AI Associate Practice Test 17 — 15 Questions

Question 1

A company wants to use AI to automatically extract key information (e.g., invoice number, date, total amount) from scanned PDF invoices. Which AI capability should they use?

Accepted Answer

Computer vision with optical character recognition (OCR). Document scanning combined with OCR and NLP entity extraction can parse structured fields from documents. This falls under computer vision (OCR) and NLP.

Answer

Generative AI for text generation

Answer

Predictive analytics

Answer

Sentiment analysis

Question 2

A data scientist trains a model to predict customer churn. The model performs well on training data but poorly on test data. Which TWO issues are most likely?

Accepted Answer

Overfitting. Overfitting means the model memorized training data and fails to generalize. Data leakage inflates training performance but not test performance.

Answer

Insufficient training data

Answer

High bias

Answer

Underfitting

Question 3

A data scientist notices that a sentiment analysis model performs well on general product reviews but fails to correctly classify negative sentiment in industry-specific jargon (e.g., 'the API is flaky'). The most likely cause is:

Accepted Answer

The training data lacked examples of industry-specific language. The model was likely trained on general data and does not generalize to domain-specific language. This is a domain adaptation issue, which can be due to training data not being representative.

Answer

The model is overfitted to training data

Answer

The model architecture is too simple

Answer

Sentiment analysis cannot handle jargon

Question 4

A sales rep wants to automatically log emails and events to Salesforce without manual entry. Which feature should the admin enable?

Accepted Answer

Einstein Activity Capture. Einstein Activity Capture syncs emails and calendar events from Outlook or Gmail into Salesforce automatically.

Answer

Einstein Conversation Insights

Answer

Einstein Email Insights

Answer

Einstein Activity Capture is not available; use the standard Email-to-Salesforce

Question 5

A marketing manager wants to display product recommendations on a community site powered by Experience Cloud. Which Einstein feature should they integrate?

Accepted Answer

Einstein Recommendation Builder. Einstein Recommendation Builder provides product and content recommendations for Experience Cloud sites based on user behavior and preferences.

Answer

Einstein Prediction Builder

Answer

Einstein Next Best Action

Answer

Einstein Article Recommendations

Question 6

A service manager wants to recommend knowledge articles to agents handling cases. Which TWO Einstein features can be used for this purpose?

Accepted Answer

Einstein Article Recommendations. Einstein Article Recommendations and Einstein Next Best Action can both surface knowledge articles to agents.

Answer

Einstein Bots

Answer

Einstein Prediction Builder

Answer

Einstein Case Classification

Question 7

A company wants to automatically generate draft email replies to customer support inquiries using generative AI. Which Einstein GPT feature is designed for this purpose?

Accepted Answer

Service GPT. Service GPT includes reply recommendations that generate draft responses for support agents.

Answer

Einstein Copilot

Answer

Sales GPT

Answer

Einstein Discovery

Question 8

A company wants to use Einstein Next Best Action to recommend actions to sales reps. Which TWO components are part of the Next Best Action strategy? (Choose 2)

Accepted Answer

Flows. Next Best Action strategies can use Flows or Apex to define and execute recommended actions.

Answer

Einstein Bots

Answer

Einstein Prediction Builder models

Answer

External machine learning models

Question 9

A developer wants to use AI to automatically extract key entities like dates, product names, and amounts from customer emails and store them in Salesforce fields. Which Einstein API should they use?

Accepted Answer

Einstein Vision and Language Platform API. Einstein Vision and Language Platform (Einstein Platform Services) provides APIs for text classification, named entity recognition (NER), and other AI tasks. NER is specifically for extracting entities like dates, product names, and amounts.

Answer

Einstein Discovery API

Answer

Einstein Prediction Builder API

Answer

Einstein Bots API

Question 10

A company uses Einstein Discovery to analyze sales data and wants to share the findings with business stakeholders who are not Salesforce users. What is the recommended way to share the story?

Accepted Answer

Download the story as a PDF and email it. Einstein Discovery supports PDF export of stories, making it easy to share insights with external stakeholders.

Answer

Create a public Salesforce site to display the story

Answer

Grant the stakeholders a Salesforce login and viewer permission

Answer

Embed the story in a Chatter post

Question 11

An administrator is setting up Einstein Bots for a service center. They want the bot to understand when a customer says 'I want to return my order' and route to the returns process. What must the admin configure in the bot builder?

Accepted Answer

Create a new intent called 'Return Order' and map it to the returns dialogue flow.. In Einstein Bots, intents represent the customer's goal (e.g., return order), and entities capture specifics (e.g., order number). The admin must define an intent for returns and train the NLP model with example phrases. Entities can capture order IDs.

Answer

Use the pre-built 'Returns' intent from the intent library.

Answer

Enable the 'Return Order' entity and add sample utterances directly to the dialogue.

Answer

Add a keyword trigger for 'return' in the bot configuration.

Question 12

A company uses Einstein Discovery to analyze their sales pipeline. They see a waterfall chart showing the expected revenue changes from one stage to the next. What does the waterfall chart primarily help identify?

Accepted Answer

The expected revenue at each stage and the changes between stages.. In Einstein Discovery, waterfall charts visualize the contribution of individual factors to a target metric (e.g., revenue). They show how each stage or factor adds or subtracts from the total, helping identify key drivers.

Answer

The accuracy of the AI prediction compared to actuals.

Answer

The improvement suggestions from Einstein Discovery.

Answer

The top reasons why deals are won or lost.

Question 13

A manager wants to use Einstein Forecasting to compare the AI-predicted forecast against sales reps' committed forecast amounts. Where in Salesforce can they view this comparison?

Accepted Answer

In the Einstein Forecasts list view, the AI forecast column appears next to the rep commit column.. Einstein Forecasting provides an AI forecast that is displayed alongside the rep's committed forecast in the forecast list view and reports.

Answer

In the Einstein Lead Scoring dashboard.

Answer

In the Einstein Discovery story for opportunities.

Answer

Only in a custom report type built from Opportunity object.

Question 14

A company wants to build a custom AI model that predicts whether a support case will be escalated based on fields like case origin, priority, and description. They want to use existing Salesforce data without coding. Which tool should they use?

Accepted Answer

Einstein Prediction Builder. Einstein Prediction Builder allows admins to create custom predictions from Salesforce data without coding, using binary classification for yes/no outcomes.

Answer

Einstein Case Classification

Answer

Einstein Article Recommendations

Answer

Einstein Discovery

Question 15

A service manager wants to automatically categorize incoming cases based on their description. Which Einstein feature should be used?

Accepted Answer

Einstein Case Classification. Einstein Case Classification uses NLP to automatically populate case fields such as Type, Priority, and Reason from the case description.

Answer

Einstein Reply Recommendations

Answer

Einstein Vision

Answer

Einstein Article Recommendations