An administrator wants to check the response of the Flex prompt template they've built, but the preview button is greyed out. What is the reason for this?
Correct Answer:
A
When thepreview button is greyed outin a Flex prompt template, it is often because the records related to the prompt have not been selected. Flex prompt templates pull data dynamically from Salesforce records, and if there are no records specified for the prompt, it can't be previewed since there is no content to generate based on the template.
✑ Option B, not saving or activating the prompt, would not necessarily cause the
preview button to be greyed out, but it could prevent proper functionality.
✑ Option C, missing a merge field, would cause issues with the output but would not directly grey out the preview button.
Ensuring that the related records are correctly linked is crucial for testing and previewing how the prompt will function in real use cases.
Salesforce AI Specialist References:Refer to the documentation on troubleshooting Flex templates
here:https://help.salesforce.com/s/articleView?id=sf.flex_prompt_builder_troubleshoot.htm
Universal Containers' service team wants to customize the standard case summary response from Einstein Copilot.
What should the AI Specialist do to achieve this?
Correct Answer:
C
To customize thecase summary responsefromEinstein Copilot, the AI Specialist should create acustom Record Summary prompt templatefor theCase object
. This allows Universal Containers to tailor the way case data is summarized, ensuring the output aligns with specific business requirements or user preferences.
✑ Option A(customizing the standard Record Summary template) does not provide
the flexibility required for deep customization.
✑ Option B(standard Copilot action) won??t allow customization; it will only use default settings.
Refer toSalesforce Prompt Builder documentationfor guidance on creating custom templates for record summaries.
Universal Containers implements Custom Copilot Actions to enhance its customer service operations.The development team needs tounderstand the core components of a Custom Copilot Action to ensure proper configuration and functionality.
What should the development team review in the Custom Copilot Action configuration to identify one of the core components of a Custom Copilot Action?
Correct Answer:
B
Universal Containers is enhancing its customer service operations with Custom Copilot Actions. The development team needs to understand thecore componentsof a Custom Copilot Action to ensure proper configuration and functionality. One of these core components is theOutput Types.
✑ Core Components of a Custom Copilot Action:
✑ Focus on Output Types:
Why Output Types are a Core Component:
✑ Integration with Copilot:
✑ Data Consistency:
✑ User Experience:
Why Other Options are Less Suitable:
✑ Option A (Instructions):
✑ Option C (Action Triggers):
References:
✑ Salesforce AI Specialist Documentation -Custom Copilot Actions:
✑ Salesforce Help -Defining Output Types in Custom Actions:
✑ Salesforce Trailhead -Building Custom Copilot Actions:
A sales rep at Universal Containers is extremely busy and sometimes will have very long sales calls on voice and video calls and might miss key details. They are just starting to adopt new generative AI
features.
Which Einstein Generative AI feature should an AI Specialist recommend to help the rep get the details they might have missed during a conversation?
Correct Answer:
A
For a sales rep who may miss key details during long sales calls, the AI Specialist should recommend theCall Summaryfeature.Call SummaryusesEinstein Generative AIto automatically generate a concise summary of important points discussed during the call, helping the rep quickly review the key information they might have missed.
✑ Call Exploreris designed for manually searching through call data but doesn't summarize.
✑ Sales Summaryis focused more on summarizing overall sales activity, not call- specific content.
For more details, refer toSalesforce's Call Summary documentationon how AI- generated summaries can improve sales rep productivity.
Universal Containers (UC) is implementing Einstein Generative AI to improve customer insights and interactions. UC needs audit and feedback
data to be accessible for reporting purposes. What is a consideration for this requirement?
Correct Answer:
A
When implementingEinstein Generative AIfor improved customer insights and interactions, theData Cloudis a key consideration for storing and managing large-scale audit and feedback data. TheSalesforce Data Cloud(formerly known asCustomer 360 Audiences) is designed to handle and unify massive datasets from various sources, making it ideal for storing data required for AI-powered insights and reporting. By provisioningData Cloud, organizations likeUniversal Containers (UC)can gain real-time access to customer data, making it a central repository for unified reporting across various systems.
✑ Audit and feedback datagenerated by Einstein Generative AI needs to be stored in
a scalable and accessible environment, and theData Cloudprovides this capability, ensuring that data can be easily accessed for reporting, analytics, and further model improvement.
✑ Custom objectsorSalesforce Big Objectsare not designed for the scale or the
specific type of real-time, unified data processing required in such AI-driven interactions.Big Objectsare more suited for archival data, whereasData Cloudensures more robust processing, segmentation, and analysis capabilities.
References:
✑ Salesforce Data Cloud Documentation:https://www.salesforce.com/products/data- cloud/overview/
✑ Salesforce Einstein AI Overview:https://www.salesforce.com/products/einstein/overview/