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Salesforce Salesforce-AI-Specialist Exam Syllabus Topics:

Topic	Details
Topic 1	Generative AI in CRM Applications: This part of the exam assesses AI specialists’ knowledge of generative AI within CRM systems. It covers the use of generative AI features in Einstein for Sales and Einstein for Service.
Topic 2	Model Builder: This portion of the exam focuses on Salesforce AI specialists' expertise in working with AI models within Salesforce environments. Candidates will need to demonstrate knowledge of when to use the Model Builder and how to configure standard, custom, or Bring Your Own Large Language Model (BYOLLM) generative models to meet business needs.
Topic 3	Prompt Builder: This section evaluates the expertise of AI specialists working with Salesforce's AI tools. It focuses on the Prompt Builder feature, requiring candidates to understand its usage based on business needs.
Topic 4	Einstein Trust Layer: This section evaluates the skills of Salesforce AI specialists responsible for implementing security protocols and safeguarding data privacy. It emphasizes the security, privacy, and foundational features of the Einstein Trust Layer.
Topic 5	Agentforce Tools: In this topic, AI specialists get knowledge using agents when it is appropriate. Moreover, the topic explains the working of agents and reasoning engine powers Agentforce. Lastly, the topic focuses on managing and monitoring agent adoption.

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Salesforce Certified AI Specialist Exam Sample Questions (Q147-Q152):

NEW QUESTION # 147
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.

Answer: A

Explanation:
* Context of the QuestionUniversal 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 thefields 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.
* ConclusionSince the official Salesforce approach involves selecting a related list and then using the field picker to insert merge fields,Option Ais the correct and verified answer.
Salesforce AI Specialist References & Documents
* Salesforce Official Documentation:Prompt Builder BasicsExplains how to reference objects and related lists when building AI prompts.
* Salesforce Trailhead:Get Started with Prompt BuilderProvides hands-on exercises demonstrating how to pick fields from related objects or lists.
* Salesforce AI Specialist Study GuideOutlines best practices for referencing related records and fields in generative AI prompts.

NEW QUESTION # 148
A service agent is looking at a custom object that stores travel information. They recently received a weather alert and now need to cancel flights for the customers that are related with this itinerary. The service agent needs to review the Knowledge articles about canceling and rebooking the customer flights.
Which Einstein Copilot capability helps the agent accomplish this?

A. Invoke a flow which makes a call to external data to create a Knowledge article.
B. Execute tasks based on available actions, answering questions using information from accessible Knowledge articles.
C. Generate a Knowledge article based off the prompts that the agent enters to create steps to cancel flights.

Answer: C

Explanation:
In this scenario, theEinstein Copilotcapability that best helps the agent is its ability toexecute tasks based on available actionsandanswer questionsusing data from Knowledge articles. Einstein Copilot can assist the service agent by providing relevant Knowledge articles on canceling and rebooking flights, ensuring that the agent has access to the correct steps and procedures directly within the workflow.
This feature leverages the agent's existing context (the travel itinerary) and provides actionable insights or next steps from the relevant Knowledge articles to help the agent quickly resolve the customer's needs.
The other options are incorrect:
* Brefers to invoking a flow to create a Knowledge article, which is unrelated to the task of retrieving existing Knowledge articles.
* Cfocuses on generating Knowledge articles, which is not the immediate need for this situation where the agent requires guidance on existing procedures.
References:
* Salesforce Documentation onEinstein Copilot
* Trailhead Module onEinstein for Service

NEW QUESTION # 149
Based on the user utterance, "Show me all the customers in New York", which standard Einstein Copilot action will the planner service use?

A. Select Records
B. Query Records
C. Fetch Records

Answer: B

Explanation:
Thestandard Einstein Copilot actionthat would be used in response to the user utterance, "Show me all the customers in New York," isQuery Records. This action is responsible for retrieving a set of records from Salesforce based on a specified condition - in this case, filtering customers by location (New York).
* Query Recordsis the action that fetches relevant data based on the criteria provided in the user's input.
* Select Recordsis more about picking specific records from an already presented list.
* Fetch Recordsis not a standard term used in this context for the action.
Refer toEinstein Copilot documentationon how Copilot actions work with natural language queries and data retrieval.

NEW QUESTION # 150
The sales team at a hotel resort would like to generate a guest summary about the guests' interests and provide recommendations based on their activity preferences captured in each guest profile. They want the summary to be available only on the contact record page.
Which AI capability should the team use?

A. Einstein Copilot
B. Prompt Builder
C. Model Builder

Answer: B

Explanation:
The sales team at a hotel resort wants to generate a guest summary about guests' interests and provide recommendations based on their activity preferences captured in each guest profile. They require the summary to be available only on the contact record page.
Solution:
Use Prompt Builder to create a prompt template that generates the desired summary and displays it on the contact record page.
Prompt Builder:
Purpose: Allows the creation of custom prompt templates that leverage AI to generate content based on Salesforce data.
Functionality:
Field Generation Templates: Can be used to populate fields on records with AI-generated summaries.
Customization: Enables the AI Specialist to design prompts that utilize data from the guest profiles to produce personalized summaries and recommendations.
Relevance to the Use Case:
The sales team wants the summary to be available on the contact record page, which aligns with the capabilities of Prompt Builder to generate and display content on specific record pages.
Implementation Steps:
Create a Field Generation Prompt Template:
Use Prompt Builder to create a new prompt template of type Field Generation.
Design the prompt to instruct the AI to generate a summary based on the guest's interests and activity preferences.
Include Relevant Data:
Use merge fields to include data from the guest profile in the prompt.
Ensure that the prompt accesses the necessary fields to generate accurate recommendations.
Configure the Contact Page Layout:
Add the field that will display the AI-generated summary to the contact record page layout.
Ensure that the field is only visible where appropriate, adhering to the requirement of availability only on the contact record page.
Why Not Einstein Copilot or Model Builder:
Option A (Einstein Copilot):
Purpose: Einstein Copilot is a conversational AI assistant designed to interact with users through natural language.
Mismatch with Requirements:
The team wants a static summary displayed on the contact record page, not an interactive conversational experience.
Option C (Model Builder):
Purpose: Model Builder is used to create custom AI models for predictions and classifications.
Inapplicability:
Building a custom model is unnecessary for generating text summaries based on existing data.
Model Builder does not directly provide functionality to generate and display summaries on record pages.
Reference:
Salesforce AI Specialist Documentation - Prompt Builder Overview:
Provides an introduction to Prompt Builder and its capabilities.
Salesforce Help - Creating Field Generation Prompt Templates:
Guides on creating prompt templates that generate content for fields on records.
Salesforce Trailhead - Customize AI Content with Prompt Builder:
Offers hands-on experience in building and customizing prompt templates.
Conclusion:
By utilizing Prompt Builder, the sales team can create a customized prompt template that generates personalized guest summaries and recommendations based on activity preferences. This solution meets the requirement of displaying the summary only on the contact record page, enhancing the team's ability to engage with guests effectively.

NEW QUESTION # 151
An AI Specialist at Universal Containers (UC) is building with no-code tools only. They have many small accounts that are only touched periodically by a specialized sales team, and UC wants to maximize the sales operations team's time. UC wants to help prep the sales team for the calls by summarizing past purchases, interests in products shown by the Contact captured via Data Cloud, and a recap of past email and phone conversations for which there are transcripts.
Which approach should the AI Specialist recommend to achieve this use case?

A. Deploy UC's own custom foundational model on this data first.
B. Fine-Tune the standard foundational model due to the complexity of the data.
C. Use a prompt template grounded on CRH and Data Cloud data using standard foundation model.

Answer: C

Explanation:
For no-code implementations, Prompt Builder allows AI Specialists to create prompt templates that dynamically ground responses in Salesforce CRM data (e.g., past purchases) and Data Cloud insights (e.g., product interests) without custom coding. The standard foundation model (e.g., Einstein GPT) can synthesize this data into summaries, leveraging structured and unstructured sources (e.g., email/phone transcripts). Fine- tuning (B) or custom models (C) require code and are unnecessary here, as the use case does not involve unique data patterns requiring model retraining.

NEW QUESTION # 152
......

You will need to pass the Salesforce Certified AI Specialist Exam (Salesforce-AI-Specialist) exam to achieve the Salesforce Certified AI Specialist Exam (Salesforce-AI-Specialist) certification. Due to extremely high competition, passing the Salesforce Salesforce-AI-Specialist exam is not easy; however, possible. You can use TestPDF products to pass the Salesforce-AI-Specialist Exam on the first attempt. The Salesforce Certified AI Specialist Exam (Salesforce-AI-Specialist) practice exam gives you confidence and helps you understand the criteria of the testing authority and pass the Salesforce Salesforce-AI-Specialist exam on the first attempt.

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