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Salesforce-AI-Specialist Practice Questions

Question # 1
Universal Containers is rolling out a new generative AI initiative.
Which Prompt Builder limitations should the AI Specialist be aware of?
A. Rich text area fields are only supported in Flex template types.
B. Creations or updates to the prompt templates are not recorded in the Setup Audit Trail.
C. Custom objects are supported only for Flex template types.


C. Custom objects are supported only for Flex template types.

Explanation
The Prompt Builder in Salesforce has some specific limitations, one of which is that custom objects are supported only for Flex template types. This means that users must rely on Flex templates to integrate custom objects into their prompts.
Option A: While rich text area fields have certain restrictions, this does not pertain to the core limitation of integrating custom objects.
Option B: Updates and creations for prompt templates are indeed recorded in the Setup Audit Trail, so this statement is incorrect.
Option C: This is the correct answer as it reflects a documented limitation of the Prompt Builder.

Question # 2
Universal Containers (UC) wants to enable its sales team to use Al to suggest recommended products from its catalog. Which type of prompt template should UC use?
A. Record summary prompt template
B. Email generation prompt template
C. Flex prompt template


C. Flex prompt template

Explanation

Universal Containers (UC) wants to enable its sales team to leverage AI to recommend products from its catalog. The best option for this use case is a Flex prompt template.

A Flex prompt template is designed to provide flexible, customizable AI-driven recommendations or responses based on specific data points, such as product information, customer needs, or sales history. This template type allows the AI to consider various inputs and parameters, making it ideal for generating product recommendations dynamically.

In contrast:

A Record summary prompt template (Option A) is used to summarize data related to a specific record, such as generating a quick summary of a sales opportunity or account, but not for recommending products.

An Email generation prompt template (Option B) is tailored for crafting email content and is not suitable for suggesting products based on a catalog. Given the need for dynamic recommendations that pull from a product catalog and potentially other sales data, the Flex prompt template is the correct approach.

Salesforce References:

Salesforce Prompt Templates Overview: https://help.salesforce.com/s/articleView? id=000391407&type=1

Flex Prompt Template Usage: https://developer.salesforce.com/docs/atlas.en-us.salesforce_ai.meta /salesforce_ai/prompt_flex_template


Question # 3
Universal Containers wants to use an external large language model (LLM) in Prompt Builder.
What should an AI Specialist recommend?
A. Use Apex to connect to an external LLM and ground the prompt.
B. Use BYO-LLM functionality in Einstein Studio,
C. Use Flow and External Services to bring data from an external LLM.


B. Use BYO-LLM functionality in Einstein Studio,

Explanation: Bring Your Own Large Language Model (BYO-LLM)functionality in Einstein Studio allows organizations to integrate and use external large language models (LLMs) within the Salesforce ecosystem. Universal Containers can leverage this feature to connect and ground prompts with external LLMs, allowing for custom AI model use cases and seamless integration with Salesforce data.
Option Bis the correct choice as Einstein Studio provides a built-in feature to work with external models.
Option A suggests using Apex, but BYO-LLM functionality offers a more streamlined solution.
Option C focuses on Flow and External Services, which is more about data integration and isn't ideal for working with LLMs.

Question # 4
The sales team at a hotel resort would like to generate a guest summary about the guests' interests and provide recommendations based on their activity preferences captured in each guest profile. They want the summary to be available only on the contact record page.
Which AI capability should the team use?
A. Einstein Copilot
B. Prompt Builder
C. Model Builder


B. Prompt Builder

Explanation: The sales team at a hotel resort wants to generate a guest summary about guests' interests and provide recommendations based on their activity preferences captured in each guest profile. They require the summary to be availableonly on the contact record page.
Solution:
UsePrompt Builderto create a prompt template that generates the desired summary and displays it on the contact record page.
Prompt Builder:
Implementation Steps:
Why Not Einstein Copilot or Model Builder:
References:
Salesforce AI Specialist Documentation -Prompt Builder Overview:
Salesforce Help -Creating Field Generation Prompt Templates:
Salesforce Trailhead -Customize AI Content with Prompt Builder:
Conclusion:
By utilizing Prompt Builder, the sales team can create a customized prompt template that generates personalized guest summaries and recommendations based on activity preferences. This solution meets the requirement of displaying the summary only on the contact record page, enhancing the team's ability to engage with guests effectively.

Question # 5
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.


B. A tool that enables companies to create reusable prompts for large language models (LLMs), bringing generative AI responses to their flow of work

Explanation: Prompt Builderis designed to help organizations create and configure reusable prompts for large language models (LLMs). By integratinggenerative AI responses into workflows,Prompt Builderenables 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 forApex 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.

Question # 6
Universal Containers has an active standard email prompt template that does not fully deliver on the business requirements.
Which steps should an AI Specialist take to use the content of the standard prompt email template in question and customize it to fully meet the business requirements?
A. Save as New Template and edit as needed.
B. Clone the existing template and modify as needed.
C. Save as New Version and edit as needed.


B. Clone the existing template and modify as needed.

Explanation: When an active standard email prompt template doesn’t meet the business requirements, the best approach is to clone the existing template and modify it as needed.
Cloning allows the AI Specialist to preserve the original template while making adjustments to fit specific business needs. This ensures that any customizations are applied without altering the original standard template.
Saving as a new version is typically used for versioning changes in the same template, while Save as New Template creates a brand-new template without linking to the existing one. Cloning provides a balance, allowing modifications while retaining the original structure for future reference.
For more details, refer to Salesforce Prompt Builder documentation for guidance on cloning and modifying templates.

Question # 7
Universal Containers wants to incorporate the current order fulfillment status into a prompt for a large language model (LLM). The order status is stored in the external enterprise resource planning (ERP) system. Which data grounding technique should the AI Specialist recommend?
A. Eternal Object Record Merge Fields
B. External Services Merge Fields
C. Apex Merge Fields


A. Eternal Object Record Merge Fields

Context of the Requirement: Universal Containers wants to pull in real-time order status data from an external ERP system into an LLM prompt.
Data Grounding in LLM Prompts: Data grounding ensures the Large Language Model has access to the most current and relevant information. In Salesforce, one recommended approach is to use External (via Salesforce Connect) when data Objects resides outside of Salesforce.

Why External Object Record Merge Fields:
  • External Objects appear much like standard or custom objects but map to tables in external systems.
  • You can reference fields from these External Objects in merge fields, allowing real-time data retrieval from the external ERP system without storing that data natively in Salesforce.
  • This is a simpler “point-and-reference” approach compared to coding custom Apex or configuring external services for direct prompt embedding.

Why Not External Services Merge Fields or Apex Merge Fields:
  • External Services Merge Fields typically leverage flows or external service definitions. While feasible, it is more about orchestrating or invoking external services for automation (e.g., Flow). It’s not the standard approach for seamlessly referencing external record data in prompt merges.
  • Apex Merge Fields would imply custom Apex code controlling the prompt insertion. While possible, it’s less “clicks not code” friendly and is not the default method for referencing typical record data.

Question # 8
An AI Specialist at Universal Containers is trying to set up a new Field Generation prompt template. They take the following steps.
  1. Create a new Field Generation prompt template.
  2. Choose Case as the object type.
  3. Select the custom field AI_Analysis_c as the target field.
After creating the prompt template, the AI Specialist saves, tests, and activates it. Howsoever, when they go to a case record, the AI Analysis field does not show the (Sparkle) icon on the Edit pencil. When the AI Specialist was editing the field, it was behaving as a normal field.
Which critical step did the AI Specialist miss?
A. They forgot to reactivate the Lightning page layout for the Case object after activating their Field Generation prompt template.
B. They forgot that the Case Object is not supported for Add generation as Feinstein Service Replies should be used instead.
C. They forgot to edit the Lightning page layout and associate the field to a prompt template


C. They forgot to edit the Lightning page layout and associate the field to a prompt template

Explanation: For prompt templates to display the Sparkle icon (indicating Field Generation AI-generated content), the target field must be explicitly associated with the prompt template on the Lightning page layout. Even if the prompt template is activated, failing to add the field to the page layout and link it to the template will result in the field behaving as a standard field. Salesforce documentation emphasizes that page layout configuration is mandatory to enable AI-driven field interactions.

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