QUESTION: 25

Universal Containers (UC) wants to make a sales proposal and directly use data from multiple unrelated objects (standard and custom) in a prompt template. How should UC accomplish this?

Create a prompt template passing in a special custom object that connects the records temporarily.
Create a prompt template-triggered flow to access the data from standard and custom objects.
Create a Flex template to add resources with standard and custom objects as inputs.
Use a Record Snapshot to combine data from unrelated objects into a single prompt.

Answer(s): C

Explanation:

UC needs to incorporate data from multiple unrelated objects (standard and custom) into a prompt template for a sales proposal. Let's evaluate the options based on Agentforce capabilities.

Option A: Create a prompt template passing in a special custom object that connects the records temporarily.

While a custom object could theoretically act as a junction to link unrelated records, this approach requires additional setup (e.g., creating the object, populating it with data via automation), and there's no direct mechanism in Prompt Builder to "pass in" such an object to a prompt template without grounding or flow support. This is inefficient and not a native feature, making it incorrect.

Option B: Create a prompt template-triggered flow to access the data from standard and custom objects.

There's no such thing as a "prompt template-triggered flow" in Salesforce. Flows can invoke prompt templates (e.g., via the "Prompt Template" action), but the reverse--triggering a flow from a prompt template--is not a standard construct.
While a flow could gather data from unrelated objects and pass it to a prompt, this option's terminology is inaccurate, and it's not the most direct solution, making it incorrect.

Option C: Create a Flex template to add resources with standard and custom objects as inputs.

In Agentforce's Prompt Builder, a Flex template (short for Flexible Prompt Template) allows users to define dynamic inputs, including data from multiple Salesforce objects (standard or custom), even if they're unrelated. Resources can be added to the template (e.g., via merge fields or Data Cloud queries), enabling the prompt to pull data directly from specified objects without requiring a junction object or complex flows. This is ideal for generating a sales proposal using disparate data sources and aligns with Salesforce's documentation on Flex templates, making it the correct answer.

Why Option C is Correct:

Flex templates are designed for scenarios requiring flexible data inputs, allowing UC to directly reference multiple unrelated objects in the prompt template. This simplifies the process and leverages Prompt Builder's native capabilities, as outlined in Salesforce documentation.

Reference:

Salesforce Agentforce Documentation: Prompt Builder > Flex Templates Describes adding multiple object resources as inputs.

Trailhead: Build Prompt Templates in Agentforce Highlights Flex templates for dynamic data scenarios.

Salesforce Help: Create Flexible Prompts Confirms support for standard and custom object data.

Reveal Solution Next Question

QUESTION: 26

Universal Containers 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?

The related list is Read Only.
The related list prompt template option is not enabled.
The related list is not on the parent object's page layout.

Answer(s): C

Explanation:

UC has grounded a prompt template with a related list, but the responses are incorrect during UAT. Grounding with related lists in Agentforce allows the AI to access data from child records linked to a parent object. Let's analyze the options.

Option A: The related list is Read Only.

Read-only status (e.g., via field-level security or sharing rules) might limit user edits, but it doesn't inherently prevent the AI from accessing related list data for grounding, as long as the running user (or system context) has read access. This is unlikely to cause incorrect responses and is not a primary consideration, making it incorrect.

Option B: The related list prompt template option is not enabled.

There's no specific "related list prompt template option" toggle in Prompt Builder.
When grounding with a Record Snapshot or Flex template, related lists are included if properly configured (e.g., via object relationships). This option seems to be a misphrasing and doesn't align with documented settings, making it incorrect.

Option C: The related list is not on the parent object's page layout.

In Agentforce, grounding with related lists relies on the related list being defined and accessible in the parent object's metadata, often tied to its presence on the page layout. If the related list isn't on the layout, the AI might not recognize or retrieve its data correctly, leading to incomplete or incorrect responses. Salesforce documentation notes that related list data availability can depend on layout configuration, making this a plausible and common issue during UAT, and thus the correct answer.

Why Option C is Correct:

The absence of the related list from the parent object's page layout can disrupt data retrieval for grounding, leading to incorrect AI responses. This is a known configuration consideration in Agentforce setup and testing, as per official guidance.

Reference:

Salesforce Agentforce Documentation: Grounding with Related Lists Notes dependency on page layout configuration.

Trailhead: Ground Your Agentforce Prompts Highlights related list setup for accurate grounding.

Salesforce Help: Troubleshoot Prompt Responses Lists layout issues as a common grounding problem.

Reveal Solution Next Question

QUESTION: 27

Universal Containers (UC) is experimenting with using public Generative AI models and is familiar with the language required to get the information it needs. However, it can be time-consuming for both UC's sales and service reps to type in the prompt to get the information they need, and ensure prompt consistency.
Which Salesforce feature should the company use to address these concerns?

Agent Builder and Action: Query Records.
Einstein Prompt Builder and Prompt Templates.
Einstein Recommendation Builder.

Answer(s): B

Explanation:

UC wants to streamline the use of Generative AI by reducing the time reps spend typing prompts and ensuring consistency, leveraging their existing prompt knowledge. Let's evaluate the options.

Option A: Agent Builder and Action: Query Records.

Agent Builder in Agentforce Studio creates autonomous AI agents with actions like "Query Records" to fetch data.
While this could retrieve information, it's designed for agent-driven workflows, not for simplifying manual prompt entry or ensuring consistency across user inputs. This doesn't directly address UC's concerns and is incorrect.

Option B: Einstein Prompt Builder and Prompt Templates.

Einstein Prompt Builder, part of Agentforce Studio, allows users to create reusable prompt templates that encapsulate specific instructions and grounding for Generative AI (e.g., using public models via the Atlas Reasoning Engine). UC can predefine prompts based on their known language, saving time for reps by eliminating repetitive typing and ensuring consistency across sales and service teams. Templates can be embedded in flows, Lightning pages, or agent interactions, perfectly addressing UC's needs. This is the correct answer.

Option C: Einstein Recommendation Builder.

Einstein Recommendation Builder generates personalized recommendations (e.g., products, next best actions) using predictive AI, not Generative AI for freeform prompts. It doesn't support custom prompt creation or address time/consistency issues for reps, making it incorrect.

Why Option B is Correct:

Einstein Prompt Builder's prompt templates directly tackle UC's challenges by standardizing prompts and reducing manual effort, leveraging their familiarity with Generative AI language. This is a core feature for such use cases, as per Salesforce documentation.

Reference:

Salesforce Agentforce Documentation: Einstein Prompt Builder Details prompt templates for consistency and efficiency.

Trailhead: Build Prompt Templates in Agentforce Explains time-saving benefits of templates.

Salesforce Help: Generative AI with Prompt Builder Confirms use for streamlining rep interactions.

Reveal Solution Next Question

QUESTION: 28

Universal Containers wants to utilize Agentforce for Sales to help sales reps reach their sales quotas by providing AI-generated plans containing guidance and steps for closing deals.
Which feature meets this requirement?

Create Account Plan
Find Similar Deals
Create Close Plan

Answer(s): C

Explanation:

Universal Containers (UC) aims to leverage Agentforce for Sales to assist sales reps with AI-generated plans that provide guidance and steps for closing deals. Let's evaluate the options based on Agentforce for Sales features.

Option A: Create Account Plan

While account planning is valuable for long-term strategy, Agentforce for Sales does not have a specific "Create Account Plan" feature focused on closing individual deals. Account plans typically involve broader account-level insights, not deal-specific closure steps, making this incorrect for UC's requirement.

Option B: Find Similar Deals

"Find Similar Deals" is not a documented feature in Agentforce for Sales. It might imply identifying past deals for reference, but it doesn't involve generating plans with guidance and steps for closing current deals. This option is incorrect and not aligned with UC's goal.

Option C: Create Close Plan

The "Create Close Plan" feature in Agentforce for Sales uses AI to generate a detailed plan with actionable steps and guidance tailored to closing a specific deal. Powered by the Atlas Reasoning Engine, it analyzes deal data (e.g., Opportunity records) and provides reps with a roadmap to meet quotas. This directly meets UC's requirement for AI-generated plans focused on deal closure, making it the correct answer.

Why Option C is Correct:

"Create Close Plan" is a specific Agentforce for Sales capability designed to help reps close deals with AI-driven plans, aligning perfectly with UC's needs as per Salesforce documentation.

Reference:

Salesforce Agentforce Documentation: Agentforce for Sales > Create Close Plan Details AI- generated close plans.

Trailhead: Explore Agentforce Sales Agents Highlights close plan generation for sales reps.

Salesforce Help: Sales Features in Agentforce Confirms focus on deal closure.

Reveal Solution Next Question

Free Agentforce-Specialist Exam Braindumps (page: 8)

QUESTION: 25

Explanation:

Reference:

QUESTION: 26

Explanation:

Reference:

QUESTION: 27

Explanation:

Reference:

QUESTION: 28

Explanation:

Reference:

Agentforce-Specialist Exam Discussions & Posts