Free Salesforce AI-Specialist Exam Questions

A company needs to automate the process of updating a customer’s status to “Inactive” if there has been no activity for six months and then notify the account manager. The automation must be error-proof, ensuring that it does not trigger incorrectly. Which tool should they use?

When would it be most appropriate to create a custom copilot action in Salesforce Einstein?

A company is implementing Salesforce Prompt Builder and needs to designate a user role responsible for creating and managing prompt templates that guide AI interactions across various departments. Which user role is most appropriate for this responsibility?

A sales team needs to quickly draft personalized proposals for prospective clients. Each proposal should include tailored product recommendations and pricing based on the client’s industry and previous interactions. The team wants to streamline this process without sacrificing the quality and relevance of the content. Should the Prompt Builder be used in this scenario, and why?

A tech startup is building a chatbot to assist users with complex troubleshooting tasks. The team is debating between using a standard Salesforce LLM, customizing their own model, or bringing in an external LLM that was trained on a vast amount of technical documentation. Under which condition would it be most appropriate to configure a custom generative model?