AI Associate Salesforce Einstein AI Features Practice Test 21 — 15 Questions

Question 1

A user wants to use Einstein GPT to automatically generate a case summary after a service call is logged. Which feature should they use?

Accepted Answer

Service GPT. Service GPT is the correct feature because it is specifically designed to automate service-related tasks within Salesforce, such as generating case summaries after a service call. It leverages generative AI to analyze call logs and produce concise summaries, directly addressing the user's need for post-call documentation.

Answer

Einstein Discovery

Answer

Sales GPT

Answer

Einstein Copilot

Question 2

An admin wants to deploy an autonomous AI agent that can handle order cancellations end-to-end without human intervention. The agent needs to execute specific actions like querying order status and updating records. Which tool should they use?

Accepted Answer

Agentforce with Agent Builder. Agentforce with Agent Builder is the correct tool because it is specifically designed to build autonomous AI agents that can execute end-to-end workflows, including querying order status and updating records, without human intervention. It uses a combination of large language models, deterministic actions, and guardrails to handle complex, multi-step tasks like order cancellations autonomously.

Answer

Einstein Bots

Answer

Einstein Next Best Action

Answer

Einstein GPT with Prompt Builder

Question 3

A marketing team wants to recommend products to customers in an Experience Cloud community using AI. Which feature should they implement?

Accepted Answer

Einstein Recommendation Builder. Einstein Recommendation Builder is the correct feature because it allows marketers to create and deploy AI-powered product recommendations specifically within Experience Cloud communities, using customer behavior and profile data to personalize the community experience. Unlike other Einstein features, Recommendation Builder is designed for community sites and can be configured without code to recommend products, articles, or custom records.

Answer

Einstein GPT for Sales

Answer

Einstein Article Recommendations

Answer

Einstein Next Best Action

Question 4

A company wants to use Einstein Conversation Insights to analyze sales call recordings. Which TWO capabilities does this feature provide?

Accepted Answer

Keyword tracking and trend analysis. Einstein Conversation Insights analyzes call recordings for keyword tracking, talk-time metrics (speaker speed, interruptions), and next step capture. It does not provide real-time transcription (it's post-call) or email analysis.

Answer

Automatic email logging

Answer

Real-time transcription of calls

Answer

Sentiment analysis of customer emails

Question 5

An admin is using Einstein Prediction Builder to create a model predicting whether a support case will be escalated. Which THREE steps are required during the prediction creation process?

Accepted Answer

Select features (input fields) for the model. Selecting features (input fields) is a fundamental step in building a prediction model with Einstein Prediction Builder. These features are the independent variables that the model uses to learn patterns and make predictions about the target field (e.g., case escalation). Without selecting relevant features, the model cannot be trained effectively.

Answer

Run Einstein Discovery to validate the model

Answer

Configure Einstein Copilot to trigger the prediction

Question 6

A service team wants to implement Einstein Article Recommendations to help agents find knowledge articles faster. Which TWO prerequisites must be met for this feature to work?

Accepted Answer

Knowledge base must contain at least 1,000 published articles. Einstein Article Recommendations requires a minimum of 1,000 published articles in the Knowledge base to generate statistically significant recommendations. This threshold ensures the machine learning model has enough data to identify patterns and suggest relevant articles based on case context.

Answer

Agents must use the Service Console with the article recommendations component

Answer

Admin must manually enable Einstein Article Recommendations in Setup

Answer

Organization must purchase an additional Einstein license

Question 7

A sales operations manager wants to automatically prioritize leads based on their likelihood to convert. Which Einstein feature should they use to achieve this?

Accepted Answer

Einstein Lead Scoring. Einstein Lead Scoring is specifically designed to automatically prioritize leads based on their likelihood to convert. It uses a predictive model that analyzes historical lead data and assigns a score (0–100) to each lead, enabling sales teams to focus on high-conversion leads without manual effort.

Answer

Einstein Prediction Builder

Answer

Einstein Discovery

Answer

Einstein Opportunity Scoring

Question 8

A service manager wants to reduce case resolution time by automatically categorizing incoming cases and suggesting relevant knowledge articles. The team has limited data science expertise. Which combination of Einstein features should be used?

Accepted Answer

Einstein Case Classification and Einstein Article Recommendations. Einstein Case Classification uses machine learning to automatically categorize incoming cases based on historical data, and Einstein Article Recommendations suggests relevant knowledge articles to agents, directly addressing the goal of reducing case resolution time without requiring extensive data science expertise.

Answer

Einstein Lead Scoring and Einstein Discovery

Answer

Einstein Bots and Einstein Conversation Insights

Answer

Einstein Vision and Language Platform

Question 9

What is the primary purpose of the Einstein Copilot feature in Salesforce?

Accepted Answer

To provide a conversational AI assistant within the CRM. Einstein Copilot is a conversational AI assistant embedded directly in the Salesforce CRM interface. It allows users to ask natural-language questions, get summaries of records, generate field values, and execute actions without navigating menus. This aligns with option D, as its primary purpose is to provide an AI-powered chat experience within the CRM, not to automate logging, analyze calls, or generate marketing campaigns.

Answer

To automatically log emails and events

Answer

To analyze call recordings for talk-time metrics

Answer

To generate marketing email campaigns

Question 10

A company wants to use Einstein Prediction Builder to predict whether a support case will be escalated within the first 24 hours. Which field should be selected as the prediction field?

Accepted Answer

A checkbox field named 'Escalated within 24 hours'. Einstein Prediction Builder requires the prediction field to be a binary outcome (e.g., true/false, yes/no) that the model will learn to predict. A checkbox field named 'Escalated within 24 hours' directly represents the binary target (checked = escalated, unchecked = not escalated) needed for supervised classification.

Answer

A date field for the escalation date

Answer

A text field with case escalation notes

Answer

A numeric field representing escalation time in hours

Question 11

A company is configuring Einstein Lead Scoring. Which TWO statements accurately describe how the feature works?

Accepted Answer

It assigns a score between 1 and 99 indicating conversion likelihood.. Einstein Lead Scoring uses a predictive model to assign a score between 1 and 99 that reflects the likelihood a lead will convert to an opportunity. The score is calculated automatically based on historical conversion patterns and lead attributes, without requiring manual rule definition.

Answer

It only works with leads imported from external systems.

Answer

It scores opportunities based on deal size.

Answer

It requires manual configuration of scoring rules by an admin.

Question 12

A service organization wants to deploy an Einstein Bot to handle common support inquiries. They need to define the bot's conversational flow and train it to understand user requests. Which THREE components must be configured in the bot builder?

Accepted Answer

Intents. Intents (A) are correct because they define the purpose or goal of a user's input, such as 'Check Order Status' or 'Reset Password'. In the Einstein Bot Builder, intents map user utterances to specific bot actions, enabling the bot to understand and route requests appropriately. Without intents, the bot cannot classify what the user wants.

Answer

Prediction scores

Answer

Training phrases

Question 13

An admin wants to use Einstein Activity Capture to automatically log emails and events to Salesforce. Which TWO considerations are important when setting up this feature?

Accepted Answer

Events (meetings) are automatically created as Salesforce events.. Einstein Activity Capture automatically creates Salesforce event records for meetings (events) that are synced from connected email and calendar systems, such as Outlook or Google Calendar. This eliminates the need for manual entry, as the feature captures calendar events and logs them as Salesforce events based on configured settings.

Answer

It requires a separate license for each integration user.

Answer

Users must manually forward emails to Salesforce.

Answer

It only works with Outlook, not Gmail.

Question 14

A sales team uses Einstein Email Insights to identify important emails. Which TWO email characteristics are likely to be flagged as important?

Accepted Answer

Emails with negative sentiment (e.g., complaints). Einstein Email Insights uses natural language processing (NLP) and machine learning models to analyze email content and sender relationships. Emails with negative sentiment, such as complaints, are flagged as important because they often indicate urgent issues requiring immediate attention. This is based on sentiment analysis scoring, where negative sentiment correlates with high-priority business impact.

Answer

Emails from external domains

Answer

Emails from contacts with high open rates

Answer

Emails from contacts with recent expired support contracts

Question 15

An admin is building an autonomous agent using Agentforce. They need to define what the agent can do and how it responds. Which THREE components must be set up in Agent Builder?

Accepted Answer

Testing in Agent Builder to validate behavior. Topics define the areas the agent handles, actions define specific tasks, and the testing environment allows validation. Security settings are configured elsewhere.

Answer

Data integration with external systems

Answer

Security settings for user permissions