Agentforce Features and Configuration Guide
Agentforce Features and Configuration Guide
| Choose 1 option.
A support team handles a high volume of chat interactions and needs a solution to provide quick, relevant responses to customer
inquiries, Responses must be grounded in the organization's knowledge base to maintain consistency and accuracy.
Which feature in Agentforce for Service should the support team use?
| Choose 1 option.
Once a data source is chosen for an Agentforce Data Library, what is true about changing that data source later?
© B. The data source can be changed through the Data Cloud settings.
| Choose 1 option.
In the context of retriever and search indexes, what best describes the data preparation process in Data Cloud?
© A. Data preparation entails aggregating, normalizing, and encoding structured datasets to ensure compliance with
data governance and security protocols.
B. Data preparation involves loading, chunking, vectorizing, and storing content in a search-optimized manner to
support retrieval from the vector database.
(0 C, Data preparation focuses on real-time data ingestion and dynamic indexing to generate dynamic grounding
reference data without preprocessing steps.
Question 5 of 60
| Choose 1 option.
Which setting should the Agentforce Specialist test and iterate on to ensure the action performs as expected?
@ A. Action Instructions
() B. Action Name
© C, Action Input
Question 6 of 60
| Choose 1 option.
(®] A. It performs contextual searches over an indexed repository to quickly fetch the most relevant documents,
enabling grounding Al responses with trustworthy, verifiable information.
© 6. It monitors and aggregates data quality metrics across various data pipelines to ensure only high-integrity data is
used for strategic decision-making.
© C, It automatically extracts and reformats raw data from diverse sources into standardized datasets for use in
historical trend analysis and forecasting.
Question 7 of 60
| Choose 1 option.
Universal Containers (UC) wants its Al agent to return responses quickly. UC needs to optimize the retriever's configuration to
ensure minimal latency when grounding Al responses.
A. Ensure the retriever's filters are defined to limit the scope of each search efficiently.
© B. Configure the retriever to operate in dynamic mode so that it modifies the search index structure at runtime.
© C. Increase the recency bias setting for the retriever limiting scope to more recent data.
Question 9 of 60 (im
| Choose 1 option.
Universal Containers wants to allow its service agents to query the current fulfillment status of an order with natural language.
There Is an existing autolaunched flow to query the information from Oracle ERP. which ts the system of record for the order
fulfillment process.
How should an Agentforce Specialist apply the power of conversational Al to this use case?
An Agentforce Specialist is tasked to optimize a business process flow by assigning actions to agents within the Salesforce
Agentforce Platform.
What is the correct method for the Agentforce Specialist to assign actions to an Agent?
© C. Assign the action to a Topic first on the Agent Actions detail page.
Question 11 of 60 tJ
| Choose 1 option.
Universal Containers (UC) wants to enable its sales reps to explore opportunities that are similar to previously won opportunities
by entering the utterance, "Show me other opportunities like this one."
| Choose 1 option.
What is the main benefit of using a Knowledge article in an Agentforce Data Library?
© A. The retriever for Knowledge articles has better accuracy and performance than the default retriever.
(®] B. It provides a structured, searchable repository of approved documents so the agent can retrieve reliable
information for each inquiry.
© C. Only the retriever for Knowledge articles allows for agents to access Knowledge from both inside the platform and
on a customer's website.
Question 13 of 60 tJ
| Choose 1 option.
Universal Containers implements three custom actions to get three distinct types of sales summaries for its users. Users are
complaining that they are not getting the right summary based on their utterances.
After configuring and saving a Salesforce Agentforce Data Library (regardless of the data source), which components are
automatically created and available in Data Cloud?
An Agentforce Specialist is tasked with creating a prompt template for a sales team. The template needs to generate a summary of
all related opportunities for a given Account.
Which grounding technique should the Agentforce Specialist use to include data from the related list of opportunities in the
prompt template?
Universal Containers deployed the new Agentforce Sales Development Representative (SDR) into production, but sales reps are
saying they can't find it. What ts causing this issue?
© A. Sales rep users do not have access to the SDR Agent object.
® 8. Sales rep users are missing the Use SDR Agent permission set.
© C. Sales rep users profiles are missing the Allow SDR Agent permission.
Question 17 of 60 im |
| Choose 1 option.
What is an Agentforce Specialist able to do when the ‘Enrich event logs with conversation data’ setting in the Agentforce
configuration is enabled?
A. View session data including user input and Agent responses for sessions over the past 7 days.
© 8. Generate details reports on all Agent conversations over any time period.
© C. View the user click path that led to each Agent action.
Question 18 of 60
| Choose 1 option.
Universal Containers’ Agent Action includes several Apex classes for the new Agentforce Agent.
What is an important consideration when deploying Apex that Is invoked by an Agent Action?
@ A The Apex classes must have at least 75% code coverage from unit tests, and all dependencies must be in the
deployment package.
© B. Apex classes invoked by an Agent Action may be deployed with less than 75% test coverage as long as the agent
is not activated in production.
( C. The Apex classes may bypass the 75% code coverage requirement as long as they are only used by the agent.
Question 19 of 60 (im
| Choose 1 option.
An Agentforce Service Agent, who has been successfully assisting customers with service requests in Salesforce, is now unable to
help customers with issues related to a new product replacement process. The company recently implemented a custom Product
Replacement object in Salesforce to track and manage these replacements.
Which Agentforce Agent User change must be implemented to address this issue?
© A. The profile assigned to the Agentforce Agent User needs Al training permission to the custom Product
Replacement object.
® B. The permission set assigned to the Agent User needs Read access to the custom Product Replacement object.
© C. The permission set group assigned to the Agent User needs to grant access to the Product Replacement flow.
Question 20 of 60
| Choose 1 option.
Universal Containers built a Field Generation prompt template that worked for many records, but users are reporting random
failures with token limit errors.
© A. The template type needs to be switched to Flex to accommodate the variable amount of tokens generated by the
prompt grounding.
® B. The number of tokens generated by the dynamic nature of the prompt template will vary by record.
© €. The number of tokens that can be processed by the LLM varies with total user demand.
Question 22 of 60 im |
| Choose 1 option.
A sales manager needs to contact leads at scale with hyper-relevant solutions and customized communications in the most
efficient manner possible.
© A. Prompt Builder
| Choose 1 option.
A sales manager Is using Agent Assistant to streamline their dally tasks. They ask the agent to "Show me a list of my open
opportunities."
How does the large language model (LLM) in Agentforce identify and execute the action to show the sales manager a list of open
opportunities?
® A. The LLM interprets the user's request, generates a plan by identifying the appropriate topics and actions, and
executes the actions to retrieve and display the open opportunities.
© B. Using a dialog pattern, the LLM matches the user query to the available topic, action and steps then performs the
steps for each action, such as retrieving a list of open opportunities.
© C. The LLM uses a static set of rules to match the user's request with predefined topics and actions, bypassing the
need for dynamic interpretation and planning.
Question 24 of 60
| Choose 1 option.
An Agentforce Agent has been developed with multiple topics and Agent Actions that use flows and Apex.
© A, Use only change sets because the Salesforce CLI does not currently support the deployment of agent-related
metadata.
® B. Deploy flows, Apex, and all agent-related items using either change sets or the Salesforce CLI/Metadata API.
© C. Deploy the flows and Apex using normal deployment tools and manually create the agent-related iterns in
production.
Question 25 of 60 (im
| Choose 1 option.
Universal Containers (UC) wants to build an Agentforce Service Agent that provides the latest, active, and relevant policy and
compliance information to customers. The agent must:
(®) A. Set up an Agentforce Data Library to store and index policy documents for Al retrieval.
© B. Enable the agent to search all internal records and past customer inquiries.
| Choose 1 option.
What is the role of the large language model (LLM) in understanding intent and executing an Agent Action?
® A. Identify the best matching topic and actions and correct order of execution
© C. Find similar requested topics and provide the actions that need to be executed
Question 27 of 60 im |
| Choose 1 option.
Universal Containers (UC) users are complaining that agent answers are not satisfactory. The agent is using PDF files as a
knowledge source.
© B. Check that the agent has the PDF file field permission access for the data library.
© C. Analyze the data mapping between source fields and Data Cloud object fields.
Question 28 of 60 tJ
| Choose 1 option.
Universal Containers has seen a high adoption rate of a new feature that uses generative Al 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 Al-enabled field
icon next to the summary field.
© A. The user does not have the field Generative Al User permission set assigned.
®@ B. The user does not have the Prompt Template User permission set assigned.
© C€. The prompt template associated with summary field is not activated for that user.
Question 29 of 60 im |
| Choose 1 option.
When a customer chat is initiated, which functionality in Salesforce provides generative Al replies or draft emails based on
recommended Knowledge articles?
© 8. Einstein Grounding
Universal Containers (UC) implements a custom retriever to improve the accuracy of Al-generated responses. UC notices that the
retriever is returning too many irrelevant results, making the responses less useful.
| Choose 1 option.
© A. Select the appropriate prompt template type to use, select one of Salesforce’s standard prompts, determine the
object to associate the prompt, select a record to validate against, and associate the prompt to an action.
© 8. Enable the target object for generative prompting, develop the prompt within the prompt workspace, select
records to fine-tune and ground the response, enable the Trust Layer, and associate the prompt to an action.
® C. Select the appropriate prompt template type to use, develop the prompt within the prompt workspace, select
resources to dynamically insert CRM-derived grounding data, pick the model to use, and test and validate the
generated responses.
Question 32 of 60 im |
| Choose 1 option.
Before activating a custom Agent action, an Agentforce Specialist would like to understand multiple real-world user utterances to
ensure the action is being selected appropriately.
© A. Agentforce
® B. Agent Builder
© C. Model Playground
Question 33 of 60 im |
| Choose 1 option.
Universal Containers (UC) wants to make a marketing newsletter and to directly use data from five unrelated objects (two standard
and three custom) in a prompt template.
© A. Create a prompt template passing in special custom object that connects the records temporarily.
© B. Create a prompt template-triggered flow to access the data from five objects.
| Choose 1 option.
An Agentforce Specialist is setting up a new org and needs to ensure that users can create and execute prompt templates. The
Agentforce Specialist is unsure which roles are necessary for these tasks.
Which permission sets should the Agentforce Specialist assign to users who need to create and execute prompt templates?
© A. Prompt Template Manager for creating templates and Data Cloud Admin for executing templates
© B. Data Cloud Admin for creating templates and Prompt Template User for executing templates
(@] C. Prompt Template Manager for creating templates and Prompt Template User for executing templates
Question 35 of 60 tJ
| Choose 1 option.
Universal Containers (UC) currently tracks Leads with a custom object. UC is preparing to implement the Sales Development
Representative (SDR) Agent.
(®] B. Agentforce SDR only works with the standard Lead object.
Universal Containers (UC) wants to enable its sales team with automatic post-call visibility into mention of competitors, products,
and other custom phrases,
Which feature should the company use to enable the sales team?
© B. Call Summaries
© C. Call Explorer
Question 37 of 60 tJ
| Choose 1 option.
Universal Containers recently launched a pilot program to integrate conversational Al into its CRM business operations with
Agentforce Agents.
How should the Agentforce Specialist monitor Agents’ usability and the assignment of actions?
Universal Containers (UC) has a legacy system that needs to integrate with Salesforce. UC wishes to create a digest of account
action plans using the generative API feature.
© B. SOAP API
@ C. REST API
Question 39 of 60 1m
| Choose 1 option.
A Universal Containers administrator is setting up Einstein Data Libraries. After creating a new library, the administrator notices
that only the file upload option is available; there is na option to configure the library using a Salesforce Knowledge base.
© A. The administrator is not using Lightning Experience, which is required to display all data source options, including
the Knowledge base option, when configuring Einstein Data Libraries.
® B. Salesforce Knowledge is not enabled in the organization; without Salesforce Knowledge enabled, the Knowledge-
based data source option will not be available in Einstein Data Libraries.
© C. The current Salesforce org lacks the necessary Einstein for Service permissions that support the Knowledge-based
Data Library option, so only the file upload option is presented.
Question 40 of 60 im |
| Choose 1 option.
Universal Containers tests out a new Einstein Generative Al 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?
(®] B. The user does not have permission to access the fields.
© C. The user does not have Einstein Sales Emails permission assigned.
Question 41 of 60 tJ
| Choose 1 option.
Leadership needs to populate a dynamic form field with a summary or description created by a large language model (LLM) to
facilitate more productive conversations with customers. Leadership also wants to keep a human in the loop to be considered in
their Al strategy.
® A. Record Summary
© B. Sales Email
) C. Field Generation
Question 42 of 60 im |
| Choose 1 option.
Universal Containers (UC) has implemented Generative AI within Salesforce to enable summarization of a custom object called
Guest. Users have reported mismatches in the generated information.
In refining Its prompt design strategy, which key practices should UC prioritize?
® A. Create concise, clear, and consistent prompt templates with effective grounding, contextual role-playing, clear
instructions, and iterative feedback.
© B. Enable prompt test mode, allocate different prompt variations to a subset of users for evaluation, and standardize
the most effective model based on performance feedback.
© C. Submit a prompt review case to Salesforce and conduct thorough testing in the playground to refine outputs until
they meet user expectations.
Question 43 of 60
| Choose 1 option.
Which object stores the conversation transcript between the customer and the agent?
@® B. Messaging Session
(o €, Case
Question 44 of 60 (im
| Choose 1 option.
A Salesforce Administrator wants to generate personalized, targeted emails that incorporate customer interaction data. The admin
wants to leverage large language models (LLMs) to write the emails, and wants to reuse templates for different products and
customers.
Universal Containers (UC) has configured Agentforce Data Library using Knowledge articles. When testing in Agent Builder and the
Experience Cloud site, the agent is not responding with grounded Knowledge article information. However, when tested in Prompt
Builder, the response returns correctly.
© A, Create a new permission set that assigns "Manage Knowledge" and assign it to the Agentforce Service Agent User.
© B. Ensure the Data Cloud User permission set has been assigned to the Agentforce Service Agent User.
® C. Ensure the assigned User permission set includes access to the prompt template used to access the Knowledge
articles.
Question 46 of 60 1m
| Choose 1 option.
Based on the user utterance, ‘Show me all the customers in New York', which standard Agent action will the planner service use?
® A. Query Records
() B. Select Records
(0 C. Fetch Records
Question 47 of 60
| Choose 1 option.
Universal Containers wants to leverage the Record Snapshots grounding feature in a prompt template.
| Choose 1 option.
Universal Containers (UC) wants to ensure the effectiveness, reliability, and trust of its agents prior to deploying them in
production. UC would like to efficiently test a large and repeatable number of utterances.
© A. Deploy the agent in a Q/A sandbox environment and review the Utterance Analysis reports to review
effectiveness.
® B. Create a CSV file with UC's test cases in Agentforce Testing Center using the testing template.
© C. Leverage the Agent Large Language Model (LLM) UI and test UC's agents with different utterances prior to
activating the agent.
Question 49 of 60 tJ
| Choose 1 option.
Universal Containers is planning a marketing email about products that most closely match a customer's expressed interests.
© A. Standard email draft with Einstein and choose standard email template
® B. Custom sales email template which is grounded with interest and product information
( C, Standard email marketing template using Apex or flows for matching interest in products
Question 50 of 60 tJ
| Choose 1 option.
Amid their busy schedules, sales reps at Universal Containers dedicate time to follow up with prospects and existing clients via
email regarding renewals or new deals. They spend many hours throughout the week reviewing past communications and details
about their customers before performing their outreach.
Which standard Agent action helps sales reps draft personalized emails to prospects by generating text based on previous
successful communications?
An Agentforce Specialist at Universal Containers is trying to set up a new Field Generation prompt template. They take the
following steps.
After creating the prompt template, the Agentforce Specialist saves, tests, and activates it. However, when they go to a case record,
the AI Analysis field does not show the +: (Sparkle) icon on the Edit pencil, When the Agentforce Specialist was editing the field, it
was behaving as a normal field.
® A, They forgot to edit the Lightning page layout and associate the field to a prompt template.
© B. They forgot to reactivate the Lightning page layout for the Case object after activating their Field Generation
prompt template.
© C. They forgot that the Case object is not supported for field generation as Einstein Service Replies should be used
instead.
Question 52 of 60
| Choose 1 option.
How is Data Cloud leveraged by the Answer Questions with Knowledge action in Agentforce?
© A. Data Cloud is not required; the articles can be accessed directly from the CRM by the agent.
© C. Data Cloud provides the real-time data streams that update the Knowledge articles.
Question 53 of 60
| Choose 1 option.
Universal Containers (UC) wants to use Flow to bring data from unified Data Cloud objects to prompt templates.
| Choose 1 option.
Universal Containers (UC) configured a new PDF file ingestion in Data Cloud with all the required fields, and also created the
mapping and the search index. UC is now setting up the retriever and notices a required field is missing.
© B. Create a new custom Data Cloud object that includes the desired field.
An administrator wants to check the response of the Flex prompt template they've built, but the preview button ts greyed out.
| Choose 1 option.
Universal Containers would like to route a service agent conversation to a human agent queue.
Which tool connects the service agent to the human agent queue for escalation?
© A. Screen Flow
® B. Prompt Flow
| Choose 1 option.
Universal Containers would like to route a service agent conversation to a human agent queue.
Which tool connects the service agent to the human agent queue for escalation?
© A. Screen Flow
® B. Prompt Flow
Universal Containers recently added a custom flow for processing returns and created a new Agent Action.
Which action should the company take to ensure the Agentforce Service Agent can run this new flow as part of the new Agent
Action?
Which scenario best demonstrates when an Agentforce Data Library is most useful for improving an Al agent's response accuracy?
® A. When the Al agent must provide answers based on a curated set of policy documents that are stored, regularly
updated, and indexed in the data library.
© B. When data is being retrieved from Snowflake using zero-copy for vectorization and retrieval.
© C. When the Al agent needs to combine data from disparate sources based on mutually common data, such as
Customer Id and Product Id for grounding.
Question 59 of 60
| Choose 1 option.
Universal Containers plans to enhance the customer support team's productivity using AI.
( B. Estimating support ticket volume based on historical data and seasonal trends
| Choose 1 option.
Universal Containers wants its Al agent to answer customer questions with precise and up-to-date information.
© A. It automates the ingestion and optical character recognition (OCR) processing of any PDF, and indexes them to
enable regular SOL query retrieval to ground prompts and agents with relevant information.
© B. It automates the ingestion, taxonomical classification and storage of knowledge in Data Cloud for precision
keyword search retrieval to ground prompts and agents with relevant information.
® C. It automates the ingestion, indexing of data, and creates a default retriever to be used in prompts and agents for
grounding with relevant information.
Salesforce Certified Agentforce Specialist Score Report
CANDIDATE: ia DATE: 7/26/2025
CANDIDATE ID: aS,
REGISTRATION NUMBERS Sa. EXAM CODE: AI-201
GRADE: Pass
The report below shows the percentage of questions in each section that you answered correctly for the Salesforce
Certified Agentforce Specialist exam. You will receive this information in your exarn results email and can also access
it via My Dashboard in Trailhead Academy.