AI-201-2 Sample Questions & Answers

An AI Specialist is building a prompt template to summarize call notes from a custom 'Call_Log__c' object. To provide the most relevant summary, the prompt needs data from the related Account and the three most recent Opportunity records. What is the most efficient grounding technique to achieve this?

A Salesforce Administrator needs to ensure that only users with the 'Prompt Manager' permission set can create and activate new prompt templates, but all internal users should be able to execute them. Which security setting should the administrator configure?

Case Study: Helios Health Patient Engagement Agent

Helios Health, a large healthcare provider, wants to deploy an Agentforce agent on its patient portal. The primary goal is to provide patients with instant, accurate answers to questions about their upcoming appointments, lab results, and billing statements, thereby reducing call volume to their support centers.

The agent must adhere to strict HIPAA compliance standards. This means all patient data used for grounding must be handled within Salesforce's secure environment, and no sensitive health information should be retained by the LLM. The agent needs to pull data from three sources: the standard Event object for appointments, a custom Lab_Result__c object, and a custom Billing_Statement__c object, all related to the patient's Contact record.

The project lead is concerned about the agent providing generic or incorrect information. They want to ensure the agent's responses are always based on the patient's specific records. Furthermore, they want to provide patients with transparency by showing the source of the information, for example, citing the specific billing statement number when answering a billing question.

After initial development, the testing team reports that the agent sometimes fails to find relevant information, especially for newly created lab results. The Data Cloud team confirms that their nightly data sync is working, but there's a delay. The agent needs access to the most up-to-the-minute data available in Salesforce CRM.

Given the requirements and challenges, which architectural approach provides the most secure, accurate, and transparent solution?

A business analyst needs to create a prompt that generates a concise, two-sentence summary of a Case record, including the case reason and current status. The summary will be used in a list view. Which Prompt Builder template type is specifically designed for this task?

A project manager is overseeing the rollout of a new Agentforce agent. They need to communicate the agent's performance and business impact to executive stakeholders. Which Agentforce tool provides dashboards and metrics for tracking agent adoption, user satisfaction, and overall effectiveness?

To test and fine-tune a newly created prompt template based on the LLM's generated output before activating it, an administrator must use the _______ feature within the Prompt Builder.

An e-commerce company wants its Service Cloud agent to provide order tracking information. This data resides in an external, third-party logistics system accessible via a REST API. An agent needs to call this API with the Order Number from the case record to get the latest status. How should an Agentforce Specialist enable this functionality?

A solutions architect is designing an agent that must provide responses grounded in a highly dynamic and extensive knowledge base of over 100,000 articles. To ensure the most relevant articles are found for any given user query, the architect wants to use semantic search capabilities. Which combination of Salesforce technologies is best suited for this requirement?

During a strategy session, a sales manager wants to implement an AI tool to help new sales reps adhere to the company's sales methodology and provide real-time guidance during customer calls. Which Agentforce agent is specifically designed for this purpose?

A developer is building a custom agent action. They need to ensure their Apex code can be called by the Agentforce runtime. Which annotation must be used on the Apex method?