How does an Agent respond when it can't understand the request or find any requested information?
Answer : C
Context of the Question
When an Agent (e.g., Agentforce or a similar generative AI assistant in Salesforce) cannot understand a user's request or fails to locate the requested information, it should provide a coherent fallback.
Fallback / Error Handling in Agentforce
Preconfigured or ''Fallback'' Message: Typically, within the setup of any AI assistant, admins define a fallback or ''failure'' response. This message can be tailored to each action type or scenario (e.g., ''No data found,'' ''Sorry, I didn't get that---please try again,'' etc.).
Why Not an Automatically Generated Error Message? (Option A) AI assistants rarely show raw system error messages; they generally display friendly, standardized messages.
Why Not a Purely Generic ''Rephrase'' Message? (Option B) Although an agent might prompt the user to rephrase, Salesforce best practices are to configure a fallback response or fallback action that aligns with the brand and the context. This is typically a ''preconfigured message based on the action type.''
Conclusion Because the assistant uses a preconfigured fallback that is set up in the environment (for example, in the agent's or domain's settings), the correct choice is Option C.
Salesforce AI Specialist Reference & Documents
Salesforce Pilot / Agentforce Setup Documentation Explains how to configure a fallback or default message when the AI cannot fulfill a user's request.
Salesforce AI Specialist Study Guide Details best practices for AI-driven assistants and how fallback scenarios are handled with preconfigured messages.
Universal Containers (UC) plans to automatically populate the Description field on the Account object.
Which type of prompt template should UC use?
Answer : A
Context of the Question Universal Containers (UC) wants to automatically populate the Description field on the Account object. The AI-driven solution must generate textual data and write it directly into a field.
Field Generation Prompt Template
Primary Use Case: A Field Generation prompt template is specifically designed to create or fill in fields on a record with AI-generated text.
Auto-population: By configuring a Field Generation prompt template, admins can define the instructions, data inputs, and desired output for the AI. The resulting text then populates the specified field, such as the Account Description.
Why Not Flex or Sales Email Prompt Templates?
Flex Prompt Template: Used to combine or manipulate data across objects, merges, or references from multiple sources in more advanced, flexible prompts. Typically not the go-to for straightforward text generation on a single field.
Sales Email Prompt Template: Focused on drafting or summarizing emails for sales reps (like crafting outreach or follow-up messages). This template is not specifically built to populate a field on a record.
Conclusion For automatically populating the Description field with AI-generated content, the Field Generation prompt template (Option A) is the correct choice.
Salesforce AI Specialist Reference & Documents
Salesforce AI Specialist Study Guide Highlights Field Generation prompt templates for populating or updating record fields with AI-generated text.
Universal Containers wants support agents to use Agentforce to ask questions about its product tutorials and product guides.
What should the AI Specialist do to meet this requirement?
Answer : C
Context of the Question Universal Containers (UC) wants its support agents to use Agentforce to ask questions about product tutorials and product guides. Agentforce typically references knowledge sources to provide accurate and contextual responses.
Why Knowledge Articles?
Centralized Repository: Publishing product tutorials and guides as Knowledge articles in Salesforce ensures that the information is readily available and searchable by Agentforce.
AI Integration: Salesforce's AI solutions, including Agentforce, can often be configured to pull content directly from Salesforce Knowledge articles, giving users on-demand answers without manual data duplication.
Maintenance & Updates: Storing content in Salesforce Knowledge simplifies content updates, versioning, and user permissions.
Why Not the Other Options?
Option A (Create a Prompt Template): Creating a prompt template alone does not solve how the underlying content (tutorials, guides) is stored or accessed by Agentforce. Prompt templates shape the queries/responses but do not provide the knowledge base.
Option B (Add an Answer Questions Custom Field): A single field on the product object is insufficient for the depth of information found in tutorials and guides. It also lacks the robust search and user-friendly interface that Knowledge articles provide.
Conclusion To ensure Agentforce can effectively retrieve and deliver accurate information about products, publishing product tutorials and guides as Knowledge articles is the recommended approach.
Salesforce AI Specialist Reference & Documents
Salesforce AI Specialist Study Guide Explains best practices for feeding knowledge sources to generative AI and Agentforce.
Which configuration must an AI Specialist complete for users to access generative Al-enabled fields in the Salesforce mobile app?
Answer : A
Context of the Question
Universal Containers (UC) has generative AI--enabled fields that users can access in the desktop experience.
The AI Specialist needs these same fields to be visible and usable in the Salesforce Mobile App.
Why Dynamic Forms on Mobile?
Dynamic Forms allow you to configure record pages so that fields and sections can appear or be hidden based on certain criteria.
When you enable ''Dynamic Forms for Mobile,'' any generative AI--enabled fields placed on the dynamic layout become accessible in the Salesforce mobile experience.
There is no standard Setup option labeled ''Enable Mobile Generative AI'' or ''Enable Mobile Prompt Responses'' as a universal toggle; the existing official approach is to ensure dynamic forms (and the relevant fields) are supported on mobile.
Conclusion
Ensuring that these AI-driven fields are visible on mobile is accomplished by turning on Dynamic Forms on Mobile and adding those fields to the dynamic layout. Therefore, Option C is correct.
Salesforce AI Specialist Reference & Documents
Salesforce AI Specialist Study Guide Reiterates that to expose generative AI fields or components in mobile, you must configure dynamic forms and ensure compatibility on mobile layouts.
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?
Answer : C
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
Universal Containers (UC) is building a Flex prompt template. UC needs to use data returned by the flow in the prompt template.
Which flow element should UC use?
Answer : C
Context of the Question
Universal Containers (UC) wants to build a Flex prompt template that uses data returned by a Flow.
''Flex Prompt Templates'' allow admins and AI Specialists to incorporate external or dynamic data into generative AI prompts.
Why ''Add Flow Instructions'' Is Needed
Passing Flow Data into Prompt Templates: When configuring the prompt, you must specify how data from the running Flow is passed into the Flex template. The designated element for that is typically ''Flow Instructions,'' which map the Flow outputs to the prompt.
Other Options:
Add Flex Instructions: Typically controls how the AI responds or structures the output, not how to bring Flow data into the template.
Add Prompt Instructions: Usually for static or manual instructions that shape the AI's response, rather than referencing dynamic data from the Flow.
Outcome
''Add Flow Instructions'' ensures the prompt can dynamically use the data that the Flow returns---making Option C correct.
Salesforce AI Specialist Reference & Documents
Salesforce AI Specialist Study Guide Outlines how to configure generative AI prompts that reference real-time Flow data.
Universal Containers has a strict change management process that requires all possible configuration to be completed in a sandbox which will be deployed to production. The AI Specialist is tasked with setting up Work Summaries for Enhanced Messaging. Einstein Generative AI is already enabled in production, and the Einstein Work Summaries permission set is already available in production.
Which other configuration steps should the AI Specialist take in the sandbox that can be deployed to the production org?
Answer : C
Context of the Question
Universal Containers (UC) has a strict change management process that requires all possible configuration be completed in a sandbox and deployed to Production.
Einstein Generative AI is already enabled in Production, and the ''Einstein Work Summaries'' permission set is already available in Production.
The AI Specialist needs to configure Work Summaries for Enhanced Messaging in the sandbox.
What Can Actually Be Deployed from Sandbox to Production?
Custom Fields: Metadata that is easily created in sandbox and then deployed.
Quick Actions: Also metadata-based and can be deployed from sandbox to production.
Layout Components: Page layout changes (such as adding the Wrap Up component) can be added to a change set or deployment package.
Why Option C is Correct
No Need to Turn on Einstein in Sandbox for Deployment: Einstein Generative AI is already enabled in Production; turning it on in the sandbox is typically a manual step if you want to test, but that step itself is not ''deployable'' in the sense of metadata.
Permission Set Assignments (as in Option A) are not deployable metadata. You can deploy the Permission Set itself but not the specific user assignments. Since the question specifically asks ''Which other configuration steps should be taken in the sandbox that can be deployed to the production org?'', user assignment is not one of them.
Why Not Option A or B?
Option A: Mentions creating permission set assignments for agents. This cannot be directly deployed from sandbox to Production, as permission set assignments are user-specific and considered ''data,'' not metadata.
Option B: Mentions ''Turn on Einstein.'' But Einstein Generative AI is already enabled in Production. Additionally, ''Turning on Einstein'' is typically an org-level setting, not a deployable metadata item.
Conclusion The main deployable items you can reliably create and test in a sandbox, and then migrate to Production, are:
Custom Fields (Issue, Resolution, Summary).
A Quick Action that updates those fields.
Page Layout Change to include the Wrap Up component.
Therefore, Option C is correct and focuses on actions that are truly deployable as metadata from a sandbox to Production.
Salesforce AI Specialist Reference & Documents
Salesforce AI Specialist Study Guide Outlines which Einstein Generative AI and Work Summaries configurations are deployable as metadata.