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Salesforce Salesforce-AI-Specialist Exam Sample Questions

Question # 1

Universal Containers' service team wants to customize the standard case summary response from Einstein Copilot. What should the AI Specialist do to achieve this?

A. Customize the standard Record Summary template for the Case object,

B. Summarize the Case with a standard copilot action.

C. Create a custom Record Summary prompt template for the Case object.

Answer

C. Create a custom Record Summary prompt template for the Case object.

Explanation:

To customize the case summary response from Einstein Copilot, the AI Specialist should create a custom Record Summary prompt template for the Case object. This allows Universal Containers to tailor the way case data is summarized, ensuring the output aligns with specific business requirements or user preferences.

Option A (customizing the standard Record Summary template) does not provide the flexibility required for deep customization.

Option B (standard Copilot action) won’t allow customization; it will only use default settings.

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Question # 2

Universal Containers (UC) has implemented Generative AI within Salesforce to enable summarization of a custom object called Guest. Users have reported mismatches in the generated information. In refining its prompt design strategy, which key practices should UC prioritize?

A. Enable prompt test mode, allocate different prompt variations to a subset of users for evaluation, and standardize the most effective model based on performance feedback.

B. Create concise, clear, and consistent prompt templates with effective grounding, contextual role-playing, clear instructions, and iterative feedback.

C. Submit a prompt review case to Salesforce and conduct thorough testing In the playground to refine outputs until they meet user expectations.

Answer

B. Create concise, clear, and consistent prompt templates with effective grounding, contextual role-playing, clear instructions, and iterative feedback.

Explanation: ForUniversal Containers (UC)to refine itsGenerative AIprompt design strategy and improve the accuracy of the generated summaries for the custom objectGuest , the best practice is to focus on craftingconcise, clear, and consistent prompt templates. This includes:
Effective grounding: Ensuring the prompt pulls data from the correct sources.
Contextual role-playing: Providing the AI with a clear understanding of its role in generating the summary.
Clear instructions: Giving unambiguous directions on what to include in the response.
Iterative feedback: Regularly testing and adjusting prompts based on user feedback.
Option Bis correct because it follows industry best practices for refining prompt design.
Option A(prompt test mode) is useful but less relevant for refining prompt design itself.
Option C(prompt review case with Salesforce) would be more appropriate for technical issues or complex prompt errors, not general design refinement.

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Question # 3

Universal Containers (UC) uses Salesforce Service Cloud to support its customers and agents handling cases. UC is considering implementing Einstein Copilot and extending Service Cloud to mobile users. When would Einstein Copilot implementation be most advantageous?

A. When the goal is to streamline customer support processes and improve response times

B. When the main objective is to enhance data security and compliance measures

C. When the focus is on optimizing marketing campaigns and strategies

Answer

A. When the goal is to streamline customer support processes and improve response times

Explanation: Einstein Copilot implementation would be most advantageous in Salesforce Service Cloud when the goal is to streamline customer support processes and improve response times. Einstein Copilot can assist agents by providing real-time suggestions, automating repetitive tasks, and generating contextual responses, thus enhancing service efficiency.
Option B (data security)is not the primary focus of Einstein Copilot, which is more about improving operational efficiency.
Option C (marketing campaigns)falls outside the scope of Service Cloud and Einstein Copilot’s primary benefits, which are aimed at improving customer service and case management.
For further reading, refer to Salesforce documentation on Einstein Copilot for Service Cloud and how it improves support processes.

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Question # 4

Which configuration must an AI Specialist complete for users to access generative Al-enabled fields in the Salesforce mobile app?

A. Enable Mobile Generative AI.

B. Enable Mobile Prompt Responses.

C. Enable Dynamic Forms on Mobile.

Answer

C. Enable Dynamic Forms on Mobile.

Explanation

Context of the Question
Universal Containers (UC) has generative AI–enabled fields that users can access in the desktop experience.
The AI Specialist needs these same fields to be visible and usable in the Salesforce Mobile App.

Why Dynamic Forms on Mobile?

Dynamic Formsallow you to configure record pages so that fields and sections can appear or be hidden based on certain criteria.
When you enable “Dynamic Forms for Mobile,” any generative AI–enabled fields placed on the dynamic layout become accessible in the Salesforce mobile experience.
There is no standard Setup option labeled “Enable Mobile Generative AI” or “Enable Mobile Prompt Responses” as a universal toggle; the existing official approach is to ensure dynamic forms (and the relevant fields) are supported on mobile.

Conclusion

Ensuring that these AI-driven fields are visible on mobile is accomplished by turning onDynamic Forms on Mobileand adding those fields to the dynamic layout. Therefore, Option Cis correct.

Salesforce AI Specialist References & Documents

Salesforce Documentation:Dynamic Forms OverviewExplains how to enable Dynamic Forms for both desktop and mobile UIs, allowing newly added fields (including generative AI–enabled ones) to display in the Salesforce Mobile App.

Salesforce AI Specialist Study GuideReiterates that to expose generative AI fields or components in mobile, you must configure dynamic forms and ensure compatibility on mobile layouts.

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Question # 5

Universal Containers is interested in using Call Explorer to quickly gain insights from meetings recorded by its sales team. What should the AI Specialist be aware of before enabling this feature?

A. Call Explorer operates independently of Salesforce Knowledge, requiring no prior setup.

B. Custom Call Explorer actions need to be built before it can be configured

C. Call Explorer requires the Einstein Conversation Insights permission set to be enabled.

Answer

C. Call Explorer requires the Einstein Conversation Insights permission set to be enabled.

Explanation:
Before enabling Call Explorer, the Salesforce AI Specialist must ensure that the Einstein Conversation Insights permission set is assigned to users (Option C). Call Explorer is a feature within Einstein Conversation Insights (ECI) that analyzes meeting recordings to surface trends, keywords, and actionable insights.
Key Considerations:
Permission Set Requirement:
Users (including admins) need the permission Einstein Conversation Insights set to access and use Call Explorer. Without this, the feature remains inaccessible.
The permission set grants access to ECI tools, including call transcription, analysis, and dashboard visibility.
Why Other Options Are Incorrect:
A. Independence from Salesforce Knowledge: While Call Explorer does not rely on Salesforce Knowledge, this is irrelevant to the setup prerequisite. The critical dependency is the permission set, not Knowledge configuration.
B. Custom Actions: Call Explorer does not require custom actions to be built before configuration. It is a pre-built analytics tool that works once permissions and data sources (e.g., call recordings) are configured.

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