Become Salesforce Certified with updated AI-Specialist exam questions and correct answers
A sales director needs to project the upcoming quarter’s sales performance based on the current pipeline, historical trends, and real-time data. The director wants to use AI to predict future revenue and identify potential risks in achieving sales targets. Which Einstein feature should the director use?
What is an appropriate use case for leveraging Agentforce Sales Agent in a sales context?
A sales team is using Salesforce Einstein Copilot to manage customer interactions. They need to automate routine tasks like logging calls and sending standard follow-up emails but also require custom actions to generate detailed sales reports based on specific customer data. How should the team balance the use of standard and custom copilot actions to optimize their workflow?
Universal Containers wants to implement a solution in Salesforce with a custom UX that allows users
to enter a sales order number.
Subsequently, the system will invoke a custom prompt template to create and display a summary of
the sales order header and sales order details.
Which solution should an AI Specialist implement to meet this requirement?
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?
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