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Salesforce-AI-Specialist Practice Questions

Question # 1
An AI Specialist is creating a custom action for Agent force.
Which setting should the AI Specialist test and iterate on to ensure the action performs as expected?
A. Action Name
B. Action Input
C. Action Instructions


C. Action Instructions

Explanation
When creating a custom action for Einstein Bots in Salesforce (including Agentforce), Action Instructions are critical for defining how the bot processes and executes the action. These instructions guide the bot on the logic to follow, such as API calls, data transformations, or conditional steps. Testing and iterating on the instructions ensures the bot understands how to handle dynamic inputs, external integrations, and decision- making.
Salesforce documentation emphasizes that Action Instructions directly impact the bot’s ability to execute workflows accurately. For example, poorly defined instructions may lead to incorrect API payloads or failure to parse responses. The Einstein Bot Developer Guide highlights that refining instructions is essential for aligning the bot’s behavior with business requirements. In contrast:

Action Name (A) is a static identifier and does not affect functionality.
Action Input (B) defines parameters passed to the action but does not dictate execution logic.

Thus, iterating on Action Instructions (C) ensures the action performs as expected.

Question # 2
A support team handles a high volume of chat interactions and needs a solution to provide quick, relevant responses to customer inquiries.
Responses must be grounded in the organization's knowledge base to maintain consistency and accuracy.
Which feature in Einstein for Service should the support team use?
A. Einstein Service Replies
B. Einstein Reply Recommendations
C. Einstein Knowledge Recommendations


B. Einstein Reply Recommendations

Explanation: The support team should useEinstein Reply Recommendationsto provide quick, relevant responses to customer inquiries that are grounded in the organization’s knowledge base. This feature leverages AI to recommend accurate and consistent replies based on historical interactions and the knowledge stored in the system, ensuring that responses are aligned with organizational standards.
Einstein Service Replies(Option A) is focused on generating replies but doesn't have the same emphasis on grounding responses in the knowledge base. Einstein Knowledge Recommendations(Option C) suggests knowledge articles to agents, which is more about assisting the agent in finding relevant articles than providing automated or AI-generated responses to customers.

Question # 3
Universal Containers has a strict change management process that requires all possible configuration to be completed in a sandbox which will be deployed to production. The AI Specialist is tasked with setting up Work Summaries for Enhanced Messaging. Einstein Generative AI is already enabled in production, and the Einstein Work Summaries permission set is already available in production.
Which other configuration steps should the AI Specialist take in the sandbox that can be deployed to the production org?
A. create custom fields to store Issue, Resolution, and Summary; create a Quick Action that updates these fields: add the Wrap Up component to the Messaging Session record paae layout: and create Permission Set Assignments for the intended Agents.
B. From the Epstein setup menu, select Turn on Einstein: create custom fields to store Issue, Resolution, and Summary: create a Quick Action that updates these fields: and add the wrap up componert to the Messaging session record page layout.
C. Create custom fields to store issue, Resolution, and Summary; create a Quick Action that updates these fields: and ado the Wrap up component to the Messaging session record page lavcut.


C. Create custom fields to store issue, Resolution, and Summary; create a Quick Action that updates these fields: and ado the Wrap up component to the Messaging session record page lavcut.


Question # 4
How does Secure Data Retrieval ensure that only authorized users can access necessary Salesforce data for dynamic grounding?
A. Retrieves Salesforce data based on the 'Run As" users permissions.
B. Retrieves Salesforce data based on the user’s permissions executing the prompt.
C. Retrieves Salesforces data based on the Prompt template's object permissions.


B. Retrieves Salesforce data based on the user’s permissions executing the prompt.


Question # 5
Universal Containers recently launched a pilot program to integrate conversational AI into its CRM business operations with Einstein Copilot.
How should the AI Specialist monitor Copilot's usability and the assignment of actions?
A. Run a report on the Platform Debug Logs.
B. Query the Copilot log data using the metadata API.
C. Run Einstein Copilot Analytics.


C. Run Einstein Copilot Analytics.

Explanation: To monitor Einstein Copilot's usability and the assignment of actions, the AI Specialist should run Einstein Copilot Analytics. This feature provides insights into how often Copilot is used, the types of actions it is handling, and overall user engagement with the system. It’s the most effective way to track Copilot's performance and usage patterns.
Platform Debug Logs are not relevant for tracking user behavior or the assignment of Copilot actions.
Querying the Copilot log data via the Metadata API would not provide the necessary insights in a structured manner.
For more details, refer to Salesforce's Copilot Analytics documentation for tracking AI driven interactions.

Question # 6
Universal Containers implemented Einstein Copilot for its users.
One user complains that Einstein Copilot is not deleting activities from the past 7 days.
What is the reason for this issue?
A. Einstein Copilot Delete Record Action permission is not associated to the user.
B. Einstein Copilot does not have the permission to delete the user's records.
C. Einstein Copilot does not support the Delete Record action.


C. Einstein Copilot does not support the Delete Record action.

Explanation: Einstein Copilot currently supports various actions like creating and updating records but does not support the Delete Record action. Therefore, the user's request to delete activities from the past 7 days cannot be fulfilled using Einstein Copilot.
Unsupported Action: The inability to delete records is due to the current limitations of Einstein Copilot's supported actions. It is designed to assist with tasks like data retrieval, creation, and updates, but for security and data integrity reasons, it does not facilitate the deletion of records.
User Permissions: Even if the user has the necessary permissions to delete records within Salesforce, Einstein Copilot itself does not have the capability to execute delete operations.

Question # 7
Universal Containers (UC) wants to use the Draft with Einstein feature in Sales Cloud to create a personalized introduction email.
After creating a proposed draft email, which predefined adjustment should UC choose to revise the draft with a more casual tone?
A. Make Less Formal
B. Enhance Friendliness
C. Optimize for Clarity


A. Make Less Formal

Explanation: WhenUniversal Containersuses theDraft with Einsteinfeature inSales Cloudto create a personalized email, the predefined adjustment toMake Less Formalis the correct option to revise the draft with a more casual tone. This option adjusts the wording of the draft to sound less formal, making the communication more approachable while still maintaining professionalism.
Enhance Friendlinesswould make the tone more positive, but not necessarily more casual.
Optimize for Clarityfocuses on making the draft clearer but doesn't adjust the tone. For more details, seeSalesforce documentation on Einstein-generated email drafts and tone adjustments.

Question # 8
What is a Salesforce AI Specialist able to configure in Data Masking within the Einstein Trust Layer?
A. The profiles exempt from masking
B. The encryption keys for masking
C. The privacy data entities to be masked


C. The privacy data entities to be masked


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Exam Name: Salesforce Certified AI Specialist Exam
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