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Salesforce Certified AI Specialist Exam Questions
Certified AI Specialist (Page 4 )

Updated On: 16-Feb-2026
Page 4 of 32
PDF with 152 Questions

Universal Containers wants to utilize Einstein for Sales to help sales reps reach their sales quotas by providing Al-generated plans containing guidance and steps for closing deals.
Which feature should the AI Specialist recommend to the sales team?

  1. Find Similar Deals
  2. Create Account Plan
  3. Create Close Plan

Answer(s): C

Explanation:

The "Create Close Plan" feature is designed to help sales reps by providing AI-generated strategies and steps specifically focused on closing deals. This feature leverages AI to analyze the current state of opportunities and generate a plan that outlines the actions, timelines, and key steps required to move deals toward closure. It aligns directly with the sales team's need to meet quotas by offering actionable insights and structured plans.
Find Similar Deals (Option A) helps sales reps discover opportunities similar to their current deals but doesn't offer a plan for closing.
Create Account Plan (Option B) focuses on long-term strategies for managing accounts, which might include customer engagement and retention, but doesn't focus on deal closure.
Salesforce AI Specialist


Reference:

For more information on using AI for sales, visit:
https://help.salesforce.com/s/articleView?id=sf.einstein_for_sales_overview.htm



How does the Einstein Trust Layer ensure that sensitive data is protected while generating useful and meaningful responses?

  1. Masked data will be de-masked during response journey.
  2. Masked data will be de-masked during request journey.
  3. Responses that do not meet the relevance threshold will be automatically rejected.

Answer(s): A

Explanation:

The Einstein Trust Layer ensures that sensitive data is protected while generating useful and meaningful responses by masking sensitive data before it is sent to the Large Language Model (LLM) and then de-masking it during the response journey.
How It Works:
Data Masking in the Request Journey:
Sensitive Data Identification: Before sending the prompt to the LLM, the Einstein Trust Layer scans the input for sensitive data, such as personally identifiable information (PII), confidential business information, or any other data deemed sensitive.
Masking Sensitive Data: Identified sensitive data is replaced with placeholders or masks. This ensures that the LLM does not receive any raw sensitive information, thereby protecting it from potential exposure.
Processing by the LLM:
Masked Input: The LLM processes the masked prompt and generates a response based on the masked data.
No Exposure of Sensitive Data: Since the LLM never receives the actual sensitive data, there is no risk of it inadvertently including that data in its output.
De-masking in the Response Journey:
Re-insertion of Sensitive Data: After the LLM generates a response, the Einstein Trust Layer replaces the placeholders in the response with the original sensitive data. Providing Meaningful Responses: This de-masking process ensures that the final response is both meaningful and complete, including the necessary sensitive information where appropriate. Maintaining Data Security: At no point is the sensitive data exposed to the LLM or any unintended recipients, maintaining data security and compliance.
Why Option A is Correct:

De-masking During Response Journey: The de-masking process occurs after the LLM has generated its response, ensuring that sensitive data is only reintroduced into the output at the final stage, securely and appropriately.
Balancing Security and Utility: This approach allows the system to generate useful and meaningful responses that include necessary sensitive information without compromising data security.
Why Options B and C are Incorrect:
Option B (Masked data will be de-masked during request journey):
Incorrect Process: De-masking during the request journey would expose sensitive data before it reaches the LLM, defeating the purpose of masking and compromising data security. Option C (Responses that do not meet the relevance threshold will be automatically rejected):
Irrelevant to Data Protection: While the Einstein Trust Layer does enforce relevance thresholds to filter out inappropriate or irrelevant responses, this mechanism does not directly relate to the protection of sensitive data. It addresses response quality rather than data security.


Reference:

Salesforce AI Specialist Documentation - Einstein Trust Layer Overview:
Explains how the Trust Layer masks sensitive data in prompts and re-inserts it after LLM processing to protect data privacy.
Salesforce Help - Data Masking and De-masking Process:
Details the masking of sensitive data before sending to the LLM and the de-masking process during the response journey.
Salesforce AI Specialist Exam Guide - Security and Compliance in AI:
Outlines the importance of data protection mechanisms like the Einstein Trust Layer in AI implementations.
Conclusion:
The Einstein Trust Layer ensures sensitive data is protected by masking it before sending any prompts to the LLM and then de-masking it during the response journey. This process allows Salesforce to generate useful and meaningful responses that include necessary sensitive information without exposing that data during the AI processing, thereby maintaining data security and compliance.



Universal Containers (UC) wants to enable its sales team to get insights into product and competitor names mentioned during calls.
How should UC meet this requirement?

  1. Enable Einstein Conversation Insights, assign permission sets, define recording managers, and customize insights with up to 50 competitor names.
  2. Enable Einstein Conversation Insights, connect a recording provider, assign permission sets, and customize insights with up to 25 products.
  3. Enable Einstein Conversation Insights, enable sales recording, assign permission sets, and customize insights with up to 50 products.

Answer(s): C

Explanation:

To provide the sales team with insights into product and competitor names mentioned during calls, Universal Containers should:
Enable Einstein Conversation Insights: Activates the feature that analyzes call recordings for valuable insights.
Enable Sales Recording: Allows calls to be recorded within Salesforce without needing an external recording provider.
Assign Permission Sets: Grants the necessary permissions to sales team members to access and utilize conversation insights.
Customize Insights: Configure the system to track mentions of up to 50 products and 50 competitors, providing tailored insights relevant to the organization's needs. Option C accurately reflects these steps. Option A mentions defining recording managers but omits enabling sales recording within Salesforce. Option B suggests connecting a recording provider and limits customization to 25 products, which does not fully meet UC's requirements.


Reference:

Salesforce AI Specialist Documentation - Setting Up Einstein Conversation Insights: Provides instructions on enabling conversation insights and sales recording. Salesforce Help - Customizing Conversation Insights: Details how to customize insights with up to 50 products and competitors.
Salesforce AI Specialist Exam Guide: Outlines best practices for implementing AI features like Einstein Conversation Insights in a sales context.
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What is the role of the large language model (LLM) in executing an Einstein Copilot Action?

  1. Find similar requests and provide actions that need to be executed
  2. Identify the best matching actions and correct order of execution
  3. Determine a user's access and sort actions by priority to be executed

Answer(s): B

Explanation:

In Einstein Copilot, the role of the Large Language Model (LLM) is to analyze user inputs and identify the best matching actions that need to be executed. It uses natural language understanding to break down the user's request and determine the correct sequence of actions that should be performed.

By doing so, the LLM ensures that the tasks and actions executed are contextually relevant and are performed in the proper order. This process provides a seamless, AI-enhanced experience for users by matching their requests to predefined Salesforce actions or flows.

The other options are incorrect because:

A mentions finding similar requests, which is not the primary role of the LLM in this context. C focuses on access and sorting by priority, which is handled more by security models and governance than by the LLM.


Reference:

Salesforce Einstein Documentation on Einstein Copilot Actions Salesforce AI Documentation on Large Language Models



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?

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

Answer(s): C

Explanation:

In this scenario, the Einstein Copilot capability that best helps the agent is its ability to execute tasks based on available actions and answer questions using 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:
B refers to invoking a flow to create a Knowledge article, which is unrelated to the task of retrieving existing Knowledge articles.
C focuses on generating Knowledge articles, which is not the immediate need for this situation where the agent requires guidance on existing procedures.


Reference:

Salesforce Documentation on Einstein Copilot
Trailhead Module on Einstein for Service






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