AI Associate Salesforce Einstein AI Features Practice Test 7 — 15 Questions

Question 1

A sales team wants to use Einstein Opportunity Scoring to improve win rates. Which TWO statements about Einstein Opportunity Scoring are correct? (Choose 2)

Accepted Answer

It provides a score from 1 to 99 indicating the likelihood of winning the opportunity. Opportunity Scoring predicts win likelihood (1-99) and factors are visible in Lightning. Historical data is used, but the score is not directly accessible via external API without additional setup.

Answer

It requires a minimum of 500 closed opportunities in the last 12 months to activate

Answer

The score can be accessed via the REST API out-of-the-box

Answer

It automatically updates the opportunity stage based on the score

Question 2

A company uses Einstein Discovery to analyze sales data. They want to understand the key drivers of deal closures. Which THREE output types can Einstein Discovery provide? (Choose 3)

Accepted Answer

Stories that explain key factors in natural language. Einstein Discovery generates 'Stories' that automatically describe key factors influencing outcomes in natural language, enabling users to understand drivers of deal closures without manual analysis. These stories are derived from statistical models that identify the most impactful variables in the dataset.

Answer

Sentiment analysis scores

Answer

Custom binary prediction models

Question 3

A company is building an Einstein Bot that needs to handle customer inquiries and escalate to a human agent when necessary. The bot must also analyze conversations to improve its performance. Which THREE capabilities should they configure? (Choose 3)

Accepted Answer

Intents and entities to understand customer requests. To handle inquiries, the bot needs intents/entities for understanding. For escalation, it needs handoff settings. For analysis, bot analytics provides insights.

Answer

Einstein Case Classification to categorize conversations

Answer

Einstein Discovery to analyze bot logs

Question 4

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 5

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 6

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 7

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 8

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 9

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 10

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 11

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 12

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.. 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 13

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 14

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 15

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