AI Associate Salesforce Einstein AI Features Practice Test 10 — 15 Questions

Question 1

A sales admin wants to automatically log emails and events from a sales rep's email client to Salesforce without manual entry. Which feature should they enable?

Accepted Answer

Einstein Activity Capture. Einstein Activity Capture (D) is the correct feature because it automatically logs emails and events from a connected email client (like Outlook or Gmail) into Salesforce without requiring manual entry. It uses server-side synchronization to capture interactions based on configured rules, making it the direct solution for this use case.

Answer

Einstein Conversation Insights

Answer

Einstein Lead Scoring

Answer

Einstein Email Insights

Question 2

A company wants to create an autonomous AI agent that can handle complex customer service tasks like processing returns and updating orders without human intervention. Which Salesforce feature should they use?

Accepted Answer

Agentforce. Agentforce is the correct choice because it is designed to create autonomous AI agents that can handle complex, multi-step customer service tasks like processing returns and updating orders without human intervention. Unlike simpler chatbots, Agentforce uses advanced reasoning and action execution to complete end-to-end workflows independently.

Answer

Einstein Bots

Answer

Einstein Copilot

Answer

Einstein Next Best Action

Question 3

A company uses Einstein Discovery to analyze sales data. They want to understand the key drivers of deal closures. Which THREE output types can Einstein Discovery provide? (Choose 3)

Accepted Answer

Stories that explain key factors in natural language. Option A is correct because Einstein Discovery generates Stories that present the top predictors and insights behind an outcome (such as deal closure) in plain, natural-language explanations. Option B is correct because Einstein Discovery produces prescriptions—actionable recommendations that suggest the best next steps or changes to improve a predicted outcome, which directly addresses understanding what drives closures. Option C is correct because Einstein Discovery visualizes how each individual factor pushes a prediction up or down using waterfall charts, showing the contribution of each variable to the outcome. Option D is not correct because sentiment analysis is a separate natural-language processing capability (e.g., Einstein Sentiment), not a core Einstein Discovery output type. Option E is not correct because custom binary prediction models are built with Einstein Prediction Builder or custom model development, not a standard output type of Einstein Discovery.

Answer

Sentiment analysis scores

Answer

Custom binary prediction models

Question 4

A company is building an Einstein Bot that needs to handle customer inquiries and escalate to a human agent when necessary. The bot must also analyze conversations to improve its performance. Which THREE capabilities should they configure? (Choose 3)

Accepted Answer

Intents and entities to understand customer requests. Option C is correct because Einstein Bots rely on intents (what the customer wants) and entities (the specific data values extracted from the utterance) to interpret natural-language requests and drive the correct dialog flow. Option D is correct because Bot Analytics provides the reporting on bot sessions, intent matches, and escalation/containment outcomes needed to analyze conversations and improve performance. Option E is correct because a handoff (escalation) to a human agent is the built-in mechanism that transfers the conversation when the bot cannot resolve the request, which is exactly the escalation requirement. Option A is not appropriate because Einstein Case Classification is a predictive feature that categorizes Cases, not bot conversations. Option B is not appropriate because Einstein Discovery is an analytics/ML prediction tool for datasets, not the mechanism for analyzing bot logs or conversation transcripts.

Answer

Einstein Case Classification to categorize conversations

Answer

Einstein Discovery to analyze bot logs

Question 5

A sales operations manager wants to use Einstein to automatically prioritize leads based on their likelihood to convert. The team needs a score from 1 to 99 that updates dynamically as new lead data is captured. Which Einstein feature should they use?

Accepted Answer

Einstein Lead Scoring. Einstein Lead Scoring is the correct feature because it is specifically designed to automatically assign a dynamic score (1–99) to leads based on their likelihood to convert, updating in real time as new data is captured. This directly matches the requirement for prioritizing leads with a dynamic score, unlike other Einstein features that serve different purposes such as opportunity scoring, custom model building, or data analysis.

Answer

Einstein Opportunity Scoring

Answer

Einstein Prediction Builder

Answer

Einstein Discovery

Question 6

A service manager wants to automatically log emails and events from Gmail into Salesforce without manual user intervention. Which Einstein feature should they enable?

Accepted Answer

Einstein Activity Capture. Einstein Activity Capture (D) is the correct feature because it automatically logs emails and events from Gmail into Salesforce without requiring manual user intervention. It uses server-side synchronization to capture and associate email and calendar data with relevant Salesforce records, eliminating the need for plugins or manual logging.

Answer

Einstein Email Insights

Answer

Einstein Conversation Insights

Answer

Einstein Bots

Question 7

A company wants to create a custom AI model that predicts whether a support case will be escalated (Yes/No) based on historical case data. They need to define the objective field, training data, and features. Which Einstein feature allows them to build this custom prediction?

Accepted Answer

Einstein Prediction Builder. Einstein Prediction Builder is Salesforce's point-and-click tool for creating custom binary or numeric predictions on any standard or custom object using historical CRM data. It lets admins define the objective field (e.g., 'Escalated__c'), select the training dataset, and choose features without writing code — exactly matching the scenario.

Answer

Einstein Case Classification

Answer

Einstein Next Best Action

Answer

Einstein Discovery

Question 8

An administrator is setting up an Einstein Bot for a service cloud. The bot needs to understand when a customer types 'cancel order' to route them to a cancellation flow. Which bot component should the administrator configure to recognize this phrase?

Accepted Answer

Intent. An intent represents the goal or purpose behind a user's input, such as 'cancel order.' In Einstein Bots, intents are trained to recognize specific phrases and map them to corresponding dialog flows. By configuring an intent for 'cancel order,' the bot can accurately route the customer to the cancellation flow without relying on exact keyword matching.

Answer

Dialog

Answer

Action

Answer

Entity

Question 9

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 surfaces the AI-predicted forecast alongside the rep's committed forecast directly in the Einstein Forecasts list view, where the AI forecast column sits next to the rep commit column. This side-by-side layout lets managers compare human judgment against the model's prediction without building custom reports. It is the native, out-of-the-box location for this comparison.

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 10

A company wants to use Einstein GPT to generate personalized sales emails for their sales team. They need to ensure that the generated emails adhere to brand voice guidelines. Which tool should they use to define the prompt template for email generation?

Accepted Answer

Prompt Builder. Prompt Builder is the correct tool because it allows users to create and manage prompt templates that define the structure, tone, and brand voice guidelines for generative AI outputs like sales emails. Unlike other Einstein tools, Prompt Builder is specifically designed to control the input and output of large language models (LLMs) within Salesforce, ensuring generated content adheres to predefined brand standards.

Answer

Einstein Copilot

Answer

Einstein Discovery

Answer

Einstein Recommendation Builder

Question 11

An administrator is configuring Einstein Activity Capture and wants to prevent automatic logging of emails sent to a specific external domain (e.g., legal@acme.com) due to confidentiality. How should they achieve this?

Accepted Answer

Add the domain to the Excluded Addresses list in Activity Capture settings.. Einstein Activity Capture includes a built-in 'Excluded Addresses' list within its configuration settings. Adding a domain (e.g., acme.com) to this list prevents any emails sent to or from addresses matching that domain from being automatically logged, which directly addresses the confidentiality requirement without requiring custom code or post-processing.

Answer

Set up a flow to delete the email record after it is logged.

Answer

Use Einstein Email Insights to flag emails from that domain for manual review.

Answer

Create a validation rule on the Email Message object to block logging.

Question 12

A company wants to use AI to analyze call recordings and automatically capture key topics, talk time, and next steps. Which Einstein feature should they implement?

Accepted Answer

Einstein Conversation Insights. Einstein Conversation Insights is the correct feature because it is specifically designed to analyze call recordings and automatically extract key topics, talk time, and next steps using natural language processing (NLP) and speech-to-text technology. It provides post-call summaries, identifies action items, and surfaces conversation trends without requiring manual note-taking or configuration.

Answer

Einstein Activity Capture

Answer

Einstein Bots

Answer

Einstein Email Insights

Question 13

An organization wants to build an autonomous AI agent that can handle customer inquiries order status and return requests without human intervention. Which Salesforce tool allows them to build such an agent with topics and actions?

Accepted Answer

Agentforce. Agentforce is the correct answer because it is the Salesforce tool specifically designed to build autonomous AI agents that can handle customer inquiries, order status, and return requests without human intervention. It allows you to define topics (e.g., 'Order Status') and actions (e.g., 'Lookup Order') that the agent can execute independently, using natural language processing and integration with Salesforce data.

Answer

Einstein Copilot

Answer

Einstein Bots

Answer

Einstein Next Best Action

Question 14

A company wants to provide personalized product recommendations on their community site built with Experience Cloud. Which Einstein feature should they use?

Accepted Answer

Einstein Recommendation Builder. Einstein Recommendation Builder is the Salesforce feature designed to generate personalized recommendations on Experience Cloud sites based on user behavior and data. It uses machine learning to suggest products, articles, or content tailored to each visitor, which directly matches the requirement for personalized product recommendations on a community site.

Answer

Einstein Prediction Builder

Answer

Einstein Vision

Answer

Einstein Next Best Action

Question 15

A company wants to build an Einstein Bot that can handle order status inquiries and, if the customer is frustrated, hand off to a human agent. Which THREE steps are essential to implement this?

Accepted Answer

Configure a hand-off action to a human agent. Option B is correct because an Einstein Bot hands off to a live agent through a configured hand-off action (the 'Transfer to Agent' action), which routes the conversation to an Omni-Channel queue so a human agent can take over when frustration is detected. Option C is correct because the bot must define a dialog (a conversation flow built from dialogs and steps) that actually retrieves and presents the order status, which is the core task the bot is meant to handle. Option E is correct because the bot needs an intent such as 'Order Status' so its natural language model can recognize and classify the customer's request and trigger the appropriate dialog. Option A is not essential because Einstein Bots include built-in sentiment detection in the bot's dialog logic rather than requiring a separate Einstein Sentiment Analysis implementation. Option D is not essential because Einstein Bots use the platform's built-in NLP and intent model, so training a custom model with Einstein Platform Services is unnecessary for this scenario.

Answer

Use Einstein Sentiment Analysis to detect frustration

Answer

Train a custom NLP model using Einstein Platform Services