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 Agentforce 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 Agentforce Specialist should recommend the Call Summary feature. Call Summary uses Einstein Generative AI to 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 Explorer is designed for manually searching through call data but doesn't
summarize.
✑ Sales Summary is focused more on summarizing overall sales activity, not call- specific content.
For more details, refer to Salesforce's Call Summary documentation on how AI- generated summaries can improve sales rep productivity.
Universal Containers (UC) is looking to improve its sales team's productivity by providing real-time insights and recommendations during customer interactions.
Why should UC consider using Agentforce Sales Agent?
Correct Answer:
C
Agentforce Sales Agent provides real-time insights and AI-powered recommendations, which are designed to streamline the sales process and help sales representatives focus on key tasks to increase conversion rates. It offers features like lead scoring, opportunity prioritization, and proactive recommendations, ensuring that sales teams can interact with customers efficiently and close deals faster.
✑ Option A: While tracking customer interactions is beneficial, it is only part of the broader capabilities offered by Agentforce Sales Agent and is not the primary objective for improving real-time productivity.
✑ Option B: Agentforce Sales Agent does not automate the entire sales process but
provides actionable recommendations to assist the sales team.
✑ Option C: This aligns with the tool's core purpose of enhancing productivity and driving sales success.
Reference:
"Einstein Next Best Action for Sales Teams | Salesforce Trailhead" .
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 the preview button is greyed out in 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 Agentforce Specialist References:Refer to the documentation on troubleshooting Flex templates here: https://help.salesforce.com/s/articleView?id=sf.flex_prompt_builder_troubleshoot.htm
What is the primary function of the planner service in the Agent system?
Correct Answer:
C
The primary function of the planner service in the Agent system is to identify copilot actions that should be taken in response to user utterances. This service is responsible for analyzing the conversation and determining the appropriate actions (such as querying records, generating a response, or taking another action) that the Agent should perform based on user input.
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 Agentforce Specialist highlight to UC that addresses these requirements?
Correct Answer:
B
Universal Containers (UC) has concerns about data privacy when using Salesforce's generative AI features, particularly around preventing third-party LLMs from accessing or retaining their data. The Zero-Data Retention Policy in the Einstein Trust Layer is designed to address these concerns by ensuring that:
✑ No data is used for training or product improvements by third-party LLMs.
✑ No data is retained outside of the customer's Salesforce organization.
✑ The LLM provider cannot access any customer data.
This policy aligns perfectly with UC??s requirements for keeping their data safe while leveraging generative AI capabilities.
✑ Prompt Defense and Data Masking are also security features, but they do not
directly address the concerns related to third-party data access and retention.
References:
✑ Salesforce Einstein Trust Layer Documentation: https://help.salesforce.com/s/articleView?id=sf.einstein_trust_layer.htm
