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Correct : C

When creating a custom action in Einstein Copilot, one of the available options is to use Flows. Flows are a powerful automation tool in Salesforce, allowing the AI Specialist to define custom logic and actions within the Copilot system. This makes it easy to extend Copilot's functionality without needing custom code.

While Apex triggers and SOQL are important Salesforce tools, Flows are the recommended method for creating custom actions within Einstein Copilot because they are declarative and highly adaptable.

For further guidance, refer to Salesforce Flow documentation and Einstein Copilot customization resources.

Correct : B

Universal Containers (UC) has concerns about data privacy when using Salesforce's generative AI features, particularly around preventing third-party LLMs from accessing or retaining their data. The Zero-Data Retention Policy in the Einstein Trust Layer is designed to address these concerns by ensuring that:

No data is used for training or product improvements by third-party LLMs.

No data is retained outside of the customer's Salesforce organization.

The LLM provider cannot access any customer data.

This policy aligns perfectly with UC's requirements for keeping their data safe while leveraging generative AI capabilities.

Prompt Defense and Data Masking are also security features, but they do not directly address the concerns related to third-party data access and retention.

Salesforce Einstein Trust Layer Documentation: https://help.salesforce.com/s/articleView?id=sf.einstein_trust_layer.htm

Correct : B

When using Prompt Builder in a Salesforce org, the correct process involves several important steps:

Select the appropriate prompt template type based on the use case.

Develop the prompt within the prompt workspace, where the template is created and customized.

Select CRM-derived grounding data to be dynamically inserted into the prompt, ensuring that the AI-generated responses are based on accurate and relevant data.

Pick the model to use for generating responses, either using Salesforce's built-in models or custom ones.

Test and validate the generated responses to ensure accuracy and effectiveness.

Option B is correct as it follows the proper steps for using Prompt Builder.

Option A and Option C do not capture the full process correctly.

Salesforce Prompt Builder Documentation: https://help.salesforce.com/s/articleView?id=sf.prompt_builder_overview.htm

Correct : B

An AI Specialist wants to include data from the response of an external service invocation (REST API callout) into a prompt template. The goal is to incorporate dynamic data retrieved from an external API into the AI-generated content.

Solution:

Use External Service Record Merge Fields

External Service Integration:

Definition: External Services in Salesforce allow the integration of external REST APIs into Salesforce without custom code.

Registration: The external service must be registered in Salesforce, defining the API's schema and methods.

External Service Record Merge Fields:

Purpose: Enables the inclusion of data from external service responses directly into prompt templates using merge fields.

Functionality:

Dynamic Data Inclusion: Allows prompt templates to access and use data returned from REST API callouts.

Merge Fields Syntax: Use merge fields in the prompt template to reference specific data points from the API response.

Implementation Steps:

Register the External Service:

Use External Services to register the REST API in Salesforce.

Define the API's schema, including methods and data structures.

Create a Named Credential:

Configure authentication and endpoint details for the external API.

Use External Service in Flow:

Build a Flow that invokes the external service and captures the response.

Ensure the flow outputs the necessary data for use in the prompt template.

Configure the Prompt Template:

Use External Service Record merge fields in the prompt template to reference data from the flow's output.

Syntax Example: {{flowOutputVariable.fieldName}}

Why Other Options are Less Suitable:

Option A (Convert the JSON to an XML merge field):

Irrelevance: Converting JSON to XML merge fields is unnecessary and complicates the process.

Unsupported Method: Salesforce prompt templates do not support direct inclusion of XML merge fields from JSON conversion.

Option C (Use ''Add Prompt Instructions'' flow element):

Purpose of Add Prompt Instructions:

Allows adding instructions to the prompt within a flow but does not facilitate including external data.

Limitation: Does not directly help in incorporating external service responses into the prompt template.

Salesforce AI Specialist Documentation - Integrating External Services with Prompt Templates:

Explains how to use External Services and merge fields in prompt templates.

Salesforce Help - Using Merge Fields with External Data:

Provides guidance on referencing external data in templates using merge fields.

Salesforce Trailhead - External Services and Flow:

Offers a practical understanding of integrating external APIs using External Services and Flow.

Conclusion:

By using External Service Record merge fields, the AI Specialist can effectively include data from external REST API responses into prompt templates, ensuring that the AI-generated content is enriched with up-to-date and relevant external data.

Correct : A

To create a digest of account action plans using the generative API feature, Universal Containers should use the REST API. The REST API is ideal for integrating Salesforce with external systems and enabling interaction with Salesforce data, including generative capabilities like creating summaries or digests. It supports modern web standards and is suitable for flexible, lightweight interactions between Salesforce and legacy systems.

Metadata API is used for retrieving and deploying metadata, not for data operations like generating summaries.

SOAP API is an older API used for integration but is less flexible compared to REST for this specific use case.

For more details, refer to Salesforce REST API documentation regarding using REST for data integration and generating content.