Agent009

Before activating a custom Agent action, An Agentforce would like is to understand multiple real-world user utterances to ensure the action being selected appropriately. Which tool should the Agentforce Specialist recommend?. Model Playground. Agentforce. Agent Builder.

Universal Containers (UC) users are complaining that agent answers are not satisfactory. The agent is using PDF files as a knowledge source. How should UC troubleshoot this issue?. Analyze the data mapping between source fields and Data Cloud object fields. Check that the agent has the PDF file field permission access for the data library. Verify the retriever's filter criteria and data source connection.

What is An Agentforce able to do when the “Enrich event logs with conversation data" setting in Agent is enabled?. View the user click path that led to each copilot action. View session data including user Input and copilot responses for sessions over the past 7 days. Generate details reports on all Copilot conversations over any time period.

An AI Specialist is setting up a new org and needs to ensure that users can create and execute prompt templates. The AI Specialist is unsure which roles are necessary for these tasks. Which permission sets should the AI Specialist assign to users who need to create and execute prompt templates?. Prompt Template Manager for creating templates and Data Cloud Admin for executing templates. Prompt Template Manager for creating templates and Prompt Template User for executing templates. Data Cloud Admin for creating templates and Prompt Template User for executing templates.

universal containers wants its AI agent to answer customer questions with precise and up-to-date information. How does an agent force data library simplify and enable this?. It automates the ingestion, taxonomical classification and storage of knowledge in Data Cloud for precision keyword search retrieval to. It automates the ingestion and optical character recognition (OCR) processing of any PDF, and indexes them to enable regular SQL query retrieval to ground prompts and agents with relevant information. It automates the ingestion, indexing of data, and creates a default retriever to be used in prompts and agents for grounding with relevant information.

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?. Sales Email. Field Generation. Record Summary.

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?. REST API. Metadata API. SOAP API.

Which object stores the conversation transcript between the customer and the agent?. Messaging End User. Messaging Session. Case.

Universal Containers would like to route a service agent conversation to a human agent queue. Which tool connects the service agent to the human agent queue for escalation?. Outbound Omni-Channel Flow. Screen Flow. Prompt Flow.

An Agentforce Agent has been developed with multiple topics and Agent Actions that use flows and Apex. Which options are available for deploying these to production?. Deploy the flows and Apex using normal deployment tools and manually create the agent-related items in production. Use only change sets because the Salesforce CLI does not currently support the deployment of agent-related metadata. Deploy flows, Apex, and all agent-related items using either change sets or the Salesforce CLI/Metadata API.

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?. Data Cloud-triggered flow. Template-triggered prompt flow. Unified-object linking flow.

Universal Containers deployed the new Agentforce Sales Development Representative (SDR) Into production, but sales reps are saying they can't find it. What is causing this issue?. Sales rep users profiles are missing the Allow SDR Agent permission. Sales rep users do not have access to the SDR Agent object. Sales rep users are missing the Use SDR Agent permission set.

After configuring and saving a Salesforce Agentforce Data Library (regardless of the data source), which components are automatically created and available in Data Cloud?. A data pipeline, an indexing engine, and a query processor. A data connector, an analytics dashboard, and a workflow rule. A data stream, a search index, and a retriever.

Universal Containers wants to allow its service agents to query the current fulfillment status of an order with natural language. There is an existing auto launched flow to query the information from Oracle ERP, which is the system of record for the order fulfillment process. How should an AI Specialist apply the power of conversational AI to this use case?. Create a Flex prompt template in Prompt Builder. Create a custom agent action which calls a flow. Configure the Integration Flow Standard Action in Agent Builder.

A sales manager is using Agent Assistant to streamline their daily tasks. They ask the agent to Show me a list of my open opportunities. How does the large language model (LLM) in Agentforce identify and execute the action to show the sales manager a list of open opportunities?. The LLM interprets the user's request, generates a plan by identifying the apcMopnete topics and actions, and executes the actions to retrieve and display the open opportunities. The LLM uses a static set of rules to match the user's request with predefined topics and actions, bypassing the need for dynamic interpretation and planning. Using a dialog pattern. the LLM matches the user query to the available topic, action and steps then performs the steps for each action, such as retrieving a fast of open opportunities.

universal containers wants to make a marketing newsletter and to directly use data from five unrelated objects in a prompt template. How should UC accomplish this?. Create a flex template and use the five objects as inputs. Create a prompt template passing in special custom object that connects the records temporarily. Create a prompt template-triggered flow to access the data from five objects.

An Al Specialist is tasked with creating a prompt template for a sales team. The template needs to generate a summary of all related opportunities for a given Account. Which grounding technique should the Al Specialist use to include data from the related list of opportunities in the prompt template?. Use the merge fields to reference a custom related list of opportunities. Use merge fields to reference the default related list of opportunities. Use formula fields to reference the Einstein related list of opportunities.

How is Data Cloud leveraged by the Answer Questions with Knowledge action in Agentforce?. Data Cloud stores and manages the indexed Knowledge articles. Data Cloud provides the real-time data streams that update the Knowledge articles. Data Cloud is not required; the articles can be accessed directly from the CRM by the agent.

In the context of retriever and search indexes, what best describes the data preparation process in Data Cloud?. Data preparation involves loading, chunking, vectorizing, and storing content in a search-optimized manner to support retrieval from the vector database. Data preparation entails aggregating, normalizing, and encoding structured datasets to ensure compliance with data governance and security protocols. Data preparation focuses on real-time data ingestion and dynamic indexing to generate dynamic grounding reference data without preprocessing steps.

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

An Agentforce at Universal Containers is trying to set up a new Field Generation prompt template. They take the following steps. 1. Create a new Field Generation prompt template. 2. Choose Case as the object type. 3. Select the custom field AI_Analysis_c as the target field. After creating the prompt template, the Agentforce Specialist saves, tests, and activates it. Howsoever, when they go to a case record, the AI Analysis field does not show the (Sparkle) icon on the Edit pencil. When the Agentforce Specialist was editing the field, it was behaving as a normal field. Which critical step did the Agentforce Specialist miss?. They forgot to reactivate the Lightning page layout for the Case object after activating their Field Generation prompt template. They forgot that the Case Object is not supported for Add generation as Feinstein Service Replies should be used instead. They forgot to edit the Lightning page layout and associate the field to a prompt template.

Universal Containers (UC) wants its AI agent to return responses quickly. UC needs to optimize the retriever's configuration to ensure minimal latency when grounding AI responses. Which configuration aspect should UC prioritize?. Configure the retriever to operate in dynamic mode so that it modifies the search Index structure at runtime. Ensure the retriever's filters are defined to limit the scope of each search efficiently. Increase the recency bias setting for the retriever limiting scope to more recent data.

A sales manager needs to contact leads at scale with hyper-relevant solutions and customized communications. Which Salesforce solution best suits this need?. Einstein Sales Assistant. Einstein Lead follow-up. Prompt Builder.

Universal Containers (UC) configured a new PDF file ingestion in Data Cloud with all the required fields, and also created the mapping and the search Index. UC Is now setting up the retriever and notices a required fleld is missing. How should UC resolve this?. Create a new custom Data Cloud object that includes the desired field. Update the search index to include the desired field. Modify the retriever's configuration to include the desired field.

Based on the user utterance, 'Show me all the customers in New York', which standard Agent action will the planner service use?. Query Records. Fetch Records. Select Records.

Universal Containers (UC) wants to enable its sales team with automatic post-call visibility into mention of competitors, products, and other custom phrases. Which feature should the Agentforce Specialist set up to enable UC's sales team?. Call Summaries. Call Explorer. Call Insights.

what is the main benefit of using a knowledge article in an Agentforce Data Library?. it provides a structured, searchable repository of approved documents so the agent can retrieve reliable information for each inquiry. The retriever for knowledge.... Only The retriever for knowledge....

Universal Containers plans to enhance the customer support team's productivity using AI. Which specific use case necessitates the use of Prompt Builder?. Creating a draft of a support bulletin post for new product patches. Creating an Al-generated customer support agent performance score. Estimating support ticket volume based on historical data and seasonal trends.

Universal Containers implements three custom actions to get three distinct types of sales summaries for its users. Users are complaining that they are not getting the right summary based on their utterances. What should the Agentforce Specialist investigate as the root cause?. Review that the custom action Is assigned to an Agent. Review the action Instructions to ensure they are unique. Ensure the input and output types are correctly chosen.

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

Once a data source is chosen for an Agentforce Data Library, what is true about changing that data source later?. The data source cannot be changed after it is selected. The data source can be changed through the Data Cloud settings. The Data Retriever can be reconfigured to use a different data source.

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. Einstein Knowledge Recommendations. Einstein service Reply.

A Universal Containers administrator is setting up Einstein Data Libraries. After creating a new library, the administrator notices that only the file upload option is available; there is no option to configure the library using a Salesforce Knowledge base. What is the most likely cause of this Issue?. The current Salesforce org lacks the necessary Einstein for Service permissions that support the Knowledge-based Data Library option, so only the file upload option is presented. Salesforce Knowledge is not enabled in the organization; without Salesforce Knowledge enabled, the Knowledge-based data source option will not be available in Einstein Data Libraries. The administrator is not using Lightning Experience, which is required to display all data source options, Including the Knowledge base option, when configuring Einstein Data Libraries.

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?. The records related to the prompt have not been selected. The prompt has not been saved and activated. A merge field has not been inserted in the prompt.

An Agentforce Service Agent, is now unable to help customers with issues related to a new product replacement process. The company recently implemented a custom Product Replacement object in Salesforce to track and manage these replacements. Which Agentforce Agent User change must be implemented to address this issue?. The profile assigned to the Agentforce Agent User needs AI training permission to the custom Product Replacement object. The permission set assigned to the Agent User needs Read access to the custom Product Replacement object. The permission set group assigned to the Agent User needs to grant access to the Product Replacement flow.

An Agentforce Specialist is tasked to optimize a business process flow. What is the correct method for the Agentforce Specialist to assign actions to an Agent?. Assign the action to a Topic first in Agent Builder. Assign the action to a Topic first on the Agent Actions detail page. Assign the action to a Topic first on Action Builder.

A Salesforce Administrator wants to generate personalized, targeted emails that incorporate customer interaction data. The admin wants to leverage large language models (LLMs) to write the emails, and wants to reuse templates for different products and customers. Which solution approach should the admin leverage?. Use sales Email standard templates. Create a t field Generation prompt template type. Create a Sales Email prompt template type.

When a customer chat is initiated, which functionality in Salesforce provides generative AI replies or draft emails based on recommended Knowledge articles?. Einstein Reply Recommendations. Einstein Knowledge Recommendations. Einstein service Reply.

Universal Containers (UC) has implemented Generative AI within Salesforce to enable summarization of a custom object called Guest. Users have reported mismatches in the generated information. In refining its prompt design strategy, which key practices should UC prioritize?. Enable prompt test mode, allocate different prompt variations to a subset of users for evaluation, and standardize the most effective model based on performance feedback. Create concise, clear, and consistent prompt templates with effective grounding, contextual role-playing, clear instructions, and iterative feedback. Submit a prompt review case to Salesforce and conduct thorough testing In the playground to refine outputs until they meet user expectations.

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 Agent?. Create a custom Agent action calling a flow. Use the standard Agent action. Create a custom Agent action calling an Apex class.

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 AlI-enabled field icon next to the summary field. What is the most likely cause of the issue?. The user does not have the Prompt Template User permission set assigned. The prompt template associated with summary field is not activated for that user. The user does not have the field Generative AI User permission set assigned.

An Agentforce Specialist is creating a custom action for Agentforce. Which setting should the Agentforce Specialist test and iterate on to ensure the action performs as expected?. Action Input. Action Name. Action Instructions.