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Salesforce Salesforce-AI-Specialist Exam Syllabus Topics:

TopicDetails
Topic 1
  • 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 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
  • 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 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 (Q86-Q91):

NEW QUESTION # 86
An AI Specialist is setting up a new org and needs to ensure that users can create and execute prompt templates. The AI Specialist is unsure which roles are necessary for these tasks.
Which permission sets should the AI Specialist assign to users who need to create and execute prompt templates?

  • A. Prompt Template Manager for creating templates and Data Cloud Admin for executing templates
  • B. Data Cloud Admin for creating templates and Prompt Template User for executing templates
  • C. Prompt Template Manager for creating templates and Prompt Template User for executing templates

Answer: C

Explanation:
To effectively manage and use prompt templates, two distinct permission sets are required:
* Prompt Template Manager: This permission set allows users to create prompt templates. It provides the necessary access to define templates, which can be shared and utilized across the organization.
* Prompt Template User: This permission set is designed for users who need to execute the templates. It provides the ability to interact with pre-designed prompts and generate outcomes based on these templates.
TheData Cloud Adminpermission set is not directly relevant to creating or executing prompt templates but is more focused on managing the Data Cloud.


NEW QUESTION # 87
Which business requirement presents a good use case for leveraging Einstein Prompt Builder?

  • A. Identify potential high-value leads for targeted marketing campaigns.
  • B. Send reply to a request for proposal via a personalized email.
  • C. Forecast future sales trends based on historical data.

Answer: B

Explanation:
* Context of the Question
* Einstein Prompt Builder is a Salesforce feature that helps generate text (summaries, email content, responses) using AI models.
* The question presents three potential use cases, asking which one best fits the capabilities of Einstein Prompt Builder.
* Einstein Prompt Builder Typical Use Cases
* Text Generation & Summaries: Great for writing or summarizing content, like responding to an email or generating text for a record field.
* Why Not Forecast Future Sales Trends or Identify Potential High-Value Leads?
* (Option A) Forecasting trends typically involves predictive analytics and modeling capabilities found in Einstein Discovery or standard reporting, not generative text solutions.
* (Option B) Identifying leads for marketing campaigns involves lead scoring or analytics, again an Einstein Discovery or Lead Scoring scenario.
* Sending a Personalized RFP Email(Option C) is a classic example of using generative AI to compose well-structured, context-aware text.
* ConclusionOption C(Send reply to a request for proposal via a personalized email) is the best match for Einstein Prompt Builder's generative text functionality.
Salesforce AI Specialist References & Documents
* Salesforce Documentation:Einstein Prompt Builder OverviewHighlights how to use Prompt Builder to create and customize text-based responses, especially for email or record fields.
* Salesforce AI Specialist Study GuideExplains that generative AI features in Salesforce are designed for creating or summarizing text, not for advanced predictive use cases (like forecasting or lead scoring).


NEW QUESTION # 88
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 requires the Einstein Conversation Insights permission set to be enabled.
  • B. Custom Call Explorer actions need to be built before it can be configured.
  • C. Call Explorer operates independently of Salesforce Knowledge, requiring no prior setup.

Answer: A

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 Einstein Conversation Insights permission 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.
References:
* Salesforce Einstein Conversation Insights Guide: Explicitly states that the Einstein Conversation Insights permission set is required to access Call Explorer.
* Trailhead Module: "Einstein Conversation Insights Basics" outlines permission prerequisites for enabling call analytics.
* Salesforce Help Documentation: Confirms that Call Explorer functionality is governed by ECI permissions.


NEW QUESTION # 89
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. Create concise, clear, and consistent prompt templates with effective grounding, contextual role- playing, clear instructions, and iterative feedback.
  • B. 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.
  • C. Submit a prompt review case to Salesforce and conduct thorough testing In the playground to refine outputs until they meet user expectations.

Answer: A

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.
References:
* Salesforce Prompt Design Best Practices:https://help.salesforce.com/s/articleView?id=sf.
prompt_design_best_practices.htm


NEW QUESTION # 90
An AI Specialist needs to create a prompt template to fill a custom field named Latest Opportunities Summary on the Account object with information from the three most recently opened opportunities.
How should the AI Specialist gather the necessary data for the prompt template?

  • A. Create a flow to retrieve the opportunity information.
  • B. Select the Account Opportunity object as a resource when creating the prompt template.
  • C. Select the latest Opportunities related list as a merge field.

Answer: A

Explanation:
To gather the necessary data for populating theLatest Opportunities Summarycustom field on theAccount object with information from the three most recently opened opportunities, the AI Specialist shouldcreate a flow. Aflowcan be configured to query and retrieve the required opportunity records based on criteria such as their open date. Once the flow has gathered the necessary data, it can be used in aprompt templateor other automation processes to populate the custom field on the Account record.
* Option Ais correct because creating a flow allows for dynamic data retrieval and control over the logic for selecting the most recent opportunities.
* Option BandOption Cdo not provide sufficient control or data retrieval capabilities needed for this scenario.
References:
* Salesforce Flow Documentation:https://help.salesforce.com/s/articleView?id=sf.flow.htm


NEW QUESTION # 91
......

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