AI Associate Salesforce Einstein AI Features Practice Test 16 — 15 Questions

Question 1

An admin wants to generate a summary of a sales call recording automatically. Which Einstein feature should be used?

Accepted Answer

Einstein Conversation Insights. Einstein Conversation Insights is the correct feature because it is specifically designed to analyze sales call recordings and generate summaries, key moments, and action items using natural language processing (NLP) and speech-to-text technology. It ingests audio from calls, transcribes them, and applies AI to extract insights such as customer sentiment, competitor mentions, and next steps, directly meeting the admin's requirement.

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Einstein Activity Capture

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Einstein GPT for Sales

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Einstein Email Insights

Question 2

A company wants to create a custom AI model that predicts whether a support case will be escalated based on historical case data. Which tool allows building this custom prediction without writing code?

Accepted Answer

Einstein Prediction Builder. Einstein Prediction Builder is the correct tool because it allows users to create custom predictive models—such as predicting case escalation—directly from Salesforce data using a point-and-click interface, without writing any code. It leverages historical case data to train a model that outputs a probability score for the target outcome, making it ideal for this no-code custom AI requirement.

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Einstein Case Classification

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Einstein Next Best Action

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Einstein Discovery

Question 3

A service manager wants to automatically assign the correct 'Type' and 'Priority' fields on incoming cases. Which feature automatically classifies cases using AI?

Accepted Answer

Einstein Case Classification. Einstein Case Classification is the correct feature because it uses AI to automatically predict and assign the 'Type' and 'Priority' fields on incoming cases based on historical case data and patterns. It leverages machine learning models trained on past cases to classify new cases without requiring manual rules or human intervention, directly meeting the service manager's requirement.

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Einstein Article Recommendations

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Einstein Prediction Builder

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Einstein Bots

Question 4

Which Einstein feature creates automated statistical analyses and stories, including waterfall charts and improvement suggestions?

Accepted Answer

Einstein Discovery. Einstein Discovery is the correct answer because it is the Einstein feature specifically designed to automatically generate statistical analyses, narratives, and visualizations such as waterfall charts, along with actionable improvement suggestions. Unlike other Einstein tools that focus on predictions or scoring, Einstein Discovery uses machine learning to uncover patterns in data and produce plain-language explanations of the insights.

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Einstein Prediction Builder

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Einstein Forecasting

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Einstein Lead Scoring

Question 5

A company wants to build a chatbot that can understand natural language queries and escalate to a human agent when needed. Which tool should they use?

Accepted Answer

Einstein Bots. Einstein Bots is the correct tool because it is specifically designed to handle natural language queries in Service Cloud and can seamlessly escalate to a human agent when the bot cannot resolve the issue. It uses intent recognition and dialog flows to understand user input, and it supports handoff to live agents via Omni-Channel routing. This makes it the ideal choice for building a chatbot that requires escalation capabilities.

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Einstein GPT for Service

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Einstein Next Best Action

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Einstein Copilot

Question 6

A sales rep wants Einstein to automatically capture emails and calendar events to Salesforce without manual logging. Which feature enables this?

Accepted Answer

Einstein Activity Capture. Einstein Activity Capture automatically logs emails and events to Salesforce records based on sync settings.

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Einstein Email Insights

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Einstein Conversation Insights

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Einstein GPT for Sales

Question 7

An admin wants to create a prompt template that generates a personalized email to a lead. Which tool should they use to create and manage prompt templates for Einstein GPT?

Accepted Answer

Prompt Builder. Prompt Builder is the correct tool because it is specifically designed within the Einstein GPT platform to create, version, and manage prompt templates for generative AI use cases, such as generating personalized emails to leads. Unlike other options, Prompt Builder provides a no-code interface to define the prompt structure, variables (like lead name or company), and output format, directly integrating with Salesforce data.

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Einstein Copilot

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Einstein GPT Builder

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Einstein Next Best Action

Question 8

A marketing team wants to recommend relevant knowledge articles to service agents while they work on a case. Which Einstein feature provides these recommendations?

Accepted Answer

Einstein Article Recommendations. Einstein Article Recommendations is the correct feature because it specifically uses AI to analyze the context of a service case—such as case subject, description, and product—and then surfaces the most relevant knowledge articles directly within the Salesforce console for the agent. This is distinct from general recommendation engines because it is purpose-built for knowledge article suggestions in service workflows.

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Einstein Next Best Action

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Einstein Recommendation Builder

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Einstein Case Classification

Question 9

Which Einstein feature provides AI-enhanced forecast predictions that go beyond manager rollups and can compare AI forecast to rep commitments?

Accepted Answer

Einstein Forecasting. Einstein Forecasting is the correct answer because it uses AI to generate predictive forecasts that go beyond traditional manager rollups, and it allows users to compare the AI-generated forecast against individual rep commitments. This feature leverages historical data and patterns to provide more accurate predictions, enabling sales leaders to identify discrepancies between AI insights and human inputs.

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Einstein Opportunity Scoring

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Einstein Discovery

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Einstein Lead Scoring

Question 10

A company wants to offer personalized product recommendations on their Experience Cloud site. Which Einstein feature should be used?

Accepted Answer

Einstein Recommendation Builder. Einstein Recommendation Builder is the correct feature because it is specifically designed to deliver personalized product recommendations on Experience Cloud sites. It uses AI to analyze user behavior and preferences to suggest relevant products, directly matching the requirement for personalized product recommendations.

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Einstein Prediction Builder

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Einstein Article Recommendations

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Einstein Next Best Action

Question 11

A developer wants to use AI to classify images uploaded to Salesforce. Which platform/service should they use?

Accepted Answer

Einstein Vision and Language Platform. Einstein Vision and Language Platform is the correct service because it provides pre-built and custom AI models specifically designed for image classification, object detection, and optical character recognition (OCR) within Salesforce. It allows developers to upload images and train models using labeled data directly in the Salesforce ecosystem, making it the only option that directly addresses the requirement to classify images.

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Einstein Bots

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Einstein GPT

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Einstein Discovery

Question 12

A sales operations manager wants to use Einstein GPT for Sales to improve rep productivity. Which THREE tasks can Sales GPT perform?

Accepted Answer

Summarize sales calls. Einstein GPT for Sales includes a call summarization feature that uses generative AI to automatically create concise summaries of sales calls from transcripts. This directly improves rep productivity by saving time on manual note-taking and capturing key action items.

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Create sales dashboards

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Predict lead scores

Question 13

An admin is configuring Einstein Prediction Builder to predict case escalation. Which TWO components must be selected during setup?

Accepted Answer

Prediction field (binary classification target). Einstein Prediction Builder requires a binary classification target field to define the outcome being predicted—in this case, whether a case will escalate. This field must have exactly two distinct values (e.g., 'Yes'/'No' or 0/1) to train the model. Without specifying the prediction field, the builder cannot determine what event to forecast.

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Prediction explanation template

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Data set (records to train on)

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Prediction score field name

Question 14

A sales team wants to automatically generate personalized follow-up emails after each meeting. Which Salesforce AI feature should they use?

Accepted Answer

Sales GPT. Sales GPT is the correct feature because it is specifically designed to generate personalized, AI-driven content like follow-up emails directly within Salesforce. It uses generative AI to create context-aware drafts based on meeting data, such as notes or summaries, without requiring custom prompts or additional configuration.

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Prompt Builder

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Einstein Activity Capture

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Einstein Copilot

Question 15

A company uses Einstein Lead Scoring and notices that leads with a score above 90 are not converting as expected. They suspect the model is overfit to historical patterns. What should they do to improve model performance?

Accepted Answer

Retrain the model by including more recent leads and removing outdated ones. Overfitting occurs when a model learns historical patterns that are no longer relevant. By retraining the model with more recent leads and removing outdated ones, the model can adapt to current conversion behaviors and reduce overfitting, improving predictive performance.

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Increase the score range from 1-99 to 1-100

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Manually adjust lead scores for high-scoring leads

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Add more features to the model to capture more signals