SALESFORCE-AI-SPECIALIST PREPARATION - LATEST SALESFORCE-AI-SPECIALIST STUDY MATERIALS

Salesforce-AI-Specialist Preparation - Latest Salesforce-AI-Specialist Study Materials

Salesforce-AI-Specialist Preparation - Latest Salesforce-AI-Specialist Study Materials

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Salesforce Salesforce-AI-Specialist Exam Syllabus Topics:

TopicDetails
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
  • 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 4
  • 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.
Topic 5
  • 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.

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Salesforce Certified AI Specialist Exam Sample Questions (Q12-Q17):

NEW QUESTION # 12
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. Prompt Builder
  • B. Model Builder
  • C. Einstein Copilot

Answer: A

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:
* Purpose:Allows the creation of custom prompt templates that leverage AI to generate content based on Salesforce data.
* Functionality:
* Field Generation Templates:Can be used to populate fields on records with AI-generated summaries.
* Customization:Enables the AI Specialist to design prompts that utilize data from the guest profiles to produce personalized summaries and recommendations.
* Relevance to the Use Case:
* The sales team wants the summary to be available on the contact record page, which aligns with the capabilities of Prompt Builder to generate and display content on specific record pages.
* Implementation Steps:
* Create a Field Generation Prompt Template:
* Use Prompt Builder to create a new prompt template of typeField Generation.
* Design the prompt to instruct the AI to generate a summary based on the guest's interests and activity preferences.
* Include Relevant Data:
* Use merge fields to include data from the guest profile in the prompt.
* Ensure that the prompt accesses the necessary fields to generate accurate recommendations.
* Configure the Contact Page Layout:
* Add the field that will display the AI-generated summary to the contact record page layout.
* Ensure that the field is only visible where appropriate, adhering to the requirement of availability only on the contact record page.
* Why Not Einstein Copilot or Model Builder:
* Option A (Einstein Copilot):
* Purpose:Einstein Copilot is a conversational AI assistant designed to interact with users through natural language.
* Mismatch with Requirements:
* The team wants a static summary displayed on the contact record page, not an interactive conversational experience.
* Option C (Model Builder):
* Purpose:Model Builder is used to create custom AI models for predictions and classifications.
* Inapplicability:
* Building a custom model is unnecessary for generating text summaries based on existing data.
* Model Builder does not directly provide functionality to generate and display summaries on record pages.
References:
* Salesforce AI Specialist Documentation -Prompt Builder Overview:
* Provides an introduction to Prompt Builder and its capabilities.
* Salesforce Help -Creating Field Generation Prompt Templates:
* Guides on creating prompt templates that generate content for fields on records.
* Salesforce Trailhead -Customize AI Content with Prompt Builder:
* Offers hands-on experience in building and customizing prompt templates.
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.


NEW QUESTION # 13
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 main objective is to enhance data security and compliance measures
  • B. When the focus is on optimizing marketing campaigns and strategies
  • C. When the goal is to streamline customer support processes and improve response times

Answer: C

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.


NEW QUESTION # 14
Universal Containers Is Interested In Improving the sales operation efficiency by analyzing their data using Al-powered predictions in Einstein Studio.
Which use case works for this scenario?

  • A. Predict customer lifetime value of an account.
  • B. Predict most popular products from new product catalog.
  • C. Predict customer sentiment toward a promotion message.

Answer: A

Explanation:
For improvingsales operations efficiency,Einstein Studiois ideal for creating AI-powered models that can predict outcomes based on data. One of the most valuable use cases is predictingcustomer lifetime value, which helps sales teams focus on high-value accounts and make more informed decisions.Customer lifetime value (CLV)predictions can optimize strategies around customer retention, cross-selling, and long-term engagement.
* Option Bis the correct choice as predicting customer lifetime value is a well-established use case for AI in sales.
* Option A(customer sentiment) is typically handled through NLP models, whileOption C(product popularity) is more of a marketing analysis use case.
References:
* Salesforce Einstein Studio Use Case Overview:https://help.salesforce.com/s/articleView?id=sf.
einstein_studio_overview


NEW QUESTION # 15
Where should the AI Specialist go to add/update actions assigned to a copilot?

  • A. Copilot Actions page or Global Actions
  • B. Copilot Detail page, Global Actions, or the record page for the copilot action
  • C. Copilot Actions page, the record page for the copilot action, or the Copilot Action Library tab

Answer: C

Explanation:
To add or update actions assigned to a copilot, an AI Specialist can manage this through several areas:
* Copilot Actions Page: This is the central location where copilot actions are managed and configured.
* Record Page for the Copilot Action: From the record page, individual copilot actions can be updated or modified.
* Copilot Action Library Tab: This tab serves as a repository where predefined or custom actions for Copilot can be accessed and modified.
These areas provide flexibility in managing and updating the actions assigned to Copilot, ensuring that the AI assistant remains aligned with business requirements and processes.
The other options are incorrect:
* Bmisses the Copilot Action Library, which is crucial for managing actions.
* Cincludes the Copilot Detail page, which isn't the primary place for action management.
References:
* Salesforce Documentation onManaging Copilot Actions
* Salesforce AI Specialist Guide onCopilot Action Management


NEW QUESTION # 16
Universal Containers (UC) has a mature Salesforce org with a lot of data in cases and Knowledge articles. UC is concerned that there are many legacy fields, with data that might not beapplicable for Einstein AI todraft accurate email responses.
Which solution should UC use to ensure Einstein AI can draft responsesfrom a defined data source?

  • A. Service AI Grounding
  • B. Service Replies
  • C. Work Summaries

Answer: A

Explanation:
Service AI Groundingis the solution thatUniversal Containersshould use to ensureEinstein AIdrafts responses based on a well-defined data source. Service AI Grounding allows the AI model to be anchored in specific, relevant data sources, ensuring that any AI-generated responses (e.g., email replies) are accurate, relevant, and drawn from up-to-date information, such asKnowledge articlesorcases.
Given that UC has legacy fields and outdated data, Service AI Grounding ensures that only the valid and applicable data is used by Einstein AI to craft responses. This helps improve the relevance of responses and avoids inaccuracies caused by outdated or irrelevant fields.
Work SummariesandService Repliesare useful features but do not address the need for grounding AI outputs in specific, current data sources likeService AI Groundingdoes.
For more details, you can refer to Salesforce'sService AI Grounding documentationfor managing AI- generated content based on accurate data sources.


NEW QUESTION # 17
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