Certified Agentforce Specialist Exam Questions and Answers (Page: 4)

QUESTION: 25

Universal Containers (UC) wants to make a sales proposal and directly use data from multiple unrelated objects (standard and custom) in a prompt template. How should UC accomplish this?

Create a prompt template passing in a special custom object that connects the records temporarily.
Create a prompt template-triggered flow to access the data from standard and custom objects.
Create a Flex template to add resources with standard and custom objects as inputs.
Use a Record Snapshot to combine data from unrelated objects into a single prompt.

Answer(s): C

Explanation:

UC needs to incorporate data from multiple unrelated objects (standard and custom) into a prompt template for a sales proposal. Let's evaluate the options based on Agentforce capabilities.

Option A: Create a prompt template passing in a special custom object that connects the records temporarily.

While a custom object could theoretically act as a junction to link unrelated records, this approach requires additional setup (e.g., creating the object, populating it with data via automation), and there's no direct mechanism in Prompt Builder to "pass in" such an object to a prompt template without grounding or flow support. This is inefficient and not a native feature, making it incorrect.

Option B: Create a prompt template-triggered flow to access the data from standard and custom objects.

There's no such thing as a "prompt template-triggered flow" in Salesforce. Flows can invoke prompt templates (e.g., via the "Prompt Template" action), but the reverse--triggering a flow from a prompt template--is not a standard construct.
While a flow could gather data from unrelated objects and pass it to a prompt, this option's terminology is inaccurate, and it's not the most direct solution, making it incorrect.

Option C: Create a Flex template to add resources with standard and custom objects as inputs.

In Agentforce's Prompt Builder, a Flex template (short for Flexible Prompt Template) allows users to define dynamic inputs, including data from multiple Salesforce objects (standard or custom), even if they're unrelated. Resources can be added to the template (e.g., via merge fields or Data Cloud queries), enabling the prompt to pull data directly from specified objects without requiring a junction object or complex flows. This is ideal for generating a sales proposal using disparate data sources and aligns with Salesforce's documentation on Flex templates, making it the correct answer.

Why Option C is Correct:

Flex templates are designed for scenarios requiring flexible data inputs, allowing UC to directly reference multiple unrelated objects in the prompt template. This simplifies the process and leverages Prompt Builder's native capabilities, as outlined in Salesforce documentation.

Reference:

Salesforce Agentforce Documentation: Prompt Builder > Flex Templates Describes adding multiple object resources as inputs.

Trailhead: Build Prompt Templates in Agentforce Highlights Flex templates for dynamic data scenarios.

Salesforce Help: Create Flexible Prompts Confirms support for standard and custom object data.

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QUESTION: 26

Universal Containers has grounded a prompt template with a related list. During user acceptance testing (UAT), users are not getting the correct responses.
What is causing this issue?

The related list is Read Only.
The related list prompt template option is not enabled.
The related list is not on the parent object's page layout.

Answer(s): C

Explanation:

UC has grounded a prompt template with a related list, but the responses are incorrect during UAT. Grounding with related lists in Agentforce allows the AI to access data from child records linked to a parent object. Let's analyze the options.

Option A: The related list is Read Only.

Read-only status (e.g., via field-level security or sharing rules) might limit user edits, but it doesn't inherently prevent the AI from accessing related list data for grounding, as long as the running user (or system context) has read access. This is unlikely to cause incorrect responses and is not a primary consideration, making it incorrect.

Option B: The related list prompt template option is not enabled.

There's no specific "related list prompt template option" toggle in Prompt Builder.
When grounding with a Record Snapshot or Flex template, related lists are included if properly configured (e.g., via object relationships). This option seems to be a misphrasing and doesn't align with documented settings, making it incorrect.

Option C: The related list is not on the parent object's page layout.

In Agentforce, grounding with related lists relies on the related list being defined and accessible in the parent object's metadata, often tied to its presence on the page layout. If the related list isn't on the layout, the AI might not recognize or retrieve its data correctly, leading to incomplete or incorrect responses. Salesforce documentation notes that related list data availability can depend on layout configuration, making this a plausible and common issue during UAT, and thus the correct answer.

Why Option C is Correct:

The absence of the related list from the parent object's page layout can disrupt data retrieval for grounding, leading to incorrect AI responses. This is a known configuration consideration in Agentforce setup and testing, as per official guidance.

Reference:

Salesforce Agentforce Documentation: Grounding with Related Lists Notes dependency on page layout configuration.

Trailhead: Ground Your Agentforce Prompts Highlights related list setup for accurate grounding.

Salesforce Help: Troubleshoot Prompt Responses Lists layout issues as a common grounding problem.

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QUESTION: 27

Universal Containers (UC) is experimenting with using public Generative AI models and is familiar with the language required to get the information it needs. However, it can be time-consuming for both UC's sales and service reps to type in the prompt to get the information they need, and ensure prompt consistency.
Which Salesforce feature should the company use to address these concerns?

Agent Builder and Action: Query Records.
Einstein Prompt Builder and Prompt Templates.
Einstein Recommendation Builder.

Answer(s): B

Explanation:

UC wants to streamline the use of Generative AI by reducing the time reps spend typing prompts and ensuring consistency, leveraging their existing prompt knowledge. Let's evaluate the options.

Option A: Agent Builder and Action: Query Records.

Agent Builder in Agentforce Studio creates autonomous AI agents with actions like "Query Records" to fetch data.
While this could retrieve information, it's designed for agent-driven workflows, not for simplifying manual prompt entry or ensuring consistency across user inputs. This doesn't directly address UC's concerns and is incorrect.

Option B: Einstein Prompt Builder and Prompt Templates.

Einstein Prompt Builder, part of Agentforce Studio, allows users to create reusable prompt templates that encapsulate specific instructions and grounding for Generative AI (e.g., using public models via the Atlas Reasoning Engine). UC can predefine prompts based on their known language, saving time for reps by eliminating repetitive typing and ensuring consistency across sales and service teams. Templates can be embedded in flows, Lightning pages, or agent interactions, perfectly addressing UC's needs. This is the correct answer.

Option C: Einstein Recommendation Builder.

Einstein Recommendation Builder generates personalized recommendations (e.g., products, next best actions) using predictive AI, not Generative AI for freeform prompts. It doesn't support custom prompt creation or address time/consistency issues for reps, making it incorrect.

Why Option B is Correct:

Einstein Prompt Builder's prompt templates directly tackle UC's challenges by standardizing prompts and reducing manual effort, leveraging their familiarity with Generative AI language. This is a core feature for such use cases, as per Salesforce documentation.

Reference:

Salesforce Agentforce Documentation: Einstein Prompt Builder Details prompt templates for consistency and efficiency.

Trailhead: Build Prompt Templates in Agentforce Explains time-saving benefits of templates.

Salesforce Help: Generative AI with Prompt Builder Confirms use for streamlining rep interactions.

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QUESTION: 28

Universal Containers wants to utilize Agentforce for Sales to help sales reps reach their sales quotas by providing AI-generated plans containing guidance and steps for closing deals.
Which feature meets this requirement?

Create Account Plan
Find Similar Deals
Create Close Plan

Answer(s): C

Explanation:

Universal Containers (UC) aims to leverage Agentforce for Sales to assist sales reps with AI-generated plans that provide guidance and steps for closing deals. Let's evaluate the options based on Agentforce for Sales features.

Option A: Create Account Plan

While account planning is valuable for long-term strategy, Agentforce for Sales does not have a specific "Create Account Plan" feature focused on closing individual deals. Account plans typically involve broader account-level insights, not deal-specific closure steps, making this incorrect for UC's requirement.

Option B: Find Similar Deals

"Find Similar Deals" is not a documented feature in Agentforce for Sales. It might imply identifying past deals for reference, but it doesn't involve generating plans with guidance and steps for closing current deals. This option is incorrect and not aligned with UC's goal.

Option C: Create Close Plan

The "Create Close Plan" feature in Agentforce for Sales uses AI to generate a detailed plan with actionable steps and guidance tailored to closing a specific deal. Powered by the Atlas Reasoning Engine, it analyzes deal data (e.g., Opportunity records) and provides reps with a roadmap to meet quotas. This directly meets UC's requirement for AI-generated plans focused on deal closure, making it the correct answer.

Why Option C is Correct:

"Create Close Plan" is a specific Agentforce for Sales capability designed to help reps close deals with AI-driven plans, aligning perfectly with UC's needs as per Salesforce documentation.

Reference:

Salesforce Agentforce Documentation: Agentforce for Sales > Create Close Plan Details AI- generated close plans.

Trailhead: Explore Agentforce Sales Agents Highlights close plan generation for sales reps.

Salesforce Help: Sales Features in Agentforce Confirms focus on deal closure.

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QUESTION: 29

Universal Containers tests out a new Einstein Generative AI feature for its sales team to create personalized and contextualized emails for its customers. Sometimes, users find that the draft email contains placeholders for attributes that could have been derived from the recipient's contact record.
What is the most likely explanation for why the draft email shows these placeholders?

The user does not have permission to access the fields.
The user's locale language is not supported by Prompt Builder.
The user does not have Einstein Sales Emails permission assigned.

Answer(s): A

Explanation:

UC is using an Einstein Generative AI feature (likely Einstein Sales Emails) to draft personalized emails, but placeholders (e.g., {!Contact.FirstName}) appear instead of actual data from the contact record. Let's analyze the options.

Option A: The user does not have permission to access the fields.

Einstein Sales Emails, built on Prompt Builder, pulls data from contact records to populate email drafts. If the user lacks field-level security (FLS) or object-level permissions to access relevant fields

(e.g., FirstName, Email), the system cannot retrieve the data, leaving placeholders unresolved. This is a common issue in Salesforce when permissions restrict data access, making it the most likely explanation and the correct answer.

Option B: The user's locale language is not supported by Prompt Builder.

Prompt Builder and Einstein Sales Emails support multiple languages, and locale mismatches typically affect formatting or translation, not data retrieval. Placeholders appearing instead of data isn't a documented symptom of language support issues, making this unlikely and incorrect.

Option C: The user does not have Einstein Sales Emails permission assigned.

The Einstein Sales Emails permission (part of the Einstein Generative AI license) enables the feature itself. If missing, users couldn't generate drafts at all--not just see placeholders. Since drafts are being created, this permission is likely assigned, making this incorrect.

Why Option A is Correct:

Permission restrictions are a frequent cause of unresolved placeholders in Salesforce AI features, as the system respects FLS and sharing rules. This is well-documented in troubleshooting guides for Einstein Generative AI.

Reference:

Salesforce Help: Einstein Sales Emails > Troubleshooting Lists permissions as a cause of data issues.

Trailhead: Set Up Einstein Generative AI Emphasizes field access for personalization.

Agentforce Documentation: Prompt Builder > Data Access Notes dependency on user permissions.

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QUESTION: 30

The sales team at a hotel resort would like to generate a guest summary about the guests' interests and provide recommendations based on their activity preferences captured in each guest profile. They want the summary to be available only on the contact record page.
Which AI capability should the team use?

Model Builder
Agent Builder
Prompt Builder

Answer(s): C

Explanation:

The hotel resort team needs an AI-generated guest summary with recommendations, displayed exclusively on the contact record page. Let's assess the options.

Option A: Model Builder

Model Builder in Salesforce creates custom predictive AI models (e.g., for scoring or classification)

using Data Cloud or Einstein Platform data. It's not designed for generating text summaries or embedding them on record pages, making it incorrect.

Option B: Agent Builder

Agent Builder in Agentforce Studio creates autonomous AI agents for tasks like lead qualification or customer service.
While agents can provide summaries, they operate in conversational interfaces (e.g., chat), not as static content on a record page. This doesn't meet the location-specific requirement, making it incorrect.

Option C: Prompt Builder

Einstein Prompt Builder allows creation of prompt templates that generate text (e.g., summaries, recommendations) using Generative AI. The template can pull data from contact records (e.g., activity preferences) and be embedded as a Lightning component on the contact record page via a Flow or Lightning App Builder. This ensures the summary is available only where specified, meeting the team's needs perfectly and making it the correct answer.

Why Option C is Correct:

Prompt Builder's ability to generate contextual summaries and integrate them into specific record pages via Lightning components aligns with the team's requirements, as supported by Salesforce documentation.

Reference:

Salesforce Agentforce Documentation: Prompt Builder > Embedding Prompts Details placement on record pages.

Trailhead: Build Prompt Templates in Agentforce Covers summaries from object data.

Salesforce Help: Customize Record Pages with AI Confirms Prompt Builder integration.

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QUESTION: 31

An Agentforce Specialist is creating a custom action in Agentforce.
Which option is available for the Agentforce Specialist to choose for the custom Agent action?

Apex Trigger
SOQL
Flows

Answer(s): C

Explanation:

The Agentforce Specialist is defining a custom action for an Agentforce agent in Agent Builder. Actions determine what the agent does (e.g., retrieve data, update records). Let's evaluate the options.

Option A: Apex Trigger

Apex Triggers are event-driven scripts, not selectable actions in Agent Builder.
While Apex can be invoked via other means (e.g., Flows), it's not a direct option for custom agent actions, making this incorrect.

Option B: SOQL

SOQL (Salesforce Object Query Language) is a query language, not an executable action type in Agent Builder.
While actions can use queries internally, SOQL isn't a standalone option, making this incorrect.

Option C: Flows

In Agentforce Studio's Agent Builder, custom actions can be created using Salesforce Flows. Flows allow complex logic (e.g., data retrieval, updates, or integrations) and are explicitly supported as a custom action type. The specialist can select an existing Flow or create one, making this the correct answer.

Option D: JavaScript

JavaScript isn't an option for defining agent actions in Agent Builder. It's used in Lightning Web Components, not agent configuration, making this incorrect.

Why Option C is Correct:

Flows are a native, flexible option for custom actions in Agentforce, enabling tailored functionality for agents, as per official documentation.

Reference:

Salesforce Agentforce Documentation: Agent Builder > Custom Actions Lists Flows as a supported action type.

Trailhead: Build Agents with Agentforce Details Flow-based actions.

Salesforce Help: Configure Agent Actions Confirms Flows integration.

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QUESTION: 32

Universal Containers (UC) would like to implement the Sales Development Representative (SDR) Agent.
Which channel consideration should UC be aware of while implementing it?

SDR Agent must be deployed in the Messaging channel.
SDR Agent only works in the Email channel.
SDR Agent must also be deployed on the company website.

Answer(s): A

Explanation:

Universal Containers (UC) is implementing the Agentforce Sales Development Representative (SDR) Agent, a prebuilt AI agent designed to qualify leads and schedule meetings. Channel considerations are critical for deployment. Let's evaluate the options based on official Salesforce documentation.

Option A: SDR Agent must be deployed in the Messaging channel.

The Agentforce SDR Agent is designed to engage prospects in real-time conversations, primarily through the Messaging channel (e.g., Salesforce Messaging for in-app or web chat). This aligns with its purpose of qualifying leads interactively and scheduling meetings, as outlined in Agentforce for Sales documentation.
While it may leverage email for follow-ups, its core deployment and interaction occur via Messaging, making this a key consideration UC must be aware of. This is the correct answer.

Option B: SDR Agent only works in the Email channel.

The SDR Agent is not limited to email.
While it can send emails (e.g., follow-ups after lead qualification), its primary function--real-time lead engagement--relies on Messaging. Stating it "only works in the Email channel" is inaccurate and contradicts its documented capabilities, making this incorrect.

Option C: SDR Agent must also be deployed on the company website.

While the SDR Agent can be embedded on a company website via Messaging (e.g., as a chat widget),
this is an implementation choice, not a mandatory requirement. The agent's deployment is channel- specific (Messaging), and website integration is optional, not a "must." This option overstates the requirement, making it incorrect.

Why Option A is Correct:

The SDR Agent's primary deployment in the Messaging channel is a documented consideration for its real-time lead qualification capabilities. UC must plan for this channel to ensure effective implementation, as per Salesforce guidelines.

Reference:

Salesforce Agentforce Documentation: SDR Agent Setup > Channels Specifies Messaging as the primary channel.

Trailhead: Explore Agentforce Sales Agents Notes SDR Agent's Messaging focus for lead engagement.

Salesforce Help: Agentforce for Sales > SDR Agent Confirms Messaging deployment requirement.

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Salesforce Certified Agentforce Specialist Exam (page: 4) Salesforce Certified Agentforce Specialist Updated on: 12-Feb-2026

QUESTION: 25

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Salesforce Certified Agentforce Specialist Exam (page: 4)
Salesforce Certified Agentforce Specialist
Updated on: 12-Feb-2026