SF AF Spe / 02/2026

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

Universal Containers tests out a new Einstein Generative Al feature for its sales team to create personalized and contextualized emails for its customers. Sometimes, users find that the draft email contains placeholders for attributes that could have been derived from the recipient's contact record. What is the most likely explanation for why the draft email shows these placeholders?. The user does not have Einstein Sales Emails permission assigned. The user does not have permission to access the fields. The user's locale language is not supported by 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 field is missing. How should UC resolve this?. Update the search index to include the desired field. Modify the retriever's configuration to include the desired field. Create a new custom Data Cloud object that includes the desired field.

Universal Containers (UC) has implemented Generative Al 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?. Create concise, clear, and consistent prompt templates with effective grounding, contextual role-playing, clear instructions, and iterative feedback. 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. Submit a prompt review case to Salesforce and conduct thorough testing in the playground to refine outputs until they meet user expectations.

What is the main benefit of using a Knowledge article in an Agentforce Data Library?. Only the retriever for Knowledge articles allows for agents to access Knowledge from both inside the platform and on a customer's website. The retriever for Knowledge articles has better accuracy and performance than the default retriever. It provides a structured, searchable repository of approved documents so the agent can retrieve reliable information for each inquiry.

What is the primary function of the reasoning engine in Agentforce?. Identifying agent topics and actions to respond to user utterances. Generating record queries based on conversation history. Offering real-time natural language response during conversations.

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

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 ir their Al strategy. Which prompt template type should the Agentforce Specialist recommend?. Field Generation. Record Summary. Sales Email.

Universal Containers 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?. The template type needs to be switched to Flex to accommodate the variable amount of tokens generated by the prompt grounding. The number of tokens generated by the dynamic nature of the prompt template will vary by record. The number of tokens that can be processed by the LLM varies with total user demand.

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

An Agentforce Specialist 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 Al_Analysis c as the target field. After creating the prompt template, the Agentforce Specialist saves, tests, and activates it. However, when they go to a case record, the Al 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 edit the Lightning page layout and associate the field to a prompt template. They forgot to reactivate the Lightning page layout for the Case object after activating their Field Generation prompt template.

A Universal Containers administrator is setting up Einstein Data Libraries. After creating a new library, the administrator notices that only the file upload option s available; there is no option to configure the library using a Salesforce Knowledge base. What is the most likely cause of this issue?. A 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 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. 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.

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?. Prompt Flow. Outbound Omni-Channel Flow. Screen Flow.

An administrator wants to check the response of the Flex prompt template they've built, but the preview button is greyed out. What s the reason for this?. The prompt has not been saved and activated,. Amerge field has not been inserted in the prompt. The records related to the prompt have not been selected.

An Agentforce Service Agent, who has been successfully assisting customers with service requests in Salesforce, is now unable tc help customers with issues related to a new product replacement process. The company recently implemented a custom Produs 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 Al training permission to the custom Product Replacement object. The permission set group assigned to the Agent User needs to grant access to the Product Replacement flow. The permission set assigned to the Agent User needs Read access to the custom Product Replacement object.

What is true of Agentforce Testing Center?. Running tests risks modifying CRM data in a production environment. Running tests does not consume Einstein Requests. Agentforce Testing Center can only be used in a production environment.

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

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

A Salesforce Administrator wants to generate personalized, targeted emails that incorporate customer interaction datThe adn 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?. Create a Field Generation prompt template type. Use Sales Email standard templates. Create a Sales Email prompt template type.

Universal Containers (UC) implements a custom retriever to improve the accuracy of Al- generated responses. UC notices that th retriever is returning too many irrelevant results, making the responses less useful. What should UC do to ensure only relevant data is retrieved?. Define filters to narrow the search results based on specific conditions. Change the search index to a different data model object (DMO). Increase the maximum number of results returned to capture a broader dataset.

Universal Containers wants its Al agent to answer customer Questions with precise and up-to- date information. How does an Agentforce Data Library simplify and enable this?. 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. It automates the ingestion, taxonomical classification and storage of knowledge in Data Cloud for precision keyword search retrieval to ground prompts and agents with relevant information.

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

Universal Containers (UC) wants to enable its sales team with automatic post-call visibil ity into mention of competitors, product and other custom phrases. Which feature should the company use to enable the sales team?. Call Summaries. Call Insights. Call Explorer.

Universal Containers (UC) wants its Al agent to return responses quickly. UC needs to optimize the retriever’s configuration to ensure minimal latency when grounding Al responses. Which configuration aspect should UC prioritize?. 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 dat. Configure the retriever to operate in dynamic mode so that it modifies the search index structure at runtime.

Universal Containers (UC) wants to ensure the effectiveness, reliability, and trust of its agents prior to deploying them in production. UC would like to efficiently test a large and repeatable number of utterances. What should the Agentforce Specialist recommend?. Deploy the agent in a Q/A sandbox environment and review the Utterance Analysis reports to review effectiveness. Leverage the Agent Large Language Model (LLM) Ul and test UC's agents with different utterances prior to activating the agent. Create a CSV file with UC's test cases in Agentforce Testing Center using the testing template.

Universal Containers has seen a high adoption rate of a new feature that uses generative Al 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 fiel icon next to the summary field. What is the most likely cause of the issue?. The user does not have the field Generative Al User permission set assigned. The prompt template associated with summary field is not activated for that user. The user does not have the Prompt Template User permission set assigned.

Universal Containers recently launched a pilot program to integrate conversational Al into its CRM business operations with Agentforce Agents. How should the Agentforce Specialist monitor Agents' usability and the assignment of actions?. Run a report on the Platform Debug Logs. Run Agent Analytics. Query the Agent log data using the metadata API.

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?. Check that the agent has the PDF file field permission access for the data library. Analyze the data mapping between source fields and Data Cloud object fields. Verify the retriever’s filter criteria and data source connection.

Universal Containers wants to leverage the Record Snapshots grounding feature in a prompt template. What preparations are required?. Configure page layout of the master record type. Enable and configure dynamic form for the object. Create afield set for all the fields to be grounded.

How does the Al retriever function within Data Cloud?. It performs contextual searches over an indexed repository to quickly fetch the most relevant documents, enabling grounding Al responses with trustworthy, verifiable information. It monitors and aggregates data quality metrics across various data pipelines to ensure only high-integrity data is used for strategic decision-making. It automatically extracts and reformats raw data from diverse sources into standardized datasets for use in historical trend analysis and forecasting.