AI Associate Salesforce Einstein AI Features Practice Test 13 — 15 Questions

Question 1

A sales operations manager wants to automatically prioritize leads based on historical conversion data. Which Salesforce Einstein feature should they use to create a custom predictive model without writing code?

Accepted Answer

Einstein Prediction Builder. Einstein Prediction Builder (D) is the correct answer because it allows users to create custom predictive models—such as lead conversion propensity—using point-and-click tools, without writing any code. It leverages historical data from the org to train a model that outputs a prediction score for each record, directly meeting the requirement to automatically prioritize leads based on historical conversion data.

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Einstein Discovery

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Einstein Lead Scoring

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Einstein Bots

Question 2

A support manager wants to automatically categorize incoming cases into Type, Priority, and Reason fields. Which Einstein feature should they enable?

Accepted Answer

Einstein Case Classification. Einstein Case Classification is the correct feature because it is specifically designed to automatically categorize incoming cases into fields like Type, Priority, and Reason using machine learning models trained on historical case data. This allows the support manager to streamline case routing and prioritization without manual input, directly matching the requirement.

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Einstein Prediction Builder

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Einstein Bots

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Einstein Article Recommendations

Question 3

An admin is configuring Einstein Opportunity Scoring and notices that the score is not appearing on the Opportunity record page. They have enabled the feature and assigned the permission set. What else is required for the score to display?

Accepted Answer

The Einstein Opportunity Score field must be added to the page layout.. Option D is correct because the Einstein Opportunity Score is a custom field that must be manually added to the Opportunity page layout to appear on the record. Enabling the feature and assigning the permission set only activates the backend scoring engine and grants access; without the field on the layout, the score cannot render on the record page.

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The org must have at least 100 closed opportunities in the last 12 months.

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The user must have the 'View Einstein Scores' permission in their profile.

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The opportunity must have a closed date within the next 30 days.

Question 4

A company uses Einstein GPT for Sales to generate email drafts. They want to ensure that the generated content always includes the correct product pricing from a separate system. How should they achieve this?

Accepted Answer

Use Prompt Builder with a Flex Prompt template that includes a flow to retrieve pricing data.. Option B is correct because Prompt Builder with a Flex Prompt template allows the inclusion of a flow that can dynamically retrieve product pricing from an external system via Apex or an external data source. This ensures that the generated email drafts always contain accurate, up-to-date pricing without manual intervention, leveraging Einstein GPT's generative AI capabilities with real-time data integration.

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Ask the sales reps to manually copy pricing into each prompt.

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Use Einstein Recommendation Builder to suggest pricing.

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Use Einstein Discovery to generate pricing insights.

Question 5

A customer service team wants to automatically log all Outlook emails to Salesforce. They have enabled Einstein Activity Capture. However, some emails from a specific external domain are not being captured. What is the most likely cause?

Accepted Answer

The external domain has been added to the Excluded Email Domains list in Activity Capture settings.. Einstein Activity Capture allows admins to configure excluded email addresses or domains. If a domain is excluded, emails from that domain will not be captured. Other options like permissions or field mapping would affect all emails, not just a specific domain.

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The email's subject line contains special characters.

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The users have not installed the Einstein Activity Capture Outlook add-in.

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The email addresses are not in Salesforce as Contacts or Leads.

Question 6

A sales leader wants to compare each rep's forecast against an AI-generated prediction for the same period. Which Einstein feature provides this comparison?

Accepted Answer

Einstein Forecasting. Einstein Forecasting is the correct feature because it directly compares a sales rep's manual forecast against an AI-generated prediction for the same period, providing a side-by-side view of discrepancies. This allows sales leaders to assess forecast accuracy and adjust strategies based on AI insights.

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Einstein Opportunity Scoring

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Einstein Discovery

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Einstein Lead Scoring

Question 7

An admin is training a new Einstein Prediction Builder model to predict whether a support case will be escalated (binary). They have selected the prediction field 'Escalated__c' and the data set of all cases from the past year. Which step is essential to ensure the model can distinguish between escalated and non-escalated cases?

Accepted Answer

Ensure the 'Escalated__c' field has both 'True' and 'False' values in the training data.. Option A is correct because Einstein Prediction Builder requires the target prediction field to contain both positive and negative examples (e.g., 'True' and 'False') in the training data. Without both values, the model cannot learn the decision boundary between escalated and non-escalated cases, making binary classification impossible.

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Set the prediction window to the next 30 days.

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Select at least 20 features from the case object.

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Ensure the data set contains at least 500 records.

Question 8

A Salesforce admin wants to use Einstein GPT to automatically generate a meeting follow-up email after a sales rep closes a meeting record in Salesforce. They want the email to include the meeting summary, key action items, and next steps. Which combination of features should they use?

Accepted Answer

Prompt Builder with a Sales Email template and Einstein Activity Capture. Prompt Builder can create a Sales Email prompt template that pulls data from the meeting record. Einstein Activity Capture can log the meeting, but generation is done via Prompt Builder. Einstein Bots and Discovery are not relevant.

Answer

Einstein Discovery and Prompt Builder

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Einstein Conversation Insights and Einstein GPT for Sales

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Einstein Activity Capture and Einstein Bots

Question 9

A company wants to use a custom image classification model to automatically identify product defects from photos uploaded by field technicians. Which Salesforce Einstein platform should they use?

Accepted Answer

Einstein Vision and Language Platform. Option A is correct because Einstein Vision and Language Platform provides the APIs and tools needed to build custom image classification models. This platform includes the Vision API, which can be trained on labeled images of product defects to automatically classify new photos uploaded by field technicians, making it the appropriate choice for this use case.

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Einstein Prediction Builder

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Einstein Bots

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Einstein GPT

Question 10

A service manager wants to provide agents with suggested knowledge articles while they are working on a case. Which Einstein feature should be enabled?

Accepted Answer

Einstein Article Recommendations. Einstein Article Recommendations is the correct feature because it uses AI to analyze the case context (such as subject, description, and product) and suggests relevant knowledge articles directly within the Salesforce console while the agent works on the case. This matches the requirement of providing suggested knowledge articles during case handling.

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Einstein Case Classification

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Einstein Discovery

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Einstein Bots

Question 11

An organization uses Einstein Conversation Insights to analyze sales call recordings. They want to automatically capture next steps discussed during calls and log them as tasks in Salesforce. Which feature should they use?

Accepted Answer

Einstein Conversation Insights. Einstein Conversation Insights can capture next steps from call recordings and create tasks automatically. The other options are not designed for extracting action items from audio.

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Einstein Email Insights

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Einstein Activity Capture

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Einstein Prediction Builder

Question 12

A company wants to build a chatbot for their customer portal that can handle returns and refunds. They want the bot to understand phrases like 'I want to return my order' or 'refund request'. What must they configure in Einstein Bots to recognize these variations?

Accepted Answer

Define an intent named 'Return_Refund' and add training phrases like those examples. Intents represent the purpose of the user's input, and entities capture key details like order numbers. The bot uses NLP to match phrases to intents. Dialogues define the flow, and analytics track performance.

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Enable the Einstein Bots API for external integrations

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Create a dialogue flow that asks clarifying questions

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Set up bot analytics to monitor user utterances

Question 13

A Salesforce admin is building an Agentforce agent to handle customer support interactions. They need to define the topics the agent can handle and the actions it can perform. Which three components must be configured in Agent Builder?

Accepted Answer

Testing in Agent Builder. Testing in Agent Builder (A) is correct because it allows the admin to validate the agent's behavior by simulating conversations before deployment. This ensures that the configured topics and actions respond as expected, which is a critical step in the development lifecycle within Agent Builder.

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Custom Instructions

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AI Model Selection

Question 14

A sales team wants to use Einstein GPT for Sales to generate call summaries. Which two data sources can be used to populate the call summary prompt?

Accepted Answer

Related Opportunity or Account fields. Option C is correct because Einstein GPT for Sales can pull structured data from related Salesforce records, such as Opportunity or Account fields, to populate the call summary prompt with relevant context like deal stage or customer details. This allows the generative AI to produce summaries that are tailored to the specific sales context without requiring external data sources.

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Case details from Service Cloud

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Email threads from Einstein Email Insights

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Einstein Discovery stories

Question 15

An admin is troubleshooting why Einstein Lead Scoring is not generating scores for some leads. They have enabled the feature and assigned permission sets. Which two factors could cause scores to be missing?

Accepted Answer

The lead's status is 'Converted' and scoring is configured to exclude converted leads. Option A is correct because Einstein Lead Scoring can be configured to exclude leads with a 'Converted' status. If the scoring model is set to skip converted leads, those leads will not receive a score, even if the feature is enabled and permission sets are assigned. This is a common configuration setting that directly prevents scoring for converted records.

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The lead has a custom field that is not included in the model

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The lead does not have an email address

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The lead's owner does not have a Salesforce license