AI Associate Salesforce Einstein AI Features Practice Test 17 — 15 Questions

Question 1

A business analyst wants to create a custom AI model that predicts whether a lead will convert, based on historical lead data. They need to select the correct prediction field, data set, and features. Which Salesforce tool should they use?

Choose an answer to begin — your selection is scored in the full session.

Accepted Answer

Einstein Prediction Builder. Einstein Prediction Builder is the correct tool because it allows a business analyst to create a custom AI model that predicts a specific outcome (e.g., lead conversion) using their own historical data and selected features. Unlike pre-built scoring models, Prediction Builder enables custom prediction field selection, dataset upload, and feature engineering without requiring data science expertise.

Answer

Einstein Lead Scoring

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Einstein Opportunity Scoring

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Einstein Discovery

Question 2

Which Einstein feature uses strategy builder (flows, Apex) to recommend offers or actions to users at the right moment?

Accepted Answer

Einstein Next Best Action. Einstein Next Best Action is the correct answer because it is the Einstein feature that uses Strategy Builder (which includes flows and Apex) to define decision logic and recommend the most relevant offers or actions to users at the right moment. It evaluates real-time context and business rules to surface the optimal next step, such as a discount or a follow-up task, directly within the Salesforce user interface.

Answer

Einstein Copilot

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Einstein Prediction Builder

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Einstein Recommendation Builder

Question 3

A developer is building an autonomous AI agent with Agentforce. They need the agent to perform actions in Salesforce, such as updating records and sending emails. How should they define these capabilities in Agent Builder?

Accepted Answer

Create actions in Agent Builder, specifying the operation and parameters. In Agent Builder, actions are the mechanism that defines what an autonomous AI agent can do in Salesforce, such as updating records or sending emails. Each action specifies the operation (e.g., a standard or custom action) and its parameters, allowing the agent to execute precise tasks without additional coding.

Answer

Define topics that correspond to each action

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Use Prompt Builder to create prompts for each action

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Write Apex triggers to handle agent requests

Question 4

A company wants to use Einstein to forecast sales beyond simple manager rollups, comparing AI predictions with rep commitments. Which feature should they enable?

Accepted Answer

Einstein Forecasting. Einstein Forecasting is the correct feature because it is specifically designed to generate AI-driven sales forecasts by analyzing historical data, pipeline trends, and external factors, then comparing those predictions against rep commitments. Unlike simple manager rollups, it provides a statistical baseline that helps identify gaps between AI predictions and human estimates, enabling more accurate revenue planning.

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Einstein Discovery

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Einstein Prediction Builder

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Einstein Opportunity Scoring

Question 5

A service agent needs quick access to relevant knowledge articles while handling a case. Which Einstein feature can suggest the most relevant articles automatically?

Accepted Answer

Einstein Article Recommendations. Einstein Article Recommendations (C) is the correct feature because it uses AI to automatically surface the most relevant knowledge articles based on the context of the case, such as subject, description, and product. This directly addresses the need for quick access to relevant articles without manual search, leveraging Salesforce's predictive AI to match case data with article content.

Answer

Einstein Next Best Action

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Einstein Case Classification

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Einstein Service GPT

Question 6

Which Einstein feature records call recordings and provides analysis on keywords, talk-time metrics, and next steps?

Accepted Answer

Einstein Conversation Insights. Einstein Conversation Insights is the correct feature because it is specifically designed to record and analyze sales calls, providing transcriptions, keyword spotting, talk-time metrics, and automated next steps. It uses natural language processing (NLP) to surface insights from conversational data, directly matching the question's requirements.

Answer

Einstein Email Insights

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Einstein Activity Capture

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Einstein Discovery

Question 7

An organization wants to use Einstein GPT to generate case summaries. However, they need to ensure that the generated text adheres to company style and includes specific required fields. Which tool should they use to customize the prompts?

Accepted Answer

Prompt Builder. Prompt Builder is the correct tool because it allows administrators to create and manage custom prompt templates that enforce company style and required fields when generating content with Einstein GPT. Unlike other options, Prompt Builder is specifically designed to tailor generative AI outputs by defining instructions, variables, and guardrails for use cases like case summaries.

Answer

Einstein Copilot

Answer

Einstein Next Best Action

Answer

Einstein Service GPT

Question 8

A retail company wants to display personalized product recommendations on their Experience Cloud site based on customer browsing behavior. Which Einstein feature should they implement?

Accepted Answer

Einstein Recommendation Builder. Einstein Recommendation Builder is the correct choice because it is specifically designed to deliver personalized product recommendations on Experience Cloud sites by analyzing customer browsing behavior, purchase history, and other engagement signals. It uses AI to surface the most relevant products in real time, directly matching the requirement for personalized product recommendations based on browsing behavior.

Answer

Einstein Next Best Action

Answer

Einstein Prediction Builder

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Einstein Article Recommendations

Question 9

A company wants to use Einstein Bots to handle customer inquiries. They need to train the bot to understand different customer intents. Which TWO components are essential for defining bot understanding?

Accepted Answer

Intents. Intents are essential because they define the purpose or goal of a customer's input, such as 'Check Order Status' or 'Cancel Subscription'. The bot uses intents to classify user messages and determine the appropriate response or action. Without intents, the bot cannot understand what the customer wants, making them a foundational component of natural language understanding (NLU) in Einstein Bots.

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Actions

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Topics

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Dialogue flows

Question 10

A data scientist is using Einstein Vision and Language Platform for text classification. They need to handle custom entities (NER) and classify text into multiple categories. Which THREE capabilities of the Einstein Platform Services API should they use?

Accepted Answer

Sentiment Analysis. Sentiment Analysis is a key capability of the Einstein Platform Services API that allows the data scientist to determine the emotional tone (positive, negative, or neutral) of text, which is essential for understanding customer feedback or social media posts. This complements the other required capabilities—Text Classification for categorizing text into multiple categories and Named Entity Recognition (NER) for extracting custom entities—forming a complete solution for the described text classification and NER tasks.

Answer

Object Detection

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Image Classification

Question 11

A sales manager wants to use Einstein Opportunity Scoring to improve forecasting. Which TWO statements are true about Einstein Opportunity Scoring?

Accepted Answer

Score factors are displayed in the Lightning opportunity record.. Einstein Opportunity Scoring automatically surfaces the key factors influencing the predicted score directly on the Lightning opportunity record. This allows sales reps to see which attributes (e.g., deal size, industry, engagement) are driving the win likelihood, enabling them to take targeted actions to improve the forecast.

Answer

It can be used to automatically update opportunity stage.

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It compares the AI-predicted score to the rep's commit amount.

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It requires the admin to build a custom prediction model.

Question 12

A sales manager wants to automatically prioritize leads based on their likelihood to convert. Which Salesforce Einstein feature should be used?

Accepted Answer

Einstein Lead Scoring. Einstein Lead Scoring is the dedicated Salesforce Einstein feature designed specifically to automatically prioritize leads based on their likelihood to convert. It uses predictive models that analyze historical lead data and engagement patterns to assign a score between 1 and 99, enabling sales teams to focus on high-conversion leads without manual effort.

Answer

Einstein Opportunity Scoring

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Einstein Prediction Builder

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Einstein Activity Capture

Question 13

A company needs to predict which support cases are likely to escalate based on historical case data. They have a clear binary outcome (escalated vs not escalated) and want to select features from their case records. Which Einstein tool should they use?

Accepted Answer

Einstein Prediction Builder. Einstein Prediction Builder is the correct tool because it enables users to create custom binary classification models using their own historical data without writing code. The requirement to predict a binary outcome (escalated vs not escalated) and select features from case records matches Prediction Builder's point-and-click interface for training a model on a custom object or standard object like Case.

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Einstein Next Best Action

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Einstein Discovery

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Einstein Case Classification

Question 14

An administrator is configuring Einstein Bots and needs the bot to understand when a customer says 'I want to return a product' and route them accordingly. What must be created to map this phrase to a specific bot action?

Accepted Answer

An intent named 'ReturnProduct' and associated training phrases. Intents represent the purpose of a user input (e.g., 'ReturnProduct'), and entities capture specifics like product name. The bot uses NLP to match intents.

Answer

A new object to store return requests

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A dialogue flow with condition nodes

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A custom entity for 'return'

Question 15

A service manager wants to provide agents with real-time suggestions for 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 context of a case (such as subject, description, and product) and surfaces relevant knowledge articles in real-time for agents. This directly matches the requirement of providing suggestions while agents work on a case, improving resolution speed and accuracy.

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Einstein Case Classification

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Einstein Discovery

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Einstein Next Best Action