Agentforce Specialist Exam Study Guide Flashcards
(174 cards)
What is the main benefit of using a Knowledge article in an Agentforce Data Library?
It provides a structured, searchable repository of approved documents so the agent can retrieve reliable information for each inquiry.
This allows agents to access accurate and up-to-date information efficiently.
After configuring and saving a Salesforce Agentforce Data Library, which components are automatically created and available in Data Cloud?
- A data pipeline
- An indexing engine
- A query processor
These components facilitate the management and retrieval of data.
How should Universal Containers resolve a missing required field in their retriever configuration?
Modify the retriever’s configuration to include the desired field.
This ensures that all necessary data is accessible for accurate responses.
What best describes the data preparation process in Data Cloud?
Data preparation involves loading, chunking, vectorizing, and storing content in a search-optimized manner to support retrieval from the vector database.
This process is critical for effective data access and utilization.
When is an Agentforce Data Library most useful for improving an AI agent’s response accuracy?
When the AI agent must provide answers based on a curated set of policy documents that are stored, regularly updated, and indexed in the data library.
Regular updates ensure the accuracy and relevance of the information retrieved.
How does an Agentforce Data Library simplify and enable precise customer responses?
It automates the ingestion, taxonomical classification, and storage of knowledge in Data Cloud for precision keyword search retrieval.
This allows agents to ground prompts with relevant information quickly.
What causes the absence of the Knowledge-based Data Library option for an administrator in Einstein Data Libraries?
Salesforce Knowledge is not enabled in the organization.
Without enabling Salesforce Knowledge, the option will not be available.
How does the AI retriever function within Data Cloud?
It performs contextual searches over an indexed repository to quickly fetch the most relevant documents.
This enables grounding AI responses with trustworthy, verifiable information.
What should Universal Containers verify if agent answers using PDF files are not satisfactory?
Check that the agent has the PDF file field permission access for the data library.
Proper permissions are essential for accessing the necessary data.
Which configuration aspect should Universal Containers prioritize to ensure minimal latency in AI responses?
Define the retriever’s filters to limit the scope of each search efficiently.
Efficient filtering can significantly reduce response time.
What is true about changing the data source for an Agentforce Data Library after it has been selected?
The data source cannot be changed after it is selected.
This limitation necessitates careful selection during initial configuration.
What action should Universal Containers take if a custom retriever returns too many irrelevant results?
Define filters to narrow the search results based on specific conditions.
This helps in retrieving only the most relevant data.
What is a valid use case for Data Cloud retrievers?
Returning relevant data from the vector database to augment a prompt.
This enhances the AI’s ability to provide informed responses.
What is the primary benefit of using a custom retriever with filters?
Fine-grained control over which data is returned for AI responses.
This allows for more precise and relevant information retrieval.
Which type of Salesforce data can an Agentforce prompt template be grounded against?
Data Library.
This allows the AI to utilize specific data sources for generating responses.
What occurs once an Agentforce Data Library containing uploaded files is created and configured?
Indexes the uploaded files into Data Cloud.
This indexing is crucial for retrieval and search optimization.
What should Universal Containers do to ground its AI models with relevant CRM data?
Set up an Agentforce Data Library to index and retrieve relevant CRM data.
This integration is essential for effective AI model training.
What prompt template type is recommended for populating a dynamic form field with a summary created by a large language model?
Field Generation.
This template type is designed for generating dynamic content.
What should a Salesforce Administrator create to generate personalized, targeted emails using customer interaction data?
Create a Sales Email prompt template type.
This allows for reusing templates across different products and customers.
What is the reason for a greyed-out preview button in the Flex prompt template?
The records related to the prompt have not been selected.
Selecting a record is necessary to test the prompt.
What must an administrator do to enable the preview button for a Flex prompt template?
Select the records related to the prompt.
The preview button is greyed out until at least one record is selected.
Which grounding technique should an Agentforce Specialist use to include data from the related list of opportunities in a prompt template?
Use merge fields to reference the default related list of opportunities.
This ensures that the prompt template can access the relevant data.
What critical step did the Agentforce Specialist miss if the AI Analysis field does not show the (Sparkle) icon?
They forgot to edit the Lightning page layout and associate the field to a prompt template.
This step is necessary for the field to be recognized as part of the prompt template.
How should Universal Containers access data from five unrelated objects in a prompt template?
Create a flex template and use the five objects as inputs.
This method allows integration of multiple data sources.