AI Associate Salesforce Einstein AI Features Practice Test 11 — 15 Questions

Question 1

A sales manager wants to see how AI-predicted forecast amounts compare to sales reps' committed amounts. Which feature provides this comparison?

Accepted Answer

Einstein Forecasting. Einstein Forecasting is the correct feature because it directly compares AI-predicted forecast amounts against sales reps' committed amounts. This allows sales managers to see discrepancies between the AI's data-driven predictions and the reps' manual commitments, enabling more accurate pipeline management.

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Einstein Discovery

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Einstein Lead Scoring

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Einstein Opportunity Scoring

Question 2

A company uses Einstein Bots for customer support. They want the bot to understand when a customer says 'I want to return a product' and trigger a return flow. What must be configured to recognize this intent?

Accepted Answer

Train the bot's NLP with sample utterances for the 'Return_Product' intent. Einstein Bots rely on Natural Language Processing (NLP) to interpret user intent from free-form text. To recognize the intent 'Return_Product', you must train the bot's NLP model by providing sample utterances (phrases) that represent that intent. This allows the bot to generalize and match variations like 'I need to send this back' or 'How do I return an item?' without requiring exact phrase matching.

Answer

Add a dialogue step that matches the phrase exactly

Answer

Create an entity for 'product' and map it to return flow

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Use Einstein Article Recommendations to surface return policy

Question 3

A data analyst wants to understand why a particular opportunity win rate dropped last quarter. They need automated statistical analysis with natural language explanations and improvement suggestions. Which tool should they use?

Accepted Answer

Einstein Discovery. Einstein Discovery provides automated statistical analysis, stories, and improvement suggestions.

Answer

Einstein Prediction Builder

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Einstein Conversation Insights

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Einstein Next Best Action

Question 4

A sales rep wants to automatically generate a personalized email to a lead based on the lead's recent activity. Which Einstein GPT feature should they use?

Accepted Answer

Sales GPT. Sales GPT is the correct Einstein GPT feature because it is specifically designed for sales use cases, such as generating personalized emails based on lead activity. It leverages CRM data and generative AI to create tailored sales communications without requiring custom prompt engineering, which is the core functionality needed here.

Answer

Prompt Builder

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Einstein Copilot

Answer

Service GPT

Question 5

An admin wants to create a prompt template that dynamically pulls the case subject and description to generate a knowledge article draft. Which prompt template type should they use in Prompt Builder?

Accepted Answer

Field Generation. Field Generation prompt templates are used to generate content for a specific field, such as a knowledge article draft.

Answer

Sales Email

Answer

Service GPT Reply Recommendation

Answer

Flex Prompt

Question 6

A company wants to use AI to automatically assign a priority (High, Medium, Low) to incoming cases based on the case description and account history. Which feature should they configure?

Accepted Answer

Einstein Case Classification. Einstein Case Classification is specifically designed to automatically assign categories or priorities (like High, Medium, Low) to incoming cases based on case descriptions and account history, using a pre-built AI model that learns from historical case data. This feature directly addresses the requirement without needing custom model training or flow configuration.

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Einstein Discovery with a recipe

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Einstein Next Best Action with a flow

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Einstein Prediction Builder with a three-class model

Question 7

A service manager wants AI to automatically generate a summary of a phone call recording and capture follow-up tasks. Which Einstein feature should they use?

Accepted Answer

Einstein Conversation Insights. Einstein Conversation Insights analyzes call recordings, provides summaries, and captures next steps.

Answer

Einstein Email Insights

Answer

Service GPT

Answer

Einstein Activity Capture

Question 8

A company wants to build an autonomous AI agent using Agentforce that can handle customer inquiries about order status and reset passwords. Which components must be defined in Agent Builder? (Choose TWO.)

Accepted Answer

Topics. In Agent Builder, Topics are the primary mechanism for defining the scope of an autonomous agent's capabilities. Each topic represents a distinct customer intent (e.g., 'Order Status' or 'Password Reset') and contains the instructions, prompts, and conversation flow logic for handling that specific type of inquiry. Without defining Topics, the agent would have no structured way to route or process customer requests.

Answer

Entities

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Dialogues

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Intents

Question 9

An admin is configuring Einstein Lead Scoring. They want to ensure the lead score is visible in list views and reports. Which TWO settings or actions are required?

Accepted Answer

Add the Lead Score field to the list view layout. The Lead Score field must be added to the list view layout to make it visible in list views and reports. Without adding the field to the layout, users cannot see the score in those contexts, even if scoring is enabled.

Answer

Run a lead scoring batch job manually

Answer

Create a custom report type for Lead Score

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Assign the 'View Lead Score' permission to users

Question 10

A company wants to use Einstein GPT to generate case summaries and knowledge article drafts. Which TWO Einstein GPT features are applicable?

Accepted Answer

Prompt Builder with Field Generation templates. Prompt Builder with Field Generation templates allows users to create structured prompts that pull data from Salesforce fields to generate case summaries and knowledge article drafts. This feature is specifically designed for content generation tasks like summarization and drafting, making it directly applicable to the use case.

Answer

Einstein Copilot

Answer

Sales GPT

Answer

Einstein Bots

Question 11

A sales manager wants to automatically identify which emails require immediate attention in their Sales Cloud inbox. Which Einstein feature should they enable?

Accepted Answer

Einstein Email Insights. Einstein Email Insights is the correct feature because it uses AI to analyze email content and metadata to identify high-priority messages, such as those from VIP contacts or with urgent keywords, and surfaces them in the Sales Cloud inbox for immediate attention. It directly addresses the need to automatically flag emails requiring prompt action without manual sorting.

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Einstein Activity Capture

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Einstein Conversation Insights

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Einstein Lead Scoring

Question 12

A service manager wants to automatically classify incoming cases into Type, Priority, and Reason fields to reduce manual data entry. Which Einstein feature best meets this requirement?

Accepted Answer

Einstein Case Classification. Einstein Case Classification is specifically designed to automatically predict and populate fields like Type, Priority, and Reason for incoming cases using machine learning models trained on historical case data. This reduces manual data entry by suggesting or auto-filling these fields based on the case's subject, description, and other attributes.

Answer

Einstein Discovery

Answer

Einstein Next Best Action

Answer

Einstein Article Recommendations

Question 13

A company needs to build a custom AI model that predicts whether a support case will be escalated based on account history, case description, and product category. The output should be a binary yes/no. Which tool should they use?

Accepted Answer

Einstein Prediction Builder. Einstein Prediction Builder is the correct tool because it is specifically designed for binary classification (yes/no) predictions using structured data from Salesforce objects, such as account history, case description, and product category. It allows admins to create custom predictive models without code, directly within the Salesforce platform, making it ideal for predicting case escalation.

Answer

Einstein Vision and Language Platform

Answer

Einstein Discovery

Answer

Einstein GPT

Question 14

A sales rep wants to automatically generate a personalized email draft to a lead based on recent account activity. Which Einstein feature should be used?

Accepted Answer

Einstein GPT - Sales GPT. Sales GPT, part of Einstein GPT, is specifically designed to generate personalized email drafts using natural language generation (NLG) based on CRM data such as recent account activity. It leverages generative AI to create context-aware content, unlike other Einstein features that focus on prediction, scoring, or data capture.

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Einstein Activity Capture

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Einstein Recommendation Builder

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Einstein Opportunity Scoring

Question 15

A company wants to automatically log all sent emails and calendar events from Gmail into Salesforce without manual user action. Which feature should be configured?

Accepted Answer

Einstein Activity Capture. Einstein Activity Capture automatically syncs emails and events from email systems to Salesforce.

Answer

Einstein Conversation Insights

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Einstein Email Insights

Answer

Salesforce Inbox