QUESTION: 29

Universal Containers tests out a new Einstein Generative AI feature for its sales team to create personalized and contextualized emails for its customers. Sometimes, users find that the draft email contains placeholders for attributes that could have been derived from the recipient's contact record.
What is the most likely explanation for why the draft email shows these placeholders?

The user does not have permission to access the fields.
The user's locale language is not supported by Prompt Builder.
The user does not have Einstein Sales Emails permission assigned.

Answer(s): A

Explanation:

UC is using an Einstein Generative AI feature (likely Einstein Sales Emails) to draft personalized emails, but placeholders (e.g., {!Contact.FirstName}) appear instead of actual data from the contact record. Let's analyze the options.

Option A: The user does not have permission to access the fields.

Einstein Sales Emails, built on Prompt Builder, pulls data from contact records to populate email drafts. If the user lacks field-level security (FLS) or object-level permissions to access relevant fields (e.g., FirstName, Email), the system cannot retrieve the data, leaving placeholders unresolved. This is a common issue in Salesforce when permissions restrict data access, making it the most likely explanation and the correct answer.

Option B: The user's locale language is not supported by Prompt Builder.

Prompt Builder and Einstein Sales Emails support multiple languages, and locale mismatches typically affect formatting or translation, not data retrieval. Placeholders appearing instead of data isn't a documented symptom of language support issues, making this unlikely and incorrect.

Option C: The user does not have Einstein Sales Emails permission assigned.

The Einstein Sales Emails permission (part of the Einstein Generative AI license) enables the feature itself. If missing, users couldn't generate drafts at all--not just see placeholders. Since drafts are being created, this permission is likely assigned, making this incorrect.

Why Option A is Correct:

Permission restrictions are a frequent cause of unresolved placeholders in Salesforce AI features, as the system respects FLS and sharing rules. This is well-documented in troubleshooting guides for Einstein Generative AI.

Reference:

Salesforce Help: Einstein Sales Emails > Troubleshooting Lists permissions as a cause of data issues.

Trailhead: Set Up Einstein Generative AI Emphasizes field access for personalization.

Agentforce Documentation: Prompt Builder > Data Access Notes dependency on user permissions.

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QUESTION: 30

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?

Model Builder
Agent Builder
Prompt Builder

Answer(s): C

Explanation:

The hotel resort team needs an AI-generated guest summary with recommendations, displayed exclusively on the contact record page. Let's assess the options.

Option A: Model Builder

Model Builder in Salesforce creates custom predictive AI models (e.g., for scoring or classification) using Data Cloud or Einstein Platform data. It's not designed for generating text summaries or embedding them on record pages, making it incorrect.

Option B: Agent Builder

Agent Builder in Agentforce Studio creates autonomous AI agents for tasks like lead qualification or customer service.
While agents can provide summaries, they operate in conversational interfaces (e.g., chat), not as static content on a record page. This doesn't meet the location-specific requirement, making it incorrect.

Option C: Prompt Builder

Einstein Prompt Builder allows creation of prompt templates that generate text (e.g., summaries, recommendations) using Generative AI. The template can pull data from contact records (e.g., activity preferences) and be embedded as a Lightning component on the contact record page via a Flow or Lightning App Builder. This ensures the summary is available only where specified, meeting the team's needs perfectly and making it the correct answer.

Why Option C is Correct:

Prompt Builder's ability to generate contextual summaries and integrate them into specific record pages via Lightning components aligns with the team's requirements, as supported by Salesforce documentation.

Reference:

Salesforce Agentforce Documentation: Prompt Builder > Embedding Prompts Details placement on record pages.

Trailhead: Build Prompt Templates in Agentforce Covers summaries from object data.

Salesforce Help: Customize Record Pages with AI Confirms Prompt Builder integration.

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QUESTION: 31

An Agentforce Specialist is creating a custom action in Agentforce.
Which option is available for the Agentforce Specialist to choose for the custom Agent action?

Apex Trigger
SOQL
Flows

Answer(s): C

Explanation:

The Agentforce Specialist is defining a custom action for an Agentforce agent in Agent Builder. Actions determine what the agent does (e.g., retrieve data, update records). Let's evaluate the options.

Option A: Apex Trigger

Apex Triggers are event-driven scripts, not selectable actions in Agent Builder.
While Apex can be invoked via other means (e.g., Flows), it's not a direct option for custom agent actions, making this incorrect.

Option B: SOQL

SOQL (Salesforce Object Query Language) is a query language, not an executable action type in Agent Builder.
While actions can use queries internally, SOQL isn't a standalone option, making this incorrect.

Option C: Flows

In Agentforce Studio's Agent Builder, custom actions can be created using Salesforce Flows. Flows allow complex logic (e.g., data retrieval, updates, or integrations) and are explicitly supported as a custom action type. The specialist can select an existing Flow or create one, making this the correct answer.

Option D: JavaScript

JavaScript isn't an option for defining agent actions in Agent Builder. It's used in Lightning Web Components, not agent configuration, making this incorrect.

Why Option C is Correct:

Flows are a native, flexible option for custom actions in Agentforce, enabling tailored functionality for agents, as per official documentation.

Reference:

Salesforce Agentforce Documentation: Agent Builder > Custom Actions Lists Flows as a supported action type.

Trailhead: Build Agents with Agentforce Details Flow-based actions.

Salesforce Help: Configure Agent Actions Confirms Flows integration.

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QUESTION: 32

Universal Containers (UC) would like to implement the Sales Development Representative (SDR) Agent.
Which channel consideration should UC be aware of while implementing it?

SDR Agent must be deployed in the Messaging channel.
SDR Agent only works in the Email channel.
SDR Agent must also be deployed on the company website.

Answer(s): A

Explanation:

Universal Containers (UC) is implementing the Agentforce Sales Development Representative (SDR) Agent, a prebuilt AI agent designed to qualify leads and schedule meetings. Channel considerations are critical for deployment. Let's evaluate the options based on official Salesforce documentation.

Option A: SDR Agent must be deployed in the Messaging channel.

The Agentforce SDR Agent is designed to engage prospects in real-time conversations, primarily through the Messaging channel (e.g., Salesforce Messaging for in-app or web chat). This aligns with its purpose of qualifying leads interactively and scheduling meetings, as outlined in Agentforce for Sales documentation.
While it may leverage email for follow-ups, its core deployment and interaction occur via Messaging, making this a key consideration UC must be aware of. This is the correct answer.

Option B: SDR Agent only works in the Email channel.

The SDR Agent is not limited to email.
While it can send emails (e.g., follow-ups after lead qualification), its primary function--real-time lead engagement--relies on Messaging. Stating it "only works in the Email channel" is inaccurate and contradicts its documented capabilities, making this incorrect.

Option C: SDR Agent must also be deployed on the company website.

While the SDR Agent can be embedded on a company website via Messaging (e.g., as a chat widget), this is an implementation choice, not a mandatory requirement. The agent's deployment is channel- specific (Messaging), and website integration is optional, not a "must." This option overstates the requirement, making it incorrect.

Why Option A is Correct:

The SDR Agent's primary deployment in the Messaging channel is a documented consideration for its real-time lead qualification capabilities. UC must plan for this channel to ensure effective implementation, as per Salesforce guidelines.

Reference:

Salesforce Agentforce Documentation: SDR Agent Setup > Channels Specifies Messaging as the primary channel.

Trailhead: Explore Agentforce Sales Agents Notes SDR Agent's Messaging focus for lead engagement.

Salesforce Help: Agentforce for Sales > SDR Agent Confirms Messaging deployment requirement.

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