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Salesforce Salesforce-AI-Specialist Exam Sample Questions

Question # 1

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?

A. The number of tokens generated by the dynamic nature of the prompt template will vary by record.

B. The template type needs to be switched to Flex to accommodate the variable amount of tokens generated by the prompt grounding.

C. The number of tokens that can be processed by the LLM varies with total user demand.

Answer

A. The number of tokens generated by the dynamic nature of the prompt template will vary by record.

Explanation: The reason behind the token limit errors lies in the dynamic nature of the prompt template used in Field Generation. In Salesforce's AI generative models, each prompt and its corresponding output are subject to a token limit, which encompasses both the input and output of the large language model (LLM). Since the prompt template dynamically adjusts based on the specific data of each record, the number of tokens varies per record. Some records may generate longer outputs based on their data attributes, pushing the token count beyond the allowable limit for the LLM, resulting in token limit errors.
This behavior explains why users experience random failures—it is dependent on the specific data used in each case. For certain records, the combined input and output may fall within the token limit, while for others, it may exceed it. This variation is intrinsic to how dynamic templates interact with large language models.
Salesforce provides guidance in their documentation, stating that prompt template design should take into account token limits and suggests testing with varied records to avoid such random errors. It does not mention switching to Flex template type as a solution, nor does it suggest that token limits fluctuate with user demand. Token limits are a constant defined by the model itself, independent of external user load.
References:
Salesforce Developer Documentation onToken Limits for Generative AI Models Salesforce AI Best Practices on Prompt Design (Trailhead or Salesforce blog resources)

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Question # 2

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?

A. Find Similar Deals

B. Create Account Plan

C. Create Close Plan

Answer

C. Create Close Plan

Explanation: The"Create Close Plan"feature is designed to help sales reps by providing AI-generated strategies and stepsspecifically focused on closing deals. This feature leverages AI to analyze the current state of opportunities and generate a plan that outlines the actions, timelines, and key steps required to movedeals toward closure. It aligns directly with the sales team’s need to meet quotas by offering actionable insights and structured plans.
Find Similar Deals(Option A) helps sales reps discover opportunities similar to their current deals but doesn’t offer a plan for closing.
Create Account Plan(Option B) focuses on long-term strategies for managing accounts, which might include customer engagement and retention, but doesn’t focus on deal closure.

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Question # 3

Universal Containers (UC) wants to enable its sales team with automatic post-call visibility into mention of competitors, products, and other custom phrases. Which feature should the AI Specialist set up to enable UC's sales team?

A. Call Summaries

B. CallExplorer

C. Call Insights

Answer

C. Call Insights

Explanation: To enable Universal Containers' sales team with automatic post-call visibility into mentions ofcompetitors, products, and custom phrases, the AI Specialist should set upCall Insights.Call Insightsanalyzes voice and video calls for key phrases, topics, and mentions, providing insights into critical aspects of the conversation. This feature automatically surfaces key details such as competitor mentions, product discussions, and custom phrases specified by the sales team.
Call Summariesprovide a general overview of the call but do not specifically highlight keywords or topics.
Call Exploreris a tool for navigating through call data but does not focus on automatic insights.

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Question # 4

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?

A. Execute tasks based on available actions, answering questions using information from accessible Knowledge articles.

B. Invoke a flow which makes a call to external data to create a Knowledge article.

C. Generate a Knowledge article based off the prompts that the agent enters to create steps to cancel flights.

Answer

A. Execute tasks based on available actions, answering questions using information from accessible Knowledge articles.

Explanation: In this scenario, theEinstein Copilotcapability that best helps the agent is its ability toexecute tasks based on available actionsandanswer questionsusing data from Knowledge articles. Einstein Copilot can assist the service agent by providing relevant Knowledge articles on canceling and rebooking flights, ensuring that the agent has access to the correct steps and procedures directly within the workflow.
This feature leverages the agent’s existing context (the travel itinerary) and provides actionable insights or next steps from the relevant Knowledge articles to help the agent quickly resolve the customer’s needs.
The other options are incorrect:
Brefers to invoking a flow to create a Knowledge article, which is unrelated to the task of retrieving existing Knowledge articles.
Cfocuses on generating Knowledge articles, which is not the immediate need for this situation where the agent requires guidance on existing procedures.

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Question # 5

Amid their busy schedules, sales reps at Universal Containers dedicate time to follow up with prospects and existing clients via email regarding renewals or new deals. They spend many hours throughout the week reviewing past communications and details about their customers before performing their outreach. Which standard Copilot action helps sales reps draft personalized emails to prospects by generating text based on previous successful communications?

A. Einstein Copilot Action: Find Similar Opportunities

B. Einstein Copilot Action: Draft or Revise Sales Email

C. Einstein Copilot Action: Summarize Record

Answer

B. Einstein Copilot Action: Draft or Revise Sales Email

Explanation:

For sales reps who need to draft personalized emails based on previous communications, the AI Specialist should recommend the Einstein Copilot Action: Draft or Revise Sales Email. This action uses AI to generate or revise email content, leveraging past successful communications to create personalized and relevant outreach to prospects or clients.

Find Similar Opportunities is used for opportunity matching, not email drafting.

Summarize Record provides a summary of customer data but does not directly help with drafting emails.

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