AI Associate Salesforce Einstein AI Features Practice Test 4 — 15 Questions

Question 1

A company wants to implement an autonomous AI agent in Salesforce that can handle customer service cases end-to-end. Which feature should they use?

Accepted Answer

Agentforce. Agentforce is the correct feature because it is specifically designed to create autonomous AI agents that can handle customer service cases end-to-end in Salesforce. Unlike simpler bots or copilots, Agentforce can independently execute multi-step workflows, make decisions, and take actions across Salesforce objects without requiring human intervention for every step.

Answer

Einstein Copilot

Answer

Einstein Next Best Action

Answer

Einstein Bots

Question 2

A data scientist wants to use Einstein Vision to detect defects in product images. Which type of model should they create?

Accepted Answer

Object detection. Einstein Vision supports object detection models to identify and locate multiple objects in an image, suitable for defect detection.

Answer

Image classification

Answer

Named entity recognition

Answer

Text classification

Question 3

A company uses Einstein Forecasting to predict sales. What is a key difference between the AI forecast and the rep commit forecast?

Accepted Answer

AI forecast uses historical data and trends; rep commit is based on rep's manual entry. The AI forecast in Einstein Forecasting leverages historical data, trends, and machine learning models to generate predictions, while the rep commit forecast relies on manual entries made by sales representatives. This distinction is fundamental: AI forecasts are data-driven and automated, whereas rep commits are subjective and based on individual rep judgment.

Answer

AI forecast is always more accurate than rep commit

Answer

Rep commit is used for quota setting; AI forecast is not

Answer

AI forecast is only available in Enterprise Edition

Question 4

Which Einstein feature helps agents by suggesting relevant knowledge articles while working on a case?

Accepted Answer

Einstein Article Recommendations. Einstein Article Recommendations uses AI to recommend relevant knowledge articles to service agents.

Answer

Einstein Search

Answer

Einstein Case Classification

Answer

Einstein Reply Recommendations

Question 5

A company wants to use Einstein GPT in Service Cloud to improve agent productivity. Which TWO features are available in Service GPT? (Choose 2)

Accepted Answer

Knowledge article draft creation. Knowledge article draft creation is a feature of Service GPT that uses generative AI to automatically draft knowledge articles from case details, reducing manual effort for agents. Case summary generation is another Service GPT feature that produces concise summaries of case interactions, helping agents quickly understand case history and context.

Answer

Lead scoring

Answer

Meeting follow-up generation

Answer

Call recording analysis

Question 6

An admin is building a custom AI prediction with Einstein Prediction Builder for a binary classification problem. Which THREE steps are required in the configuration? (Choose 3)

Accepted Answer

Select a prediction field (the field to predict). The required steps are: select prediction field, select data set, and select features. Apex and triggers are not needed.

Answer

Define a custom Apex class for data transformation

Answer

Configure a trigger to retrain the model daily

Question 7

A company wants to use Einstein Next Best Action to recommend actions to sales reps. Which TWO components are part of the Next Best Action strategy? (Choose 2)

Accepted Answer

Flows. Next Best Action strategies can use Flows or Apex to define and execute recommended actions.

Answer

Einstein Bots

Answer

Einstein Prediction Builder models

Answer

External machine learning models

Question 8

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 9

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 10

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 11

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 12

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. 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 13

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 14

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 15

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. 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