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Question #51

Universal Containers (UC) wants to enable its sales reps to explore opportunities that are similar to previously won opportunities by entering the utterance, "Show me other opportunities like this one."

How should UC achieve this in Einstein Copilot?

A . Use the standard Copilot action.
B . Create a custom Copilot action calling a flow.
C . Create a custom Copilot action calling an Apex class.

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Question #52

Universal Containers is planning a marketing email about products that most closely match a customer’s expressed interests.

What should an AI Specialist recommend to generate this email?

A . Standard email marketing template using Apex or flows for matching interest in products
B . Custom sales email template which is grounded with interest and product information
C . Standard email draft with Einstein and choose standard email template

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Question #53

An AI Specialist is creating a custom action in Einstein Copilot.

Which option is available for the AI Specialist to choose for the custom copilot action?

A . Apex trigger
B . SOQL
C . Flows

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Question #54

Universal Containers (UC) wants to assess Salesforce’s generative features but has concerns over its company data being exposed to third- party large language models (LLMs). Specifically, UC wants the following capabilities to be part of Einstein’s generative AI service.

No data is used for LLM training or product improvements by third- party LLMs.

No data is retained outside of UC’s Salesforce org.

The data sent cannot be accessed by the LLM provider.

Which property of the Einstein Trust Layer should the AI Specialist highlight to UC that addresses these requirements?

A . Prompt Defense
B . Zero-Data Retention Policy
C . Data Masking

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Question #55

What is the correct process to leverage Prompt Builder in a Salesforce org?

A . Select the appropriate prompt template type to use, select one of Salesforce’s standard prompts, determine the object to associate the prompt, select a record to validate against, and associate the prompt to an action.
B . Select the appropriate prompt template type to use, develop the prompt within the prompt workspace, select resources to dynamically insert CRM-derived grounding data, pick the model to use, and test and validate the generated responses.
C . Enable the target object for generative prompting, develop the prompt within the prompt workspace, select records to fine-tune and ground the response, enable the Trust Layer, and associate the prompt to an action.

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Question #56

An AI Specialist wants to include data from the response of external service invocation (REST API callout) into the prompt template.

How should the AI Specialist meet this requirement?

A . Convert the JSON to an XML merge field.
B . Use External Service Record merge fields.
C . Use “Add Prompt Instructions” flow element.

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Correct Answer: B
B

Explanation:

An AI Specialist wants to include data from the response of an external service invocation (REST API callout) into a prompt template. The goal is to incorporate dynamic data retrieved from an external API into the AI-generated content.

Solution:

Use External Service Record Merge Fields

External Service Integration:

Definition: External Services in Salesforce allow the integration of external REST APIs into Salesforce without custom code.

Registration: The external service must be registered in Salesforce, defining the API’s schema and methods.

External Service Record Merge Fields:

Purpose: Enables the inclusion of data from external service responses directly into prompt templates using merge fields.

Functionality:

Dynamic Data Inclusion: Allows prompt templates to access and use data returned from REST API callouts.

Merge Fields Syntax: Use merge fields in the prompt template to reference specific data points from the API response.

Implementation Steps:

Register the External Service:

Use External Services to register the REST API in Salesforce. Define the API’s schema, including methods and data structures. Create a Named Credential:

Configure authentication and endpoint details for the external API.

Use External Service in Flow:

Build a Flow that invokes the external service and captures the response. Ensure the flow outputs the necessary data for use in the prompt template.

Configure the Prompt Template:

Use External Service Record merge fields in the prompt template to reference data from the flow’s output.

Syntax Example: {{flowOutputVariable.fieldName}}

Why Other Options are Less Suitable:

Option A (Convert the JSON to an XML merge field):

Irrelevance: Converting JSON to XML merge fields is unnecessary and complicates the process. Unsupported Method: Salesforce prompt templates do not support direct inclusion of XML merge fields from JSON conversion.

Option C (Use “Add Prompt Instructions” flow element):

Purpose of Add Prompt Instructions:

Allows adding instructions to the prompt within a flow but does not facilitate including external data.

Limitation: Does not directly help in incorporating external service responses into the prompt

template.

Reference: Salesforce AI Specialist Documentation – Integrating External Services with Prompt Templates:

Explains how to use External Services and merge fields in prompt templates.

Salesforce Help – Using Merge Fields with External Data:

Provides guidance on referencing external data in templates using merge fields.

Salesforce Trailhead – External Services and Flow:

Offers a practical understanding of integrating external APIs using External Services and Flow.

Conclusion:

By using External Service Record merge fields, the AI Specialist can effectively include data from external REST API responses into prompt templates, ensuring that the AI-generated content is enriched with up-to-date and relevant external data.

Question #57

Universal Containers (UC) has a legacy system that needs to integrate with Salesforce. UC wishes to create a digest of account action plans using the generative API feature.

Which API service should UC use to meet this requirement?

A . REST API
B . Metadata API
C . SOAP API

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Question #58

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

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Correct Answer: B
B

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 available only on the contact record page.

Solution:

Use Prompt Builder to 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 type Field 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.

Reference: 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.

Question #59

An Al Specialist is tasked with configuring a generative model to create personalized sales emails using customer data stored in Salesforce. The AI Specialist has already fine-tuned a large language model (LLM) on the OpenAI platform. Security and data privacy are critical concerns for the client.

How should the AI Specialist integrate the custom LLM into Salesforce?

A . Create an application of the custom LLM and embed it in Sales Cloud via iFrame.
B . Add the fine-tuned LLM in Einstein Studio Model Builder.
C . Enable model endpoint on OpenAl and make callouts to the model to generate emails.

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Question #60

What should an AI Specialist consider when using related list merge fields in a prompt template associated with an Account object in Prompt Builder?

A . The Activities related list on the Account object is not supported because it is a polymorphic field.
B . If person accounts have been enabled, merge fields will not be available for the Account object.
C . Prompt generation will yield no response when there is no related list associated with an Account in runtime.

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