Terms in this set (35)
What is the primary function of 'Instructions' within a Custom Agent Action in Agentforce?
They guide the Atlas Reasoning Engine on how to execute the action, defining its purpose and logic.
To troubleshoot an Agent's performance by accessing all user interactions, errors, and incomplete plans, where should an Agentforce Specialist look?
Event Logs.
What is the purpose of the 'Plan Canvas' in Agent Builder?
It visualizes an agent's execution plan for a single interaction and is used primarily for design, not aggregated troubleshooting.
The _____ in Agentforce records all user interactions, including errors and incomplete plans, providing detailed telemetry for troubleshooting.
Event Logs
Which element in an Omni-Channel Flow is used to connect the flow with an Agentforce agent for routing work items?
The 'Route Work' action.
Does running tests in the Agentforce Testing Center consume Einstein Requests?
No, running tests in the Agentforce Testing Center does not consume Einstein Requests.
True or False: The Agentforce Testing Center can only be used in a production environment.
False, it is available in both sandbox and production orgs and is primarily used for safe pre-deployment testing.
Which type of prompt template should be used to suggest recommended products from a catalog, requiring custom inputs and dynamic logic?
Flex prompt template.
What is the main use case for a 'Record summary prompt template'?
To generate concise summaries of Salesforce records like Cases or Opportunities.
A _____ is versatile, allowing custom inputs and instructions, making it suitable for dynamic tasks like product recommendations.
Flex prompt template
What permission set grants a user the ability to view and manage AI models in Data Cloud (Einstein Studio)?
Data Cloud Admin.
What feature in prompt templates uses the data visible on a user's page layout to ground the prompt?
Record Snapshots.
To use the Record Snapshots grounding feature in a prompt template, what must be configured?
The page layout of the master record type for the object being used.
What is the most suitable use case for an Agentforce Data Library to improve an AI agent's response accuracy?
Providing answers based on a curated set of policy documents that are stored, updated, and indexed in the library.
Which Salesforce feature is better suited than the Data Library for combining data from disparate sources based on common data points for grounding?
Data Cloud.
An agent needs to semantically search HR policies and ensure responses are grounded on published Knowledge with immediate updates. What should be set up?
An Agentforce Data Library to store and index the policy documents for AI retrieval.
If an Agentforce Service Agent is not providing answers from Salesforce Knowledge articles, what is the most likely permission-related issue?
The Agentforce Service Agent user was not given the 'Allow View Knowledge' permission.
To route SMS text messages from an Agentforce Service Agent to a service representative, which Service Channel should be used in the flow?
Messaging.
What is the role of the 'Route Work' component in the context of Service Channels?
It is an action within an Omni-Channel Flow that uses a Service Channel to route work; it is not a channel itself.
Which standard Agent action helps sales reps draft personalized emails by generating text based on previous successful communications?
Draft or Revise Sales Email.
What is the function of the standard Agent action 'Find Similar Opportunities'?
It identifies past deals to inform current strategy, but does not generate text.
Which two types of audit data are available through the Einstein Trust Layer?
Masked data and toxicity score.
Enabling the 'Enrich event logs with conversation data' setting allows an Agentforce Specialist to view what information?
Session data including user input and copilot responses for sessions over the past 7 days.
If a company's AI data masking rules do not align with its privacy policies, where should an Agentforce Specialist configure them?
In the Einstein Trust Layer setup.
What is the most likely reason the 'Preview' button for a Flex prompt template is greyed out?
The records related to the prompt have not been selected.
What Salesforce tool should be used to access an externally-hosted Large Language Model (LLM), such as one on Amazon Web Services (AWS)?
Model Builder.
Which feature in the Einstein Trust Layer allows relevant information from a Salesforce record to be securely merged with a prompt for contextual AI output?
Dynamic grounding with secure data retrieval.
How does Agent in Salesforce handle a user's request?
It analyzes the user's request and uses LLM technology to generate and display the appropriate response.
How does the Einstein Trust Layer protect sensitive data during AI processing?
Sensitive data is masked before being sent to the LLM and is de-masked during the response journey.
What is the role of the large language model (LLM) when executing an Agent Action?
To identify the best matching actions and determine the correct order of their execution.
A service agent needs to review Knowledge articles about a specific task, like canceling flights. Which Agent capability helps accomplish this?
The capability to execute tasks based on available actions and answer questions using information from accessible Knowledge articles.
To troubleshoot a copilot custom action that uses a flow, what should an Agentforce Specialist do in the Copilot Builder?
In the Dynamic Panel, turn on dynamic debugging to show the inputs and outputs of the flow.
Which Einstein for Service feature generates AI-powered response suggestions for agents that are grounded in the organization's knowledge base?
Einstein Service Replies.
A user complains that Agent is not deleting activities. What is the reason for this issue?
Agent does not support the 'Delete Record' action.
Where can an Agentforce Specialist add or update actions that are assigned to a copilot?
On the Copilot Actions page, the record page for the copilot action, or the Copilot Action Library tab.