An AI Specialist turned on Einstein Generative AI in Setup. Now, the AI Specialist would like to create custom prompt templates in Prompt Builder. However, they cannot access Prompt Builder in the Setup menu.
What is causing the problem?
Correct Answer:B
In order to access and create custom prompt templates inPrompt Builder, the AI Specialist must have thePrompt Template Managerpermission set assigned.
Without this permission, they will not be able to accessPrompt Builderin the Setup menu, even thoughEinstein Generative AIis enabled.
✑ Option Bis correct because thePrompt Template Managerpermission set is
required to usePrompt Builder.
✑ Option A(Prompt Template User permission set) is incorrect because this permission allows users to use prompts, but not create or manage them.
✑ Option C(LLM configuration in Data Cloud) is unrelated to the ability to accessPrompt Builder.
References:
✑ Salesforce Prompt Builder Permissions:https://help.salesforce.com/s/articleView?id=sf.prompt_builder_permi ssions.htm
Universal Containers is using Einstein Copilot for Sales to find similar opportunities to help close deals faster. The team wants to understand the criteria used by the copilot to match opportunities.
What is one criteria that Einstein Copilot for Sales uses to match similar opportunities?
Correct Answer:C
WhenEinstein Copilot for Salesmatches similar opportunities, one of the primary criteria used is whether the opportunities have astatus of Closed Wonwithin the last 12 months. This is a key factor in identifying successful patterns that could help close current deals. By focusing on opportunities that have been recently successful, Einstein Copilot can provide relevant insights and suggestions to sales reps to help them close similar deals faster.
For more information, reviewSalesforce Einstein Copilot documentationrelated to
opportunity matchingand sales success patterns.
Universal Containers is planning a marketing email about products that most closely match a customer's expressed interests.
What should an AI Specialist recommend to generate this email?
Correct Answer:B
To generate an email about products that closely match a customer??s expressed interests, an AI Specialist should recommend using acustom sales email templatethat isgrounded with interest and product information. This ensures that the email content is personalized based on the customer's preferences, increasing the relevance of the marketing message.
Using grounding ensures that the generative AI pulls the correct data related to customer interests and product matches, making the email more effective.
For more information, refer toSalesforce documentationon grounding AI-generated content and email personalization strategies.
An AI Specialist wants to use the related lists from an account in a custom prompt template.
Whatshould the AI Specialist considerwhen configuring the prompt template?
Correct Answer:B
When configuring acustom prompt templateto use related lists, the AI Specialist must be aware of themaximum number of related list merge fieldsthat can be included. Salesforce enforces limits to ensure prompt templates perform efficiently and do not overload the system with too much data. As a best practice, it's important to monitor and optimize the number of merge fields used.
✑ Option Bis correct because there is a limit on how many related list merge fields
can be included in a prompt template.
✑ Option A(text encoding) andOption C(XML/JSON rendering) are not key considerations in this context.
References:
✑ Salesforce Prompt Builder Documentation:https://help.salesforce.com/s/articleView?id=sf.prompt_builder.htm
An AI Specialist at Universal Containers is working on a prompt template to generate personalized emails for product demonstrationrequests from customers. It is important for the Al-generated email to adhere strictly to the guidelines, using only associated opportunityinformation, and to encourage the recipient to take the desired action.
How should the AI Specialist include these instructions on a new line in the prompt template?
Correct Answer:A
In Salesforce prompt templates, instructions that guide how the Large Language Model (LLM) should generate content (in this case, personalized emails) can be included by surrounding the instruction text withtriple quotes ("""). This formatting ensures that the LLM adheres to the specific instructions while generating the email content.
The use oftriple quotesallows the AI to understand that the enclosed text is a directive for how to approach the task, such as limiting the content to associated opportunity information or encouraging a specific action from the recipient.
Refer toSalesforce Prompt Builder documentationfor detailed instructions on how to structure prompts for generative AI.