AI-201 Sample Questions & Answers
You'll be tested on two tied leaders: designing prompts and templates in Prompt Builder, and developing, testing and governing agents, plus the Agentforce Data Library's tie to Data Cloud, and how Agentforce connects to both Service Cloud and Sales Cloud.
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- Question 1Intermediate
Universal Containers (UC) recently rolled out Einstein Generative AI capabilities and has created a custom prompt to summarize case records. Users have reported that the case summaries generated are not returning the appropriate information.What is a possible explanation for the poor prompt performance? A.The prompt template version is incompatible with the chosen LLM.B.The Einstein Trust Layer is incorrectly configured.C.The data being used for grounding is incorrect or incomplete.
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Correct answer: C
- Question 2Advanced
Agentforce Concepts · Manage Agentforce user security
Helios Aerospace is implementing an Agentforce solution to assist their procurement team. They have a strict requirement that the AI agent must only access vendor data for vendors rated 'Class A' in their ERP system. This data is synchronized to Salesforce nightly. The Agentforce Specialist needs to ensure the agent respects this data visibility constraint without creating separate agent configurations for different users. Which approach adheres to the principle of least privilege while meeting the requirement?
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Correct answer: A
The Agentforce agent operates under a specific user context (often the 'Cloud Integration User' or a dedicated integration user depending on configuration). By using Salesforce Sharing Rules to restrict record access for that specific user profile to only 'Class A' vendors, you enforce the security constraint at the data layer. This ensures the agent cannot retrieve or reason over restricted vendor data, regardless of the prompting.
- Question 3Intermediate
Agentforce Concepts · Manage Agentforce user security
A developer at Nebulon Systems is troubleshooting an Agentforce agent that fails to execute a custom Flow action. The Flow works correctly when debugged manually by the administrator. The agent's trace logs show the plan identifying the correct action, but the execution step fails with an 'Insufficient Privileges' error. What is the most likely cause of this issue?
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Correct answer: B
Even if a Flow is active and valid, the user context under which the agent executes (specifically the Agentforce Service Agent user or similar) must have explicit permission to run Flows. Without the 'Run Flows' permission (or access to the specific Flow via Flow Access settings in profiles/permission sets), the agent cannot execute the action.
- Question 4Intermediate
Prompt Engineering · Given a scenario, identify the appropriate grounding technique
Quantico Logistics wants to use a Prompt Builder template to generate a complex 'Bill of Lading' summary. This summary requires combining data from the Shipment record, the related Account record, and a real-time API call to an external weather service to check for shipping delays. Which grounding technique is appropriate for this scenario?
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Correct answer: C
Flex Prompt Templates support Apex as a resource. Since the requirement involves a real-time external API call (which cannot be handled by standard record grounding or Data Cloud retrievers directly in real-time for transient data without ingestion), an Apex method is the correct architectural choice to fetch the external data and inject it into the prompt context.
flowchart LR A[Prompt Builder] -->|Call Resource| B[Apex Class] B -->|HTTP Request| C[External Weather API] C -->|JSON Response| B B -->|Formatted String| A A -->|Grounded Prompt| D[LLM] - Question 5Advanced
Agentforce and Service Cloud · Build an agent that answers questions based on Knowledge articles
A service manager at Northern Trail Outfitters wants to implement an agent that can answer customer questions about product return policies. The policies are stored in Salesforce Knowledge but are split across three different Article Record Types: 'FAQ', 'Policy', and 'Procedure'. The agent should only reference 'Policy' and 'Procedure' types, ignoring 'FAQ'. How should the Agentforce Specialist configure the agent to meet this requirement?
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Correct answer: B
The standard 'Answer Questions with Knowledge' action allows for configuration of filters. By setting a filter on the Record Type field within the action configuration, you ensure the agent's reasoning engine only considers articles matching those types when executing the action, effectively ignoring the 'FAQ' type as requested.
- Question 6Intermediate
Agentforce and Service Cloud · Connect an agent to a digital channel
Stratosphere Bank wants to deploy their new 'Mortgage Assistant' agent to their public website using 'Messaging for In-App and Web' (MIAW). They need to ensure that if the AI agent cannot answer a complex compliance question, the conversation is seamlessly transferred to a human agent in the 'Mortgage Specialists' queue. What is the correct configuration to achieve this?
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Correct answer: D
Agentforce supports a native escalation mechanism. By configuring a Topic (often the default 'Escalation' or a custom one) to trigger the 'Transfer to Agent' action, you can specify the destination Omni-Channel queue. When the agent determines it cannot help or the user requests a human, this action executes the handoff within the MIAW channel.
- Question 7Beginner
Prompt Engineering · Given business requirements, identify when it’s appropriate to use Prompt Builder
A Sales Operations Manager wants to enable their team to generate personalized 'Introduction Emails' for Leads directly from the Lead record page. They want the email to include the Lead's industry, a reference to a recent news article about that industry (retrieved via Data Cloud), and a specific call-to-action. Which Prompt Builder template type is most appropriate for this specific use case?
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Correct answer: C
The 'Sales Email Prompt Template' is specifically designed to assist with drafting emails in Sales Cloud. It integrates directly with the email composer on record pages (like Leads or Contacts) and supports grounding with record data and Data Cloud resources, making it the exact fit for this requirement.
- Question 8Intermediate
Prompt Engineering · Identify the considerations for creating a prompt template
Which of the following scenarios is the BEST candidate for using a 'Record Summary' Prompt Template rather than a 'Flex' Prompt Template?
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Correct answer: C
Record Summary templates are purpose-built to aggregate and summarize data from a single record (and its related lists) to provide a snapshot view, typically used in the Einstein Summary component on a Lightning page. This exact scenario (getting up to speed on a Case) is the canonical use case.
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