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Salesforce Salesforce-AI-Specialist Exam Syllabus Topics:
Topic
Details
Topic 1
- Prompt Builder: This section evaluates the expertise of AI specialists working with Salesforce's AI tools. It focuses on the Prompt Builder feature, requiring candidates to understand its usage based on business needs.
Topic 2
- Einstein Trust Layer: This section evaluates the skills of Salesforce AI specialists responsible for implementing security protocols and safeguarding data privacy. It emphasizes the security, privacy, and foundational features of the Einstein Trust Layer.
Topic 3
- Generative AI in CRM Applications: This part of the exam assesses AI specialists’ knowledge of generative AI within CRM systems. It covers the use of generative AI features in Einstein for Sales and Einstein for Service.
Topic 4
- Agentforce Tools: In this topic, AI specialists get knowledge using agents when it is appropriate. Moreover, the topic explains the working of agents and reasoning engine powers Agentforce. Lastly, the topic focuses on managing and monitoring agent adoption.
Topic 5
- Model Builder: This portion of the exam focuses on Salesforce AI specialists' expertise in working with AI models within Salesforce environments. Candidates will need to demonstrate knowledge of when to use the Model Builder and how to configure standard, custom, or Bring Your Own Large Language Model (BYOLLM) generative models to meet business needs.
Salesforce Certified AI Specialist Exam Sample Questions (Q141-Q146):
NEW QUESTION # 141
In addition to Recipient and Sender, which object should an AI Specialist utilize for inserting merge fields into a Sales email template prompt?
- A. Recipient Opportunities
- B. User Organization
- C. Recipient Account
Answer: C
Explanation:
* Sales Email Template Use Case:When creating a Sales email template (especially for outreach or follow-up), you often need to reference relevant details about the Account linked to the recipient.
* Standard Merge Fields in Salesforce Email Templates:
* Recipient(Contact, Lead, or Person receiving the email)
* Sender(User sending the email)
* Recipient Account(the Account related to that Contact, providing company-level details and other relevant data)
* Why Recipient Account?
* For Sales communications, referencing theAccountdata (e.g., Account name, industry, or other custom fields) in an email is very common.
* This is especially important for B2B scenarios where the Contact is tied to an Account.
* "Recipient Opportunities" could be multiple, so it's less direct for standard email merges. The
"User Organization" is more generic internal information, not typically inserted for personalization to the recipient.
* References and Study Resources:
* Salesforce Help & Training#Email Templates: Merge Fields
* Salesforce Trailhead#"Create and Customize Email Templates in Sales Cloud"
* Salesforce AI Specialist Study Resources(covers recommended best practices for leveraging standard objects like Account in AI-powered or prompt-based communications)
NEW QUESTION # 142
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?
- A. Template-triggered prompt flow
- B. Data Cloud-triggered flow
- C. Unified-object linking flow
Answer: B
Explanation:
In this scenario,Universal Containerswants to bring data fromunified Data Cloud objectsinto prompt templates, and the best way to do that is through aData Cloud-triggered flow. This type of flow is specifically designed to trigger actions based on data changes within Salesforce Data Cloud objects.
Data Cloud-triggered flows can listen for changes in the unified data model and automatically bring relevant data into the system, making it available for prompt templates. This ensures that the data is both real-time and up-to-date when used in generative AI contexts.
For more detailed guidance, refer to Salesforce documentation onData Cloud-triggered flowsandData Cloud integrationswith generative AI solutions.
NEW QUESTION # 143
Universal Containers (UC) wants to improve the efficiency of addressing customer questions and reduce agent handling time with AI- generated responses. The agents should be able to leverage their existing knowledge base and identify whether the responses are coming from the large language model (LLM) or from Salesforce Knowledge.
Which step should UC take to meet this requirement?
- A. Turn on Service AI Grounding, Grounding with Case, and Service Replies.
- B. Turn on Service Replies, Service AI Grounding, and Grounding with Knowledge.
- C. Turn on Service AI Grounding and Grounding with Knowledge.
Answer: B
Explanation:
To meetUniversal Containers'goal of improving efficiency and reducing agent handling time with AI- generated responses, the best approach is to enableService Replies,Service AI Grounding, andGrounding with Knowledge.
* Service Repliesgenerates responses automatically.
* Service AI Groundingensures that the AI is using relevant case data.
* Grounding with Knowledgeensures that responses are backed by Salesforce Knowledge articles, allowing agents to identify whether a response is coming from theLLMorSalesforce Knowledge.
* Option Cdoes not includeService Replies, which is necessary for generating AI responses.
* Option Alacks theGrounding with Knowledge, which is essential for identifying response sources.
For more details, refer toSalesforce Service AI documentationon grounding and service replies.
NEW QUESTION # 144
An AI Specialist wants to troubleshoot their Agent's performance.
Where should the AI Specialist go to access all user interactions with the Agent, including Agent erro|rs, incorrectly triggered actions, and incomplete plans?
- A. Agent Settings
- B. Event Logs
- C. Plan Canvas
Answer: C
Explanation:
Event Logs in Salesforce capture detailed interaction data, including agent errors, triggered actions, and incomplete plans. These logs provide visibility into user-Agent interactions for troubleshooting performance issues. The Einstein Bot Analytics documentation highlights Event Logs as the primary source for auditing bot behavior and diagnosing issues like misconfigured actions or plan execution failures.
* Plan Canvas (B) is for designing workflows, not auditing.
* Agent Settings (C) control configuration but do not store interaction history.
NEW QUESTION # 145
What is the main purpose of Prompt Builder?
- A. A tool for developers to use in Visual Studio Code that creates prompts for Apex programming, assisting developers in writing code more efficiently.
- B. A tool that enables companies to create reusable prompts for large language models (LLMs), bringing generative AI responses to their flow of work
- C. A tool within Salesforce offering real-time Al-powered suggestions and guidance to users, Improving productivity and decision-making.
Answer: B
Explanation:
Prompt Builder is designed to help organizations create and configure reusable prompts for large language models (LLMs). By integrating generative AI responses into workflows, Prompt Builder enables customization of AI prompts that interact with Salesforce data and automate complex processes. This tool is especially useful for creating tailored and consistent AI-generated content in various business contexts, including customer service and sales.
It is not a tool for Apex programming (as in option A).
It is also not limited to real-time suggestions as mentioned in option C. Instead, it provides a flexible way for companies to manage and customize how AI-driven responses are generated and used in their workflows.
Reference:
Salesforce Prompt Builder Overview: https://help.salesforce.com/s/articleView?id=sf.prompt_builder.htm
NEW QUESTION # 146
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