QUESTION: 53

What is the correct process to leverage Prompt Builder in a Salesforce org?

Select the appropriate prompt template type to use, select one of Salesforce's standard prompts, determine the object to associate the prompt, select a record to validate against, and associate the prompt to an action.
Select the appropriate prompt template type to use, develop the prompt within the prompt workspace, select resources to dynamically insert CRM-derived grounding data, pick the model to use, and test and validate the generated responses.
Enable the target object for generative prompting, develop the prompt within the prompt workspace, select records to fine-tune and ground the response, enable the Trust Layer, and associate the prompt to an action.

Answer(s): B

Explanation:

When using Prompt Builder in a Salesforce org, the correct process involves several important steps:
Select the appropriate prompt template type based on the use case. Develop the prompt within the prompt workspace, where the template is created and customized. Select CRM-derived grounding data to be dynamically inserted into the prompt, ensuring that the AI- generated responses are based on accurate and relevant data. Pick the model to use for generating responses, either using Salesforce's built-in models or custom ones.
Test and validate the generated responses to ensure accuracy and effectiveness. Option B is correct as it follows the proper steps for using Prompt Builder. Option A and Option C do not capture the full process correctly.

Reference:

Salesforce Prompt Builder Documentation:
https://help.salesforce.com/s/articleView?id=sf.prompt_builder_overview.htm

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QUESTION: 54

An AI Specialist wants to include data from the response of external service invocation (REST API callout) into the prompt template.
How should the AI Specialist meet this requirement?

Convert the JSON to an XML merge field.
Use External Service Record merge fields.
Use "Add Prompt Instructions" flow element.

Answer(s): B

Explanation:

An AI Specialist wants to include data from the response of an external service invocation (REST API callout) into a prompt template. The goal is to incorporate dynamic data retrieved from an external API into the AI-generated content.
Solution:
Use External Service Record Merge Fields

External Service Integration:
Definition: External Services in Salesforce allow the integration of external REST APIs into Salesforce without custom code.
Registration: The external service must be registered in Salesforce, defining the API's schema and methods.
External Service Record Merge Fields:
Purpose: Enables the inclusion of data from external service responses directly into prompt templates using merge fields.
Functionality:
Dynamic Data Inclusion: Allows prompt templates to access and use data returned from REST API callouts.
Merge Fields Syntax: Use merge fields in the prompt template to reference specific data points from the API response.

Implementation Steps:
Register the External Service:
Use External Services to register the REST API in Salesforce. Define the API's schema, including methods and data structures.
Create a Named Credential:
Configure authentication and endpoint details for the external API.
Use External Service in Flow:
Build a Flow that invokes the external service and captures the response. Ensure the flow outputs the necessary data for use in the prompt template.
Configure the Prompt Template:
Use External Service Record merge fields in the prompt template to reference data from the flow's output.

Syntax Example: {{flowOutputVariable.fieldName}}
Why Other Options are Less Suitable:
Option A (Convert the JSON to an XML merge field):
Irrelevance: Converting JSON to XML merge fields is unnecessary and complicates the process. Unsupported Method: Salesforce prompt templates do not support direct inclusion of XML merge fields from JSON conversion.
Option C (Use "Add Prompt Instructions" flow element):
Purpose of Add Prompt Instructions:
Allows adding instructions to the prompt within a flow but does not facilitate including external data. Limitation: Does not directly help in incorporating external service responses into the prompt template.

Reference:

Salesforce AI Specialist Documentation - Integrating External Services with Prompt Templates:
Explains how to use External Services and merge fields in prompt templates. Salesforce Help - Using Merge Fields with External Data:
Provides guidance on referencing external data in templates using merge fields.
Salesforce Trailhead - External Services and Flow:
Offers a practical understanding of integrating external APIs using External Services and Flow.
Conclusion:
By using External Service Record merge fields, the AI Specialist can effectively include data from external REST API responses into prompt templates, ensuring that the AI-generated content is enriched with up-to-date and relevant external data.

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QUESTION: 55

Universal Containers (UC) has a legacy system that needs to integrate with Salesforce. UC wishes to create a digest of account action plans using the generative API feature.
Which API service should UC use to meet this requirement?

REST API
Metadata API
SOAP API

Answer(s): A

Explanation:

To create a digest of account action plans using the generative API feature, Universal Containers should use the REST API. The REST API is ideal for integrating Salesforce with external systems and enabling interaction with Salesforce data, including generative capabilities like creating summaries or digests. It supports modern web standards and is suitable for flexible, lightweight interactions between Salesforce and legacy systems.
Metadata API is used for retrieving and deploying metadata, not for data operations like generating summaries.
SOAP API is an older API used for integration but is less flexible compared to REST for this specific use case.
For more details, refer to Salesforce REST API documentation regarding using REST for data integration and generating content.

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QUESTION: 56

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?

Einstein Copilot
Prompt Builder
Model Builder

Answer(s): B

Explanation:

The sales team at a hotel resort wants to generate a guest summary about guests' interests and provide recommendations based on their activity preferences captured in each guest profile. They require the summary to be available only on the contact record page.
Solution:
Use Prompt Builder to create a prompt template that generates the desired summary and displays it on the contact record page.

Prompt Builder:
Purpose: Allows the creation of custom prompt templates that leverage AI to generate content based on Salesforce data.
Functionality:
Field Generation Templates: Can be used to populate fields on records with AI-generated summaries. Customization: Enables the AI Specialist to design prompts that utilize data from the guest profiles to produce personalized summaries and recommendations.
Relevance to the Use Case:
The sales team wants the summary to be available on the contact record page, which aligns with the capabilities of Prompt Builder to generate and display content on specific record pages.
Implementation Steps:
Create a Field Generation Prompt Template:
Use Prompt Builder to create a new prompt template of type Field Generation. Design the prompt to instruct the AI to generate a summary based on the guest's interests and activity preferences.

Include Relevant Data:
Use merge fields to include data from the guest profile in the prompt. Ensure that the prompt accesses the necessary fields to generate accurate recommendations.
Configure the Contact Page Layout:
Add the field that will display the AI-generated summary to the contact record page layout. Ensure that the field is only visible where appropriate, adhering to the requirement of availability only on the contact record page.
Why Not Einstein Copilot or Model Builder:
Option A (Einstein Copilot):
Purpose: Einstein Copilot is a conversational AI assistant designed to interact with users through natural language.
Mismatch with Requirements:

The team wants a static summary displayed on the contact record page, not an interactive conversational experience.
Option C (Model Builder):
Purpose: Model Builder is used to create custom AI models for predictions and classifications.
Inapplicability:
Building a custom model is unnecessary for generating text summaries based on existing data. Model Builder does not directly provide functionality to generate and display summaries on record pages.

Reference:

Salesforce AI Specialist Documentation - Prompt Builder Overview:
Provides an introduction to Prompt Builder and its capabilities. Salesforce Help - Creating Field Generation Prompt Templates:
Guides on creating prompt templates that generate content for fields on records. Salesforce Trailhead - Customize AI Content with Prompt Builder:
Offers hands-on experience in building and customizing prompt templates.
Conclusion:
By utilizing Prompt Builder, the sales team can create a customized prompt template that generates personalized guest summaries and recommendations based on activity preferences. This solution meets the requirement of displaying the summary only on the contact record page, enhancing the team's ability to engage with guests effectively.

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Free Salesforce-AI-Specialist Exam Braindumps (page: 15)

QUESTION: 53

Explanation:

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QUESTION: 56

Explanation:

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