Salesforce Salesforce-AI-Specialist Exam (page: 5)
Salesforce Certified AI Specialist
Updated on: 15-Feb-2026

Universal Containers (UC) is looking to enhance its operational efficiency. UC has recently adopted Salesforce and is considering implementing Einstein Copilot to improve its processes.
What is a key reason for implementing Einstein Copilot?

  1. Improving data entry and data cleansing
  2. Allowing AI to perform tasks without user interaction
  3. Streamlining workflows and automating repetitive tasks

Answer(s): C

Explanation:

The key reason for implementing Einstein Copilot is its ability to streamline workflows and automate repetitive tasks. By leveraging AI, Einstein Copilot can assist users in handling mundane, repetitive processes, such as automatically generating insights, completing actions, and guiding users through complex processes, all of which significantly improve operational efficiency. Option A (Improving data entry and cleansing) is not the primary purpose of Einstein Copilot, as its focus is on guiding and assisting users through workflows. Option B (Allowing AI to perform tasks without user interaction) does not accurately describe the role of Einstein Copilot, which operates interactively to assist users in real time.
Salesforce AI Specialist


Reference:

More details can be found in the Salesforce documentation:
https://help.salesforce.com/s/articleView?id=sf.einstein_copilot_overview.htm



Northern Trail Outfitters (NTO) wants to configure Einstein Trust Layer in its production org but is unable to see the option on the Setup page.
After provisioning Data Cloud, which step must an Al Specialist take to make this option available to

NTO?

  1. Turn on Einstein Copilot.
  2. Turn on Einstein Generative AI.
  3. Turn on Prompt Builder.

Answer(s): B

Explanation:

For Northern Trail Outfitters (NTO) to configure the Einstein Trust Layer, the Einstein Generative AI feature must be enabled. The Einstein Trust Layer is closely tied to generative AI capabilities, ensuring that AI-generated content complies with data privacy, security, and trust standards.

Option A (Turning on Einstein Copilot) is unrelated to the setup of the Einstein Trust Layer, which focuses more on generative AI interactions and data handling. Option C (Turning on Prompt Builder) is used for configuring and building AI-driven prompts, but it does not enable the Einstein Trust Layer.
Salesforce AI Specialist


Reference:

For more details on the Einstein Trust Layer and setup steps:
https://help.salesforce.com/s/articleView?id=sf.einstein_trust_layer_overview.htm



Universal Containers wants to implement a solution in Salesforce with a custom UX that allows users to enter a sales order number.
Subsequently, the system will invoke a custom prompt template to create and display a summary of the sales order header and sales order details.
Which solution should an AI Specialist implement to meet this requirement?

  1. Create a screen flow to collect sales order number and invoke the prompt template using the standard "Prompt Template" flow action.
  2. Create a template-triggered prompt flow and invoke the prompt template using the standard "Prompt Template" flow action.
  3. Create an autolaunched flow and invoke the prompt template using the standard "Prompt Template" flow action.

Answer(s): A

Explanation:

To implement a solution where users enter a sales order number and the system generates a summary, the AI Specialist should create a screen flow to collect the sales order number and invoke the prompt template. The standard "Prompt Template" flow action can then be used to trigger the custom prompt, providing a summary of the sales order header and details. Option B, creating a template-triggered prompt flow, is not necessary for this scenario because the requirement is to directly collect input through a screen flow. Option C, using an autolaunched flow, would be inappropriate here because the solution requires user interaction (entering a sales order number), which is best suited to a screen flow.
Salesforce AI Specialist


Reference:

For further guidance on creating prompt templates with flows:

https://help.salesforce.com/s/articleView?id=sf.prompt_template_flow_integration.htm



Universal Containers has seen a high adoption rate of a new feature that uses generative AI to populate a summary field of a custom object, Competitor Analysis. All sales users have the same profile but one user cannot see the generative AlI-enabled field icon next to the summary field.
What is the most likely cause of the issue?

  1. The user does not have the Prompt Template User permission set assigned.
  2. The prompt template associated with summary field is not activated for that user.
  3. The user does not have the field Generative AI User permission set assigned.

Answer(s): C

Explanation:

In Salesforce, Generative AI capabilities are controlled by specific permission sets. To use features such as generating summaries with AI, users need to have the correct permission sets that allow access to these functionalities.
Generative AI User Permission Set: This is a key permission set required to enable the generative AI capabilities for a user. In this case, the missing Generative AI User permission set prevents the user from seeing the generative AI-enabled field icon. Without this permission, the generative AI feature in the Competitor Analysis custom object won't be accessible.
Why not A? The Prompt Template User permission set relates specifically to users who need access to prompt templates for interacting with Einstein GPT, but it's not directly related to the visibility of AI-enabled field icons.
Why not B? While a prompt template might need to be activated, this is not the primary issue here. The question states that other users with the same profile can see the icon, so the problem is more likely to be permissions-based for this particular user. For more detailed information, you can review Salesforce documentation on permission sets related to AI capabilities at Salesforce AI Documentation and Einstein GPT permissioning guidelines.



Universal Containers (UC) is implementing Einstein Generative AI to improve customer insights and interactions. UC needs audit and feedback data to be accessible for reporting purposes.
What is a consideration for this requirement?

  1. Storing this data requires Data Cloud to be provisioned.
  2. Storing this data requires a custom object for data to be configured.
  3. Storing this data requires Salesforce big objects.

Answer(s): A

Explanation:

When implementing Einstein Generative AI for improved customer insights and interactions, the Data Cloud is a key consideration for storing and managing large-scale audit and feedback data. The Salesforce Data Cloud (formerly known as Customer 360 Audiences) is designed to handle and unify massive datasets from various sources, making it ideal for storing data required for AI-powered insights and reporting. By provisioning Data Cloud, organizations like Universal Containers (UC) can gain real-time access to customer data, making it a central repository for unified reporting across various systems.
Audit and feedback data generated by Einstein Generative AI needs to be stored in a scalable and accessible environment, and the Data Cloud provides this capability, ensuring that data can be easily accessed for reporting, analytics, and further model improvement. Custom objects or Salesforce Big Objects are not designed for the scale or the specific type of real-

time, unified data processing required in such AI-driven interactions. Big Objects are more suited for archival data, whereas Data Cloud ensures more robust processing, segmentation, and analysis capabilities.


Reference:

Salesforce Data Cloud Documentation: https://www.salesforce.com/products/data-cloud/overview/ Salesforce Einstein AI Overview: https://www.salesforce.com/products/einstein/overview/



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