AI Associate Salesforce Einstein AI Features Practice Test 14 — 15 Questions

Question 1

A company uses Einstein Conversation Insights to analyze sales calls. They want to automatically capture follow-up tasks mentioned during the call. Which metric or feature should they use?

Accepted Answer

Next Step capture. Einstein Conversation Insights includes a 'Next Steps' feature that automatically captures action items from call transcripts.

Answer

Keyword tracking

Answer

Talk-time metrics

Answer

Call recording analysis

Question 2

An administrator is configuring Einstein Forecasting. They notice the AI forecast differs significantly from the manager's commit. The manager wants to understand why the AI forecast is lower. What should the administrator do?

Accepted Answer

Check the AI forecast explanation, which shows key drivers like historical win rate and pipeline changes. Einstein Forecasting provides an AI forecast explanation that details the key drivers influencing the prediction, such as historical win rates and pipeline changes. This explanation allows the administrator to transparently show the manager why the AI forecast is lower, addressing the discrepancy without disabling or manually overriding the AI model.

Answer

Run an Einstein Discovery story on the forecast data

Answer

Disable Einstein Forecasting and rely solely on manager commit

Answer

Adjust the AI forecast manually to match the commit

Question 3

A developer wants to build a custom application that classifies customer images (e.g., product photos) into categories using Einstein AI. Which API should they use?

Accepted Answer

Einstein Vision API. Einstein Vision and Language Platform APIs include image classification and object detection via Einstein Platform Services API.

Answer

Einstein Bots API

Answer

Einstein Prediction Builder API

Answer

Einstein Language API

Question 4

An administrator is setting up Einstein Next Best Action to recommend a discount offer to sales reps when an opportunity is at risk. The recommendation logic should consider the opportunity stage, amount, and close date. Which tool should the administrator use to define the recommendation strategy?

Accepted Answer

Strategy Builder with a Flow. Einstein Next Best Action uses Strategy Builder to define recommendation logic, which evaluates conditions like opportunity stage, amount, and close date to surface a discount offer. Strategy Builder allows administrators to create decision trees and rules that trigger actions, such as displaying a recommendation, without requiring code. A Flow can be embedded within Strategy Builder to execute complex logic or update records when the recommendation is accepted.

Answer

Einstein Prediction Builder

Answer

Einstein Discovery

Answer

Process Builder

Question 5

A company wants to use Agentforce to create an autonomous AI agent that can handle customer service inquiries. Which TWO components must be configured in Agent Builder?

Accepted Answer

Topics. A is correct because Topics in Agent Builder define the high-level categories of customer inquiries (e.g., 'Billing', 'Returns') that the autonomous agent can handle. They are mandatory for structuring the agent's conversation flow and routing logic. Without Topics, the agent would have no defined scope of work.

Answer

Prompt Templates

Answer

Entities

Answer

Intents

Question 6

An administrator wants to use Einstein GPT to automatically generate case summaries and draft knowledge articles. Which THREE features should they enable?

Accepted Answer

Service GPT for Knowledge Article Drafts. Service GPT for Knowledge Article Drafts (Option A) is correct because it is the specific Einstein GPT feature designed to automatically generate knowledge article drafts from case details, enabling administrators to streamline content creation. This feature leverages generative AI to produce draft articles based on resolved cases, reducing manual effort.

Answer

Sales GPT for Email Generation

Answer

Einstein Reply Recommendations

Question 7

A data scientist wants to use Einstein Discovery to analyze customer churn. They want to understand which factors contribute most to churn and get actionable suggestions. Which THREE outputs does Einstein Discovery provide?

Accepted Answer

Improvement suggestions (recommended actions). Einstein Discovery provides improvement suggestions (recommended actions) that guide data scientists on specific changes to reduce churn. These actionable insights are generated from the predictive model's analysis of historical data, offering concrete steps like 'increase engagement frequency' or 'offer discount' to improve outcomes.

Answer

Prediction score for each record

Answer

Waterfall chart (visualization of step-by-step impact)

Question 8

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.

Answer

Einstein Discovery

Answer

Einstein Lead Scoring

Answer

Einstein Bots

Question 9

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.

Answer

Einstein Prediction Builder

Answer

Einstein Bots

Answer

Einstein Article Recommendations

Question 10

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.. 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.

Answer

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

Answer

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

Answer

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

Question 11

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.

Answer

The email's subject line contains special characters.

Answer

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

Answer

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

Question 12

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.

Answer

Einstein Opportunity Scoring

Answer

Einstein Discovery

Answer

Einstein Lead Scoring

Question 13

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

Answer

Einstein Conversation Insights and Einstein GPT for Sales

Answer

Einstein Activity Capture and Einstein Bots

Question 14

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.

Answer

Einstein Case Classification

Answer

Einstein Discovery

Answer

Einstein Bots

Question 15

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.

Answer

Einstein Email Insights

Answer

Einstein Activity Capture

Answer

Einstein Prediction Builder