AI Associate Salesforce Einstein AI Features Practice Test 9 — 15 Questions

Question 1

A sales operations manager wants to automatically log all emails and events from sales reps' Outlook accounts to Salesforce without manual setup. Which feature should they enable?

Accepted Answer

Einstein Activity Capture. Einstein Activity Capture (D) is the correct feature because it automatically syncs emails and events from Microsoft 365 or Google Workspace into Salesforce without requiring manual setup or user-installed add-ins. It uses a server-side integration that logs activities directly to Salesforce records, meeting the requirement for automatic logging of Outlook emails and events.

Answer

Einstein Conversation Insights

Answer

Einstein Lead Scoring

Answer

Einstein Email Insights

Question 2

A support agent needs to quickly find a relevant knowledge article while handling a case. Which Einstein feature suggests articles automatically?

Accepted Answer

Einstein Article Recommendations. Einstein Article Recommendations suggests knowledge articles to agents based on the case details.

Answer

Einstein Next Best Action

Answer

Einstein Recommendation Builder

Answer

Einstein Case Classification

Question 3

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 have fields like Case Origin, Priority, and Description. Which Einstein feature should they use?

Accepted Answer

Einstein Prediction Builder. Einstein Prediction Builder is the correct feature because it allows users to create custom binary classification models (e.g., Yes/No predictions) using their own historical data fields such as Case Origin, Priority, and Description. Unlike pre-built models, Prediction Builder is designed for custom objectives like predicting case escalation without requiring data science expertise.

Answer

Einstein Case Classification

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Einstein Next Best Action

Answer

Einstein Discovery

Question 4

An admin wants to provide a conversational AI assistant within the CRM that can answer user questions about records, generate summaries, and create tasks. Which feature should they enable?

Accepted Answer

Einstein Copilot. Einstein Copilot is a conversational AI assistant embedded in the CRM that can answer questions and take actions.

Answer

Einstein GPT

Answer

Einstein Bots

Answer

Agentforce

Question 5

A marketing manager wants to recommend personalized products to customers on a community portal. Which Einstein feature should they use?

Accepted Answer

Einstein Recommendation Builder. Einstein Recommendation Builder is the correct feature because it allows marketers to create and deploy personalized product recommendations on a community portal without requiring custom code. It leverages AI to analyze customer behavior and preferences, then surfaces the most relevant products directly within the portal experience.

Answer

Einstein Next Best Action

Answer

Einstein Article Recommendations

Answer

Einstein Prediction Builder

Question 6

A sales manager wants to see how AI-predicted forecast amounts compare to sales reps' committed amounts. Which feature provides this comparison?

Accepted Answer

Einstein Forecasting. Einstein Forecasting is the correct feature because it directly compares AI-predicted forecast amounts against sales reps' committed amounts. This allows sales managers to see discrepancies between the AI's data-driven predictions and the reps' manual commitments, enabling more accurate pipeline management.

Answer

Einstein Discovery

Answer

Einstein Lead Scoring

Answer

Einstein Opportunity Scoring

Question 7

A company uses Einstein Bots for customer support. They want the bot to understand when a customer says 'I want to return a product' and trigger a return flow. What must be configured to recognize this intent?

Accepted Answer

Train the bot's NLP with sample utterances for the 'Return_Product' intent. Option D is correct because Einstein Bots rely on Natural Language Processing (NLP) to interpret user intent from free-form text. To recognize the intent 'Return_Product', you must train the bot's NLP model by providing sample utterances (phrases) that represent that intent. This allows the bot to generalize and match variations like 'I need to send this back' or 'How do I return an item?' without requiring exact phrase matching.

Answer

Add a dialogue step that matches the phrase exactly

Answer

Create an entity for 'product' and map it to return flow

Answer

Use Einstein Article Recommendations to surface return policy

Question 8

A data analyst wants to understand why a particular opportunity win rate dropped last quarter. They need automated statistical analysis with natural language explanations and improvement suggestions. Which tool should they use?

Accepted Answer

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

Answer

Einstein Prediction Builder

Answer

Einstein Conversation Insights

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Einstein Next Best Action

Question 9

A sales rep wants to automatically generate a personalized email to a lead based on the lead's recent activity. Which Einstein GPT feature should they use?

Accepted Answer

Sales GPT. Sales GPT is the correct Einstein GPT feature because it is specifically designed for sales use cases, such as generating personalized emails based on lead activity. It leverages CRM data and generative AI to create tailored sales communications without requiring custom prompt engineering, which is the core functionality needed here.

Answer

Prompt Builder

Answer

Einstein Copilot

Answer

Service GPT

Question 10

An admin wants to create a prompt template that dynamically pulls the case subject and description to generate a knowledge article draft. Which prompt template type should they use in Prompt Builder?

Accepted Answer

Field Generation. Field Generation prompt templates are used to generate content for a specific field, such as a knowledge article draft.

Answer

Sales Email

Answer

Service GPT Reply Recommendation

Answer

Flex Prompt

Question 11

A company wants to use AI to automatically assign a priority (High, Medium, Low) to incoming cases based on the case description and account history. Which feature should they configure?

Accepted Answer

Einstein Case Classification. Option D is correct because Einstein Case Classification is specifically designed to automatically assign categories or priorities (like High, Medium, Low) to incoming cases based on case descriptions and account history, using a pre-built AI model that learns from historical case data. This feature directly addresses the requirement without needing custom model training or flow configuration.

Answer

Einstein Discovery with a recipe

Answer

Einstein Next Best Action with a flow

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Einstein Prediction Builder with a three-class model

Question 12

A service manager wants AI to automatically generate a summary of a phone call recording and capture follow-up tasks. Which Einstein feature should they use?

Accepted Answer

Einstein Conversation Insights. Einstein Conversation Insights analyzes call recordings, provides summaries, and captures next steps.

Answer

Einstein Email Insights

Answer

Service GPT

Answer

Einstein Activity Capture

Question 13

A company wants to build an autonomous AI agent using Agentforce that can handle customer inquiries about order status and reset passwords. Which components must be defined in Agent Builder? (Choose TWO.)

Accepted Answer

Topics. In Agent Builder, Topics are the primary mechanism for defining the scope of an autonomous agent's capabilities. Each topic represents a distinct customer intent (e.g., 'Order Status' or 'Password Reset') and contains the instructions, prompts, and conversation flow logic for handling that specific type of inquiry. Without defining Topics, the agent would have no structured way to route or process customer requests.

Answer

Entities

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Dialogues

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Intents

Question 14

An admin is configuring Einstein Lead Scoring. They want to ensure the lead score is visible in list views and reports. Which TWO settings or actions are required?

Accepted Answer

Add the Lead Score field to the list view layout. Option D is correct because the Lead Score field must be added to the list view layout to make it visible in list views and reports. Without adding the field to the layout, users cannot see the score in those contexts, even if scoring is enabled.

Answer

Run a lead scoring batch job manually

Answer

Create a custom report type for Lead Score

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Assign the 'View Lead Score' permission to users

Question 15

A company wants to use Einstein GPT to generate case summaries and knowledge article drafts. Which TWO Einstein GPT features are applicable?

Accepted Answer

Prompt Builder with Field Generation templates. Option A is correct because Prompt Builder with Field Generation templates allows users to create structured prompts that pull data from Salesforce fields to generate case summaries and knowledge article drafts. This feature is specifically designed for content generation tasks like summarization and drafting, making it directly applicable to the use case.

Answer

Einstein Copilot

Answer

Sales GPT

Answer

Einstein Bots