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Salesforce Certified AI Specialist

Time Remaining: [Link]

1 of 60. Universal Containers (UC) wants to assess Salesforce's generative AI 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. o Zero-Data Retention Policy

B. Oo Prompt Defense

C. ©) Data Masking

oO Mark this item for later review.

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2 of 60. Which use case is best supported by Salesforce Einstein Copilot's capabilities?

A. oO Enable Salesforce admin users to create and train custom large language models (LLMs) using CRM data.
B, Bring together a conversational interface for interacting with AI for all Salesforce users, such as developers and ecommerce retailers.
C. ©) Enable data scientists to train predictive AI models with historical CRM data using built-in machine learning capabilities.

oO Mark this item for later review.

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Salesforce Certified AI Specialist

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3 of 60. Universal Containers (UC) is implementing Service AI Grounding to enhance its customer service operations. UC wants to ensure that
its Al-generated responses are grounded in the most relevant data sources. The team needs to configure the system to include all supported
objects for grounding.

Which objects should UC select to configure Service AI Grounding?

‘© Case and Knowledge

6. eo) Case, Knowledge, and Case Notes

Cc oO Case, Case Emails, and Knowledge

Oo Mark this Item for later review.

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Salesforce Certified AI Specialist

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4 of 60. An AI Specialist built a Field Generation prompt template that worked for many records, but users are reporting random failures with
token limit errors.

What is the cause of the random nature of this error?

A. © The template type needs to be switched to Flex to accommodate the variable amount of tokens generated by the prompt grounding.
a) The number of tokens generated by the dynamic nature of the prompt template will vary by record.

Cc, ‘e) The number of tokens that can be processed by the LLM varies with total user demand.

O Mark this item for later review.

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5 of 60. Universal Containers wants to implement a solution in Salesforce with a custom UX that allows users to enter a sales order number.
Subsequently, the system will invoke a custom prompt template to create and display a summary of the sales order header and sales order
details. <

Which solution should an AI Specialist implement to meet this requirement?

A.C) Create an autolaunched flow and invoke the prompt template using the standard "Prompt Template” flow action.
B. oO Create a template-triggered prompt flow and invoke the prompt template using the standard “Prompt Template" flow action.
c©) Create a screen flow to collect sales order number and invoke the prompt template using the standard "Prompt Template" flow action.

oO Mark this item for later review.

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6 of 60. 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. ©) SOAP API
B. (ee) Metadata API
c© REST API

oO Mark this item for later review.

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7 of 60. What is the correct process to leverage Prompt Builder in a Salesforce org?

(*)) 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.
B. C) 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.
Ic. oO 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.

oO Mark this item for later review.

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Salesforce Certified AI Specialist

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8 of 60. 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?

‘© Einstein Reply Recommendations

B. (@) Einstein Knowledge Recommendations
c. oO Einstein Service Replies

oO Mark this item for later review.

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9 of 60. Universal Containers wants to reduce overall agent handling time by minimizing the time spent typing routine answers for common
questions in-chat, and reducing the post-chat analysis by suggesting values for case fields.

Which combination of Einstein for Service features enables this effort?

4. oO Einstein Service Replies and Work Summaries

B. (e Einstein Reply Recommendations and Case Summaries

t+) Einstein Reply Recommendations and Case Classification

oO Mark this item for later review.

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Salesforce Certified AI Specialist

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10 of 60. Universal Containers wants to make a sales proposal and directly use data from multiple unrelated objects (standard and custom) in a
prompt template.

What should the AI Specialist recommend?

A.C) Create a prompt template-triggered flow to access the data from standard and custom objects.
B. oO Create a prompt template passing in a special custom object that connects the records temporarily.
c©) Create a Flex template to add resources with standard and custom objects as Inputs.

oO Mark this item for later review.

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Salesforce Certified AI Specialist

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11 of 60. 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.C) Standard email draft with Einstein and choose standard email template
B.C) Standard email marketing template using Apex or flows for matching interest in products
c©@ Custom sales email template which is grounded with interest and product information

oO Mark this item for later review.

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12 of 60. 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? &

A. oO The prompt has not been saved and activated.

5© The records related to the prompt have not been selected.
C. ©) A merge field has not been inserted in the prompt.

oO Mark this item for later review.

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Salesforce Certified Al Specialist

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13 of 60.
An Al Specialist is tasked with configuring a generative model to create personalized sales emails using customer data stored in Salesforce. The
Al 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?

‘© Add the fine-tuned LLM in Einstein Studio Model Builder.

B. Oo Enable model endpoint on OpenAl and make callouts to the model to generate emails.

ec. e) Create an application of the custom LLM and embed It in Sales Cloud via IFrame.

oO Mark this item for later review.

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14 of 60. An AI Specialist implements Einstein Sales Emails for a sales team. The team wants to send personalized follow-up emails to leads
based on their interactions and data stored in Salesforce. The AI Specialist needs to configure the system to use the most accurate and up-to-
date information for email generation.

Which grounding technique should the AI Specialist use?

A.C) Ground with Apex Merge Fields

B. oO Ground with Record Merge Fields
c©) Automatic grounding using Draft with Einstein feature

oO Mark this item for later review.

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15 of 60. Universal Containers’ data science team is hosting a generative large language model (LLM) on Amazon Web Services (AWS).

What should the team use to access externally-hosted models in the Salesforce Platform? &

A. oO App Bullder
’© Model Builder
GC; CS Copilot Builder

| Mark this item for later review.

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16 of 60. What is the role of the large language model (LLM) in executing an Einstein Copilot Action?

an) Identify the best matching actions and correct order of execution
B. ©) Find similar requests and provide the actions that need to be executed
C.. © Determine a user's access and sort actions by priority to be executed

oO Mark this item for later review.

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Salesforce Certified AI Specialist

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17 of 60. 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 be applicable for Einstein AI to draft accurate email responses.

Which solution should UC use to ensure Einstein AI can draft responses from a defined data source?

4. ©) Work Summaries
B.C) Service Replies
c©) Service AI Grounding

O Mark this item for later review.

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Salesforce Certified AI Specialist

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18 of 60. 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.
t(°)) Einstein Copilot does not support the Delete Record action.

Cc. oO Einstein Copilot does not have the permission to delete the user's records.

oO Mark this item for later review.

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19 of 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. oO If person accounts have been enabled, merge fields will not be available for the Account object.

B. ©) Prompt generation will yield no response when there Is no related list associated with an Account in runtime.
(°)) The Activities related list on the Account object is not supported because it is a polymorphic field.

oO Mark this item for later review.

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Salesforce Certified AI Specialist

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20 of 60. Universal Containers needs its sales reps to be able to only execute prompt templates.

What should an AI Specialist recommend to achieve this requirement? <

A.C) Prompt Template Manager permission set

5© Prompt Execute Template permission set
c. (@) Prompt Template User permission set

oO Mark this item for later review.

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21 of 60. 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. (a) Save as New Version and edit as needed.

a) Save as New Template and edit as needed.
€.C©) Clone the existing template and modify as needed.

oO Mark this item for later review.

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22 of 60. Universal Containers implements Custom Copilot Actions to enhance its customer service operations. The development team needs to
understand 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?

‘© Instructions
B. oO Action Triggers
C.C) Output Types

oO Mark this item for later review.

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23 of 60. 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.C) SOQL
(*)) Flows
C.C© Apex trigger

oO Mark this item for later review.

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24 of 60. What is an AI Specialist able to do when the "Enrich event logs with conversation data" setting in Einstein Copilot is enabled?

© View session data including user Input and copilot responses for sessions over the past 7 days.
B. oO View the user click path that led to each copilot action.

c. oO Generate details reports on all Copilot conversations over any time period.

oO Mark this item for later review.

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25 of 60. 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.C) Use Flow and External Services to bring data from an external LLM.
c©@ Use BYO-LLM functionality In Einstein Studio.

oO Mark this item for later review.

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Salesforce Certified AI Specialist

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26 of 60. An AI Specialist at Universal Containers is working on a prompt template to generate personalized emails for product demonstration
requests from customers. It is important for the Al-generated email to adhere strictly to the guidelines, using only associated opportunity
information, and to encourage the recipient to take the desired action. <

How should the AI Specialist include these instructions on a new line in the prompt template?

‘© Surround them with triple quotes (""").

B. oO Use curly brackets {} to encapsulate Instructions.

C.C) Make sure merged fields are defined.

oO Mark this item for later review.

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Salesforce Certified AI Specialist

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27 of 60. 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. oO A tool within Salesforce offering real-time Al-powered suggestions and guidance to users, improving productivity and decision-making.

c@s* tool that enables companies to create reusable prompts for large language models (LLMs), bringing generative AI responses to their flow of work

oO Mark this item for later review.

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28 of 60. In Model Playground, which hyperparameters of an existing Salesforce-enabled foundational model can an AI Specialist change?

n(*)) Temperature, Frequency Penalty, Presence Penalty

B. '@) Temperature, Frequency Penalty, Output Tokens

Cc. (@) Temperature, Top-k sampling, Presence Penalty

oO Mark this item for later review.

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Salesforce Certified AI Specialist

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30 of 60. Universal Containers has seen a high adoption rate of a new feature that uses generative AI to populate a summary field of a custom
object, Competitor Analysis. All sales users have the same profile but one user cannot see the generative Al-enabled field icon next to the
summary field. <

What is the most likely cause of the issue?

A. oO The prompt template associated with summary field is not activated for that user.

B. oO The user does not have the field Generative AI User permission set assigned.
c©) The user does not have the Prompt Template User permission set assigned.

oO Mark this item for later review.

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Salesforce Certified AI Specialist

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31 of 60. Based on the user utterance, "Show me all the customers in New York", which standard Einstein Copilot action will the planner service
use?

A. ©) Select Records
’© Query Records

c. oO Fetch Records

oO Mark this item for later review.

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32 of 60. How should an organization use the Einstein Trust layer to audit, track, and view masked data? t

A. (@) In Setup, use Prompt Builder to send a prompt to the LLM requesting for the masked data.
a(*)) Utilize the audit trail that captures and stores all LLM submitted prompts In Data Cloud.

C. ©) Access the audit trail In Setup and export all user-generated prompts.

oO Mark this item for later review.

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33 of 60. How does the Einstein Trust Layer ensure that sensitive data is protected while generating useful and meaningful responses?

A. oO Responses that do not meet the relevance threshold will be automatically rejected.
B. oO Masked data will be de-masked during request journey.

c©@ Masked data will be de-masked during response journey.

oO Mark this item for later review.

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34 of 60. Universal Containers needs a tool that can analyze voice and video call records to provide insights on competitor mentions, coaching
opportunities, and other key information. The goal is to enhance the team's performance by identifying areas for improvement and competitive
intelligence. &

Which feature provides insights about competitor mentions and coaching opportunities?

‘© Call Explorer

B. oO Einstein Sales Insights

Cc. oO Call Summaries

oO Mark this item for later review.

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35 of 60. A service agent is looking at a custom object that stores travel information. They recently received a weather alert and now need to
cancel flights for the customers that are related with this itinerary. The service agent needs to review the Knowledge articles about canceling and
rebooking the customer flights. <

Which Einstein Copilot capability helps the agent accomplish this?

A.C) Execute tasks based on available actions, answering questions using information from accessible Knowledge articles.
a+) Generate a Knowledge article based off the prompts that the agent enters to create steps to cancel flights.
c (@) Invoke a fiow which makes a call to external data to create a Knowledge article.

oO Mark this item for later review.

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Salesforce Certified AI Specialist

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36 of 60. An AI Specialist wants to ground a new prompt template with the User related list.

What should the AI Specialist consider? <

A. oO The User related list Is not supported in prompt templates.

B. oO The User related list needs to be included on the record page.
c©@ The User related list should have View All access.

oO Mark this item for later review.

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37 of 60. 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.C) Enhance Friendliness

B. ©) Optimize for Clarity
c©® Make Less Formal

oO Mark this item for later review.

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38 of 60. The marketing team at Universal Containers is looking for a way to personalize emails based on customer behavior, preferences, and
purchase history.

Why should the team use Einstein Copilot as the solution?

‘© To generate relevant content when engaging with each customer

B. oO To send automated emails to all customers
c. oO To analyze past campaign performance

oO Mark this item for later review.

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39 of 60. An AI Specialist at Universal Containers (UC) is tasked with creating a new custom prompt template to populate a field with generated
output. UC enabled the Einstein Trust Layer to ensure AI Audit data is captured and monitored for adoption and possible enhancements.

Which prompt template type should the AI Specialist use and which consideration should they review?

A. oO Field Generation, and that Dynamic Fields is enabled

a(*)) Field Generation, and that Dynamic Forms is enabled

iG e) Flex, and that Dynamic Fields is enabled

oO Mark this item for later review.

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Salesforce Certified AI Specialist

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40 of 60. Universal Containers (UC) wants to offer personalized service experiences and reduce agent handling time with Al-generated email
responses, grounded in Knowledge base.

Which AI capability should UC use?

‘© Einstein Service Replies for Email

B. CO Einstein Email Replies

c. oO Einstein Generative Service Replies for Email

oO Mark this item for later review.

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41 of 60. Universal Containers (UC) wants to use Flow to bring data from unified Data Cloud objects to prompt templates.

Which type of flow should UC use?

4. ©) Data Cloud-triggered flow

B. oO Unified-object linking flow
c© Template-triggered prompt flow

oO Mark this item for later review.

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42 of 60. Universal Containers plans to implement prompt templates that utilize the standard foundation models.

What should the AI Specialist consider when building prompt templates in Prompt Builder? <

4© Ask it to role-play as a character in the prompt template to provide more context to the LLM.
B. oO Train LLM with data using different writing styles including word choice, Intensifiers, emojis, and punctuation.
c (@) Include multiple-choice questions within the prompt to test the LLM's understanding of the context.

oO Mark this item for later review.

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43 of 60. 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?

‘© Use the standard Copilot action. B is correct

B. (@) Create a custom Copilot action calling a flow.
c. oO Create a custom Copilot action calling an Apex class.

oO Mark this item for later review.

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44 of 60. Leadership needs to populate a dynamic form field with a summary or description created by a large language model (LLM) to
facilitate more productive conversations with customers. Leadership also wants to keep a human in the loop to be considered in their AI
strategy. <

Which prompt template type should the AI Specialist recommend?

A. oO Sales Email
a) Record Summary
c (@) Field Generation

oO Mark this item for later review.

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45 of 60.
An administrator is responsible for ensuring the security and reliability of Universal Containers’ (UC) CRM data. UC needs enhanced data
protection and up-to-date AI capabilities. UC also needs to include relevant information from a Salesforce record to be merged with the prompt. &

Which feature in the Einstein Trust Layer best supports UC's need?

A. (S) Data masking

are) Dynamic grounding with secure data retrieval

Cc. oO Zero-data retention policy

oO Mark this item for later review.

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46 of 60. Universal Containers' current AI data masking rules do not align with organizational privacy and security policies and requirements.

What should an AI Specialist recommend to resolve the issue? <

A.C© Enable data masking for sandbox refreshes.

B. ©) Add new data masking rules in LLM setup.
c©® Configure data masking in the Einstein Trust Layer setup.

| Mark this item for later review.

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47 of 60. A Salesforce Administrator is exploring the capabilities of Einstein Copilot to enhance user interaction within their organization. They
are particularly interested in how Einstein Copilot processes user requests and the mechanism it employs to deliver responses. The administrator
is evaluating whether Einstein Copilot directly interfaces with a large language model (LLM) to fetch and display responses to user inquiries,
facilitating a broad range of requests from users.

How does Einstein Copilot handle user requests in Salesforce?

‘© Einstein Copilot analyzes the user's request and LLM technology is used to generate and display the appropriate response.
B. ©) Einstein Copilot will perform an HTTP callout to an LLM provider.
c. (oe) Einstein Copilot will trigger a flow that utilizes a prompt template to generate the message.

Oo Mark this item for later review.

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48 of 60. The sales team at a hotel resort would like to generate a quest 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. Q Model Builder
a(*)) Prompt Builder

Cc. oO Einstein Copilot

oO Mark this item for later review.

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49 of 60. Universal Containers is using Einstein Copilot for Sales to find similar opportunities to help close deals faster. The team wants to
understand the criteria used by the copilot to match opportunities.

What is one criteria that Einstein Copilot for Sales uses to match similar opportunities?

4. ©) Matched opportunities were created in the last 12 months.

5© Matched opportunities have a status of Closed Won from last 12 months.

c. oO Matched opportunities are limited to the same account.

O Mark this item for later review.

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50 of 60. 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.

5© Predict most popular products from new product catalog.

C. ©) Predict customer sentiment toward a promotion message.

oO Mark this item for later review.

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51 of 60. Northern Trail Outfitters (NTO) wants to configure Einstein Trust Layer in its production org but is unable to see the option on the
Setup page.

After provisioning Data Cloud, which step must an AI Specialist take to make this option available to NTO?

‘© Turn on Einstein Generative Al.

B. oO Turn on Prompt Builder.

Cc. oO Turn on Einstein Copilot.

oO Mark this item for later review.

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52 of 60.
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?

A. oO Storing this data requires Salesforce big objects.

B. oO Storing this data requires a custom object for data to be configured.

it) Storing this data requires Data Cloud to be provisioned.

oO Mark this item for later review.

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53 of 60. Universal Containers (UC) is using Einstein Generative AI to generate an account summary. UC aims to ensure the content is safe and
inclusive, utilizing the Einstein Trust Layer's toxicity scoring to assess the content's safety level.

What does a safety category score of 1 indicate in the Einstein Generative AI Toxicity Score?

‘© Safe
B. oO Not safe
Cc. oO Moderately safe

oO Mark this item for later review.

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54 of 60. Universal Containers (UC) is looking to enhance its operational efficiency. UC has recently adopted Salesforce and is considering
implementing Einstein Copilot to improve its processes.

What is a key reason for implementing Einstein Copilot?

4. ©) Improving data entry and data cleansing

z(*)) Streamlining workflows and automating repetitive tasks
c. (@) Allowing AI to perform tasks without user interaction

oO Mark this item for later review.

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55 of 60. 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?

AY Use "Add Prompt Instructions" flow element.

B. oO Convert the JSON to an XML merge field.
C.©) Use External Service Record merge fields.

oO Mark this item for later review.

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56 of 60. Universal Containers (UC) wants to enable its sales team to get insights into product and competitor names mentioned during calls.

How should UC meet this requirement? <

A. Ge Enable Einstein Conversation Insights, enable sales recording, assign permission sets, and customize Insights with up to 50 products.
5. ©) Enable Einstein Conversation Insights, assign permission sets, define recording managers, and customize insights with up to 50 competitor names.
c©) Enable Einstein Conversation Insights, connect a recording provider, assign permission sets, and customize insights with up to 25 products.

Gy Mark this item for later review.

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57 of 60. Where should the AI Specialist go to add/update actions assigned to a copilot?

‘© Copilot Detail page, Global Actions, or the record page for the copilot action
B. (@) Copilot Actions page or Global Actions
Ce ie) Copilot Actions page, the record page for the copilot action, or the Copilot Action Library tab

| Mark this itern for later review.

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58 of 60.
Universal Containers is considering leveraging the Einstein Trust Layer in conjunction with Einstein Generative AI Audit Data.

Which audit data is available using the Einstein Trust Layer?

A. oO Response accuracy and offensiveness score

(e)) Masked data and toxicity score

Cc. oO Hallucination score and bias score

oO Mark this item for later review.

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59 of 60. An AI Specialist wants to use the related lists from an account in a custom prompt template.

What should the AI Specialist consider when configuring the prompt template? <

‘© The maximum number of related list merge fields

B. (@) The text encoding (for example, UTF-8, ASCII) option

c. oO The choice between XML and JSON rendering formats for the list

oO Mark this item for later review.

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60 of 60. Universal Containers wants to utilize Einstein for Sales to help sales reps reach their sales quotas by providing Al-generated plans
containing guidance and steps for closing deals.

Which feature should the AI Specialist recommend to the sales team?

A. oO Create Account Plan

a(*)) Create Close Plan

c. (@) Find Similar Deals

O Mark this item for later review.

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29 of 60. An AI Specialist has created a copilot custom action using flow as the reference action type. However, it is not delivering the expected
results to the conversation preview, and therefore needs troubleshooting.

What should the AI Specialist do to identify the root cause of the problem?

ar) In Copilot Builder, verify the utterance entered by the user and review session event logs for debug information.
B. oO In Copilot Builder within the Dynamic Panel, turn on dynamic debugging to show the inputs and outputs.
Cc. oO In Copilot Builder within the Dynamic Panel, confirm selected action and observe the values in Input and Output sections.

oO Mark this item for later review.

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Test Aids~ Support Exit Exam

Salesforce Certified AI Specialist

Time Taken: 45 minutes of 105 minutes total

Result: Pass

Einstein Trust Layer 100%

Generative AI in CRM Applications 70%

Prompt Builder 81%

Einstein Copilot 78%

Model Builder 80%

Congratulations! You have successfully completed the certification exam to become a Salesforce Certified AI Specialist. Welcome to the Salesforce worldwide community of
Certified Professionals!