AI Associate Salesforce Einstein AI Features Practice Test 18 — 15 Questions

Question 1

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

Accepted Answer

Sales GPT. Sales GPT is the correct feature because it is specifically designed for sales use cases, such as generating personalized emails to leads based on their recent activity. It leverages Einstein GPT to create tailored sales communications, unlike Service GPT which focuses on service interactions.

Answer

Service GPT

Answer

Prompt Builder

Answer

Einstein Copilot

Question 2

A company wants to use AI to automatically categorize incoming cases into predefined types and priorities. Which feature should they configure?

Accepted Answer

Einstein Case Classification. Einstein Case Classification is the correct feature because it is specifically designed to automatically categorize incoming cases into predefined types and priorities using machine learning models trained on historical case data. It analyzes case attributes such as subject, description, and custom fields to predict the most appropriate case type and priority, enabling automated routing and prioritization without manual intervention.

Answer

Einstein Discovery

Answer

Einstein Prediction Builder

Answer

Einstein Article Recommendations

Question 3

A developer needs to classify images of products into categories using a custom model. They have labeled image data. Which Einstein platform should they use?

Accepted Answer

Einstein Vision and Language Platform. The Einstein Vision and Language Platform is the correct choice because it provides pre-built APIs and custom model training capabilities specifically for image classification tasks. It allows developers to upload labeled image datasets and train a custom model to classify products into categories using deep learning techniques.

Answer

Einstein Prediction Builder

Answer

Einstein Recommendation Builder

Answer

Einstein Discovery

Question 4

A sales manager wants to see an AI-generated prediction of how likely each opportunity is to close, alongside the sales rep's own forecast commit. Which feature should they use?

Accepted Answer

Einstein Forecasting. Einstein Forecasting is the correct feature because it directly combines AI-generated predictions (based on historical data and pipeline trends) with the sales rep's own forecast commit, allowing a side-by-side comparison. This enables sales managers to see both the predicted likelihood of closing and the human forecast in one view, which is exactly what the question describes.

Answer

Einstein Discovery

Answer

Einstein Opportunity Scoring

Answer

Einstein Prediction Builder

Question 5

A company wants to analyze recorded sales calls to identify keywords, talk-time patterns, and automatically capture next steps. Which feature should they use?

Accepted Answer

Einstein Conversation Insights. Einstein Conversation Insights is the correct feature because it is specifically designed to analyze recorded sales calls, identifying keywords, talk-time patterns, and automatically capturing next steps using natural language processing (NLP) and speech analytics. It transcribes conversations, detects sentiment, and extracts actionable insights from audio recordings, directly matching the company's requirements.

Answer

Einstein Activity Capture

Answer

Einstein Email Insights

Answer

Einstein Discovery

Question 6

A service team wants to use Einstein GPT to improve agent productivity. Which TWO Einstein GPT features are designed specifically for service scenarios?

Accepted Answer

Service GPT - Case Summaries. Service GPT - Case Summaries is correct because it automatically generates concise summaries of service cases, enabling agents to quickly understand the context without reading through lengthy case histories. This directly improves agent productivity by reducing handle time and accelerating case resolution.

Answer

Einstein Lead Scoring

Answer

Sales GPT - Email Generation

Answer

Einstein Opportunity Scoring

Question 7

A company is building an autonomous AI agent with Agentforce. They need to define what the agent can do and how it responds. Which THREE components must be configured in Agent Builder?

Accepted Answer

Topics. A is correct because Topics define the scope of what the autonomous AI agent can handle by grouping related intents and conversations. They are the primary mechanism in Agent Builder to specify the agent's capabilities and how it should respond to user inputs, acting as the foundational building block for agent behavior.

Answer

Business outcomes

Answer

Prompt templates

Question 8

A data analyst wants to use Einstein Discovery to understand factors driving case resolution time. Which TWO outputs does Einstein Discovery provide?

Accepted Answer

Waterfall charts. Waterfall charts are a standard output of Einstein Discovery, used to visualize the contribution of different factors to a target outcome—in this case, case resolution time. They show how each predictor adds or subtracts from the predicted value, making it easy to identify the most influential drivers.

Answer

Bot analytics

Answer

Case classifications

Answer

Lead scores

Question 9

A sales manager wants to understand why certain opportunities are predicted to close won while others are not. They need a visual breakdown of the key factors influencing the prediction. Which Einstein feature provides this automatically?

Accepted Answer

Einstein Discovery. Einstein Discovery is the correct feature because it automatically analyzes historical data to identify and visualize the key factors (drivers) that influence prediction outcomes, such as why certain opportunities close won. Unlike scoring features that provide a single score, Einstein Discovery offers a visual breakdown of influential factors, making it ideal for understanding the 'why' behind predictions.

Answer

Einstein Lead Scoring

Answer

Einstein Forecasting

Answer

Einstein Opportunity Scoring

Question 10

A company uses Einstein Bots in Service Cloud. They want the bot to understand when a customer types 'I want to return a product' and route them appropriately. What must the admin configure first?

Accepted Answer

Define an intent named 'Return Product' with sample phrases. Einstein Bots use Natural Language Understanding (NLU) to interpret customer intents. Defining an intent named 'Return Product' with sample phrases trains the bot to recognize variations of that request and route the conversation accordingly. Without an intent, the bot cannot understand the customer's goal.

Answer

Create a dialogue flow with a menu of options

Answer

Enable Einstein Bots API for external integration

Answer

Configure a handoff rule to a human agent for all queries

Question 11

A sales rep wants Einstein GPT to generate a personalized email to a prospect based on recent account activity. Which Salesforce GPT feature should the rep use?

Accepted Answer

Sales GPT. Sales GPT is the correct feature because it is specifically designed to generate personalized sales emails based on recent account activity, leveraging CRM data and generative AI to create context-aware outreach. Einstein Copilot is a conversational assistant, not a dedicated email generation tool, while Prompt Builder requires manual prompt creation and lacks the automated, activity-triggered personalization that Sales GPT provides. Service GPT focuses on service-related use cases like case summaries and replies, not sales prospecting.

Answer

Einstein Copilot

Answer

Prompt Builder

Answer

Service GPT

Question 12

An organization uses Einstein Lead Scoring and notices that leads with a score above 80 are being sent to the sales team too quickly, overwhelming them. The admin wants to adjust when leads are automatically assigned. What should the admin do?

Accepted Answer

Modify the lead assignment rule to only assign leads with scores above a higher threshold. Einstein Lead Scoring assigns a score (0–100) to each lead based on predictive models. The default assignment rule triggers when a lead's score exceeds a threshold (e.g., 80). To reduce the volume of leads sent to sales, the admin should raise that threshold in the lead assignment rule so only higher-scored leads are automatically assigned. This directly controls the flow without altering the scoring model itself.

Answer

Reduce the number of features used in scoring

Answer

Disable Einstein Lead Scoring and use a custom scoring model

Answer

Create a new lead queue and manually review all leads

Question 13

A service manager wants to auto-classify incoming cases by Type, Priority, and Reason based on the case description. Which Einstein feature should be configured to achieve this?

Accepted Answer

Einstein Case Classification. Einstein Case Classification is the correct feature because it is specifically designed to automatically predict and assign values for fields like Type, Priority, and Reason based on the case description. It uses natural language processing (NLP) and machine learning models trained on historical case data to classify incoming cases without manual intervention, directly meeting the service manager's requirement.

Answer

Einstein Next Best Action

Answer

Einstein Article Recommendations

Answer

Einstein Prediction Builder

Question 14

A user wants to automatically log emails and events from their email client to Salesforce without manual entry. Which feature should they enable?

Accepted Answer

Einstein Activity Capture. Einstein Activity Capture (C) is the correct feature because it automatically logs emails and events from a connected email client (like Outlook or Gmail) into Salesforce without requiring manual entry. It uses a background synchronization process that captures email metadata and calendar events based on configured rules, eliminating the need for manual logging or add-ins.

Answer

Einstein Email Insights

Answer

Einstein Lead Scoring

Answer

Einstein Conversation Insights

Question 15

A company uses Einstein Conversation Insights to analyze sales call recordings. They want to identify calls where the competitor name 'Acme Corp' is mentioned and track the talk time of the sales rep vs. customer. How can they achieve this?

Accepted Answer

Configure Einstein Conversation Insights to track the keyword 'Acme Corp' and use the talk-time analysis feature. Einstein Conversation Insights is specifically designed to analyze sales call recordings, track keywords (like 'Acme Corp'), and provide talk-time analysis to compare sales rep vs. customer speaking time. This directly matches the requirement to identify competitor mentions and measure talk-time distribution.

Answer

Use Einstein Article Recommendations to suggest articles about Acme Corp

Answer

Use Einstein Email Insights to search for Acme Corp in emails

Answer

Enable Einstein Lead Scoring to score leads mentioning Acme Corp