AI Associate Salesforce Einstein AI Features — Timed 25 Questions

Question 1

A sales operations manager wants to use Einstein Lead Scoring to prioritize leads. Where can the lead score be viewed in Salesforce?

Accepted Answer

As a field on the lead record and in list views. Einstein Lead Scoring surfaces the lead score as a field on the lead object, making it available in list views, reports, and the record page.

Answer

Only in Einstein Analytics dashboards

Answer

Only in the Einstein Lead Scoring setup page

Answer

In the Einstein Lead Scoring mobile app only

Question 2

A service manager wants to automatically categorize incoming cases based on their description. Which Einstein feature should be used?

Accepted Answer

Einstein Case Classification. Einstein Case Classification uses NLP to automatically populate case fields such as Type, Priority, and Reason from the case description.

Answer

Einstein Reply Recommendations

Answer

Einstein Vision

Answer

Einstein Article Recommendations

Question 3

A company uses Einstein Discovery to analyze sales data and wants to share the findings with business stakeholders who are not Salesforce users. What is the recommended way to share the story?

Accepted Answer

Download the story as a PDF and email it. Einstein Discovery supports PDF export of stories, making it easy to share insights with external stakeholders.

Answer

Create a public Salesforce site to display the story

Answer

Grant the stakeholders a Salesforce login and viewer permission

Answer

Embed the story in a Chatter post

Question 4

A Salesforce admin needs to create a prompt template that generates a follow-up email after a meeting. Which Prompt Builder template type should be used?

Accepted Answer

Sales Email. The Sales Email template type in Prompt Builder is specifically designed for generating sales-related communications, such as follow-up emails after meetings. It includes pre-built fields and context (e.g., meeting notes, contact details) optimized for sales workflows, making it the correct choice for this use case.

Answer

Service Reply

Answer

Field Generation

Answer

Flex Prompt

Question 5

A company wants to use Einstein Conversation Insights to analyze call recordings. Which of the following metrics is NOT provided by this feature?

Accepted Answer

Sentiment analysis. Einstein Conversation Insights provides talk time metrics, keyword tracking, and next step capture, but does not offer comprehensive sentiment analysis.

Answer

Keyword tracking

Answer

Talk time metrics

Answer

Next step capture

Question 6

A sales rep wants to automatically log emails and events to Salesforce without manual entry. Which feature should the admin enable?

Accepted Answer

Einstein Activity Capture. Einstein Activity Capture syncs emails and calendar events from Outlook or Gmail into Salesforce automatically.

Answer

Einstein Conversation Insights

Answer

Einstein Email Insights

Answer

Einstein Activity Capture is not available; use the standard Email-to-Salesforce

Question 7

An admin is setting up Einstein Prediction Builder to predict whether a lead will convert. The admin has selected the prediction field and data set. What is the next step in the configuration wizard?

Accepted Answer

Select features (input fields) to train the model. The Einstein Prediction Builder wizard proceeds: select prediction field, select data set, select features, define prediction field, then train.

Answer

Train the model immediately

Answer

Define the prediction explanation

Answer

Choose the prediction score field

Question 8

Which Einstein feature provides AI-powered predictions for opportunity win likelihood?

Accepted Answer

Einstein Opportunity Scoring. Einstein Opportunity Scoring is a dedicated feature that predicts opportunity win probability on a scale of 1-99.

Answer

Einstein Forecasting

Answer

Einstein Lead Scoring

Answer

Einstein Prediction Builder

Question 9

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 10

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 11

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. Option B is correct because 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 12

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 13

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 14

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 15

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 16

A sales operations manager wants to automatically prioritize leads based on their likelihood to convert. The team uses Sales Cloud and wants to avoid custom development. Which feature should they use?

Accepted Answer

Einstein Lead Scoring. Einstein Lead Scoring is the correct feature because it is specifically designed to automatically prioritize leads based on their likelihood to convert, using historical data and predictive models. It is a native Salesforce Sales Cloud feature that requires no custom development, directly addressing the manager's need to rank leads by conversion probability.

Answer

Einstein Opportunity Scoring

Answer

Einstein Prediction Builder

Answer

Einstein Next Best Action

Question 17

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 18

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 19

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 20

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