Practice Free Salesforce AI Specialist Exam Online Questions
Question #41
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 Al Specialist take to make this option available to NTO?
- A . Turn on Einstein Copilot.
- B . Turn on Einstein Generative AI.
- C . Turn on Prompt Builder.
Correct Answer: B
B
Explanation:
For Northern Trail Outfitters (NTO) to configure the Einstein Trust Layer, the Einstein Generative AI feature must be enabled. The Einstein Trust Layer is closely tied to generative AI capabilities, ensuring that AI-generated content complies with data privacy, security, and trust standards.
Option A (Turning on Einstein Copilot) is unrelated to the setup of the Einstein Trust Layer, which focuses more on generative AI interactions and data handling.
Option C (Turning on Prompt Builder) is used for configuring and building AI-driven prompts, but it
does not enable the Einstein Trust Layer.
Salesforce AI Specialist
Reference: For more details on the Einstein Trust Layer and setup steps:
https://help.salesforce.com/s/articleView?id=sf.einstein_trust_layer_overview.htm
B
Explanation:
For Northern Trail Outfitters (NTO) to configure the Einstein Trust Layer, the Einstein Generative AI feature must be enabled. The Einstein Trust Layer is closely tied to generative AI capabilities, ensuring that AI-generated content complies with data privacy, security, and trust standards.
Option A (Turning on Einstein Copilot) is unrelated to the setup of the Einstein Trust Layer, which focuses more on generative AI interactions and data handling.
Option C (Turning on Prompt Builder) is used for configuring and building AI-driven prompts, but it
does not enable the Einstein Trust Layer.
Salesforce AI Specialist
Reference: For more details on the Einstein Trust Layer and setup steps:
https://help.salesforce.com/s/articleView?id=sf.einstein_trust_layer_overview.htm
Question #42
An AI Specialist has grounded a prompt template with a related list. During user acceptance testing (UAT). users are not getting the correct responses.
What is causing this issue?
- A . The related list is not on the parent object’s page layout.
- B . The related list is Read Only.
- C . The related list prompt template option is not enabled.
Correct Answer: C
C
Explanation:
When grounding a prompt template with a related list, the AI must be explicitly configured to include the related list’s data. If the "related list prompt template option" is not enabled, the AI ignores the related list, leading to incomplete or incorrect responses.
Option A: Page layout visibility affects user interface display but does not restrict data access for AI grounding.
Option B: Read-only settings prevent edits but not data retrieval.
Option C: Enabling the related list in the prompt template configuration is mandatory for the AI to use its data.
Reference: Salesforce Help: Prompt Template Grounding Settings
States that "related lists must be enabled in the prompt template’s grounding settings to include their data in AI responses."
C
Explanation:
When grounding a prompt template with a related list, the AI must be explicitly configured to include the related list’s data. If the "related list prompt template option" is not enabled, the AI ignores the related list, leading to incomplete or incorrect responses.
Option A: Page layout visibility affects user interface display but does not restrict data access for AI grounding.
Option B: Read-only settings prevent edits but not data retrieval.
Option C: Enabling the related list in the prompt template configuration is mandatory for the AI to use its data.
Reference: Salesforce Help: Prompt Template Grounding Settings
States that "related lists must be enabled in the prompt template’s grounding settings to include their data in AI responses."
Question #43
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?
- A . 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.
- B . Create concise, clear, and consistent prompt templates with effective grounding, contextual role-playing, clear instructions, and iterative feedback.
- C . Submit a prompt review case to Salesforce and conduct thorough testing In the playground to refine outputs until they meet user expectations.
Correct Answer: B
B
Explanation:
For Universal Containers (UC) to refine its Generative AI prompt design strategy and improve the accuracy of the generated summaries for the custom object Guest, the best practice is to focus on crafting concise, clear, and consistent prompt templates. This includes: Effective grounding: Ensuring the prompt pulls data from the correct sources.
Contextual role-playing: Providing the AI with a clear understanding of its role in generating the summary.
Clear instructions: Giving unambiguous directions on what to include in the response.
Iterative feedback: Regularly testing and adjusting prompts based on user feedback.
Option B is correct because it follows industry best practices for refining prompt design.
Option A (prompt test mode) is useful but less relevant for refining prompt design itself.
Option C (prompt review case with Salesforce) would be more appropriate for technical issues or complex prompt errors, not general design refinement.
Reference: Salesforce Prompt Design Best Practices:
https://help.salesforce.com/s/articleView?id=sf.prompt_design_best_practices.htm
B
Explanation:
For Universal Containers (UC) to refine its Generative AI prompt design strategy and improve the accuracy of the generated summaries for the custom object Guest, the best practice is to focus on crafting concise, clear, and consistent prompt templates. This includes: Effective grounding: Ensuring the prompt pulls data from the correct sources.
Contextual role-playing: Providing the AI with a clear understanding of its role in generating the summary.
Clear instructions: Giving unambiguous directions on what to include in the response.
Iterative feedback: Regularly testing and adjusting prompts based on user feedback.
Option B is correct because it follows industry best practices for refining prompt design.
Option A (prompt test mode) is useful but less relevant for refining prompt design itself.
Option C (prompt review case with Salesforce) would be more appropriate for technical issues or complex prompt errors, not general design refinement.
Reference: Salesforce Prompt Design Best Practices:
https://help.salesforce.com/s/articleView?id=sf.prompt_design_best_practices.htm
Question #44
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 AI Specialist recommend to help the rep get the details they might have missed during a conversation?
- A . Call Summary
- B . Call Explorer
- C . Sales Summary
Correct Answer: A
A
Explanation:
For a sales rep who may miss key details during long sales calls, the AI 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.
A
Explanation:
For a sales rep who may miss key details during long sales calls, the AI 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.
Question #45
Universal Containers wants to incorporate CRM data as well-formatted JSON in a prompt to a large language model (LLM).
What is an important consideration for this requirement?
- A . "CRM data to JSON" checkbox must be selected when creating a prompt template.
- B . Apex code can be used to return a JSON formatted merge field.
- C . JSON format should be enabled in Prompt Builder Settings.
Correct Answer: B
B
Explanation:
Context of the Question
Universal Containers (UC) wants to send well-formatted JSON data in a prompt to a large language model (LLM).
The question is about an important technical or design consideration for including CRM data as JSON in that prompt.
Why Apex Code for JSON Formatting?
Apex to Generate JSON: Salesforce does not have a simple “checkbox” or single setting to “convert
CRM data to JSON.” Typically, to structure data as JSON in a template, you either:
Use an Apex class that queries or processes the data, then returns a JSON string.
Use a Flow or formula approach (though complex data structures often require Apex).
No Built-In “Enable JSON Format in Prompt Builder”: Prompt Builder doesn’t have a toggle that
automatically transforms data into JSON.
Conclusion
The practical solution to pass CRM data in JSON format to an LLM is to use Apex code (or a specialized Flow approach) to produce a JSON string, which the prompt can then merge and pass along. Hence, Option B is correct.
Salesforce AI Specialist Reference & Documents
Salesforce Documentation: Working with JSON in Apex
Describes how to serialize and deserialize data using Apex for integration or AI prompts.
Salesforce AI Specialist Study Guide
Emphasizes the need for custom logic (often in Apex) when complex data transformations (like JSON formatting) are required.
B
Explanation:
Context of the Question
Universal Containers (UC) wants to send well-formatted JSON data in a prompt to a large language model (LLM).
The question is about an important technical or design consideration for including CRM data as JSON in that prompt.
Why Apex Code for JSON Formatting?
Apex to Generate JSON: Salesforce does not have a simple “checkbox” or single setting to “convert
CRM data to JSON.” Typically, to structure data as JSON in a template, you either:
Use an Apex class that queries or processes the data, then returns a JSON string.
Use a Flow or formula approach (though complex data structures often require Apex).
No Built-In “Enable JSON Format in Prompt Builder”: Prompt Builder doesn’t have a toggle that
automatically transforms data into JSON.
Conclusion
The practical solution to pass CRM data in JSON format to an LLM is to use Apex code (or a specialized Flow approach) to produce a JSON string, which the prompt can then merge and pass along. Hence, Option B is correct.
Salesforce AI Specialist Reference & Documents
Salesforce Documentation: Working with JSON in Apex
Describes how to serialize and deserialize data using Apex for integration or AI prompts.
Salesforce AI Specialist Study Guide
Emphasizes the need for custom logic (often in Apex) when complex data transformations (like JSON formatting) are required.
Question #46
Universal Containers is very concerned about security compliance and wants to understand:
Which prompt text is sent to the large language model (LLM)
* How it is masked
* The masked response
What should the AI Specialist recommend?
- A . Ingest the Einstein Shield Event logs into CRM Analytics.
- B . Review the debug logs of the running user.
- C . Enable audit trail in the Einstein Trust Layer.
Correct Answer: C
C
Explanation:
To address security compliance concerns and provide visibility into the prompt text sent to the LLM, how it is masked, and the masked response, the AI Specialist should recommend enabling the audit trail in the Einstein Trust Layer. This feature captures and logs the prompts sent to the large language model (LLM) along with the masking of sensitive information and the AI’s response. This audit trail ensures full transparency and compliance with security requirements.
Option A (Einstein Shield Event logs) is focused on system events rather than specific AI prompt data. Option B (debug logs) would not provide the necessary insight into AI prompt masking or responses. For further details, refer to Salesforce’s Einstein Trust Layer documentation about auditing and security measures.
C
Explanation:
To address security compliance concerns and provide visibility into the prompt text sent to the LLM, how it is masked, and the masked response, the AI Specialist should recommend enabling the audit trail in the Einstein Trust Layer. This feature captures and logs the prompts sent to the large language model (LLM) along with the masking of sensitive information and the AI’s response. This audit trail ensures full transparency and compliance with security requirements.
Option A (Einstein Shield Event logs) is focused on system events rather than specific AI prompt data. Option B (debug logs) would not provide the necessary insight into AI prompt masking or responses. For further details, refer to Salesforce’s Einstein Trust Layer documentation about auditing and security measures.
Question #47
Universal Containers has a new AI project.
What should an AI Specialist consider when adding a related list on the Account object to be used in the prompt template?
- A . After selecting a related list from the Account, use the field picker to choose merge fields in Prompt Builder.
- B . Prompt Builder must be used to assign the fields from the related list as a JSON format.
- C . The fields for the related list are based on the default page layout of the Account for the current user.
Correct Answer: A
A
Explanation:
Context of the Question
Universal Containers (UC) wants to include details from a related list on the Account object in a prompt template. This is typically done via Prompt Builder in Salesforce’s generative AI setup. Prompt Builder Behavior
Selecting a Related List: Within Prompt Builder, you can navigate to the object (Account) and choose which related list (e.g., Contacts, Opportunities) you want to reference.
Field Picker: Once a related list is chosen, Prompt Builder provides a field picker interface, allowing
you to select specific fields from that related list. These fields then become available for merge fields
or dynamic insertion within your prompt.
Why Option A is Correct
Direct Alignment with the Standard Process: The recommended approach in Salesforce’s documentation is to select a related list and then use the field picker to add the necessary fields into your AI prompt. This ensures the prompt has exactly the data you need from that related list.
Why Not Option B (JSON Formatting)
No Mandatory JSON Requirement: Although you can structure data as JSON if you desire advanced formatting, Prompt Builder does not require you to manually assign the fields from the related list in JSON. The platform automatically handles how the data is passed along in the background.
Why Not Option C (Default Page Layout)
Independent of Page Layout: Prompt Builder does not rely strictly on the default page layout for fields. You can configure the fields you want from the related list, independent of how the user’s page layout is set up in the UI.
Conclusion
Since the official Salesforce approach involves selecting a related list and then using the field picker to insert merge fields, Option A is the correct and verified answer.
Salesforce AI Specialist Reference & Documents Salesforce Official Documentation: Prompt Builder Basics
Explains how to reference objects and related lists when building AI prompts.
Salesforce Trailhead: Get Started with Prompt Builder
Provides hands-on exercises demonstrating how to pick fields from related objects or lists.
Salesforce AI Specialist Study Guide
Outlines best practices for referencing related records and fields in generative AI prompts.
A
Explanation:
Context of the Question
Universal Containers (UC) wants to include details from a related list on the Account object in a prompt template. This is typically done via Prompt Builder in Salesforce’s generative AI setup. Prompt Builder Behavior
Selecting a Related List: Within Prompt Builder, you can navigate to the object (Account) and choose which related list (e.g., Contacts, Opportunities) you want to reference.
Field Picker: Once a related list is chosen, Prompt Builder provides a field picker interface, allowing
you to select specific fields from that related list. These fields then become available for merge fields
or dynamic insertion within your prompt.
Why Option A is Correct
Direct Alignment with the Standard Process: The recommended approach in Salesforce’s documentation is to select a related list and then use the field picker to add the necessary fields into your AI prompt. This ensures the prompt has exactly the data you need from that related list.
Why Not Option B (JSON Formatting)
No Mandatory JSON Requirement: Although you can structure data as JSON if you desire advanced formatting, Prompt Builder does not require you to manually assign the fields from the related list in JSON. The platform automatically handles how the data is passed along in the background.
Why Not Option C (Default Page Layout)
Independent of Page Layout: Prompt Builder does not rely strictly on the default page layout for fields. You can configure the fields you want from the related list, independent of how the user’s page layout is set up in the UI.
Conclusion
Since the official Salesforce approach involves selecting a related list and then using the field picker to insert merge fields, Option A is the correct and verified answer.
Salesforce AI Specialist Reference & Documents Salesforce Official Documentation: Prompt Builder Basics
Explains how to reference objects and related lists when building AI prompts.
Salesforce Trailhead: Get Started with Prompt Builder
Provides hands-on exercises demonstrating how to pick fields from related objects or lists.
Salesforce AI Specialist Study Guide
Outlines best practices for referencing related records and fields in generative AI prompts.
Question #48
Universal Container (UC) has effectively utilized prompt templates to update summary fields on Lightning record pages. An admin now wishes to incorporate similar functionality into UC’s automation process using Flow.
How can the admin get a response from this prompt template from within a flow to use as part of UC’s automation?
- A . Invocable Apex
- B . Flow Action
- C . Einstein for Flow
Correct Answer: B
B
Explanation:
Context of the Question
Universal Container (UC) has used prompt templates to update summary fields on record pages. Now, the admin wants to incorporate similar generative AI functionality within a Flow for automation purposes.
How to Call a Prompt Template Within a Flow
Flow Action: Salesforce provides a standard way to invoke generative AI templates or prompts within
a Flow step. From the Flow Builder, you can add an “Action” that references the prompt template you
created in Prompt Builder.
Other Options:
Invocable Apex: Possible fallback if there’s no out-of-the-box Flow Action available. However, Salesforce is releasing native Flow integration for AI prompts, making custom Apex less necessary. Einstein for Flow: A broad label for Salesforce’s generative AI features within Flow. Under the hood, you typically use a “Flow Action” that points to your prompt. Conclusion
The easiest out-of-the-box solution is to use a Flow Action referencing the prompt template.
Hence, Option B is correct.
Salesforce AI Specialist Reference & Documents
Salesforce Trailhead: Use Prompt Templates in Flow
Demonstrates how to add an Action in Flow that calls a prompt template.
Salesforce Documentation: Einstein GPT for Flow
Explains standard flow actions to invoke and handle generative AI responses.
B
Explanation:
Context of the Question
Universal Container (UC) has used prompt templates to update summary fields on record pages. Now, the admin wants to incorporate similar generative AI functionality within a Flow for automation purposes.
How to Call a Prompt Template Within a Flow
Flow Action: Salesforce provides a standard way to invoke generative AI templates or prompts within
a Flow step. From the Flow Builder, you can add an “Action” that references the prompt template you
created in Prompt Builder.
Other Options:
Invocable Apex: Possible fallback if there’s no out-of-the-box Flow Action available. However, Salesforce is releasing native Flow integration for AI prompts, making custom Apex less necessary. Einstein for Flow: A broad label for Salesforce’s generative AI features within Flow. Under the hood, you typically use a “Flow Action” that points to your prompt. Conclusion
The easiest out-of-the-box solution is to use a Flow Action referencing the prompt template.
Hence, Option B is correct.
Salesforce AI Specialist Reference & Documents
Salesforce Trailhead: Use Prompt Templates in Flow
Demonstrates how to add an Action in Flow that calls a prompt template.
Salesforce Documentation: Einstein GPT for Flow
Explains standard flow actions to invoke and handle generative AI responses.