AI Associate Salesforce Einstein AI Features Practice Test 2 — 15 Questions

Question 1

A sales operations manager wants to automatically prioritize leads based on their likelihood to convert. The team uses Sales Cloud and wants to avoid custom development. Which feature should they use?

Accepted Answer

Einstein Lead Scoring. Einstein Lead Scoring is the correct feature because it is specifically designed to automatically prioritize leads based on their likelihood to convert, using historical data and predictive models. It is a native Salesforce Sales Cloud feature that requires no custom development, directly addressing the manager's need to rank leads by conversion probability.

Answer

Einstein Opportunity Scoring

Answer

Einstein Prediction Builder

Answer

Einstein Next Best Action

Question 2

A customer service agent needs to quickly summarize a lengthy case history before responding. Which Einstein GPT feature is designed for this?

Accepted Answer

Service GPT. Service GPT is the correct answer because it is the Einstein GPT feature specifically designed for service agents to quickly summarize lengthy case histories, generate knowledge articles, and draft responses. It leverages generative AI to analyze case data and produce concise summaries, enabling faster and more informed customer interactions.

Answer

Sales GPT

Answer

Einstein Copilot

Answer

Einstein Email Insights

Question 3

A healthcare organization needs to automatically classify incoming cases into predefined categories (e.g., billing, clinical, technical) based on the case description. They have historical case data with known categories. Which Einstein feature is most appropriate?

Accepted Answer

Einstein Case Classification. Einstein Case Classification uses AI to automatically assign field values like Type, Priority, and Reason on cases based on historical data.

Answer

Einstein Vision and Language Platform

Answer

Einstein Prediction Builder

Answer

Einstein Next Best Action

Question 4

A company wants to build a custom AI model that predicts whether a support case will be escalated based on fields like case origin, priority, and description. They want to use existing Salesforce data without coding. Which tool should they use?

Accepted Answer

Einstein Prediction Builder. Einstein Prediction Builder allows admins to create custom predictions from Salesforce data without coding, using binary classification for yes/no outcomes.

Answer

Einstein Case Classification

Answer

Einstein Article Recommendations

Answer

Einstein Discovery

Question 5

Which Einstein feature provides automated statistical analysis of Salesforce data, including story creation and improvement suggestions?

Accepted Answer

Einstein Discovery. Einstein Discovery provides automated statistical analysis, generates stories, waterfall charts, and improvement suggestions.

Answer

Einstein Forecasting

Answer

Einstein Prediction Builder

Answer

Einstein Recommendation Builder

Question 6

A multi-national company wants to use Einstein Activity Capture to automatically log emails from Outlook to Salesforce. They have a requirement that emails to certain external domains (e.g., competitors) must never be logged. How should they configure this?

Accepted Answer

Configure excluded addresses in Einstein Activity Capture settings. Option B is correct because Einstein Activity Capture provides a native configuration to exclude specific email addresses or domains from being logged. By adding competitor domains to the 'Excluded Email Addresses' list in the Activity Capture settings, the system prevents those emails from ever being captured, ensuring compliance without post-processing workarounds.

Answer

Use a Process Builder to delete the logged emails

Answer

Use Einstein Email Insights to filter out those domains after logging

Answer

Create a validation rule on the Email Message object

Question 7

A sales rep wants to see which of their opportunities are most likely to close this quarter without reviewing each one manually. Which feature provides a win probability score for opportunities?

Accepted Answer

Einstein Opportunity Scoring. Einstein Opportunity Scoring automatically scores opportunities 1-99 based on win likelihood, visible in Lightning views.

Answer

Einstein Lead Scoring

Answer

Einstein Discovery

Answer

Einstein Forecasting

Question 8

An admin needs to generate personalized sales email drafts for their team using generative AI. The emails should be based on context from the Salesforce record. Which feature should they use?

Accepted Answer

Sales GPT. Sales GPT is the Einstein GPT feature that generates email drafts for sales reps based on record context.

Answer

Prompt Builder

Answer

Einstein Copilot

Answer

Einstein Next Best Action

Question 9

A company uses Einstein Conversation Insights to analyze sales call recordings. They want to automatically capture action items from each call. How can they achieve this?

Accepted Answer

Enable the 'Next Step Capture' feature in Conversation Insights settings. Option D is correct because Einstein Conversation Insights includes a built-in 'Next Step Capture' feature that automatically identifies and extracts action items from sales call recordings. This feature uses natural language processing (NLP) to detect commitments, tasks, and follow-ups mentioned during the conversation, eliminating the need for manual transcription review or external integrations.

Answer

Use Einstein Call Summaries in Sales GPT

Answer

Manually create tasks from the call transcript

Answer

Integrate with Einstein Bots to capture steps

Question 10

Which feature allows administrators to create and manage prompt templates for Einstein GPT features, such as Field Generation and Sales Email templates?

Accepted Answer

Prompt Builder. Prompt Builder is the dedicated Salesforce tool for creating and managing prompt templates that are used by Einstein GPT features like Field Generation and Sales Email templates. It allows administrators to define the structure, context, and variables for prompts that guide generative AI outputs within the Salesforce platform.

Answer

Einstein Copilot

Answer

Agent Builder

Answer

Einstein Studio

Question 11

A Service Cloud admin wants to deploy a chatbot that can handle common customer requests and escalate to a human agent when necessary. The chatbot must understand natural language variations. Which combination of tools should they use?

Accepted Answer

Einstein Bots with intents and entities, and handoff to agent. Einstein Bots in Service Cloud can be configured with intents and entities for NLP understanding and can hand off to human agents when needed.

Answer

Einstein Case Classification with auto-response

Answer

Einstein Copilot with custom actions

Answer

Einstein Next Best Action with flows

Question 12

A company wants to build an autonomous AI agent that can take actions in Salesforce, such as updating records and sending emails, based on user instructions. Which tool should they use?

Accepted Answer

Agentforce Agent Builder. Agentforce with Agent Builder allows creation of autonomous agents that can perform actions in Salesforce.

Answer

Einstein Copilot

Answer

Einstein Bots

Answer

Flow Builder

Question 13

A sales operations team wants to improve forecast accuracy by using AI. They currently use manual rollups. Which TWO Einstein features can help achieve this?

Accepted Answer

Einstein Forecasting. Einstein Forecasting provides AI-enhanced predictions, and Einstein Opportunity Scoring scores individual opportunities to inform forecasts.

Answer

Einstein Activity Capture

Answer

Einstein Discovery

Answer

Einstein Lead Scoring

Question 14

A healthcare company uses Einstein Prediction Builder to predict patient no-shows. After training a model, they receive a low prediction accuracy. Which THREE actions should they take to improve?

Accepted Answer

Increase the number of records in the training dataset. Increasing the number of records in the training dataset helps the model learn more patterns and reduces overfitting, which directly improves prediction accuracy. Einstein Prediction Builder requires a minimum number of historical records to produce statistically significant results, and more data generally leads to better model performance.

Answer

Use Einstein Discovery instead

Answer

Enable Einstein Case Classification

Question 15

A service manager wants to recommend knowledge articles to agents handling cases. Which TWO Einstein features can be used for this purpose?

Accepted Answer

Einstein Article Recommendations. Einstein Article Recommendations and Einstein Next Best Action can both surface knowledge articles to agents.

Answer

Einstein Bots

Answer

Einstein Prediction Builder

Answer

Einstein Case Classification