SF AF Spe -- SET 2 (recurrent) -- 02/2026
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![]() SF AF Spe -- SET 2 (recurrent) -- 02/2026 Description: more recurrent questions |



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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. 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. 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. 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) 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 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. 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. 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. A merge field has not been inserted in the prompt. The records related to the prompt have not been selected. 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 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 / Run Einstein Copilot Analytics. Query the Agent log data using the metadata API. Universal Containers is planning a marketing email about products that most closely match a customer's expressed interests. What should the company use to generate this email?. Standard email draft with Einstein and choose standard email template. Custom sales email template which is grounded with interest and product information. Standard email marketing template using Apex or flows for matching interest in products. |




