AI Associate Salesforce Einstein AI Features Practice Test 5 — 15 Questions

Question 1

A sales operations manager wants to use Einstein to automatically prioritize leads based on their likelihood to convert. The team needs a score from 1 to 99 that updates dynamically as new lead data is captured. Which Einstein feature should they use?

Accepted Answer

Einstein Lead Scoring. Einstein Lead Scoring is the correct feature because it is specifically designed to automatically assign a dynamic score (1–99) to leads based on their likelihood to convert, updating in real time as new data is captured. This directly matches the requirement for prioritizing leads with a dynamic score, unlike other Einstein features that serve different purposes such as opportunity scoring, custom model building, or data analysis.

Answer

Einstein Opportunity Scoring

Answer

Einstein Prediction Builder

Answer

Einstein Discovery

Question 2

A support center wants to use Einstein Case Classification to automatically assign categories to incoming cases. They have historical case data with the 'Type' field populated for 70% of cases, 'Priority' for 50%, and 'Reason' for 30%. They want to classify on 'Type' and 'Reason'. What is the best approach to maximize model accuracy?

Accepted Answer

Start by training a model for Type only, since it has more populated records, then train a model for Reason once more data is accumulated.. Einstein Case Classification requires a minimum of 1500 records with the target field populated. Prioritizing the field with more populated records (Type) ensures a larger training set, improving accuracy. Reason can be added later once more data is available.

Answer

Use Einstein Prediction Builder instead, which can handle multi-class classification for both fields.

Answer

Build a single model that predicts both Type and Reason simultaneously to leverage all available data.

Answer

Create two separate models: one for Type using all records with Type populated, and one for Reason using all records with Reason populated.

Question 3

A service manager wants to automatically log emails and events from Gmail into Salesforce without manual user intervention. Which Einstein feature should they enable?

Accepted Answer

Einstein Activity Capture. Einstein Activity Capture (D) is the correct feature because it automatically logs emails and events from Gmail into Salesforce without requiring manual user intervention. It uses server-side synchronization to capture and associate email and calendar data with relevant Salesforce records, eliminating the need for plugins or manual logging.

Answer

Einstein Email Insights

Answer

Einstein Conversation Insights

Answer

Einstein Bots

Question 4

A company wants to create a custom AI model that predicts whether a support case will be escalated (Yes/No) based on historical case data. They need to define the objective field, training data, and features. Which Einstein feature allows them to build this custom prediction?

Accepted Answer

Einstein Prediction Builder. Einstein Prediction Builder enables creation of custom binary classification models using Salesforce data, allowing selection of prediction field, data set, and features.

Answer

Einstein Case Classification

Answer

Einstein Next Best Action

Answer

Einstein Discovery

Question 5

An administrator is setting up an Einstein Bot for a service cloud. The bot needs to understand when a customer types 'cancel order' to route them to a cancellation flow. Which bot component should the administrator configure to recognize this phrase?

Accepted Answer

Intent. An intent represents the goal or purpose behind a user's input, such as 'cancel order.' In Einstein Bots, intents are trained to recognize specific phrases and map them to corresponding dialog flows. By configuring an intent for 'cancel order,' the bot can accurately route the customer to the cancellation flow without relying on exact keyword matching.

Answer

Dialog

Answer

Action

Answer

Entity

Question 6

A manager wants to use Einstein Forecasting to compare the AI-predicted forecast against sales reps' committed forecast amounts. Where in Salesforce can they view this comparison?

Accepted Answer

In the Einstein Forecasts list view, the AI forecast column appears next to the rep commit column.. Einstein Forecasting provides an AI forecast that is displayed alongside the rep's committed forecast in the forecast list view and reports.

Answer

In the Einstein Lead Scoring dashboard.

Answer

In the Einstein Discovery story for opportunities.

Answer

Only in a custom report type built from Opportunity object.

Question 7

A company wants to automatically generate draft email replies to customer support inquiries using generative AI. Which Einstein GPT feature is designed for this purpose?

Accepted Answer

Service GPT. Service GPT includes reply recommendations that generate draft responses for support agents.

Answer

Einstein Copilot

Answer

Sales GPT

Answer

Einstein Discovery

Question 8

A company wants to use Einstein GPT to generate personalized sales emails for their sales team. They need to ensure that the generated emails adhere to brand voice guidelines. Which tool should they use to define the prompt template for email generation?

Accepted Answer

Prompt Builder. Prompt Builder is the correct tool because it allows users to create and manage prompt templates that define the structure, tone, and brand voice guidelines for generative AI outputs like sales emails. Unlike other Einstein tools, Prompt Builder is specifically designed to control the input and output of large language models (LLMs) within Salesforce, ensuring generated content adheres to predefined brand standards.

Answer

Einstein Copilot

Answer

Einstein Discovery

Answer

Einstein Recommendation Builder

Question 9

An administrator is configuring Einstein Activity Capture and wants to prevent automatic logging of emails sent to a specific external domain (e.g., legal@acme.com) due to confidentiality. How should they achieve this?

Accepted Answer

Add the domain to the Excluded Addresses list in Activity Capture settings.. Option D is correct because Einstein Activity Capture includes a built-in 'Excluded Addresses' list within its configuration settings. Adding a domain (e.g., acme.com) to this list prevents any emails sent to or from addresses matching that domain from being automatically logged, which directly addresses the confidentiality requirement without requiring custom code or post-processing.

Answer

Set up a flow to delete the email record after it is logged.

Answer

Use Einstein Email Insights to flag emails from that domain for manual review.

Answer

Create a validation rule on the Email Message object to block logging.

Question 10

A company wants to use AI to analyze call recordings and automatically capture key topics, talk time, and next steps. Which Einstein feature should they implement?

Accepted Answer

Einstein Conversation Insights. Einstein Conversation Insights is the correct feature because it is specifically designed to analyze call recordings and automatically extract key topics, talk time, and next steps using natural language processing (NLP) and speech-to-text technology. It provides post-call summaries, identifies action items, and surfaces conversation trends without requiring manual note-taking or configuration.

Answer

Einstein Activity Capture

Answer

Einstein Bots

Answer

Einstein Email Insights

Question 11

An organization wants to build an autonomous AI agent that can handle customer inquiries order status and return requests without human intervention. Which Salesforce tool allows them to build such an agent with topics and actions?

Accepted Answer

Agentforce. Agentforce is the correct answer because it is the Salesforce tool specifically designed to build autonomous AI agents that can handle customer inquiries, order status, and return requests without human intervention. It allows you to define topics (e.g., 'Order Status') and actions (e.g., 'Lookup Order') that the agent can execute independently, using natural language processing and integration with Salesforce data.

Answer

Einstein Copilot

Answer

Einstein Bots

Answer

Einstein Next Best Action

Question 12

A company wants to provide personalized product recommendations on their community site built with Experience Cloud. Which Einstein feature should they use?

Accepted Answer

Einstein Recommendation Builder. Einstein Recommendation Builder enables product and content recommendations for Experience Cloud sites.

Answer

Einstein Prediction Builder

Answer

Einstein Vision

Answer

Einstein Next Best Action

Question 13

A sales manager wants to use Einstein to improve opportunity win rates. They want to understand which factors influence deal closures and receive actionable suggestions. Which TWO Einstein features should they use?

Accepted Answer

Einstein Discovery. Einstein Discovery (B) is correct because it analyzes historical data to identify the key factors that influence deal closures, providing actionable insights and recommendations to improve win rates. Einstein Opportunity Scoring (E) is correct because it predicts the likelihood of each opportunity closing and surfaces the specific factors driving that score, enabling the sales manager to focus on high-impact actions.

Answer

Einstein Prediction Builder

Answer

Einstein Forecasting

Answer

Einstein Lead Scoring

Question 14

A company wants to build an Einstein Bot that can handle order status inquiries and, if the customer is frustrated, hand off to a human agent. Which THREE steps are essential to implement this?

Accepted Answer

Configure a hand-off action to a human agent. Essential steps: configure an intent for order status, use a dialog to handle the flow, and set up a hand-off action to transfer to a human agent when needed.

Answer

Use Einstein Sentiment Analysis to detect frustration

Answer

Train a custom NLP model using Einstein Platform Services

Question 15

An administrator is setting up Einstein GPT for service agents. They want to enable case summary generation and knowledge article draft creation. Which TWO Einstein GPT features should they configure?

Accepted Answer

Prompt Builder. Prompt Builder (B) is correct because it allows administrators to create and manage the generative AI prompts that drive case summary generation and knowledge article draft creation. Service GPT (C) is correct because it is the specific Einstein GPT feature designed for service use cases, providing out-of-the-box capabilities for case summaries and knowledge article drafts directly within the service console.

Answer

Einstein Copilot

Answer

Sales GPT

Answer

Einstein Discovery