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Salesforce Agentforce-Specialist Exam Syllabus Topics:| Topic | Details | | Topic 1 | - Agentforce and Data Cloud: This section measures the skills of AI Developers and addresses how Agentforce integrates with Data Cloud to improve response accuracy and personalize answers. It involves grounding with retrievers in Data Cloud to enhance agent performance.
| | Topic 2 | - Agentforce Concepts: This section assesses the skills of AI Engineers and covers how Agentforce works, including its reasoning engine, standard and custom topics, agent actions, and user security management. It also includes testing and deploying agents from sandbox to production environments.
| | Topic 3 | - Prompt Engineering: This section measures the skills of AI Developers and focuses on prompt engineering techniques. It covers identifying when to use Prompt Builder, managing prompt templates, selecting appropriate grounding techniques, and explaining the process for creating and executing prompt templates.
| | Topic 4 | - Agentforce and Service Cloud: This section measures the skills of AI Engineers and focuses on building agents that answer questions based on Knowledge articles and connecting them to digital channels. It also covers identifying the correct generative AI features in Agentforce for Service Cloud scenarios.
| | Topic 5 | - Agentforce and Sales Cloud: This section assesses the skills of AI Developers and covers identifying the correct generative AI features in Agentforce for Sales Cloud scenarios. It also includes determining when to use Agentforce Sales Agents, such as Sales Development Representatives (SDRs) and Sales Coaches.
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Salesforce Certified Agentforce Specialist Sample Questions (Q98-Q103):NEW QUESTION # 98
Universal Containers (UC) implements a custom retriever to improve the accuracy of AI-generated responses.
UC notices that the retriever is returning too many irrelevant results, making the responses less useful. What should UC do to ensure only relevant data is retrieved?
- A. Change the search index to a different data model object (DMO).
- B. Increase the maximum number of results returned to capture a broader dataset.
- C. Define filters to narrow the search results based on specific conditions.
Answer: C
Explanation:
In Salesforce Agentforce, a custom retriever is used to fetch relevant data (e.g., from Data Cloud's vector database or Salesforce records) to ground AI responses. UC's issue is that their retriever returns too many irrelevant results, reducing response accuracy. The best solution is to define filters (Option A) to refine the retriever's search criteria. Filters allow UC to specify conditions (e.g., "only retrieve documents from the
'Policy' category" or "records created after a certain date") that narrow the dataset, ensuring the retriever returns only relevant results. This directly improves the precision of AI-generated responses by excluding extraneous data, addressing UC's problem effectively.
* Option B: Changing the search index to a different data model object (DMO) might be relevant if the retriever is querying the wrong object entirely (e.g., Accounts instead of Policies). However, the question implies the retriever is functional but unrefined, so adjusting the existing setup with filters is more appropriate than switching DMOs.
* Option C: Increasing the maximum number of results would worsen the issue by returning even more data, including more irrelevant entries, contrary to UC's goal of improving relevance.
* Option A: Filters are a standard feature in custom retrievers, allowing precise control over retrieved data, making this the correct action.
Option A is the most effective step to ensure relevance in retrieved data.
:
Salesforce Agentforce Documentation: "Create Custom Retrievers" (Salesforce Help: https://help.salesforce.
com/s/articleView?id=sf.agentforce_custom_retrievers.htm&type=5)
Salesforce Data Cloud Documentation: "Filter Data for AI Retrieval" (https://help.salesforce.com/s
/articleView?id=sf.data_cloud_retrieval_filters.htm&type=5)
NEW QUESTION # 99
How is Data Cloud leveraged by the Answer Questions with Knowledge action in Agentforce?
- A. Data Cloud provides the real-time data streams that update the Knowledge articles.
- B. Data Cloud stores and manages the Indexed Knowledge articles.
- C. Data Cloud is not required; the articles can be accessed directly from the CRM by the agent.
Answer: B
Explanation:
How Does Data Cloud Support "Answer Questions with Knowledge" in Agentforce?
The Answer Questions with Knowledge action in Agentforce leverages Salesforce Data Cloud to store, manage, and index Knowledge articles used for AI-powered responses.
* Data Cloud as the Central Storage for Knowledge Articles
* Indexed Knowledge articles are stored and retrieved in real-time from Data Cloud.
* The AI system queries Data Cloud to fetch relevant articles when a service agent or customer needs an answer.
* Ensuring Up-to-Date Responses
* Data Cloud continuously updates Knowledge articles based on new insights, user interactions, and feedback.
* The AI can pull the latest, most relevant information from the Knowledge base.
* Enhancing AI-Driven Customer Service
* AI-generated responses are grounded in real customer service interactions.
* Service agents benefit from fast, context-aware answers, improving resolution times and customer satisfaction.
Why Not the Other Options?
# A. Data Cloud is not required; the articles can be accessed directly from the CRM by the agent.
* Incorrect because Data Cloud is the primary system for storing and indexing Knowledge articles.
* Without Data Cloud, Einstein AI cannot efficiently retrieve and rank articles dynamically.
# C. Data Cloud provides the real-time data streams that update the Knowledge articles.
* Incorrect because while Data Cloud stores and manages articles, real-time updates are not its primary function.
* The Knowledge Management system within Salesforce handles article creation and updates.
Agentforce Specialist References
* Salesforce AI Specialist Material highlights that Data Cloud is the core storage system for AI- driven Knowledge management.
* Salesforce Instructions for Certification confirm the central role of Data Cloud in managing indexed Knowledge articles for AI-powered responses.
NEW QUESTION # 100
Universal Containers wants to incorporate the current order fulfillment status into a prompt for a large language model (LLM). The order status is stored in the external enterprise resource planning (ERP) system.
Which data grounding technique should theAgentforce Specialistrecommend?
- A. External Services Merge Fields
- B. Apex Merge Fields
- C. Eternal Object Record Merge Fields
Answer: C
Explanation:
* Context of the Requirement:Universal Containers wants to pull in real-time order status data from an external ERP system into an LLM prompt.
* Data Grounding in LLM Prompts ata grounding ensures the Large Language Model has access to the most current and relevant information. In Salesforce, one recommended approach is to useExternal Objects(via Salesforce Connect) when data resides outside of Salesforce.
* Why External Object Record Merge Fields:
* External Objectsappear much like standard or custom objects but map to tables in external systems.
* You can reference fields from these External Objects in merge fields, allowing real-time data retrieval from the external ERP system without storing that data natively in Salesforce.
* This is a simpler "point-and-reference" approach compared to coding custom Apex or configuring external services for direct prompt embedding.
* Why Not External Services Merge Fields or Apex Merge Fields:
* External Services Merge Fieldstypically leverage flows or external service definitions. While feasible, it is more about orchestrating or invoking external services for automation (e.g., Flow).
It's not the standard approach for seamlessly referencingexternal recorddata in prompt merges.
* Apex Merge Fieldswould imply custom Apex code controlling the prompt insertion. While possible, it's less "clicks not code" friendly and is not the default method for referencing typical record data.
* References and Study Resources:
* Salesforce Help & Training#Salesforce Connect and External Objects
* Salesforce Trailhead#"Integrate External Data with Salesforce Connect"
* SalesforceAgentforce SpecialistStudy Resources(documentation regarding how to ground LLM prompts using External Objects)
NEW QUESTION # 101
Universal Containers, dealing with a high volume of chat inquiries, implements Einstein Work Summaries to boost productivity.
After an agent-customer conversation, which additional information does Einstein generate and fill, apart from the "summary"'
- A. Draft Survey Request Email
- B. Sentiment Analysis and Emotion Detection
- C. Issue and Revolution
Answer: C
Explanation:
Einstein Work Summaries automatically generate concise summaries of customer interactions (e.g., chat transcripts). Beyond the "summary" field, it extracts and populates Issue (key problem discussed) and Resolution (action taken to resolve the issue). These fields help agents and supervisors quickly grasp the conversation's context without reviewing the full transcript.
* Sentiment Analysis and Emotion Detection (Option A): While Einstein Conversation Insights provides sentiment scores and emotion detection, these are separate from Work Summaries.Work Summaries focus on factual summaries, not sentiment.
* Draft Survey Request Email (Option B): Not part of Work Summaries. This would require automation tools like Flow or Email Studio.
* Issue and Resolution (Option C): Directly referenced in Salesforce documentation as fields populated by Einstein Work Summaries.
References:
* Salesforce Help Article: Einstein Work Summaries
* Einstein Work Summaries focus on "key details like Issue and Resolution" alongside summaries.
* Contrast with Einstein Conversation Insights for sentiment/emotion analysis.
NEW QUESTION # 102
Universal Containers wants support agents to use Agentforce to ask questions about its product tutorials and product guides.
What should the Agentforce Specialist do to meet this requirement?
- A. Publish product tutorials and guides as Knowledge articles.
- B. Create a prompt template for product tutorials and guides.
- C. Add an Answer Questions custom field in the product object for tutorial instructions.
Answer: A
Explanation:
Context of the QuestionUniversal Containers (UC) wants its support agents to use Agentforce to ask questions about product tutorials and product guides. Agentforce typically references knowledge sources to provide accurate and contextual responses.
Why Knowledge Articles?
Centralized Repository: Publishing product tutorials and guides as Knowledge articles in Salesforce ensures that the information is readily available and searchable by Agentforce.
AI Integration: Salesforce's AI solutions, including Agentforce, can often be configured to pull content directly from Salesforce Knowledge articles, giving users on-demand answers without manual data duplication.
Maintenance & Updates: Storing content in Salesforce Knowledge simplifies content updates, versioning, and user permissions.
Why Not the Other Options?
Option A (Create a Prompt Template): Creating a prompt template alone does not solve how the underlying content (tutorials, guides) is stored or accessed by Agentforce. Prompt templates shape the queries/responses but do not provide the knowledge base.
Option B (Add an Answer Questions Custom Field): A single field on the product object is insufficient for the depth of information found in tutorials and guides. It also lacks the robust search and user-friendly interface that Knowledge articles provide.
ConclusionTo ensure Agentforce can effectively retrieve and deliver accurate information about products, publishing product tutorials and guides as Knowledge articles is the recommended approach.
Salesforce Agentforce Specialist References & Documents
Salesforce Documentation: Set Up Salesforce KnowledgeDiscusses how to publish articles for easy access by AI-driven assistants and support teams.
Salesforce Agentforce Specialist Study GuideExplains best practices for feeding knowledge sources to generative AI and Agentforce.
NEW QUESTION # 103
......
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