed outin a Flex prompt template, it is often because the records related to the prompt have not been selected. Flex prompt templates pull data dynamically from Salesforce records, and if there are no records specified for the prompt, it can't be previewed since there is no content to generate based on the template. Option B, not saving or activating the prompt, would not necessarily cause the preview button to be greyed out, but it could prevent proper functionality.
Option C, missing a merge field, would cause issues with the output but would not directly grey out the preview button.
Ensuring that the related records are correctly linked is crucial for testing and previewing how the prompt will function in real use cases.




Question # 3

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.


B. Manually add the hyperparameters to the new template.
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.




Question # 4

What is the correct process to leverage Prompt Builder in a Salesforce org?
A. Select the appropriate prompt template type to use, select one of Salesforce's standard prompts, determine the object to associatethe prompt, select a record tovalidate against, and associate the prompt to an action.
B. 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.
C. 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.


B. 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.
Explanation: When usingPrompt Builderin a Salesforce org, the correct process involves several important steps:
Select the appropriate prompt template typebased on the use case.
Develop the promptwithin theprompt workspace, where the template is created and customized.
Select CRM-derived grounding datato be dynamically inserted into the prompt, ensuring that the AI-generated responses are based on accurate and relevant data.
Pick the model to usefor generating responses, either using Salesforce's built-in models or custom ones.
Test and validatethe generated responses to ensure accuracy and effectiveness. Option Bis correct as it follows the proper steps for usingPrompt Builder.
Option AandOption Cdo not capture the full process correctly.




Question # 5

An AI Specialist created a custom Agent action, but it is not being picked up by the planner service in the correct order.

Which adjustment should the Al Specialist make in the custom Agent action instructions for the planner service to work as expected?
A. Specify the dependent actions with the reference to the action API name.
B. Specify the profiles or custom permissions allowed to invoke the action.
C. Specify the LLM model provider and version to be used to invoke the action.


A. Specify the dependent actions with the reference to the action API name.
Explanation

When a custom Agent action is not being prioritized correctly by the planner service, the root cause is often missing or improperly defined action dependencies. The planner service determines the execution order of actions based on dependencies defined in the action instructions. To resolve this, the AISpecialist must explicitly specify dependent actions using their API names in the custom action’s configuration. This ensures the planner understands the sequence in which actions must be executed to meet business logic requirements.
Salesforce documentation highlights that dependencies are critical for orchestrating workflows in Einstein Bots and Agentforce. For example, if Action B requires data from Action A, Action A’s API name must be listed as a dependency in Action B’s instructions. The Einstein Bot Developer Guide states that failing to define dependencies can lead to race conditions or incorrect execution order.

In contrast:

Profiles or custom permissions (B) control access to the action but do not influence execution order.
LLM model provider and version (C) determine the AI model used for processing but are unrelated to the planner’s sequencing logic.



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