Universal Containers is interested in using Call Explorer to quickly gain insights from meetings recorded by its sales team.
What should the Agentforce Specialist be aware of before enabling this feature?
Correct Answer:C
Before enabling Call Explorer, the Salesforce Agentforce Specialist must ensure that the Einstein Conversation Insights permission set is assigned to users (Option C). Call Explorer is a feature within Einstein Conversation Insights (ECI) that analyzes meeting recordings to surface trends, keywords, and actionable insights.
Key Considerations:
✑ Permission Set Requirement:
✑ Why Other Options Are Incorrect:
References:
✑ Salesforce Einstein Conversation Insights Guide: Explicitly states that the Einstein Conversation Insights permission set is required to access Call Explorer.
✑ Trailhead Module: "Einstein Conversation Insights Basics" outlines permission prerequisites for enabling call analytics.
✑ Salesforce Help Documentation: Confirms that Call Explorer functionality is
governed by ECI permissions.
Universal Containers has an active standard email prompt template that does not fully deliver on the business requirements. Which steps should an Agentforce Specialist take to use the content of the standard prompt email template in question and customize it to fully meet the business requirements?
Correct Answer:B
Comprehensive and Detailed In-Depth Explanation:Universal Containers (UC) has a standard email prompt template (likely a prebuilt template provided by Salesforce) that isn??t meeting their needs, and they want to customize it while retaining its original content as a starting point. Let??s assess the options based on Agentforce prompt template management practices.
✑ Option A: Save as New Template and edit as needed.In Agentforce Studio??s Prompt Builder, there??s no explicit "Save as New Template" option for standard templates. This phrasing suggests creating a new template from scratch, but the
question specifies using the content of the existing standard template. Without a direct "save as" feature for standards, this option is imprecise and less applicable than cloning.
✑ Option B: Clone the existing template and modify as needed.Salesforce documentation confirms that standard prompt templates (e.g., for email drafting or summarization) can be cloned in Prompt Builder. Cloning creates a custom copy of the standard template, preserving its original content and structure while allowing modifications. The Agentforce Specialist can then edit the cloned template—adjusting instructions, grounding, or output format—to meet UC??s specific business requirements. This is the recommended approach for customizing standard templates without altering the original, making it the correct answer.
✑ Option C: Save as New Version and edit as needed.Prompt Builder supports versioning for custom templates, allowing users to save new versions of an existing template to track changes. However, standard templates are typically read-only and cannot be versioned directly—versioning applies to custom templates after cloning. The question implies starting with the standard template??s content, so cloning precedes versioning. This option is a secondary step, not the initial action, making it incorrect.
Why Option B is Correct:Cloning is the documented method to repurpose a standard prompt template??s content while enabling customization. After cloning, the specialist can modify the new custom template (e.g., tweak the email prompt??s tone, structure, or grounding) to align with UC??s requirements. This preserves the original standard template and follows Salesforce best practices.
References:
✑ Salesforce Agentforce Documentation: Prompt Builder > Managing Templates – Details cloning standard templates for customization.
✑ Trailhead: Build Prompt Templates in Agentforce – Explains how to clone standard templates to create editable copies.
✑ Salesforce Help: Customize Standard Prompt Templates – Recommends cloning as the first step for modifying prebuilt templates.
Universal Containers is considering leveraging the Einstein Trust Layer in conjunction with Einstein Generative AI Audit Data.
Which audit data is available using the Einstein Trust Layer?
Correct Answer:C
Universal Containers is considering the use of the Einstein Trust Layer along with Einstein Generative AI Audit Data. The Einstein Trust Layer provides a secure and compliant way to use AI by offering features like data masking and toxicity assessment.
The audit data available through the Einstein Trust Layer includes information about masked data—which ensures sensitive information is not exposed—and the toxicity score, which evaluates the generated content for inappropriate or harmful language. References:
✑ Salesforce Agentforce Specialist Documentation - Einstein Trust Layer: Details the
auditing capabilities, including logging of masked data and evaluation of generated responses for toxicity to maintain compliance and trust.
What is An Agentforce able to do when the ??Enrich event logs with conversation data" setting in Agent is enabled?
Correct Answer:B
When the "Enrich event logs with conversation data" setting is enabled in Agent, it allows An Agentforce or admin to view session data, including both the user input and copilot responses from interactions over the past 7 days. This data is crucial for monitoring how the copilot is being used, analyzing its performance, and improving future interactions based on past inputs.
✑ This setting enriches the event logs with detailed conversational data for better
insights into the interaction history, helping Agentforce Specialists track AI behavior and user engagement.
✑ Option A, viewing the user click path, focuses on navigation but is not part of the
conversation data enrichment functionality.
✑ Option C, generating detailed reports over any time period, is incorrect because this specific feature is limited to data for the past 7 days.
Salesforce Agentforce Specialist References:You can refer to this documentation for further insights: https://help.salesforce.com/s/articleView?id=sf.einstein_copilot_event_logging.htm
An Agentforce implements Einstein Sales Emails for a sales team. The team wants to send personalized follow-up emails to leads based on their interactions and data stored in
Salesforce. The Agentforce Specialist needs to configure the system to use the most accurate and up-to-date information for email generation.
Which grounding technique should the Agentforce Specialist use?
Correct Answer:C
For Einstein Sales Emails to generate personalized follow-up emails, it is crucial to ground the email content with the most up-to-date and accurate information. Grounding refers to connecting the AI model with real-time data. The most appropriate technique in this case is Ground with Record Merge Fields. This method ensures that the content in the emails pulls dynamic and accurate data directly from Salesforce records, such as lead or contact information, ensuring the follow-up is relevant and customized based on the specific record.
✑ Record Merge Fields ensure the generated emails are highly personalized using
data like lead name, company, or other Salesforce fields directly from the records.
✑ Apex Merge Fields are typically more suited for advanced, custom logic-driven scenarios but are not the most straightforward for this use case.
✑ Automatic grounding using Draft with Einstein is a different feature where Einstein automatically drafts the email, but it does not specifically ground the content with record-specific data like Record Merge Fields.
References:
✑ Salesforce Einstein Sales Emails Documentation: https://help.salesforce.com/s/articleView?id=release- notes.rn_einstein_sales_emails.htm