Free Salesforce AI-Specialist Exam Questions

An organization wants to delegate the execution of predefined prompt templates to specific users who will generate content using these templates without altering them. Which user role should be assigned this task?

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?

A sales representative wants to quickly generate a personalized follow-up email after a meeting with a potential client, summarizing key discussion points and proposing next steps. Which Einstein feature should the sales representative use?

A sales organization wants to automate the process of assigning leads to sales representatives based on the lead’s location and product interest. The system should ensure that no lead is left unassigned and should automatically reassign leads if the assigned representative is unavailable. What automation tool should they use to achieve this?

An enterprise uses Einstein AI to analyze large volumes of customer feedback for sentiment analysis. The company needs to ensure that only the minimum necessary data is processed by the AI model to comply with data protection regulations. Which Einstein Trust Layer feature should they use?