Salesforce AI Specialist Practice Exam Questions and Answers 2024

Are you preparing for the AI Specialist exam in 2024? This blog provides a comprehensive collection of practice questions and answers designed to help you succeed.

These questions will not only test your knowledge but also enhance your understanding of key AI concepts. Let’s get started!

AI Specialist Practice Questions With Answers

Q1. A sales executive at Auto Car wants to enhance the accuracy of their sales forecasts by analyzing historical data and identifying trends that could influence future sales. They require an Al feature that can provide predictive insights to support more informed forecasting decisions. Which Einstein for Sales feature should they utilize?

A. Einstein Discovery

B. Einstein Forecasting

C. Einstein Opportunity Insights

Correct Answer: B. Einstein Forecasting

Explanation: 

Einstein Forecasting leverages data science and machine learning to predict sales outcomes at the end of a forecasting period. It analyzes historical sales data, including details about opportunities, accounts, and related activities, as well as information about the sales team members, such as their win rates. 

This predictive model helps the sales executive at Auto Car make more accurate and informed decisions about future sales, ensuring better alignment with business goals. However, the accuracy of these predictions depends on having sufficient historical data–at least 12 months of opportunity data is recommended for reliable forecasting.

Q2. The support team at GetGenerative.ai is looking to optimize their customer service processes by understanding the most common reasons customers contact them. They need an Al feature that can analyze conversation data and identify these contact reasons, helping them streamline operations and improve automation. Which Einstein for Service feature should they use?

A. Einstein Work Summaries

B. Einstein Case Classification

C. Einstein Conversation Mining

Correct Answer: C. Einstein Conversation Mining

Explanation: 

Einstein Conversation Mining is the ideal tool for analyzing customer conversations to identify common contact reasons. This feature uses advanced Al to extract insights from conversational data, categorizing the reasons customers reach out, such as appointment changes, cancellations, or technical support requests. 

By grouping data into these contact reasons, Einstein Conversation Mining allows the support team at GetGenerative.ai to identify opportunities for automation, optimize business processes, and even create knowledge articles or improve bot capabilities, ultimately leading to more efficient service operations.

Q3. The management team at GetGenerative.ai wants to monitor the effectiveness of Einstein Copilot across different departments to ensure sustained adoption. What is the best approach to gain insights into how Copilot is impacting productivity over time? 

A. Compare the overall efficiency rates before and after implementing Copilot.

B. Evaluate the increase in work completed over a period of time by teams using Copilot.

C. Measure the reduction in team meetings required after Copilot implementation.

Correct Answer: B. Evaluate the increase in work completed over a period of time by teams using Copilot.

Explanation:

Evaluating the increase in work completed over time by teams using Copilot provides a clear measure of how the tool is enhancing productivity. 

By tracking the volume of work accomplished, the management team at GetGenerative.ai can directly assess the impact Copilot has on enabling teams to complete more tasks efficiently, which is a key indicator of its effectiveness and value.

Q4. The sales team at GetGenerative.ai wants to stay ahead of market trends and customer needs by monitoring key topics in their conversations, such as competitor mentions and product feedback. They need an Al feature that can highlight these critical topics and provide insights to help them strategize more effectively. Which feature should they use?

A. Automatic Contact Enhancements

B. Einstein Sales Signals

C. Generative Conversation Insights

Correct Answer: B. Einstein Sales Signals

Explanation: 

Sales Signals is the most suitable feature for the sales team at GetGenerative.ai to monitor and analyze critical topics in customer conversations, such as competitor mentions, product feedback, and industry trends. 

Powered by Einstein Generative Al, Sales Signals offers a comprehensive dashboard that filters and highlights relevant conversations, enabling the team to quickly identify opportunities and risks. By leveraging these insights, the team can tailor their go-to-market strategies, respond proactively to market changes, and improve overall sales effectiveness.

Also Read – Salesforce Certified AI Specialist Exam Guide

Q5. A service manager at Cosmo Property needs to ensure that all customer communications, such as emails and support calls, are automatically recorded in the CRM system without requiring manual data entry. This will help maintain complete records and enhance the efficiency of the support team. Which Einstein feature should the service manager implement?

A. Einstein Case Classification

B. Einstein Next Best Action

C. Einstein Activity Capture

Correct Answer: C. Einstein Activity Capture

Explanation: 

Einstein Activity Capture is the ideal feature for automatically recording customer communications, such as emails and support calls, in the CRM system. This tool syncs emails and calendar events between the service team’s email system and Salesforce, ensuring that all interactions are logged automatically without manual input. This helps maintain accurate records, reduces administrative burdens, and improves the overall efficiency of the support team.

Q6. The customer support team at GetGenerative.ai is looking for a way to streamline the process of documenting case interactions. They want an Al feature that can automatically generate summaries of conversations between agents and customers, capturing the key issues and resolutions discussed. Which Einstein for Service feature would best meet their needs?

A. Einstein Reply Recommendations

B. Einstein Knowledge Creation

C. Einstein Work Summaries

Correct Answer: C. Einstein Work Summaries

Explanation: 

Einstein Work Summaries is the ideal tool for automatically generating detailed summaries of customer interactions. After a conversation between an agent and a customer, this feature uses Al to predict and fill in summaries, including the issue and resolution discussed. 

Agents can then review, edit, and save these summaries, saving time and ensuring accurate documentation. This feature enhances productivity by reducing the manual effort required to document each case, allowing the support team at GetGenerative.ai to focus more on delivering efficient and effective service.

Q7. A financial services company is designing a prompt template to generate personalized monthly statements for clients, including details on transactions, account balances, and investment performance. The statements need to be tailored to each client’s portfolio and financial goals while ensuring clarity and accuracy. What should be considered when creating this prompt template?

A. Allowing the template to use generic financial summaries for all clients

B. Limiting the template to only include basic transaction data without Customization

C. Incorporating dynamic fields to tailor the statements based on individual client portfolios

Correct Answer: C. Incorporating dynamic fields to tailor the statements based on individual client portfolios

Explanation: When creating a prompt template for generating personalized monthly financial statements, it’s crucial to incorporate dynamic fields that tailor the content to each client’s specific portfolio and financial goals. This customization ensures that the statements provide relevant and personalized information, enhancing client satisfaction and engagement. 

By using dynamic fields, the template can pull in real-time data such as individual transactions, account balances, and investment performance, making the statements not only personalized but also accurate and informative.

Q8. A Salesforce administrator at Apex Real Estate is assigned to develop a new prompt template that the customer service team will use to generate personalized responses to client inquiries. What is the correct first step in the process of creating this prompt template?

A. Research similar prompt templates used in other industries for inspiration.

B. Review the company’s existing email templates for consistency.

C. Collect detailed requirements from the customer service team.

Correct Answer: C. Collect detailed requirements from the customer service team

Explanation: 

The first and most critical step in creating a prompt template is to gather detailed requirements from the customer service team. Understanding their needs, objectives, and the specific use cases for the prompt will ensure that the final template is tailored to meet their expectations. 

This step is essential for developing a prompt that aligns with the customer service team’s goals and improves their efficiency in generating personalized responses to client inquiries.

Q9. After deploying Einstein Copilot at GetGenerative.ai, you notice that certain departments are not fully leveraging the tool. To increase adoption, what is the most effective approach to uncover the obstacles hindering its usage?

A. Distribute a detailed questionnaire to users about their interactions with Einstein Copilot

B. Enforce stricter policies requiring all departments to use Einstein Copilot in daily operations

C. Conduct a comparative analysis of department performance before and after using Einstein Copilot

Correct Answer: A. Distribute a detailed questionnaire to users about their interactions with Einstein Copilot

Explanation: 

Distributing a detailed questionnaire allows the company to gather comprehensive insights from users regarding their experiences with Einstein Copilot. 

This method is effective in identifying specific challenges, user concerns, and areas for improvement, making it possible to tailor solutions that enhance adoption across the organization.

Q10. A company using Sales Cloud Einstein wants to ensure that their customers’ personal data is excluded from machine learning models and predictions. What steps should the company take to fulfill this request?

A. Enable a default setting in Salesforce that automatically excludes all personal data from modeling.

B. Create a custom checkbox field with the API name Al_HasOptedOutProfiling_c on relevant objects and set the field to TRUE for records to be excluded.

C. Manually remove all personal data from Salesforce records to prevent it from being used in predictions.

Correct Answer: B. Create a custom checkbox field with the API name Al_HasOptedOutProfiling_c on relevant objects and set the field to TRUE for records to be excluded

Explanation: 

To exclude specific records from machine learning models and predictions in Sales Cloud Einstein, the company must create a custom checkbox field on the relevant objects (such as Account, Contact, Lead, etc.) with the APl name Al_HasOptedOutProfiling_c. 

For each record that should be excluded, the checkbox must be set to TRUE. This ensures that the record’s data will not be factored into the machine learning models or future predictions, respecting customer privacy requests.

Conclusion

Mastering the AI Specialist exam requires consistent practice and a deep understanding of key AI concepts. The practice questions in this blog are designed to help you assess your knowledge and identify areas for improvement. With the right preparation, success is within your reach.

This is the perfect time to master AI in Salesforce and stay ahead in the AI revolution. Enroll in the Salesforce AI Specialist course and gain the expertise you need to excel!

Enroll now and start your path to this new certification!